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].
津上机床中国再涨近5% 日本津上中国分部Q1纯利增近四成 6月机床产量数据向好