Core Viewpoint - Tsugami Machine Tool China (01651) saw a significant stock increase of over 14%, closing at 28.8 HKD with a trading volume of 93.45 million HKD, following the release of its parent company's quarterly performance report [1] Company Performance - Tsugami's parent company, Tsugami Japan, reported a year-on-year revenue increase of 14.1% in China, reaching 26.882 billion JPY, with segment profit rising by 38.1% to 7.697 billion JPY [1] - The company's executive director, Li Zequn, indicated that the new fiscal year sales revenue is expected to challenge 5 billion CNY, potentially surpassing the record set in the 2022 fiscal year [1] Market Expansion - 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 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 report emphasizes the importance of key components for robots, such as motors, reducers, sensors, and lead screws, suggesting that domestic suppliers in these areas are likely to benefit in the long term [1]
津上机床中国涨超14% 公司积极开拓AI液冷接头、汽车电动制动系统等新市场