港股异动 | 津上机床中国(01651)尾盘涨近4% 新财年资本开支创新高 公司积极突破产能瓶颈

智通财经
Jul 27

智通财经APP获悉,津上机床中国(01651)尾盘涨近4%,截至发稿,涨3.35%,报58.65港元,成交额3694.65万港元。

消息面上,津上机床中国上月底发布截至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%。数据显示,2026下半财年津上中国的收入为26.87亿元,同比口径增加17.6%,在上半财年已创历史同期新高的基础上环比再增7.6%。

海通国际发布研报称,2027财年公司预计资本开支2亿元,主要包括设备更新、新工厂建设等,其中平湖新工厂第六厂区预计2028年1月投产,预计增加设备组装产能3000台/年,该行预计占公司现有产能的20%;该行认为资本开支创新高,表明当前公司产能紧张,亟需突破产能瓶颈,当前精密机床行业景气度高,且公司龙头地位稳固,该行看好公司长期成长能力。

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