金力永磁(06680)涨逾5% 机构指人形机器人应用落地带动稀土价格长期中枢抬升

金吾财讯

May 22

金吾财讯 | 港股稀土概念走强，金力永磁(06680)盘初涨逾5%，截至发稿，最新报20.08港元，涨幅5.08%，成交额3466万港元。对应A股金力永磁(300748)扬升1.94%，最新报33.71元人民币，成交额2.04亿元人民币。消息面上，华泰证券此前研究指，金力永磁一季报披露，2026年Q1实现营收20.36亿元(yoy+16.05%、qoq-13.17%)，归母净利1.93亿元(yoy+20.09%、qoq+1.38%)，扣非净利1.76亿元(yoy+65.95%)。维持公司26-28年归母净利润为10.38/12.99/16.52亿元，对应EPS为0.75/0.94/1.20元。可比公司26年一致预期PE为55.5X，给予公司26年55.5倍PE(前值26年52.4X)，对应A股目标价41.63元(前值39.3元)，公司按照近30天平均A/H溢价率为81.47%，4月30日港元兑人民币汇率为0.8758，对应H股目标价为26.19港元(前值：24.4港元)。该机构表示，公司归母净利同比增长，且稀土回收、具身机器人等多个新业务开花，维持增持评级。长江证券亦认为，战略金属迎价值重估：稀土、钨。稀土磁材方面，稀土价格长期中枢抬升。其中，国际地缘摩擦加剧背景下，稀土作为最核心战略金属和对外筹码，战略价值有望长期延续，稀土板块公司业绩有望再度提振。磁材企业，关注稀土价格上涨后的库存收益，以及人形机器人应用落地加速推进带来的附加值提升。

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Institutions pointed to the application of humanoid robots to drive the long-term central rise of rare earth prices","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1.5,"300748":1.5,"ROBO":1.5,"SETM":1.5,"06680":1.5,"REMX":1.5},"content_text":"金吾财讯 | 港股稀土概念走强，金力永磁(06680)盘初涨逾5%，截至发稿，最新报20.08港元，涨幅5.08%，成交额3466万港元。对应A股金力永磁(300748)扬升1.94%，最新报33.71元人民币，成交额2.04亿元人民币。消息面上，华泰证券此前研究指，金力永磁一季报披露，2026年Q1实现营收20.36亿元(yoy+16.05%、qoq-13.17%)，归母净利1.93亿元(yoy+20.09%、qoq+1.38%)，扣非净利1.76亿元(yoy+65.95%)。维持公司26-28年归母净利润为10.38/12.99/16.52亿元，对应EPS为0.75/0.94/1.20元。可比公司26年一致预期PE为55.5X，给予公司26年55.5倍PE(前值26年52.4X)，对应A股目标价41.63元(前值39.3元)，公司按照近30天平均A/H溢价率为81.47%，4月30日港元兑人民币汇率为0.8758，对应H股目标价为26.19港元(前值：24.4港元)。该机构表示，公司归母净利同比增长，且稀土回收、具身机器人等多个新业务开花，维持增持评级。长江证券亦认为，战略金属迎价值重估：稀土、钨。稀土磁材方面，稀土价格长期中枢抬升。其中，国际地缘摩擦加剧背景下，稀土作为最核心战略金属和对外筹码，战略价值有望长期延续，稀土板块公司业绩有望再度提振。磁材企业，关注稀土价格上涨后的库存收益，以及人形机器人应用落地加速推进带来的附加值提升。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}