智通财经APP获悉，金力永磁(06680)涨近6%，截至发稿，涨5.74%，报23.58港元，成交额1.77亿港元。
消息面上，中信证券研报认为，政策层面，商务部联合海关总署等部门发布多项出口管制政策，稀土资源战略属性再凸显。指标约束叠加进口下滑背景下稀土供给刚性持续加强，需求支撑叠加出口逐步恢复为稀土价格提供有力支撑。新能源汽车、消费电子、变频空调、风电等需求有望持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间，稀土行业供需格局有望迎来拐点，持续推荐稀土产业链战略配置价值。
金力永磁近日公布，2025年前三季度，营业收入53.73亿元，同比增长7.16%；归属于上市公司股东的净利润5.15亿元，同比增长161.81%。银河证券指出，公司盈利能力大幅提升。2025年前三季度公司毛利率达到19.49%，同比提升9.46个百分点，测算2025Q3单季毛利率达到25.3%，环比提升8.2个百分点，毛利率连续四个季度持续提升。毛利率提升主要得益于订单充足带动主要产品销量增长，高毛利率的境外收入占比提升，以及稀土价格大幅上涨背景下公司调整稀土原材料库存策略等多重因素。
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