国泰海通证券此前指出，随着海外头部人形机器人厂家加速产品迭代，国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看，该行认为，除机器人整机厂商外，包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注，相应的国内供应商有望长期受益。 津上机床中国(01651)涨超14%，截至发稿，涨14.2%，报28.8港元，成交额9345.29万港元。 消息面上，津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按 年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。值得一提的 是，公司执行董事兼常务副总经理李泽群此前表示，新财年销售收入将挑战50亿元，有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓，预料可带动收入增长。 ...

国泰海通证券此前指出，随着海外头部人形机器人厂家加速产品迭代，国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看，该行认为，除机器人整机厂商外，包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注，相应的国内供应商有望长期受益。 智通财经APP获悉，津上机床中国(01651)涨超14%，截至发稿，涨14.2%，报28.8港元，成交额9345.29 万港元。 消息面上，津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按 年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。值得一提的 是，公司执行董事兼常务副总经理李泽群此前表示，新财年销售收入将挑战50亿元，有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓，预料可带动收入增长。 ...

Group 1: Market Performance - Hang Seng Index rose by 0.18%, gaining 45 points to close at 24,947 points; Hang Seng Tech Index increased by 0.03% [1] - Hong Kong stock market saw a morning trading volume of 120.6 billion HKD [1] Group 2: Notable Stock Movements - Coal stocks led the gains, with China Shenhua (01088) up 3.61% and Yanzhou Coal (01171) up 4.1%, as the fifth round of coking coal price hikes took effect [1] - Crystal International (02228) surged over 8% after signing a pipeline cooperation agreement with DoveTree, with a total order size of approximately 47 billion HKD and an initial payment of 51 million USD received [1] - Tsugami (01651) rose by 4.68% following a nearly 40% increase in Q1 net profit from its Japanese division and positive machine tool production data for June [1] - Xianjian Technology (01302) increased by 6.97%, with expectations of gradual price adjustments for related products in the second half of the year [1] - Pop Mart (09992) gained 6.31%, driven by strong demand for its proprietary IP, with Morgan Stanley highlighting its undervalued platform [1] - China Shipbuilding Defense (00317) rose over 7%, anticipating a more than double year-on-year increase in net profit for the first half of the year [1] - BYD Electronics (00285) increased by over 6%, benefiting from AI-driven growth in the liquid cooling market and entry into the Nvidia supply chain [1] - Wuling Motors (00305) surged over 10% after announcing a profit warning, with mid-term net profit soaring nearly threefold as the company actively expands in the new energy sector [1] Group 3: Declining Stocks - Qilu Expressway (01576) fell by 6.37% after issuing a profit warning, expecting a year-on-year decline of approximately 21.62% in mid-term net profit [2] - Dongfang Zhenxuan (01797) dropped over 7% amid public relations issues and the closure of Sam's Club member stores, despite its stock price doubling since early July [3] - Boya Interactive (00434) declined by over 6%, projecting a year-on-year profit decrease of 25% to 35% for the first half of the year [4]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a nearly 5% increase in stock price, currently trading at 22.54 HKD, with a transaction volume of 25.07 million HKD. The company reported a year-on-year revenue increase of 14.1% to 26.882 billion JPY for the three months ending June 30, 2025, with segment profit rising 38.1% to 7.697 billion JPY. The company aims to challenge a sales revenue of 5 billion CNY in the new fiscal year, driven by new market developments in AI liquid cooling joints and automotive electric brake systems [1][1][1]. Company Summary - Tsugami's revenue in China increased by 14.1% year-on-year, reaching 26.882 billion JPY [1][1][1]. - The segment profit for the same period rose by 38.1%, amounting to 7.697 billion JPY [1][1][1]. - The company’s executive director expressed optimism about achieving a sales revenue target of 5 billion CNY in the new fiscal year, potentially surpassing the record set in fiscal year 2022 [1][1][1]. Industry Summary - Dongwu Securities reported positive data for robot and machine tool production, with industrial robot production increasing by 35.6% year-on-year in June, metal cutting machine tool production up by 13.5%, and metal forming machine tool production rising by 10.4% [1][1][1]. - Guotai Junan Securities noted that leading overseas humanoid robot manufacturers are accelerating product iterations, while domestic manufacturers are launching products, benefiting from the rapid application of domestic scenarios [1][1][1]. - From a supply chain perspective, key components for robots, including motors, reducers, sensors, and screws, are expected to see long-term benefits for domestic suppliers [1][1][1].

