智通财经APP获悉,津上机床中国(01651)再涨超8%,高见15.82港元,再创上市新高。截至发稿,涨8.1%,报15.74港元,成交额2704.97万港元。
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,津上机床的数控高精密机床可大致划分为五大产品类别,即精密自动车床、精密刀塔车床、精密加工中心、精密磨床及精密滚丝床。
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。华鑫证券指出,丝杠赛道进入产能建设阶段;精加工是丝杠性能决定性因素,磨削是丝杠精加工核心工艺;磨削是主要螺纹加工工艺,螺纹磨床占据丝杠设备半壁江山。
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