Core Viewpoint -津上机床中国 (01651) has seen a significant stock price increase, rising over 10% and reaching a new high of 35.88 HKD, with a year-to-date increase of 200% [1] Financial Performance - For the first half of the fiscal year 2026 (April-September 2025), the company expects to achieve a net profit attributable to shareholders of 502 million RMB, representing a year-on-year increase of approximately 48% [1] - The board attributes the growth in performance to the continuous recovery of the domestic economy and the transformation and upgrading of China's manufacturing industry [1] Industry Trends - The rapid development in user sectors such as new energy vehicles and artificial intelligence has created new demand for the machine tool industry [1] - The company has been actively exploring and penetrating various segments of the manufacturing industry, leading to an increased demand for its CNC high-precision machine tools [1] Market Position - According to CICC, the company's forecasted profit growth of 48% significantly exceeds the average growth level in the industry, positioning it as a core leader in the recovery process of the machine tool industry [1] - The largest downstream sector for the company is automotive parts, benefiting from the capital expenditure boom [1] Growth Opportunities - The company is intensifying its layout in the liquid cooling sector, which is expected to open up a new growth curve [1] - The company has reached a cooperation intention with leading liquid cooling equipment enterprises, anticipating that this business will contribute to revenue in 2026, becoming the second growth curve after the automotive parts sector [1]
津上机床中国涨超10%创新高 中期纯利同比预增48% 液冷赛道开辟增长新曲线