金吾财讯 | 受机床板块向好带动，津上机床中国(01651)午后涨幅扩大，截至发稿，最新报61.40港元，涨幅17.10%，成交额9218.81万港元。消息面上，申万宏源新近研报称，我国机床行业2026年进入新一轮向上周期，需求有望迎全面复苏，26Q1机床行业上市公司业绩增速普遍转正。AI算力建设带动液冷服务器需求高增，液冷、3C等高景气赛道贡献重要增量。机床订单具备先行指示作用，通用板块整体订单与业绩具备明确修复空间。据悉，津上机床中国核心产品包括走心机(自动车床)、刀塔车床、加工中心、磨床等四大品类，被广泛应用于汽车、3C等下游产业。该公司截至2026年3月31日止年度的公司拥有人应占溢利约人民币10.94亿元，较截上一财年的公司拥有人应占溢利约人民币7.82亿元(经审核)增加约40%。公告披露，该财年公司业绩增长受益于中国经济形势持续向好、国内制造业的设备需求继续增长的良好态势，包括汽车行业、3C行业及气动液压行业的资本开支均在增长。此外，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，成为集团业绩增长的主要驱动力。
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