Core Viewpoint - Tsugami Machine Tool China (01651) has seen a stock price increase of over 7%, with a current price of 28.58 HKD and a trading volume of 79.2553 million HKD, following the release of its fiscal year 2025 report, which shows significant growth in profit and revenue [1] Financial Performance - For the fiscal year 2025 (April 2024 - March 2025), the company reported a net profit of 782 million RMB, representing a year-on-year increase of 63% [1] - The revenue for the same period reached 4.262 billion RMB, marking a year-on-year growth of 36.6% [1] Future Outlook - The company aims to challenge a sales revenue target of 5 billion RMB in the new fiscal year, potentially surpassing the record set in fiscal year 2022 [1] - The expansion into new markets such as AI liquid cooling joints and automotive electric braking systems is expected to drive revenue growth [1] Product and Market Development - Tsugami Machine Tool China is actively enhancing its product line and optimizing existing machine designs while venturing into emerging sectors like humanoid robots, medical applications, and AIDC liquid cooling [1] - The company's products are utilized in planetary ball screw processing and robotic dexterous hand manufacturing, with key equipment including automatic lathes, turret lathes, thread rolling machines, and thread grinding machines [1] Industry Trends - According to Northeast Securities, the upgrade of downstream industries and equipment renewal policies are accelerating the localization of high-end machine tools [1] - The mass production of humanoid robots is expected to increase the demand for core components, with the incremental space for machine tool equipment projected to reach 10 billion RMB [1]
港股异动 | 津上机床中国(01651)涨超7% 公司积极布局人形机器人、AIDC液冷等新兴下游领域