Core Viewpoint - Tsugami China (01651) has demonstrated significant growth potential, reporting an expected net profit of 502 million yuan for the first half of the 2026 fiscal year, reflecting a year-on-year increase of approximately 48% and a quarter-on-quarter increase of 14% [1] Group 1: Financial Performance - The company achieved a record net profit for the first half of the fiscal year, surpassing previous highs, indicating a recovery from a phase of adjustment and entering a new growth cycle [1] - Tsugami China's comprehensive gross profit margin reached 33.1% in the 2025 fiscal year, significantly higher than the average of 15%-25% among leading A-share machine tool companies [2] - The net profit margin of 18.4% positions the company as one of the most profitable in the machine tool industry, outperforming most domestic and global competitors [2] Group 2: Competitive Advantage - The company has outperformed other leading machine tool enterprises during the current industry boom, attributed to ongoing efforts in cost reduction and operational optimization [2] - Since 2018, Tsugami China has initiated a proposal improvement program for all employees, fostering innovation and enhancing internal capabilities [2] Group 3: Market Trends and Future Outlook - The demand for high-end CNC machine tools has increased due to the rapid development of sectors such as humanoid robots and artificial intelligence, suggesting sustained growth potential for the company [3] - The company's stock price has significantly outperformed other A and H-share machine tool companies this year, indicating positive market sentiment and expectations for continued record-breaking performance [3]
津上机床中国中期利润预增48%超5亿元，增长逻辑得到高质量兑现