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寧波韻升(600366.SH):針對國內某人形機器人客户,已達到量產供貨狀態

格隆匯11月27日丨寧波韻升(600366.SH)在投資者互動平台表示,公司作為稀土永磁材料行業的頭部企業之一,立足新能源汽車應用、消費電子和工業及其他應用三大類應用領域,持續推進大產業、大客户戰略,鞏固並提升在釹鐵硼永磁材料現有應用領域的領先優勢,持續提升市場份額。同時,公司高度關注未來釹鐵硼永磁材料應用可能出現大幅增長的新興領域,如XR、人形機器人、eVTOL(電動垂直起降飛行器)等,向客户提供從磁材設計到磁材生產,再到磁組件的全流程服務,積極探索市場突破的可能性。 公司已在2023年年報及2024年第三季度報吿中披露,在人形機器人領域,公司通過積極的市場開拓,與一批潛在客户建立了聯繫,部分客户已經進入送樣階段。截至2024年第三季度末,針對國內某人形機器人客户,已達到量產供貨狀態,但目前該業務對公司的收入和盈利影響甚微。

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