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港股异动 | 金力永磁(06680)涨超7% 具身机器人行业多层面有望迎来催化 公司提前布局机器人领域
Zhi Tong Cai Jing·2025-09-25 02:10

Core Viewpoint - The issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" is expected to support the development of embodied intelligent robots, leading to high-quality growth in the industry [1] Company Summary - Jinli Permanent Magnet (06680) saw a stock price increase of over 7%, reaching HKD 22.46 with a trading volume of HKD 124 million [1] - The company has established a division for embodied robot motor rotors, anticipating small batch deliveries of these products by the first half of 2025 [1] - Jinli Permanent Magnet plans to achieve a production capacity of 32,000 tons of magnetic materials in 2024, with a goal to expand to 38,000 tons by the end of 2024 [1] - The company is also progressing on its "20,000 tons high-performance rare earth permanent magnet materials green manufacturing project," aiming for a total capacity of 60,000 tons by 2027 [1] Industry Summary - The embodied intelligent robot sector is identified as a key area for future growth, with potential disruptive opportunities arising from new technologies [1] - The industry is expected to benefit from advancements in technology, supporting infrastructure, and regulatory frameworks following the recent government approval [1]