津上机床中国绩后一度升13%,股价创历史新高,全年纯利同比增长近四成

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6月30日,津上机床中国绩后一度冲高13%,高见68.95港元,股价创历史新高。截至发稿,涨9.32%,报66.3港元,成交额6407/46万港元。

消息面上,津上机床中国发布截至3月底的2026年全年业绩,收入约为51.84亿元,同比增长21.6%;净利润达到10.94亿元,同比增长39.9%;末期股息每股0.9港元。

值得注意的是,津上机床中国拟将每手买卖单位将由1000股股份更改为500股股份,自7月21日上午九时正起生效。

大和发布研报称,看好津上机床中国来自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。

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