《股市简讯》津上机床中国一度大涨7.6%,花旗料其有望纳入港股通

路透中文
Aug 11
《股市简讯》<a href="https://laohu8.com/S/01651">津上机床中国</a>一度大涨7.6%,<a href="https://laohu8.com/S/C">花旗</a>料其有望纳入港股通

* 日本数控高精密机床厂家日本津上6101.T在香港分拆上市的中国业务--津上机床中国1651.HK周二盘中一度劲升7.6%,报59.3港元。

* 花旗在报告中表示,首次覆盖该股,给予“买入/高风险”评级,目标价72港元。相较主要竞争对手西铁城,津上机床中国的优势在于“日本品质+中国成本”,即关键零部件主要来自日本,而生产制造则在中国完成。

预计该公司将受益于电子行业和人工智能液冷行业资本开支的快速增长。这两个领域合计已贡献约40%的新增订单,超过汽车行业不足30%的占比。人形机器人可能成为下一个重要驱动力,虽然目前仅贡献约2%的订单。

津上机床中国的市值和证券成交额均已超过港交所的门槛,有望纳入下一轮港股通名单,这也是短期的积极催化剂。

* 津上机床中国今年迄今劲涨71.2%,同期恒生指数.HSI上扬0.5%。

* 恒生综合行业指数 - 工业.HSCIIG盘中一度跌0.5%。(完)

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