异动解读 | 金力永磁盘中大涨5.40%,具身机器人业务放量叠加稀土价格中枢上行

异动解读
May 15

金力永磁今日盘中股价大幅上扬,涨幅达5.40%,表现强劲。

消息面上,公司近期披露已向世界知名科技公司小批量交付具身机器人电机转子,其机器人及伺服电机业务在一季度实现收入1.18亿元,同比大幅增长81.84%,显示出该业务正处于快速放量期。同时,公司一季度整体业绩表现亮眼,扣非归母净利润同比大增65.95%,经营活动产生的现金流量净额更是同比增长了202.1%,基本面支撑有力。

行业层面亦传来利好,包钢大幅上调了二季度稀土精矿价格,叠加下游磁材厂边际补库需求,氧化镨钕价格呈现温和上涨态势,多家机构看好稀土价格中枢上行趋势,这对公司主营业务构成积极影响。此外,瑞银近期增持了公司股份,持股比例升至6.04%,也反映了机构投资者的信心。

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