港股异动 | 津上机床中国(01651)涨近6% 股价再创新高 日本津上中国分部前三季溢利增超五成

智通财经
Feb 12

智通财经APP获悉,津上机床中国(01651)涨近6%,高见46港元,再创历史新高。截至发稿,涨4.93%,报45.58港元,成交额2036.4万港元。

消息面上,津上机床中国近日公布,控股股东日本津上截至2025年12月31日止9个月的财务业绩,在中国,收入为815.8亿日圆,同比增加28.3%;分部溢利为225.34亿日圆,同比增加51.2%。

国泰海通证券发布研报称,AI服务器液冷行业开始进入批量采购设备的阶段,公司以自动车床产品为主,在加工快速液冷接头方面具有明显的性价比优势。2025年1-9月,已与数十家客户签订设备订单,占国内订单金额约5%。此外,公司已有多款设备成功应用于加工人形机器人关键部件,包括行星滚柱丝杆、谐波减速器和行星减速器等。2025年1-9月,公司已与数十家客户签订设备订单,涉及自动车床、刀塔车床、外圆磨床及滚丝机。

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