港股异动 | 津上机床中国(01651)尾盘涨超6% 股价创历史新高 多产品可用于人形机器人零部件加工

智通财经
Sep 22

智通财经APP获悉,津上机床中国(01651)尾盘涨超6%,高见33.18港元,再创历史新高。截至发稿,涨5.9%,报33.04港元,成交额6099.93万港元。

东方证券发布研报称,三季度以来有关人形机器人量产的信息增多。从海外看,特斯拉目标未来5年内产量达到每月10万台,且将累计交付100万台机器人定为激励计划的重要目标之一。从国内看,国内人形机器人快速发展,优必选、智元、宇树等多家龙头公司获得亿元级别订单,智元、天太机器人的出货量和订单也突破万台。该行认为目前正处于人形机器人从初期到走向量产的拐点时刻,行业大单频出,反映行业景气度加速上升。

公开资料显示,津上机床中国为高精密数控机床专业制造商,控股股东日本津上为历史悠久的日本机床制造商。公司持续丰富生产线,对现有机型优化设计,同时积极布局人形机器人、医疗、AIDC液冷等新兴下游领域,公司产品可用于行星滚珠丝杠、机器人灵巧手加工,主要对应设备为自动车床、刀塔车床、滚丝机和螺纹磨床。

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