港股异动 | 天工国际(00826)近三日最大累涨超30% 公司近日成功交付首款高氮合金材料

智通财经

Aug 19

智通财经APP获悉，天工国际(00826)早盘再涨超16%，近三个交易日最大累计涨幅超30%。

消息面上，今年5月，天工国际控股子公司天工股份与航天精工研究院进行合作洽谈，成功签署《民机及无人机紧固件用TC4钛合金盘圆丝材联合开发协议》。今年7月，天工国际自主研发的高氮合金材料TPMDC02A成功通过技术验证并正式交付润孚动力，将用于行星滚柱丝杠的生产制作。此外，该材料凭借高强、高韧、高耐蚀、高耐磨和抗疲劳等多重优势，已陆续交付给医疗器械、高端刀具、海洋工程等领域的企业进行验证测试。

东北证券此前发布研报称，粉末高速钢在硬度、韧性、抗弯强度等综合力学性能上是传统工模具钢的两倍到五倍，下游覆盖航空航天、汽车制造等领域。在人形机器人领域，行星滚柱丝杠是机器人“关节”的核心部件。粉末冶金材料兼顾高硬度、耐磨耐冲击且高温稳定等特点，是丝杠的理想材料。

国盛证券则指出，针对当前国外高端丝杠材料，天工国际现有的粉末材料 TPM330 可直接对标进口产品。此外，公司在 2024 年已经获得来自北美金属 3D 打印产业领军企业的订单，且已在 2024 年进入前期供货阶段，验证了公司钛材的市场竞争力。该行预计公司钛合金业务未来有望在航空航天、医疗器械等领域快速成长。

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