智通财经APP获悉，津上机床中国(01651)涨超6%，高见37.4港元，再创历史新高。截至发稿，涨6.55%，报37.4港元，成交额5956.81万港元。
消息面上，津上机床中国发布2026财年半年度业绩预告，截至2025年9月30日止六个月，公司预计实现净利润5亿元，同比增长48.0%。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。
据悉，公司已与行业头部液冷设备企业达成合作意向，公司预计2026年相关业务可实现营收贡献，成为继汽车零部件领域后的第二增长曲线。国金证券指出，由于全球液冷产能面临紧缺，液冷产品制造设备企业订单快速提升，从津上机床中国业绩预增情况来看，设备企业作为二阶导品类，有望充分享受这轮液冷产业链扩张所带来的需求增量。
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