Xuan Gu Bao·2025-04-23 05:56Group 1 - The rare earth sector experienced a significant rally on April 23, with Jinli Permanent Magnet rising over 10%, followed by Dragon Magnetic Technology, Ocean Motor, and Dadi Bear [1] - Jinli Permanent Magnet is a leading supplier of high-performance rare earth permanent magnet materials, with a production capacity of 23,000 tons of high-performance iron-boron permanent magnet materials annually [2] - Dragon Magnetic Technology is one of the largest producers of permanent magnet ferrite wet-pressed magnetic tiles, with a production capacity of nearly 45,000 tons [2] Group 2 - Elon Musk, CEO of Tesla, indicated that the mass production plan for the "Optimus" humanoid robot will be affected by China's rare earth export control measures, prompting Tesla to apply for export licenses for rare earth permanent magnet materials [3] - High-performance neodymium-iron-boron permanent magnet materials are essential for servo motors in humanoid robots, with each robot requiring approximately 3.5 kg of this material [4] - The global humanoid robot market is projected to reach 85.5 billion yuan by 2030, with a compound annual growth rate (CAGR) of 71% from 2021 to 2030, significantly increasing the demand for neodymium-iron-boron materials [4] Group 3 - The supply of rare earth materials is expected to remain constrained due to slowing growth in domestic mining quotas and unstable imports from Myanmar, leading to an improved supply-demand balance for rare earth magnetic materials [4] - The rare earth price index has risen by 11.12% compared to the end of 2024, indicating a potential increase in prices for rare earth permanent magnet materials [4] - The demand for rare earth permanent magnet materials is anticipated to grow due to policies promoting new energy vehicles and home appliances [4]