On May 7th, with the rapid development of the humanoid robot industry, the demand for rare earth permanent magnet materials has increased significantly, highlighting investment opportunities in the sector. Analysts believe that we are currently at a time when the fundamentals and emotions of the rare earth sector are resonating, and the price center of rare earths is rising. However, the equity side has not fully reflected this, so we should pay enough attention to the “strategic opportunities” of the sector. Meanwhile, the explosive growth of the humanoid robot market is expected to bring vast incremental space to the rare earth permanent magnet industry. It is recommended to pay attention to rare earth permanent magnet enterprises with high technological barriers and large production capacity flexibility.
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