在相关上市公司中，以下企业值得关注： 突发！新材料借AI东风，多板块疯狂异动，相关企 业崛起 3月24日，磁性材料板块异动拉升，天和磁材（603072）涨停，金力永磁（300748）、中科磁业 （301141）、正海磁材（300224）、龙磁科技（300835）、英思特（301622）等跟涨。这一波行情的背 后，是新材料产业与人工智能深度融合带来的发展机遇。 近期，新材料产业消息不断。3月22日，晶泰科技与方大炭素（600516）签署战略合作协议，双方 将以人工智能为核心驱动力，围绕炭素新材料领域展开深度协同创新。此外，北京市发布《北京市"人 工智能+新材料"创新发展行动计划(2025—2027年)》，提出到2027年，要实现北京"AI+新材料"创新能 力显著增强，发布新一代物质科学大原子模型，研发10个(套)以上垂类模型和自主核心软件，形成15个 人工智能赋能的标杆性新材料产品。 从产业链来看，AI+新材料产业链主要包括三个环节：上游的基础研究和算法开发，包括深度学习 模型、量子化学计算等；中游的智能实验室建设和自动化设备制造；下游则是具体应用场景，涉及新能 源、半导体、医药等多个领域。目前，多家企业已开始 ...

Investment Rating - The report gives an "Outperform" rating for the industry, indicating a positive outlook compared to the broader market [5]. Core Insights - The industrial robot market is experiencing stable growth, laying a foundation for humanoid robots, with projections indicating a significant increase in market size and sales volume by 2030 [3][18]. - The humanoid robot market is expected to reach a size of $15 billion by 2030, with a compound annual growth rate (CAGR) exceeding 56% from 2024 to 2030 [3][27]. - The report highlights the importance of rare earth permanent magnets in the manufacturing of robot joints, suggesting that the magnetic materials and components sector could open up a market worth billions [4][31]. Summary by Sections 1. Industrial Robots and Humanoid Robots - The global industrial robot market is projected to see new installations grow from 54.1 thousand units in 2024 to 60.2 thousand units by 2027, with a cumulative installation of 428.2 million units by the end of 2023 [11][12]. - China remains the largest market for industrial robots, accounting for 51% of global installations in 2023 [12]. - The humanoid robot market is expected to grow from $1.017 billion in 2024 to $15 billion by 2030, with sales increasing from 11,900 units to 605,700 units during the same period [3][27]. 2. Rare Earth Permanent Magnets - The cost of humanoid robot joints accounts for over 60% of the total cost, with significant components including rotary and linear actuators [4][31]. - The market for electric motor rotors is projected to reach $2.03 million, $3.58 million, and $5.73 million from 2025 to 2027, while the permanent magnet market is expected to reach $1.22 million, $2.15 million, and $3.44 million in the same timeframe [4][48]. - If humanoid robot sales reach 1 million units, the rotor market could reach $2 billion, corresponding to a permanent magnet market of $1.2 billion, with a demand for 3,500 tons of neodymium iron boron [4][48]. 3. Key Listed Companies - Major domestic producers of high-performance neodymium iron boron are concentrated in companies like Jinli Permanent Magnet, Zhuhai Yuheng, and Ningbo Yunsheng, which are actively entering the humanoid robot market [4][53]. - By 2025, the combined production capacity of high-performance neodymium iron boron in China is expected to reach 203,500 tons, with significant expansions planned by leading companies [53][56].