智通财经APP讯，津上机床中国(01651)发布公告，于2025年11月27日该公司斥资162.59万港元回购5万 股，回购价格为每股32.3-32.6港元。 ...

根据灼识谘询报告，于2024年，拓璞数控在中国航空航天五轴数控机床市场排名首位，市场份额达 11.6%，而在中国五轴数控机床市场的所有供应商中排名第五且在国内供应商中排名第三，市场份额达 4.3%。根据同一资料来源，五轴数控机床为基础工业制造设备，由于其超高精密度、效率及智能加工 能力，跨行业的应用日益广泛。五轴数控机床的市场规模预计将从2024年的108亿元人民币增长至2029 年的270亿元人民币，复合年增长率为20.1%。于往绩记录期间，公司已将市场版图拓展至通用行业领 域，涵盖汽车、能源、医疗设备、造船、机床设备以及模具制造等行业。 于往绩记录期间，拓璞数控透过销售(i)航空航天智能制造装备；(ii)紧凑型通用市场五轴机床；(iii)大尺 寸碳纤维复合材料五轴机床；及(iv)提供维修及维护服务产生收入。公司的产品主要为客制化并依订单 生产的产品。于2025年前六个月，公司开始通过向市场推出大尺寸碳纤维复合材料五轴机床，以提升公 司的产品组合。 财务方面，于2022财年、2023财年、2024财年及2025年前六个月，拓璞数控实现收入分别约为1.36亿 元、3.35亿元、5.32亿元、4.45亿元人民币 ...

葛曦累计任职时间244天，现任基金资产总规模30.5亿元，任职期间最佳基金回报1.95%， 任职期间最 差基金回报-0.83%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，宝盈基金旗下1只基金重仓国盛智科。宝盈祥和9个月定开混合A（010747）三季度持有股数 1600股，占基金净值比例为0.21%，位居第九大重仓股。根据测算，今日浮盈赚取约2304元。 宝盈祥和9个月定开混合A（010747）成立日期2022年4月19日，最新规模2104.45万。今年以来收益 3.44%，同类排名6982/8130；近一年收益5.98%，同类排名6648/8054；成立以来收益9.55%。 宝盈祥和9个月定开混合A（010747）基金经理为蔡丹、葛曦。 11月27日，国盛智科涨5.22%，截至发稿，报29.05元/股，成交3516.51万元，换手率0.94%，总市值 38.35亿元。 截至发稿，蔡丹累计任职时间8年117天，现任基金资产总规模23.5亿元，任职期间最佳基 ...

兴业证券发布研报称，上半财年公司AI液冷表现突出，销售金额约1.2亿，占国内销售金额5.2%，是业 绩增长的主要驱动力之一。直通型液冷接头占总市场需求量的80%，使用公司主力产品自动车床加工具 有明显优势，目前液冷接头产品加工工艺基本确定，行业已进入批量采购设备阶段。今年1-9月，公司 已与数十家客户签订设备订单，占国内订单金额约5%，该行业在2026财年下半年，并且有望在2027财 年成为公司业绩增长的主要驱动力之一。 智通财经APP获悉，津上机床中国(01651)再涨超4%，截至发稿，涨4.63%，报32.96港元，成交额 2026.75万港元。 消息面上，津上机床中国发布公告，11月25日，公司耗资312.06万港元回购10万股。据统计，今年以 来，津上机床中国累计进行56次回购，合计回购852.30万股，累计回购金额2.04亿港元。 ...

Core Viewpoint -津上机床中国's stock price increased by over 4%, reaching 32.96 HKD, with a trading volume of 20.27 million HKD, following the announcement of a share buyback program [1] Group 1: Company Performance -津上机床中国 announced a share buyback of 100,000 shares for a total cost of 3.12 million HKD on November 25 [1] -Year-to-date, the company has conducted 56 buybacks, totaling 8.52 million shares and an aggregate amount of 204 million HKD [1] -For the first half of the fiscal year, the company's AI liquid cooling segment performed well, generating sales of approximately 120 million HKD, which accounts for 5.2% of domestic sales and is a key driver of revenue growth [1] Group 2: Industry Insights -Direct cooling connectors represent 80% of total market demand, with the company's main product, automatic lathes, having a significant competitive advantage in this area [1] -The processing technology for liquid cooling connectors has been largely established, and the industry is entering a phase of bulk equipment procurement [1] -From January to September, the company signed equipment orders with dozens of clients, representing about 5% of domestic order value, indicating strong future growth potential in the industry [1] -The industry is expected to become a major driver of the company's revenue growth in the second half of the 2026 fiscal year and into the 2027 fiscal year [1]

