港股异动 | 津上机床中国(01651)午后涨幅扩大逾25% 机器人大规模量产有望为机床工具公司带来额外增量

智通财经
14 Mar

智通财经APP获悉,津上机床中国(01651)午后涨幅扩大逾25%,年内股价累计涨幅已达1.4倍,截至发稿,涨22.22%,报28.6港元,成交额2.04亿港元。

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%。此外,津上机床中国近期连续回购股份,经统计,公司年内累计回购约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。东北证券发布研报称,在机器人生产中,旋风铣、丝锥、拉刀等会用在减速器、丝杠、齿轮、轴承等核心部件加工环节,磨床、车床会用在核心部件丝杠加工环节,立式加工中心、龙门加工中心等会用在主机通用零部件加工环节,未来机器人大规模量产有望为机床工具公司带来额外增量,空间巨大。

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