智通财经APP获悉，金力永磁(06680)涨超10%，截至发稿，涨10.12%，报9.36港元，成交额9347.3万港元。
消息面上，中泰证券指出，稀土价格处于周期底部位置，短期供给不确定性仍存，25年人形机器人开始进入量产阶段，若按照远期1 亿台人形机器人销量，远期空间约20-40万吨，相当于再造一个稀土永磁市场，板块中长期趋势明确。金力永磁此前透露，正配合人形机器人用磁组件研发，陆续有小批量交付。
金力永磁近期宣布，根据市场需求，结合自身业务发展需要，在2025年建成4万吨高性能稀土永磁材料产能的基础上，公司拟通过全资子公司金力包头公司投资建设“年产2万吨高性能稀土永磁材料绿色智造项目”。项目计划投资总额为10.5亿元，项目建设期2年，将使用金力包头公司自有及自筹资金。德邦证券指，预测公司业绩将随产能释放有所增长，公司作为行业龙头技术领先、扩产速度快。
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