港股异动 | 津上机床中国(01651)再涨超4% 预计中期盈利增近五成 公司受惠微型精密制造领域机遇

智通财经
Oct 22, 2025

智通财经APP获悉,津上机床中国(01651)早盘涨超4%。高见36.46港元,继续创新高。截至发稿,涨3.44%,报36.04港元,成交额3026.91万港元。

消息面上,津上机床中国披露了2026财年上半年(2025年4月-9月)盈喜公告,公告显示,报告期内公司预期实现归母净利润5.02亿元,同比口径下劲增约48%。中金指出,公司预测盈利同比增长48%显着超出行业平均增长水平,成为机床行业复苏进程中的核心领跑者。

英皇证券则表示,无论从短期或长期来看,汽车技术的变革,以及人工智能与具身机器人技术的快速发展,正持续推动对微型精密零组件的旺盛需求。此一趋势为专精于微型精密工具机的津上精密(中国)带来了极具吸引力的成长机遇;公司凭藉其独特的市场定位,足以服务这些由创新驱动的高价值领域。该行指出,2026财年可望成为强劲成长年度,新增产能将成为业绩增长催化剂。

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