智通财经APP获悉，津上机床中国(01651)盘中涨超8%，高见59.3港元再创新高。截至发稿，涨6.92%，报58.7港元，成交额4453.44万港元。
消息面上，津上机床中国预期截至3月底年度纯利约人民币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，成为公司业绩增长的主要驱动力。东方证券认为，AI算力向高功率发展，为AI制造带来扩容的机会，特别是液冷系统的必要性提升和升级，带来了更多的机床精加工需求。
开源证券指出，根据中商情报网，2025年中国数控机床市场规模预估超过4500亿元，其中高端数控机床国产化率仅为6%，以日本进口为主。2026年1月日本数控机床出口606亿日元，同比增长111.7%，持续高增，津上机床中国有望充分受益于日本产能受限。公司2026Q1的AI液冷相关订单占比约18%，毛利率高于传统设备。
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