智通财经APP获悉，拓璞数控(07688)盘中涨近13%，截至发稿，涨7.41%，报16.97港元，成交额2572.07万港元。
消息面上，群益证券（香港）指出，拓璞数控是国产高端五轴数控机床稀缺标的，2025年国内五轴数控机床市场排名第五、国产第二；细分市场中航空航天领域市占率10.0%，排名第一。公司以航空航天智能制造装备为基本盘，技术壁垒深厚，产品均价及毛利率均高于同业；通用五轴与碳纤维机床仍处培育期，有望成为成长新曲线。该行看好公司在国产高端工业母机领域的发展。
拓璞数控上月底公告，公司拟在适当市况下行使H股购回授权，并于公开市场上购回公司已发行H股，总购回价不超过3亿港元。今年上半年，拓璞数控取得新签订合约价值约4.7亿元人民币，显著高于去年同期的2.18亿元。新签订合约价值显著增加主要由于期内航天相关项目所贡献的约人民币4.035亿元，显著高于去年同期的1.88亿元。
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