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: 2025年10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: 2025年11月4日 I. 法定/註冊股本變動 | 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 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 HKD | | 1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 1,000,000,000 HKD | | 1 | HKD | | 1,000,000,00 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 （股份代號：1651) 董事會會議召開日期 主席及行政總裁兼執行董事 唐東雷博士 Precision Tsugami (China) Corporation Limited 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） 津上精密機床（中國）有限公司（「本公司」及其附屬公司，「本集團」）董事會（「董 事會」）茲通告謹定於二零二五年十一月十三日（星期四）舉行董事會會議，藉以考 慮及通過本集團截至二零二五年九月三十日止的六個月中期業績，及派發中期股 息（如有），以及處理其他事項。 承董事會命 津上精密機床（中國）有限公司 香港，二零二五年十一月三日 於本公告日期，本公司的執行董事為唐東雷博士、王曉坤博士及李澤群博士；本 公司的非執行董事為西嶋尚生先生、松下真実女士及羽賀勝一郎先生；及本公司 的獨立非執行董事為太田邦正先生、岩渕聡博士、黃平博士及譚建波先生。 ...

Group 1 - The stock of Tsunash Machine Tool China (01651.HK) rose over 8%, reaching a new historical high of 40.92 HKD [2] - As of the report, the stock was up 8.02%, trading at 40.66 HKD, with a transaction volume of 120 million HKD [2]

Core Viewpoint -津上机床中国 (01651) has experienced a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, attributed to the recovery of the domestic economy and growth in demand from key sectors like new energy vehicles and artificial intelligence [1][1][1] Financial Performance - The company anticipates a net profit of 502 million yuan for the first half of the 2026 fiscal year, representing a year-on-year increase of approximately 48% [1][1][1] - As of the report, the stock price rose by 8.02%, trading at 40.66 HKD with a transaction volume of 120 million HKD [1][1][1] Industry Trends - The growth in the machine tool industry is driven by the transformation and upgrading of China's manufacturing sector, particularly in emerging fields such as new energy vehicles and artificial intelligence [1][1][1] - The company has been actively expanding and penetrating various sub-sectors of manufacturing, leading to increased demand for its CNC high-precision machine tools [1][1][1] Strategic Developments -津上机床中国 has established a cooperation intention with a leading liquid cooling equipment company, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1][1][1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is driving a rapid increase in orders for manufacturing equipment, positioning津上机床中国 to benefit from the demand surge in the liquid cooling industry chain expansion [1][1][1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, with a projected net profit of 502 million yuan, representing a year-on-year growth of approximately 48% [1] Group 1: Company Performance - The company anticipates a substantial increase in net profit for the first half of the 2026 fiscal year, with an expected figure of 502 million yuan, marking a year-on-year growth of about 48% [1] - The board attributes the performance growth to the ongoing recovery of the domestic economy and the transformation and upgrading of China's manufacturing sector, particularly in the rapidly developing fields of new energy vehicles and artificial intelligence [1] Group 2: Industry Trends - The machine tool industry is experiencing new demand due to the transformation of manufacturing, especially in sectors like new energy vehicles and artificial intelligence [1] - The company has established a cooperation intention with a leading liquid cooling equipment enterprise, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is leading to a rapid increase in orders for liquid cooling product manufacturing equipment, indicating that equipment manufacturers are likely to benefit from the demand increase in the liquid cooling industry chain expansion [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a historical high of 37.4 HKD, driven by strong earnings forecasts and industry partnerships [1] Group 1: Financial Performance - For the first half of the fiscal year 2026, the company expects a net profit of 500 million HKD, representing a year-on-year growth of 48.0% [1] - The projected profit growth significantly exceeds the industry average, positioning the company as a leader in the machine tool industry's recovery [1] Group 2: Industry Developments - The company has established a cooperation intention with a leading liquid cooling equipment enterprise, which is expected to contribute to revenue in 2026, marking a second growth curve following the automotive parts sector [1] - Due to a global shortage of liquid cooling production capacity, orders for manufacturing equipment are rapidly increasing, indicating that equipment manufacturers are likely to benefit from the demand surge in the liquid cooling industry chain expansion [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 37.4 HKD, following the announcement of its half-year performance forecast for FY2026, which indicates a significant profit increase [1] Financial Performance - The company expects to achieve a net profit of 500 million HKD for the six months ending September 30, 2025, representing a year-on-year growth of 48.0% [1] - This projected profit growth notably exceeds the average growth rate within the industry, positioning the company as a leading player in the machine tool sector's recovery [1] Business Development - Tsugami Machine Tool China has established a cooperation intention with a leading liquid cooling equipment company, anticipating that this collaboration will contribute to revenue in 2026 [1] - The liquid cooling business is expected to become the company's second growth curve, following its automotive parts sector [1] Market Context - Global liquid cooling production capacity is currently facing shortages, leading to a rapid increase in orders for manufacturing equipment [1] - As indicated by the company's profit forecast, equipment manufacturers are likely to benefit significantly from the demand surge associated with the expansion of the liquid cooling industry chain [1]