智通财经APP获悉，据港交所11月26日披露，上海拓璞数控科技股份有限公司(简称：拓璞数控)向港交所主 板递交上市申请，国泰君安国际、建银国际为联席保荐人。 招股书显示，拓璞数控是中国一家专注于高端智能制造装备(主要为五轴(计算机数字化控制"数控")机床)的 研发、设计、生产及销售的大型企业。公司专注于研发五轴数控机床，以满足中国航空航天领域对先进制造 的需求。 根据灼识谘询报告，于2024年，拓璞数控在中国航空航天五轴数控机床市场排名首位，市场份额达11.6%， 而在中国五轴数控机床市场的所有供应商中排名第五且在国内供应商中排名第三，市场份额达4.3%。根据 同一资料来源，五轴数控机床为基础工业制造设备，由于其超高精密度、效率及智能加工能力，跨行业的应 用日益广泛。五轴数控机床的市场规模预计将从2024年的108亿元人民币增长至2029年的270亿元人民币，复 合年增长率为20.1%。于往绩记录期间，公司已将市场版图拓展至通用行业领域，涵盖汽车、能源、医疗设 备、造船、机床设备以及模具制造等行业。 于往绩记录期间，拓璞数控透过销售(i)航空航天智能制造装备；(ii)紧凑型通用市场五轴机床；(iii)大尺寸碳 ...

Group 1 - The article emphasizes the significant progress made in Sichuan's economic development during the "14th Five-Year Plan" period, highlighting its rise to the fifth largest economy in China with a total economic output surpassing 6 trillion yuan [1][5][8] - Sichuan's strategic industries have shown remarkable growth, with the value added of strategic emerging industries accounting for 30% of the industrial output, and the service sector contributing over 60% to economic growth [8][9] - The province has successfully established several major industrial clusters, including three trillion-yuan-level industries in electronic information, food and textiles, and energy and chemicals [8][9] Group 2 - Sichuan has made significant advancements in infrastructure, including the completion of over 2,000 kilometers of new highways and the opening of high-speed rail lines, enhancing connectivity within the region [19][20] - The province's foreign direct investment (FDI) reached $14.61 billion, marking a 28.1% increase compared to the previous five-year period, maintaining its position as the leader in FDI among central and western regions [22][23] - Sichuan's agricultural output remains robust, with grain production consistently exceeding 70 billion jin, and the province being a leading producer of various agricultural products [9][10] Group 3 - The article outlines the importance of technological innovation in driving Sichuan's industrial transformation, with a focus on developing a modern industrial system supported by high-quality manufacturing [11][12][16] - Sichuan has established a comprehensive innovation ecosystem, with numerous research institutions and universities contributing to technological advancements and the commercialization of research outcomes [12][17] - The province is actively promoting the integration of technology and industry, with initiatives aimed at enhancing digital transformation and smart manufacturing across various sectors [16][17] Group 4 - The article highlights Sichuan's commitment to ecological sustainability, with significant improvements in environmental quality and water management practices [10][28] - Sichuan's strategic location and infrastructure developments are positioned to enhance its role in national and international trade, contributing to the broader economic landscape [18][21] - The province's cultural and tourism sectors are being developed to enhance its attractiveness as a destination, with initiatives aimed at preserving cultural heritage and promoting tourism [29][30]

Summary of Key Points Core Viewpoint - The company Tsunami Machine Tool China has been actively repurchasing its shares, indicating a strategy to support its stock price amidst recent declines [2]. Share Buyback Details - On November 26, the company repurchased 100,000 shares at a price range of HKD 31.500 to HKD 31.820, totaling HKD 3.1701 million [2]. - The stock closed at HKD 31.500 on the same day, reflecting a 0.51% increase, with a total trading volume of HKD 32.8895 million [2]. - Since November 20, the company has conducted buybacks for five consecutive days, acquiring a total of 685,000 shares for a cumulative amount of HKD 21.3607 million, despite a 3.08% decline in the stock price during this period [2]. - Year-to-date, the company has executed 57 buybacks, totaling 8.623 million shares and an aggregate amount of HKD 207 million [2]. Buyback Transaction Breakdown - A detailed table of buyback transactions shows various dates, number of shares repurchased, highest and lowest prices, and total amounts spent [3][4]. - Notable transactions include: - October 10: 320,000 shares at a maximum price of HKD 34.000, totaling HKD 10.6476 million [3]. - September 30: 350,000 shares at a maximum price of HKD 32.820, totaling HKD 11.4012 million [3]. - April 16: 635,000 shares at a maximum price of HKD 18.600, totaling HKD 11.6937 million [3].

格隆汇11月26日丨中国宝安(000009.SZ)在投资者互动平台表示，国际精密下属公司德上专注于高端机 床制造，但并非对标津上机床。 ...

智通财经APP讯，津上机床中国(01651)发布公告，于2025年11月26日，该公司斥资317.01万港元回购10 万股股份，每股回购价格为31.5-31.82港元。 ...