智通财经APP获悉，金力永磁(06680)涨近3%，截至发稿，涨2.14%，报21.02港元，成交额4201.6万港元。
大和发布研报称，金力永磁以产能计作为全球最大稀土永磁生产商，将受惠于钕镨(NdPr)价格上升以及来自电动车、工业电机和新兴机器人应用的稀土需求增长。此外，该行表示，金力永磁目前是Tesla Optimus人形机械人电机转子的唯一供应商，预计每台机械人使用约4.5公斤磁铁，预测机器人业务收入到2028年将达10.23亿元人民币(占销售额8%)。
大和指出，金力永磁在成本及技术上具备优势，约90%产能采用自研晶界渗透技术(GBD)(同业普遍低于50%)，每单位磁铁的重稀土用量减少高达70%。公司维持逾90%的产能利用率(同业普遍40%至60%之间)，为主要中国磁材生产商中单位成本最低。大和预测公司2025至2028年纯利年复合增长率达26%，毛利率将从2024年的11%回升至2027年的约22%。
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