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中信证券:持续推荐稀土永磁板块战略配置价值

CITIC Securities: Continuously recommending the strategic allocation value of the rare earth permanent magnet sector

Breakings ·  Dec 27 08:15

According to the CITIC Securities Research Report, the robotics industry is expected to usher in rapid development, and high-performance NdFeB permanent magnet materials with high reliability and stability are ideal materials for robot servo motors and are expected to fully benefit from the AI model. Demand for magnetic materials in the NEV sector is expected to continue to grow rapidly, driven by intelligent driving. As momentum continues to emerge in humanoid robots and the low-altitude economy, emerging fields are expected to become the core driving factors for the long-term growth in demand for high-performance NdFeB, and the strategic allocation value of the rare earth permanent magnet sector will continue to be recommended.

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