FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 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20日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01651 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | ...

Core Viewpoint - The Chinese manufacturing industry is undergoing a significant transformation, driven by the rapid expansion of high-tech markets such as electric vehicles and artificial intelligence, which is enhancing the overall industry chain's prosperity, particularly benefiting high-end CNC machine tools [1] Group 1: Company Performance - Tsugami China reported record-breaking financial results for the first half of the 2026 fiscal year, achieving revenue of 2.497 billion RMB, a year-on-year increase of 26.2% [2] - The company's gross profit reached 863 million RMB, up 35.9% year-on-year, with a gross margin improvement of 2.5 percentage points to 34.6% [2] - Net profit for the period was 502 million RMB, reflecting a substantial year-on-year growth of 51.1%, resulting in a net profit margin of 20.1% [2][9] Group 2: Business Segments - The core business of precision lathes generated revenue of 2.051 billion RMB, accounting for 82.1% of total revenue, with a year-on-year growth of 19.4% [3][4] - Revenue from precision machining centers surged by 157% to 207 million RMB, increasing its contribution to total revenue from 4.1% to 8.3% [3][4] - Precision grinding machines also saw strong growth, with revenue increasing by 47.5% to 126 million RMB, representing 5.1% of total revenue [3][4] Group 3: Market Dynamics - The automotive industry remains the most significant downstream application for machine tools, accounting for 25.6% of the total market share in 2024, with Tsugami China achieving 1.03 billion RMB in revenue from this sector, a 51.6% increase year-on-year [5] - The company also reported impressive performance in the 3C industry, with sales revenue of 190 million RMB, reflecting increases of 29.7% and 28.3% year-on-year and quarter-on-quarter, respectively [6] - Revenue from emerging sectors, particularly AI liquid cooling, reached 120 million RMB, contributing significantly to overall growth with year-on-year increases of 38.6% and 49.2% [6][10] Group 4: Investment Value - Tsugami China's growth potential is bolstered by the ongoing technological advancements in the automotive sector and the rapid development of AI and robotics, which are expected to drive demand for precision components [10] - The company is actively expanding into new markets, particularly in AI liquid cooling, where it has secured numerous orders, potentially capturing 5% of the domestic market [10][11] - The planned interim dividend of 0.6 HKD per share marks the highest distribution since the company's listing, reflecting its strong growth and dividend-paying capacity, with total dividends since listing reaching 5.16 HKD per share [11]

Group 1 - Tsugami Machine Tool China (01651) saw a rise of over 5.4% due to increased demand for high-precision machine tools in emerging sectors like new energy vehicles and artificial intelligence as China's economy gradually recovers [1] - Black Sesame Intelligence (02533) increased by over 2.2% after announcing that its flagship product, the Huashan A1000 automotive-grade high-performance driving assistance chip, has been successfully integrated into Desay SV's new low-speed unmanned vehicle brand "Chuanxing Zhiyuan" S6 series [1] - Zai Xin Bio-B (02509) rose over 5.8% after receiving clinical trial approval for its self-developed long-acting dual antibody QX027N injection, intended for the treatment of asthma and atopic dermatitis [1] - CanSino Biologics (06185) increased nearly 5% as it announced the initiation of Phase I clinical trials for its inhaled tuberculosis vaccine in Indonesia [1] Group 2 - Kingsray Biotechnology (01548) rebounded over 4.48% following the financial performance disclosure of its joint venture Legend Biotech for the third quarter ending September 30, 2025 [2] - Fuhong Hanlin (02696) rose over 5.2% after its PD-1 antibody drug, Surufilumab injection, was proposed for breakthrough therapy designation for use in combination with chemotherapy for gastric cancer [2] - Yidu International Holdings (00259) increased over 6% amid uncertainty regarding the impact of an undisclosed event on its financial statements for the year ending March 31, 2025 [2] Group 3 - Reshaping Energy (02570) surged nearly 60%, with a rise of 55.03%, following announcements from the National Energy Administration encouraging the use of green hydrogen in coal chemical projects and plans to promote over 2,000 hydrogen vehicles in Shandong Province [3] - Laika Pharmaceuticals-B (02105) saw a reverse increase of over 10.3% after granting Qilu Pharmaceutical exclusive rights for research, development, and commercialization of the breast cancer candidate drug LAE002 (afuresertib) in China [3] Group 4 - WMCH GLOBAL (08208) resumed trading with a rise of over 50%, increasing by 57.45% after announcing the sale of approximately 384 million shares, representing about 53.297% of its issued share capital [4] Group 5 - U.S. stock market opened lower, with the Nasdaq dropping 2.04%, as major tech stocks like Nvidia, AMD, and Tesla saw declines [5] - Tencent reached an agreement with Apple regarding payment processing for WeChat mini-games, potentially opening new revenue streams for Apple [5] - Mangoceuticals (MGRX.US) plummeted 32.39% after announcing partnerships with Eli Lilly and Novo Nordisk to provide users with weight loss medications [6] - Fannie Mae (FNMA.US) fell 9.82%, with a two-day cumulative drop of 20%, amid investigations into the actions of the Federal Housing Finance Agency director [6] - Disney (DIS.US) dropped 7.75% despite strong performance in streaming and theme parks, as upcoming major film releases are expected to impact first-quarter performance [6]

