Core Viewpoint - Tsugami Machine Tool China (01651) saw a significant stock increase of over 14%, reaching HKD 28.8 with a trading volume of HKD 93.45 million, following the release of its parent company's quarterly performance report [1] Financial Performance - Tsugami's parent company reported a year-on-year revenue increase of 14.1% in China, amounting to JPY 26.882 billion [1] - The segment profit also rose by 38.1% year-on-year, reaching JPY 7.697 billion [1] Future Outlook - The company's executive director, Li Zequn, indicated that the new fiscal year sales revenue is expected to challenge JPY 5 billion, potentially surpassing the record set in the 2022 fiscal year [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] Industry Insights - According to Guotai Junan Securities, the acceleration of product iteration by leading overseas humanoid robot manufacturers and the introduction of products by domestic manufacturers, combined with the rapid implementation of application scenarios in China, are noteworthy trends [1] - From a supply chain perspective, the focus should be on key components of robots, including motors, reducers, sensors, and lead screws, as domestic suppliers are expected to benefit in the long term [1]
港股异动 | 津上机床中国(01651)涨超14% 公司积极开拓AI液冷接头、汽车电动制动系统等新市场