智通财经APP获悉,金力永磁(06680)尾盘跌超12%,截至发稿,跌11.3%,报12.72港元,成交额1.7亿港元。
消息面上,高盛发布报告表示,人形机器人出现具有实际意义的应用要在5-10年之后;机器人技术的商业化进程可能比许多人预期的要慢。大摩此前指出,尽管在和运动控制方面进展迅速,但要实现人形机器人的实际应用仍需算法和硬件的持续改进,但中国的人形机器人产业正呈现出加速发展的态势。
金力永磁近期表示,人形机器人是未来高性能钕铁硼磁材重要需求增长点之一,公司把握时代的潮流,正积极配合世界知名客户的人形机器人用磁组件的研发,并且陆续有小批量的交付,但现阶段对公司收入和盈利影响甚微。此外,公司预计2024年净利同比下滑42%至52%。
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