Group 1 - The stock of Jinli Permanent Magnet (06680) has increased by over 7%, currently trading at 22.46 HKD with a transaction volume of 124 million HKD [1][2] - The State Council's approval of the "Artificial Intelligence +" action plan is expected to support the development of embodied intelligent robots, which are seen as a new generation of smart terminal products [2] - CITIC Securities recommends focusing on the embodied intelligent industry chain, highlighting the potential disruptive opportunities brought by new technologies and suggesting attention to new market players [2] Group 2 - Jinli Permanent Magnet has established a division for the rotor of motors used in embodied robots, indicating that this sector will be a significant growth point for the company in the future [2] - The company plans to achieve a production capacity of 32,000 tons of magnetic materials in 2024, with an additional capacity of 38,000 tons and advanced production lines for embodied robot motor rotors by the end of 2024 [2] - The "20,000 tons of high-performance rare earth permanent magnet materials green manufacturing project" is progressing as planned, with a target completion of 60,000 tons of magnetic material capacity by 2027 [2]