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Hua Fu Securities: The progress of humanoid robots is accelerating, with magnetic materials + components entering a market space worth hundreds of billions.
In the future, if the sales of Siasun Robot&Automation reach 1 million units, assuming the average cost per unit drops to 0.02 million US dollars, the rotor market size will reach 2 billion US dollars, corresponding to a permanent magnet material market size of 1.2 billion US dollars, with demand for neodymium iron boron expected to reach 3,500 tons.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
There's Been No Shortage Of Growth Recently For Yantai Zhenghai Magnetic Material's (SZSE:300224) Returns On Capital
Yantai Zhenghai Magnetic Material (SZSE:300224) Delivers Shareholders Decent 8.5% CAGR Over 5 Years, Surging 15% in the Last Week Alone
Yantai Zhenghai Magnetic Material (300224.SZ): Has collaborated with several downstream humanoid robot companies for joint research and sample supply.
On February 6, Gelonghui reported that Yantai Zhenghai Magnetic Material (300224.SZ) stated on the investor interaction platform that the company has cooperated with several downstream humanoid robot companies to conduct joint research and development and supply samples, and the progress is currently going smoothly. The company will continue to pay attention to the development trends in the humanoid robot field, fully grasp market opportunities, and meet downstream application needs.
GTJA: "Rare earth small strengths" are hard to scale up, and the logic of "two new" strengthens the reversal.
The difficulty in increasing the output of rare earth "cockroaches", combined with the strengthening of the end market cycles by the "Two New" policies, has facilitated the second phase reversal of the rare earth magnetic materials Sector.
Positive Sentiment Still Eludes Yantai Zhenghai Magnetic Material Co., Ltd. (SZSE:300224) Following 26% Share Price Slump
