智通财经APP获悉，稀土概念股走高，截至发稿，金力永磁(06680)涨9.36%，报15.66港元；中国稀土(00769)涨5.06%，报0.415港元。
消息面上，工信部日前就《稀土开采和稀土冶炼分离总量调控管理办法(暂行)(公开征求意见稿)》等公开征求意见。其中指出，工信部、自然资源部、国家发改委负责稀土开采和稀土冶炼分离总量调控管理工作，制定下达年度稀土开采和稀土冶炼分离总量控制指标。此外，国内外科技巨头争相布局人形机器人赛道。上海证券分析师指出，AI大模型突破将推动通用机器人成本下降，预计2030年全球人形机器人市场规模将达千亿美元，带动稀土永磁材料需求扩容3-5倍。
中信证券指出，政策层面，稀土管理条例细则征求意见稿强调稀土指标仅下发至稀土集团，未来稀土资源或进一步向大型稀土集团集中，进口矿管控或进一步加强，稀土行业供给端刚性逻辑持续强化，稀土产品信息追溯管理办法征求意见稿的发布亦有助于稀土行业规范化发展；需求层面，2025年有望成为人形机器人量产元年，产业正以超线性的速度突破临界点，高性能钕铁硼作为机器人用电机的关键材料，未来有望充分受益。
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