港股异动 | 津上机床中国(01651)再涨近9% 数控机床景气度持续超预期 公司年度纯利预增约四成

智通财经
May 07

智通财经APP获悉,津上机床中国(01651)涨近9%,高见53港元,股价再创历史新高。截至发稿,涨8.52%,报52.85港元,成交额7148.97万港元。

消息面上,津上机床中国此前公布,预期截至3月底年度取得公司拥有人应占溢利约人民币10.94亿元,同比增加约40%。公告称,AI液冷、半导体等新兴领域的快速发展,对高精度、自动化、复合化机床设备的需求持续提升,成为本公司业绩增长的主要驱动力。

开源证券指出,数控金属切削机床行业进入升级上行周期,景气度持续超预期,2026年1-2月行业产量达5.05万台,同比增长45.9%,延续2025年三季度以来的高增态势。下游新能源、人形机器人、AI精密加工等领域需求持续放量,叠加国产替代进程加速,为行业带来确定性增长红利。

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