今日上午港股 1 . 津上机床中国(01651)涨近6%，再创历史新高。截至发稿，涨4.97% 。消息面上，津上机床中国近 日公布，控股股东日本津上截至2025年12月31日止9个月的财务业绩，在中国，收入为815.8亿日圆， 同比增加28.3%；分部溢利为225.34亿日圆，同比增加51.2%。 2 . 智谱(02513)涨幅扩大逾26%，截至发稿，涨25.8% 。消息面上，2月11日，智谱正式发布新一代旗 舰模型GLM-5。在Coding与Agent能力上，GLM-5取得开源SOTA表现，在真实编程场景的使用体感逼 近Claude Opus4.5，擅长复杂系统工程与长程Agent任务。 3 . 中核国际(02302)再涨超7%，截至发稿，涨6.7% 。消息面上，中核国际近期公布公告称，预期2025 年度收入将不少于24.6亿港元，毛利将不少于2.6亿港元，较2024年同期实现稳步提升。公司收入增长 的核心动力明确来自铀贸易业务交易量的提升。 4. 天域半导体(02658)盘中涨近8%，截至发稿，涨5.18% 。消息面上，近日，天域半导体宣布与韩国 第三代半导体领军企业EYEQ Lab Inc.正式签署战略 ...

津上机床中国(01651)涨近6%，高见46港元，再创历史新高。截至发稿，涨4.93%，报45.58港元，成交 额2036.4万港元。 消息面上，津上机床中国近日公布，控股股东日本津上截至2025年12月31日止9个月的财务业绩，在中 国，收入为815.8亿日圆，同比增加28.3%；分部溢利为225.34亿日圆，同比增加51.2%。 国泰海通证券发布研报称，AI服务器液冷行业开始进入批量采购设备的阶段，公司以自动车床产品为 主，在加工快速液冷接头方面具有明显的性价比优势。2025年1-9月，已与数十家客户签订设备订单， 占国内订单金额约5%。此外，公司已有多款设备成功应用于加工人形机器人关键部件，包括行星滚柱 丝杆、谐波减速器和行星减速器等。2025年1-9月，公司已与数十家客户签订设备订单，涉及自动车 床、刀塔车床、外圆磨床及滚丝机。 ...

国泰海通证券发布研报称，AI服务器液冷行业开始进入批量采购设备的阶段，公司以自动车床产品为 主，在加工快速液冷接头方面具有明显的性价比优势。2025年1-9月，已与数十家客户签订设备订单， 占国内订单金额约5%。此外，公司已有多款设备成功应用于加工人形机器人关键部件，包括行星滚柱 丝杆、谐波减速器和行星减速器等。2025年1-9月，公司已与数十家客户签订设备订单，涉及自动车 床、刀塔车床、外圆磨床及滚丝机。 消息面上，津上机床中国近日公布，控股股东日本津上截至2025年12月31日止9个月的财务业绩，在中 国，收入为815.8亿日圆，同比增加28.3%；分部溢利为225.34亿日圆，同比增加51.2%。 智通财经APP获悉，津上机床中国(01651)涨近6%，高见46港元，再创历史新高。截至发稿，涨4.93%， 报45.58港元，成交额2036.4万港元。 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 津上精密機床(中國)有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 不適用 於香港聯交所上市 (註1) 是 證券代號 (如上市) 01651 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 375,675,000 0 375,675,000 增加 / 減少 (-) 0 0 本月底結存 375,675,000 0 375,675,000 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截至本月底: | | --- | | ✔ 已符合適用的公眾持股量要求（見下方） | | 未符合適用 ...

每经AI快讯，津上机床中国(01651.HK)涨超6%，截至发稿涨6.79%，报43.38港元，成交额1700.22万港 元。 ...