Core Viewpoint - Tsugami Machine Tool (01651) has shown significant stock performance, with a rise of over 4% in early trading, reaching a new high of HKD 36.46, driven by strong profit forecasts for the first half of fiscal year 2026 [1] Company Summary - Tsugami Machine Tool expects to achieve a net profit attributable to shareholders of approximately CNY 502 million for the first half of fiscal year 2026, representing a year-on-year increase of about 48% [1] - The company's projected profit growth significantly exceeds the average growth level in the machine tool industry, positioning it as a core leader in the industry's recovery process [1] Industry Summary - The transformation of automotive technology and the rapid development of artificial intelligence and embodied robotics are driving strong demand for micro-precision components [1] - This trend presents attractive growth opportunities for Tsugami Precision (China), which specializes in micro-precision machine tools, allowing the company to serve high-value sectors driven by innovation [1] - The fiscal year 2026 is anticipated to be a strong growth year for the company, with new production capacity expected to act as a catalyst for performance growth [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has reported a significant increase in expected net profit for the first half of fiscal year 2026, indicating strong growth potential in the machine tool industry [1] Company Summary - Tsugami Machine Tool China anticipates a net profit of 502 million yuan for the first half of fiscal year 2026, representing a year-on-year increase of approximately 48% [1] - The company's profit growth forecast significantly exceeds the average growth level in the industry, positioning it as a key leader in the recovery of the machine tool sector [1] Industry Summary - The transformation of automotive technology and the rapid development of artificial intelligence and embodied robotics are driving strong demand for micro-precision components [1] - This trend presents attractive growth opportunities for Tsugami Precision (China), which specializes in micro-precision machine tools [1] - The fiscal year 2026 is expected to be a year of robust growth, with new production capacity acting as a catalyst for performance improvement [1]

Core Viewpoint -津上机床中国 (01651) has seen a significant stock price increase, rising over 10% and reaching a new high of 35.88 HKD, with a year-to-date increase of 200% [1] Financial Performance - For the first half of the fiscal year 2026 (April-September 2025), the company expects to achieve a net profit attributable to shareholders of 502 million RMB, representing a year-on-year increase of approximately 48% [1] - The board attributes the growth in performance to the continuous recovery of the domestic economy and the transformation and upgrading of China's manufacturing industry [1] Industry Trends - The rapid development in user sectors such as new energy vehicles and artificial intelligence has created new demand for the machine tool industry [1] - The company has been actively exploring and penetrating various segments of the manufacturing industry, leading to an increased demand for its CNC high-precision machine tools [1] Market Position - According to CICC, the company's forecasted profit growth of 48% significantly exceeds the average growth level in the industry, positioning it as a core leader in the recovery process of the machine tool industry [1] - The largest downstream sector for the company is automotive parts, benefiting from the capital expenditure boom [1] Growth Opportunities - The company is intensifying its layout in the liquid cooling sector, which is expected to open up a new growth curve [1] - The company has reached a cooperation intention with leading liquid cooling equipment enterprises, anticipating that this business will contribute to revenue in 2026, becoming the second growth curve after the automotive parts sector [1]