正海磁材：人形机器人等领域有望成钕铁硼需求增长新驱动力

Group 1 - The rapid development of the robotics industry has increased market attention on the rare earth permanent magnet industry, which serves as upstream raw materials [1] - The company has extensive experience collaborating with international clients for nearly two decades and has established close partnerships with emerging domestic industry leaders [1] - The company’s main product, high-performance neodymium-iron-boron permanent magnets, is widely used in new energy, energy-saving, and intelligent fields, making it an ideal material for motors in humanoid robots [1][2] Group 2 - The company achieved full coverage of the top 10 international automotive brands, top 5 domestic automotive brands, and top 5 new car-making forces in the energy-saving and new energy vehicle sectors [2] - The company’s product shipment volume increased by 25% year-on-year, with a total of 5.61 million sets of energy-saving and new energy vehicle motors delivered [2] - The company’s core technology, grain optimization technology (TOPS), reached a product coverage rate of 97% in 2024, while diffusion technology (THRED) exceeded 80% [2] Group 3 - The company’s Nantong base is expected to achieve over 150% year-on-year growth in production in 2024, complementing the strategic capacity of the Yantai base [3] - The company has responded quickly to export control measures for medium and heavy rare earth items, actively promoting export declaration work and obtaining export licenses [3] - The company will maintain close communication with relevant departments to ensure compliance in export operations and safeguard stable business operations [3]