智通财经APP获悉，津上机床中国(01651)早盘涨超8%，截至发稿，涨8.26%，报39.32港元，成交额2625.71万港元。
消息面上，优必选此前披露2025年财报，全尺寸具身智能人形机器人收入同比增长超22倍，收入占比达41.0%，成为优必选第一大收入来源。光大证券指出，2025年，伴随着国内外一系列事件催化，机器人产业在竞争格局、供应链、技术路线等方面实现了初步收敛。展望2026年，行业有望步入“量产”与“资本化”推动的下一阶段。
国泰海通证券发布研报称，津上机床中国为精密机床领先企业。公司通过持续的降本增效措施，显著提升了产品的性价比和市场竞争力，目前多款设备已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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