智通财经APP获悉，津上机床中国(01651)午后涨近9%，截至发稿，涨7.94%，报72.75港元，成交额9040.74万港元。
消息面上，津上机床中国此前发布截至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9时正起生效。
兴业证券指出，2025年公司开始承接较多AI液冷接头订单，2026年公司开始承接AI光模块的ROSA、TOSA较多订单，随着光模块精密度要求越来越高，公司的走心机优势也越来越明显，公司也在该领域取得更多份额，而液冷接头未来将更加复杂，对机床的产品数量需求也处于上升趋势，AIDC未来将持续成为公司的业绩增长驱动力。
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