--- title: "Minsheng Securities: The development of humanoid robots drives the design of magnetic component materials, recommending JLMAG" type: "News" locale: "en" url: "https://longbridge.com/en/news/239035652.md" description: "Minsheng Securities released a research report stating that rare earth permanent magnet materials are the core materials for humanoid robots, and the design of magnetic component materials will enter a new era in the future. The report recommends JLMAG and pays attention to ZHmag, Yunsheng, and other companies. The performance requirements for motors in humanoid robots are diversified, and when designing motors, characteristics such as high torque density and dynamic response capability need to be considered, which will become a key focus for the movement development of humanoid robots in the future" datetime: "2025-05-07T03:47:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/239035652.md) - [en](https://longbridge.com/en/news/239035652.md) - [zh-HK](https://longbridge.com/zh-HK/news/239035652.md) --- # Minsheng Securities: The development of humanoid robots drives the design of magnetic component materials, recommending JLMAG According to the Zhitong Finance APP, Minsheng Securities released a research report stating that due to the diverse functional demands of humanoid robots, guiding the design of motors based on specific performance requirements may be a key focus for the future development of humanoid robot movement. The research and development of new materials also plays an important role in this process. Magnetic components are key parts of servo motors, and designing adaptations or constructing core barriers is essential. Rare earth permanent magnet materials are core materials for humanoid robots. In the context of development driven by the functional demands of robots, a new era of material design for magnetic components may be approaching. The firm recommends JLMAG (300748.SZ, 06680) and also suggests paying attention to ZHmag (300224.SZ), Yunsheng (600366.SH), Yingluo (000795.SZ), and Yingsite (301622.SZ). ## The main points of Minsheng Securities are as follows: **Joint servo motors are the core of humanoid robot movement capabilities, and performance-driven design will be a key focus for future development** Humanoid robots use motors as power sources, which have unique and diverse functional demands, such as high torque density, dynamic response capability, lightweight, low noise, and low vibration characteristics. Frameless torque motors and hollow cup motors stand out due to their compact structures and motor characteristics that align with the functional demands of humanoid robots. In practical applications, the joint handling solutions vary by position, and the structures formed by different transmission components paired with motors will impart different characteristics to the motors, leading to varying performance requirements. Additionally, the structure and size of the motors themselves will also affect their output performance. Currently, the joint structures of humanoid robots are not yet perfected, leaving significant room for improvement in the future. Given the diverse functional demands of humanoid robots, guiding the design of motors based on specific performance requirements may be a key focus for the future development of humanoid robot movement, with the research and development of new materials playing an important role in this process. **Magnetic components are key parts of servo motors, and designing adaptations or constructing core barriers is essential** (1) Magnetic components belong to the deep processing stage of rare earth permanent magnet materials. The production process is relatively complex. In the application of permanent magnet motors, the material research and production, as well as deep processing stages, will all affect the performance of magnetic components, thereby impacting the performance of the motors. (2) The magnetic performance of permanent magnet materials is the most critical, and the grade reserve determines customization capability. Currently, rare earth permanent magnet materials have been widely applied and have developed to the third generation. Important measurement indicators of product performance and quality include residual magnetic flux density (Br), coercive force (intrinsic coercive force) (Hcj), magnetic induction coercive force (Hcb), and maximum magnetic energy product ((BH) max). Based on intrinsic coercive force and maximum magnetic energy product, permanent magnet materials are divided into different series and grades. Currently, sintered neodymium iron boron has the most prominent comprehensive advantages, accounting for over 90% of the total output of all rare earth permanent magnet materials. For magnetic material companies, material performance reflects the company's process technology, while grade reserve reflects the company's customization capability. (3) Magnetic components need to fit the motor structure to fully exert motor performance, including rotor structure, permanent magnet shape design and placement, and the installation and fixing methods of magnetic steel, all of which will affect motor performance. Future adaptation designs will construct barriers. The design of motor structures is diverse and has a significant impact on overall motor performance, including placement, quantity, connection methods, and more Different rotor structures have a significant impact on the torque-speed characteristics, losses, and efficiency of motors, and they also affect the complexity of the manufacturing process and the specific amount of permanent magnets used. Similarly, the design of permanent magnets is one of the ways to optimize the motor topology. The length, width, angle, and center distance of the permanent magnet's magnetization direction all influence motor performance. Suitable shapes and parameters for permanent magnets can save rare earth material usage while enhancing motor performance. Additionally, the method of fixing the magnetic steel can also affect the manufacturing cost and performance of the motor. Therefore, for magnetic material companies, the design of magnetic steel shapes and fixing methods may be an important way for upstream companies to deeply participate in the design of end products and closely align with customers. The added value of related processes may be higher, or it may build barriers for companies in the field of humanoid robots. **Risk Warning:** The volume of humanoid robots may not meet expectations, material applications may not meet expectations, and there are risks of fluctuations in raw material prices ### Related Stocks - [600366.CN](https://longbridge.com/en/quote/600366.CN.md) - [300224.CN](https://longbridge.com/en/quote/300224.CN.md) - [300748.CN](https://longbridge.com/en/quote/300748.CN.md) - [06680.HK](https://longbridge.com/en/quote/06680.HK.md) - [000795.CN](https://longbridge.com/en/quote/000795.CN.md) - [600405.CN](https://longbridge.com/en/quote/600405.CN.md) ## Related News & Research - [Hunt For Rare Earths Gets Harder As JL MAG Drops Australia Deal](https://longbridge.com/en/news/295931806.md) - [Gavin Newsom is bailing out utility companies — and abandoning wildfire victims](https://longbridge.com/en/news/296006623.md) - [ASEFA: H1 2026 saw strong profit growth, major customer reliance, and a new data center subsidiary](https://longbridge.com/en/news/296079561.md) - [VEGOILS-Palm rangebound as stronger Dalian, crude oil counters weaker Chicago, firm ringgit](https://longbridge.com/en/news/296048743.md) - [VEGOILS-Palm oil falls on Dalian and Chicago rivals, lower crude oil](https://longbridge.com/en/news/295736376.md)