智通财经APP获悉，津上机床中国(01651)早盘涨超10%，高见15.04港元，再创上市新高。截至发稿，涨8.82%，报14.8港元，成交额1889.05万港元。
消息面上，津上机床中国本月初公布，根据控股股东日本津上截至2024年12月31日止的前三财季财务资料显示，集团于期内的收入为635.97亿日圆，同比增加33.2%。分部纯利为149.01亿日圆，同比增加60.2%。据悉，津上中国积极借助科技手段优化和升级公司产品，除了既有的汽车行业及医疗行业，还有人型机器人核心零部件等。
国泰君安指出，丝杠在人形机器人领域应用进展显著，有望带来广阔的市场增量空间。该行指出，设备作为丝杠加工制造的核心技术壁垒，决定丝杠产品的精度，各类加工工艺的主流高精度设备厂商基本来自国外，海外设备进口存在“卡脖子”难题，且价格昂贵，国产替代刻不容缓。
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