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]
港股异动 | 津上机床中国(01651)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