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2连板涨停!方正电机9:42涨停,人形机器人+新能源汽车驱动电机概念联动,背后逻辑揭晓
Jin Rong Jie· 2025-11-07 02:21
Core Viewpoint - The stock of Fangzheng Electric has experienced a consecutive two-day limit-up, driven by increased market interest in humanoid robots and significant growth in its electric vehicle motor business orders, alongside improved operational expectations following state-owned enterprise takeover [1] Group 1: Stock Performance - Fangzheng Electric's stock reached a limit-up at 9:42 AM with a trading volume of 1.187 billion yuan and a turnover rate of 17.23% [1] Group 2: Business Developments - The company is involved in the humanoid robot sector, which has gained market attention recently [1] - There has been a notable increase in orders for the company's electric vehicle drive motors [1] - The third-quarter report indicates significant performance growth, contributing to the stock's upward trend [1] - Expectations for operational improvements have risen following the takeover by a state-owned enterprise [1]
龙磁科技(300835.SZ):目前公司永磁铁氧体产品有少量添加轻稀土镧,未掺杂重稀土
Ge Long Hui A P P· 2025-11-05 08:37
Core Viewpoint - Longi Technology (300835.SZ) is focusing on enhancing the performance of its permanent magnet ferrite products by incorporating a small amount of light rare earth lanthanum, while avoiding the use of heavy rare earths [1] Group 1: Product Development - The company plans to increase its research and development efforts in high-end applications such as electric vehicle drive motors and industrial servo motors [1] - There is an emphasis on improving product performance levels to capture a larger share of the mid-to-high-end market [1]