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金力永磁(300748.SZ):前三季度在機器人及工業伺服電機領域的收入為1.65億元

格隆匯12月7日丨金力永磁(300748.SZ)近期在接待機構投資者調研時表示,高性能稀土永磁材料是清潔能源和節能環保領域必不可少的核心材料,其有助於降低各類電機的耗電量,節能效果顯著。稀土永磁材料下游應用領域廣闊,符合國家大力倡導的節能環保理念,對國家實現節能減排目標意義重大,為全球早日實現“碳達峯、碳中和”做出突出貢獻。

2022年6月29日,工業和信息化部等六部門聯合印發的《工業能效提升行動計劃》提及實施電機能效提升行動。提出加快高性能電磁線、稀土永磁、高磁感低損耗冷軋硅鋼片等關鍵材料創新升級,提出到2025年新增高效節能電機佔比達到70%以上。上述政策的實施將提高未來稀土永磁工業節能電機的滲透率,進一步增加稀土永磁材料的需求。

2023年前三季度公司在機器人及工業伺服電機領域的收入為1.65億元。公司一直十分關注機器人行業的發展,已在機器人及工業伺服電機領域深耕多年,對於包括人形機器人在內的磁體及磁組件等產品,具有深厚的技術積累以及優質的客户資源,公司亦有信心把握未來市場機遇。

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