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金力永磁（06680）上涨3.42% 机构料H2继续受益于机器人、半导体设备等下游需求加速放量

金吾财讯
10 hours ago

金吾财讯 | 金力永磁（06680）逆市走高，截至发稿，最新报17.83港元，涨幅3.42%，成交额1771.18万港元。对应A股（300748）同步上涨2.47%，暂报28.24元人民币，成交额1.91亿元人民币。消息面上，国盛证券新近研报指，上半年公司实现营收46.49亿元，同比+32.57%，毛利率21.73%；归母净利4.62亿元，同比+51.58%，净利率9.96%。其中，26H1公司磁材量稳价升，毛利提升。Q2镨钕价格冲高回落，供需博弈加剧，但需求“金九银十”旺季预期下新能源汽车、工业机器人等核心领域需求韧性仍在，供需紧平衡格局下稀土价格有望维持高位震荡。具身机器人领域，公司已获得世界知名科技公司电机转子项目定点，建成自动化生产线，具备微米级加工精度量产能力。产能方面，包头三期2万吨高性能稀土永磁材料项目主体基本完工，预计2027年底公司总产能将达6万吨/年；公司拟参股包头稀交所9.24%股权，进一步强化稀土原材料供应保障；公司持有银海新材51%的股权，切入稀土回收领域，年回收产能为5,000吨。该机构表示，预计公司26H2继续受益于机器人、高效节能电机及半导体设备等下游需求加速放量，预计26-28年归母净利9.7/12.3/14.0亿元，对应PE为39/31/27x，维持“买入”评级。

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