Humanoid robots are heating up in the capital market, and as one of the key upstream materials, investors are paying close attention to the layout of magnetic material companies. According to the analysis, several magnetic material companies have clearly entered the robotics sector. Tianhe Magnetic Materials stated on the investor interaction platform that humanoid robots are one of the important growth points for high-performance neodymium-iron-boron demand in the future, and the company's products can be used in components such as hollow cup motors and frameless torque motors for humanoid robots, with samples currently being supplied to humanoid robot motor customers. The research minutes from Zhenghai Magnetic Materials show that the company's products can highly match the core components such as hollow cup motors and frameless torque motors used in humanoid robots, and joint research and development and sample supply work have been carried out with multiple downstream customers, with progress going smoothly. Huahong Technology stated on the investor interaction platform that the high-performance magnetic material products produced by the company have been applied in high-tech fields such as new energy vehicle motors, industrial robot motors, and 3C electronics, and business cooperation has been established with industry-leading enterprises. The research minutes from JLMAG indicate that the company is actively cooperating with world-renowned clients in the development of magnetic components for humanoid robots, with small batch deliveries occurring gradually. Earth-Panda stated on the investor interaction platform that the company's high-performance sintered neodymium-iron-boron rare earth permanent magnet products can be applied to joint motors and hollow cup motor components of humanoid robots. INNUOVO mentioned on the investor interaction platform that its motors and reducers currently have limited applications in industrial robots, and the company will continue to pay attention to and keep up with the development trends of the robotics industry, ensuring talent, technology, and product reserves. According to Data Treasure statistics, as of February 26, 21 rare earth permanent magnet companies have released performance forecasts or reports for 2024. Based on the lower limit of the forecasts, 16 companies expect to be profitable, with Xiamen Tungsten, Northern Rare Earth, Ocean Motor, and Antai Technology among those with the highest profit amounts. Disclaimer: All information content from Data Treasure does not constitute investment advice, the stock market has risks, and investment should be cautious