港股异动 | 津上机床中国(01651)再涨超10%创新高 公司近期连续回购股份 丝杠加工设备受益人形机器人落地

智通财经
14 Mar

智通财经APP获悉,津上机床中国(01651)再涨超10%,高见25.85港元创历史新高。截至发稿,涨5.77%,报24.75港元,成交额5396.05万港元。

消息面上,津上机床中国近期连续回购股份。3月13日,公司斥资730.18万港元回购32.6万股。经统计,津上机床中国年内累计回购约203.7万股,累计回购金额约3789.68万港元。

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。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,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。

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