智通财经APP获悉，金力永磁(06680)盘中涨超6%，截至发稿，涨4.19%，报19.91港元，成交额1.1亿港元。
消息面上，5月13日，金力永磁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，并将相关研发部门升级为具身机器人电机转子事业部。数据显示，2026年第一季度，该公司在机器人及工业伺服电机领域实现收入1.18亿元，较上年同期增长81.84%，客户群体包括全球多家工业机器人及伺服电机制造商。
国盛证券指出，公司2万吨新建产能稳步推进，预计2027年底磁材产能达6万吨，产能规模扩容持续摊薄固定成本，量价共振下盈利空间有望进一步打开；公司与北方稀土、中国稀土达成长期合作，叠加控股银海新材切入稀土回收领域，完善上游资源布局，在原料供给偏紧环境中稳定原料采购与成本水平；机器人及高端伺服电机等高附加值产品营收占比稳步提升，产品结构持续优化带动单吨盈利改善。
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