The supply and demand situation is undergoing new changes, and investment opportunities in the rare earth permanent magnet sector are becoming more prominent.

With the rapid development of the humanoid robot industry, there is a significant increase in demand for rare earth permanent magnet materials, and investment opportunities in the sector are becoming more prominent. Wind data shows that on May 6th, the Wind Rare Earth Permanent Magnet Concept Index surged by 6.23%. Analysts believe that the current time is a resonance point for both the fundamental and emotional aspects of the rare earth sector, with the central price of rare earths rising while equity hasn't fully reflected this increase. It is important to pay enough attention to the sector's "strategic opportunities". At the same time, the explosive growth in the market size of humanoid robots is expected to bring broad incremental space for the rare earth permanent magnet industry. It is advised to focus on rare earth permanent magnet companies with high technological barriers and great production capacity flexibility.