Core Viewpoint - Tsugami Machine Tool (01651) has seen a significant stock price increase of over 5% in early trading, attributed to its share buyback activities and the growing demand for machine tools driven by robot mass production [1] Company Summary - Tsugami Machine Tool has repurchased approximately 203.7 million shares this year, with a total buyback amount of about 37.89 million HKD [1] - The company's CNC high-precision machine tools are categorized into five main product types: precision automatic lathes, precision turret lathes, precision machining centers, precision grinding machines, and precision thread rolling machines [1] Industry Summary - According to Northeast Securities, the production of robots will utilize various machine tools such as vortex milling, taps, and broaches in the processing of core components like reducers, screws, gears, and bearings [1] - Grinding machines and lathes will be used in the processing of core component screws, while vertical machining centers and gantry machining centers will be employed for general parts processing [1] - The anticipated large-scale production of robots is expected to provide significant incremental opportunities for machine tool companies, indicating a vast growth potential in the industry [1]
港股异动 | 津上机床中国(01651)早盘涨超5% 年内回购近3800万港元 机器人量产拉动机床需求