智通财经APP获悉，津上机床中国(01651)再涨超10%，月内累计涨幅已超60%。截至发稿，涨6.44%，报19.16港元，成交额8157.94万港元。
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。国金证券此前指出，丝杠核心加工流程中，单位价值量最高的设备是热处理和高精度磨床。该行预计2025年通过专用定制设备的出现，将有效提升国产丝杠加工设备的精度和效率。当前国产设备已经开始突破。
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