智通财经APP获悉,津上机床中国(01651)早盘涨超5%,截至发稿,涨4.86%,报22.65港元,成交额1160.82万港元。
消息面上,津上机床中国此前发布盈喜,预期截至25年3月底的年度股东应占溢利约7.82亿元,同比增加约60%。此外,公司就收购平湖经济技术开发区地皮达成协议。为提高公司产能,拟于该土地上建造新生产工厂,新设施有助于公司满足汽车以及人形机器人及人工智能行业等下游行业快速发展所带来的对数控高精密机床日益增长的需求。
值得注意的是,中国国际机床展览会(CIMT)于4月26日顺利落幕。东北证券指出,本次CIMT 2025中多家上市公司和非上市公司展出人形机器人加工设备和重要零部件。该行认为机床刀具上市企业对人形机器人布局更加明确,未来大规模量产下国产设备一定是主流,较海外设备存在价格和产能优势,后续持续关注小孔径加工、以车代磨等重点技术突破。
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