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]

液冷方向产业链港股： 智通财经APP获悉，据最新数据，今年1月份，号称全球经济"金丝雀"的韩国出口半导体总金额达205亿 美元，同比暴涨超102%。这预示着，在AI浪潮下，全球半导体需求仍非常强劲。 敏实集团(00425)：AI服务器液冷业务获台湾头部厂商订单，切入全球半导体企业供应链，与福曼科技 合资建厂，2025年底将具备大批量生产能力。 与此同时，芯片产业链的涨价潮正持续蔓延，分析认为，2026年上半年国产芯片涨价趋势将延续，甚至 可能有更多企业跟进。 津上机床中国(01651)：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%。 中信证券发布研报，在AI算力需求与芯片功耗持续攀升的背景下，AI加速芯片的TDP已突破风冷散热的 物理极限，全球各大云服务商（CSP）正明确将液冷定为下一代架构的默认标准，这种结构性转型将推 动液冷市场空间的快速成长。 国内厂商已实现全产业链布局，正通过为台系龙头代工间接出海或直接获取芯片巨头RVL认证等多元路 径打破信任壁垒，并在国内云服 ...

津上机床中国（01651）午后股价上涨7.98%，报42.76港元，成交额8404.99万港元。 津上机床中国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%。据悉，津上机床中国专注于高端数 控机床的制造与销售，已成长为中国机床市场最大的外资品牌数控机床制造商之一。 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，公司目前多款设备已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。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 津上机床中国（01651）午后股价上涨7.98%，报42.76港元，成交额8404.99万港元。 责任编辑：卢昱君 津上机床中国公布控股股东日本津上截至2025年12月 ...

津上机床中国(01651)午后涨超7%，截至发稿，涨6.77%，报42.28港元，成交额6368.99万港元。 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，公司目前多款设备已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。 消息面上，津上机床中国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%。据悉，津上机床中国 专注于高端数控机床的制造与销售，已成长为中国机床市场最大的外资品牌数控机床制造商之一。 ...

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，公司目前多款设备已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。 消息面上，津上机床中国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%。据悉，津上机床中国 专注于高端数控机床的制造与销售，已成长为中国机床市场最大的外资品牌数控机床制造商之一。 智通财经APP获悉，津上机床中国(01651)午后涨超7%，截至发稿，涨6.77%，报42.28港元，成交额 6368.99万港元。 ...