港股异动 | 津上机床中国(01651)收涨近12% 前三财季分部纯利增超六成 公司或受惠人形机器人产业化加速

智通财经
21 Feb

智通财经APP获悉,津上机床中国(01651)盘中一度涨超13%,创下16.5港元的历史新高。截至收盘,涨11.81%,报16.28港元,成交额3971.94万港元。

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%。

值得注意的是,丝杠在人形机器人领域应用进展显著。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。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。

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