智通财经APP获悉,津上机床中国(01651)早盘涨超8%,截至发稿,涨5.88%,报21.6港元,成交额4092.42万港元。
中信建投指出,AI加速人形机器人市场爆发,丝杠作为价值量占比19%左右的核心零部件,市场空间有望得以几何级放大。该行指出,数控机床目前是滚珠丝杠应用最大的市场,约占45%;多选用滚珠丝杠,是对精度要求最高的下游行业之一,选型及测试亦极为严苛。此外,为了满足丝杠即将快速增长的需求,在加工工艺方面,高效、降本将是必然趋势,以车代磨、旋风铣等新工艺不断涌现,相关设备与耗材受益
据悉,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%。公开资料显示,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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