Zhi Tong Cai Jing·2025-09-25 02:05Core Viewpoint - The stock of Jinli Permanent Magnet (300748) has risen over 7%, currently trading at 22.46 HKD, following the release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" by the State Council, which is expected to support the development of embodied intelligent robots and related industries [1] Group 1: Industry Insights - The "Artificial Intelligence+" policy is anticipated to facilitate high-quality development in the embodied intelligent robot sector, enhancing technology, infrastructure, and regulatory frameworks [1] - CITIC Securities recommends focusing on leading companies in the embodied intelligent industry chain that possess high technical barriers and potential disruptive opportunities from new technologies [1] Group 2: Company Developments - Jinli Permanent Magnet has established a division for embodied robot motor rotors, indicating a strategic shift towards this growing market, with small batch deliveries expected in the first half of 2025 [1] - The company plans to achieve a practical production capacity of 32,000 tons of magnetic materials in 2024, with a target to complete a production line for 38,000 tons by the end of 2024 [1] - Additionally, the "Green Intelligent Manufacturing Project for 20,000 tons of high-performance rare earth permanent magnet materials" is on schedule, aiming for a total capacity of 60,000 tons by 2027 [1]