异动解读 | 日本津上中国分部业绩亮眼叠加行业需求复苏,津上机床中国盘中大涨7.90%

异动解读
Yesterday

津上机床中国今日盘中大涨7.90%,引发了市场关注。

消息面上,公司控股股东日本津上近日公布截至3月底的年度业绩,其中国分部表现强劲,收入同比增长22.7%至1110.39亿日圆,分部溢利同比大增39.2%至311.55亿日圆,这为津上机床中国的业绩前景提供了有力支撑。

此外,中泰证券指出,机床作为通用设备,其需求正持续复苏,年初以来,受AI算力驱动的液冷板、AI服务器建设,以及半导体和新能源车零部件领域资本开支旺盛的拉动,同时国内制造业需求也在持续提升,为整个工业母机行业的景气度提供了支撑,进一步提振了市场对津上机床中国的信心。

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