The robot accelerates! Rare earth permanent magnets are also caught on fire. How is their sustainability?

The A-share robot sector experienced a rapid rise on Thursday, June 29. All sub-sectors exploded, with more than 30 stocks hitting their daily limit or increasing by more than 10%. With the full explosion of robots, market hype has gradually spread from core components such as reducers, motors, sensors, etc. to upstream materials-rare earth permanent magnets. The stocks of Yingluohua and Ningbo Yunsheng rose sharply, and the daily limit was triggered; the stocks of Dadixiong and Zhongke Magnetics rose more than 10%.

The permanent magnet material required for humanoid robot motors is mainly neodymium iron boron, which is an important segmented material in the upstream of the robot field. As the third generation of rare earth permanent magnet materials, NdFeB permanent magnets have the characteristics of small size, light weight and strong magnetism. They are called the "Magnet King" because of their excellent performance.

Places where permanent magnet materials are needed in humanoid robots include frameless motors and coreless cup motors. Taking the Tesla humanoid robot Optimus as an example, there are 28 frameless motors and 12 coreless cup motors in an Optimus. According to Minsheng Securities, the cost of permanent magnet materials for coreless motors accounts for about 50% of the motor cost, and the amount of permanent magnet materials will not be reduced during mass production.

The agency stated that each Tesla humanoid robot requires 3.5KG NdFeB permanent magnets, which is 1.75 times that of a new energy vehicle. In the future, humanoid robots may replace new energy vehicles and become a new growth point in the demand for rare earth permanent magnets. Optimistically, the demand for high-performance NdFeB in the global robotics industry will be 61,000 tons in 2025, and the market size of high-performance NdFeB in the global robotics industry in 2025 will be 30.5 billion yuan.

Our "Excellent Trader" program has prompted investment opportunities in the robot sector since May 26, and has strongly called the robot sector twice in a row on June 16 and June 23, and produced a special report "AI "Empowering Robots to Start a Trillion-Year Track" details the investment logic of the robot sector, the core beneficiary directions of each link in the industry chain, and the list of core beneficiary companies. Friends who need special reports are welcome to request it for free.

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