Core Viewpoint - The stock of Tsuen Wan Machine Tool China has increased by over 4%, currently trading at 37.38 HKD with a transaction volume of 24.62 million HKD [1] Group 1 - The stock price of Tsuen Wan Machine Tool China has shown a significant increase of over 4% [1] - The current trading price is reported at 37.38 HKD [1] - The total transaction volume reached 24.62 million HKD [1]

Core Viewpoint - Tsugami Machine Tool China (01651) reported strong financial results for the six months ending September 30, 2025, with significant revenue and profit growth driven by increased demand in emerging sectors such as new energy vehicles and artificial intelligence [1] Financial Performance - Revenue reached 2.497 billion RMB, representing a year-on-year increase of 26.2% [1] - Net profit was 502 million RMB, showing a year-on-year growth of 47.7% [1] - The company declared a dividend of 0.6 HKD per share, up from 0.45 HKD in the same period last year [1] Market Demand and Product Performance - The increase in total revenue was attributed to the gradual recovery of the Chinese economy and rising demand for high-precision machine tools in manufacturing, particularly in new energy vehicles, artificial intelligence, and humanoid robots [1] - The company experienced a notable increase in orders and shipments during the review period [1] - Sales of precision lathes increased by approximately 333 million RMB, a rise of about 19.4%, making it the largest contributor to revenue [1] - Sales of precision machining centers surged by 157% compared to the same period last year [1] - Sales of precision grinding machines increased by 47.5% year-on-year [1]

Core Viewpoint - Tsugami Machine Tool China (01651) reported strong financial results for the six months ending September 30, 2025, with significant revenue and profit growth driven by increased demand in emerging sectors such as new energy vehicles and artificial intelligence [1] Financial Performance - Revenue reached 2.497 billion RMB, representing a year-on-year increase of 26.2% [1] - Net profit was 502 million RMB, showing a year-on-year growth of 47.7% [1] - The company declared a dividend of 0.6 HKD per share, up from 0.45 HKD in the same period last year [1] Market Demand and Product Performance - The increase in total revenue was primarily attributed to the gradual recovery of the Chinese economy and rising demand for high-precision machine tools in manufacturing sectors [1] - Sales of precision lathes increased by approximately 333 million RMB, a rise of about 19.4%, making it the largest contributor to revenue [1] - Sales of precision machining centers surged by 157% compared to the same period last year [1] - Sales of precision grinding machines increased by 47.5% year-on-year [1] Operational Efficiency - The company has implemented cost reduction and efficiency improvement measures, significantly enhancing the cost-performance ratio and competitiveness of its products [1]

Core Viewpoint - Tsugami Machine Tool China reported a significant increase in mid-term performance for the six months ending September 30, 2025, driven by economic recovery in China and rising demand in emerging sectors such as new energy vehicles, artificial intelligence, and humanoid robots [1] Financial Performance - Total revenue reached approximately RMB 2.497 billion, representing a year-on-year growth of 26.2% [1] - Gross profit amounted to approximately RMB 863 million, with a year-on-year increase of 35.1% [1] - Overall gross margin rose to about 34.6% [1] - Profit for the period was approximately RMB 502 million, reflecting a year-on-year growth of 47.7% [1] - The company proposed an interim dividend of HKD 0.60 per share [1] Sales Performance - Sales of precision lathes increased by 19.4% [1] - Sales of precision machining centers and precision grinding machines also experienced significant growth [1]

Core Viewpoint - Tsugami Corporation, the controlling shareholder of Tsugami Machine Tool (01651), reported a significant increase in revenue and profit for the first half of the fiscal year ending September 30, 2025, in China, indicating strong performance in the market [1] Financial Performance - Revenue in China reached 51.044 billion yen, representing a year-on-year increase of 20.8% [1] - Segment profit amounted to 13.844 billion yen, reflecting a year-on-year increase of 43.6% [1]

智通财经APP讯，津上机床中国(01651)发布公司控股股东Tsugami Corporation(日本津上)于截至2025年9 月30日止上半年业绩，在中国，收入为510.44亿日圆，按年同比增加20.8%。分部溢利为138.44亿日 圆，按年同比增加43.6%。 ...

Core Viewpoint - Tsugami Machine Tool China (01651) reported a revenue of 2.497 billion RMB for the six months ending September 30, 2025, representing a year-on-year growth of 26.2% and a net profit of 502 million RMB, up 47.7% year-on-year, with basic earnings per share of 1.36 RMB [1] Revenue Growth Drivers - The increase in total revenue is primarily attributed to the gradual recovery of the Chinese economy, with rising demand for high-precision machine tools in emerging sectors such as new energy vehicles, artificial intelligence, and humanoid robots [1] - The company has implemented cost reduction and efficiency improvement measures, significantly enhancing the cost-performance ratio and competitiveness of its products [1] Sales Performance - The sales revenue of precision lathes increased by approximately 333 million RMB, a rise of about 19.4%, making the largest impact on the company's revenue [1] - Sales of precision machining centers surged by 157.0% compared to the same period last year [1] - Sales of precision grinding machines increased by 47.5% year-on-year [1]