JL MAG: Embodied Robots to Drive Demand for NdFeB Magnets and Motor Rotors
On September 8, JL MAG (300748.SZ) stated in its investor relations activities that embodied robots are set to become an important growth point for demand for high-performance NdFeB magnets and motor rotors. When asked about the progress of its motor rotor business for embodied robots, the company responded that such robots represent a significant future demand driver. JL MAG, a leading producer of rare earth permanent magnet materials, emphasized the strategic relevance of this application area. The company believes that as embodied robotics technology advances, the need for high-performance magnets and precision rotors will expand substantially, positioning JL MAG to capitalize on this emerging market. However, no specific financial or production figures were disclosed in the session.