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price increase by over 6%, reaching a new historical high of 43.4 HKD, following the announcement of significant financial performance improvements for the first three quarters of the fiscal year [1] Financial Performance - For the nine months ending December 31, 2025, Tsugami's revenue in China was 81.58 billion JPY, representing a year-on-year increase of 28.3% [1] - The segment profit for the same period was 22.534 billion JPY, showing a substantial year-on-year increase of 51.2% [1] Market Position and Growth Prospects - Tsugami has established itself as one of the largest foreign brand CNC machine tool manufacturers in the Chinese market, focusing on high-end CNC machine tool manufacturing and sales [1] - The company is expected to maintain steady growth in its automotive-related business from 2026 to 2028, with a recovery in its 3C business and rapid growth in new AI-related ventures [1] - The lathe business is projected to achieve stable growth of 20%-25%, driven by high-margin products such as precision lathes and grinding machines, positively impacting the company's profitability [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 43.4 HKD, driven by strong financial performance and growth prospects in the high-end CNC machine tool market [1] Financial Performance - The controlling shareholder, Tsugami Japan, reported financial results for the nine months ending December 31, 2025, with revenue in China amounting to 81.58 billion JPY, representing a year-on-year increase of 28.3% [1] - The segment profit reached 22.534 billion JPY, reflecting a year-on-year increase of 51.2% [1] Market Position and Growth Prospects - Tsugami Machine Tool China has established itself as one of the largest foreign brand CNC machine tool manufacturers in the Chinese market, focusing on high-end CNC machine tool manufacturing and sales [1] - According to Haitong International's research report, the company's automotive-related business is expected to maintain steady growth from 2026 to 2028, with a recovery in the 3C business and rapid growth in new AI-related ventures [1] - The lathe business is projected to achieve stable growth of 20%-25%, driven by high-margin products such as precision lathes and grinding machines, positively impacting the company's profitability [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a new historical high, driven by strong financial performance and growth prospects in various business segments [1] Financial Performance - Tsugami's parent company, Tsugami Japan, reported a revenue of 81.58 billion JPY for the nine months ending December 31, 2025, representing a year-on-year increase of 28.3% [1] - The segment profit for the same period was 22.534 billion JPY, showing a year-on-year increase of 51.2% [1] Business Growth and Market Position - Tsugami has established itself as one of the largest foreign brand CNC machine tool manufacturers in the Chinese market, focusing on high-end CNC machine tool manufacturing and sales [1] - The company is expected to maintain steady growth in its automotive-related business from 2026 to 2028, with a recovery in its 3C business and rapid growth in new AI-related ventures [1] - The lathe business is projected to achieve stable growth of 20%-25%, with new high-margin products such as precision lathes and grinding machines positively contributing to profitability [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 43.4 HKD, driven by strong financial performance and growth prospects in the high-end CNC machine tool market [1] Financial Performance - The controlling shareholder, Tsugami Japan, reported financial results for the nine months ending December 31, 2025, with revenue in China amounting to 81.58 billion JPY, representing a year-on-year increase of 28.3% [1] - The segment profit reached 22.534 billion JPY, reflecting a year-on-year increase of 51.2% [1] Market Position and Growth Prospects - Tsugami Machine Tool China has established itself as one of the largest foreign brand CNC machine tool manufacturers in the Chinese market, focusing on high-end CNC machine tool manufacturing and sales [1] - According to Haitong International's research report, the company's automotive-related business is expected to maintain steady growth from 2026 to 2028, with a recovery in the 3C business and rapid growth in new AI-related ventures [1] - The lathe business is projected to achieve stable growth of 20%-25%, driven by high-margin products such as precision lathes and grinding machines, positively impacting the company's profitability [1]

Group 1 - In January, South Korea's semiconductor exports reached $20.5 billion, a year-on-year increase of over 102%, indicating strong global semiconductor demand driven by the AI wave [1] - The price increase trend in the chip industry is expected to continue into the first half of 2026, with more companies likely to follow suit [1] - Major cloud service providers are adopting liquid cooling as the default standard for next-generation architectures due to the rising AI computing power and chip power consumption [1] Group 2 - Minth Group (00425) has received orders for AI server liquid cooling business from leading Taiwanese manufacturers, entering the global semiconductor supply chain, and plans to establish a joint venture with Fuman Technology to achieve mass production capability by the end of 2025 [2] - Tsugami Corporation China (01651) is entering the bulk procurement phase for AI server liquid cooling equipment, focusing on automatic lathe products with a competitive advantage in processing rapid liquid cooling joints, having signed equipment orders with dozens of clients, accounting for about 5% of domestic order value from January to September 2025 [2]