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, with a current rise of 3.49% to HKD 22.54, driven by strong financial performance and growth prospects in new markets [1] Company Summary - Tsugami Machine Tool China reported a year-on-year revenue increase of 14.1% for the three months ending June 30, 2025, reaching JPY 26.882 billion, with segment profit rising by 38.1% to JPY 7.697 billion [1] - The company's executive director, Li Zequn, indicated that sales revenue for the new fiscal year is expected to challenge JPY 5 billion, potentially surpassing the record set in the 2022 fiscal year [1] - The company is focusing on new market opportunities, including AI liquid cooling connectors and automotive electric brake systems, which are anticipated to drive revenue growth [1] Industry Summary - Dongwu Securities reported positive production data for robots and machine tools for June 2025, with industrial robot production up 35.6% year-on-year, metal cutting machine tool production up 13.5%, and metal forming machine tool production up 10.4% [1] - Guotai Junan Securities noted that leading overseas humanoid robot manufacturers are accelerating product iterations, while domestic manufacturers are launching products in response to the growing application scenarios in China [1] - From a supply chain perspective, key components for robots, including motors, reducers, sensors, and screws, are expected to benefit long-term, with domestic suppliers likely to gain from this trend [1]

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7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8月1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 | | 1,000,000,000 ...

Group 1 - The Hang Seng Index fell by 0.18%, down 45 points, closing at 24,727 points, while the Hang Seng Tech Index decreased by 0.12% [1] - In the semiconductor sector, InnoSilicon became the only Chinese chip manufacturer included in NVIDIA's latest 800V architecture supplier list, leading to a more than 30% increase in InnoSilicon's stock [1] - The Ministry of Industry and Information Technology issued a special energy-saving inspection task list for the polysilicon industry, boosting the solar panel sector, with notable stock increases for companies like Kaisheng New Energy (up over 5%) and Fuyao Glass (up over 4%) [1] Group 2 - Stone Pharmaceutical Group's stock rose over 6% after announcing a more than $2 billion overseas business development deal [2] - Ruihe Smart's stock surged over 10% following a profit warning, with expected net profits for the first half of the year reaching up to 44 million yuan, marking a turnaround from losses [3] - Inspur Digital Enterprises' stock increased nearly 6%, reaching a new high, with expected net profits for the first half of the year up to 190 million yuan, supported by its parent company Inspur Group [4] Group 3 - Xirui's stock rose over 4%, reaching a new high, as institutions predict rapid growth in the private aviation market [5] - Qiniu Intelligent's stock increased by over 8%, with its AI model user base surpassing 10,000, marking a significant milestone in its AI strategy [6] - Tsugami Machine Tool's stock rose over 5%, with its Japanese division reporting a 38.1% year-on-year increase in profits for the first quarter [7] Group 4 - New Macau International Development's stock fell over 4%, with its subsidiary New Macau Borya reporting a nearly 20% year-on-year decline in net income for the second quarter [7] - Kintor Pharmaceutical's stock plummeted over 16% after the company announced a discounted placement of shares at an 18.75% discount, raising approximately 40.34 million Hong Kong dollars [7]

津上机床中国(01651)涨超5%，截至发稿，涨5.39%，报22.5港元，成交额4443.55万港元。 值得注意的是，津上机床中国此前发布截至今年3月底止全年财报，纯利7.82亿元人民币，同比增长 63%；收入42.62亿元，同比增长36.6%。公司执行董事兼常务副总经理李泽群表示，新财年销售收入将 挑战50亿元，有望超越2022财年创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓， 预料可带动收入增长。 消息面上，津上机床中国发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按年同 比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。 ...

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Tsugami Machine Tool China, which rose by over 5%, reaching 22.5 HKD with a trading volume of 44.44 million HKD [1] - Tsugami Machine Tool China reported a year-on-year revenue increase of 14.1% in China, amounting to 26.882 billion JPY, and a segment profit increase of 38.1%, reaching 7.697 billion JPY for the three months ending June 30, 2025 [1] - The company previously announced its annual financial report for the year ending March 2023, showing a net profit of 782 million RMB, a 63% increase year-on-year, and revenue of 4.262 billion RMB, a 36.6% increase year-on-year [1] Group 2 - The executive director and vice general manager of the company, Li Zequn, stated that the sales revenue for the new fiscal year is expected to challenge 5 billion RMB, with the potential to surpass the record set in the fiscal year 2022 [1] - The company anticipates revenue growth driven by the expansion into new markets such as AI liquid cooling connectors and automotive electric brake systems [1]

智通财经APP讯，津上机床中国(01651)发布控股股东TSUGAMI CORPORATION(日本津上)截至2025年6 月30日止3个月业绩，在中国，收入按年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加 38.1%，达到76.97亿日圆。 ...