智通财经APP获悉，大和发布研报称，首次覆盖津上机床中国(01651)，给予“买入”评级，目标价77港元。大和以2027财年预测每股盈利3.30元人民币及20倍预测市盈率，得出目标价，估算2026至28财年收入、纯利年复合增长率预测分别为10%、12%。
大和看好公司来自AI服务器液冷、人形机器人订单流入，以及折叠式智能手机开启公司新一轮资本支出周期。该行亦指出，公司机床用于生产广泛应用于工业领域的高度精密零件，并认为其股价年初至今的强劲升势主因中国金属切削机床市场年初至今的上升周期，以及2026年第一季新兴产业的强劲订单流入。
该行亦认为，20倍市盈率反映津上机床从传统机床供应商转型为受惠于AI液冷、人形机器人及可折叠智能手机等新兴精密制造需求的潜力，相对同业享有估值溢价是合理的。
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