平安证券研报指出，金力永磁2025年上半年归母净利润3.05亿元（同比+154.81%）；Q2实现归母净利润1.44亿元（同比+703.06%，环比-10.03%）。原材料价格回暖驱动毛利率边际抬升，上半年稀土价格稳中有升，以镨钕金属为例，根据中国稀土行业协会数据，2025年7月平均价格为58万元/吨，较2025年1月平均价格50万元/吨上升约16%。公司规划建设先进的具身机器人电机转子生产线，初具一定的规模化量产能力。2025年上半年公司已有小批量产品的交付，机器人领域有望成为公司未来重要的业务增长点之一。新能源及机器人领域驱动下，稀土永磁需求有望持续增长，公司相关领域布局加速推进，未来优质产能落地有望加速释放业绩增长弹性。维持“推荐”评级。
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