智通财经APP获悉，津上机床中国(01651)午前涨超16%，年内累计涨幅已超75%。截至发稿，涨15.51%，报21港元，成交额9153.46万港元。
消息面上，津上机床中国2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。
东吴证券指出，人形机器人量产渐进，建议关注多链条各环节投资机遇。该行指出，丝杠为人形机器人线性执行器的核心部件。目前丝杠加工较为成熟的技术路线为纯磨制路线，螺纹磨床为核心生产设备，目前众多磨床厂正着力突破技术难点，致力于螺纹磨床国产替代。长期看丝杠量产需求将倒逼旋风铣工艺成熟，PCBN 铣刀为旋风铣最合适的加工刀具，需求有望同步受益。
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