Core Viewpoint - Tsugami Machine Tool (01651) has shown significant stock performance, with a rise of over 4% in early trading, reaching a new high of HKD 36.46, driven by strong profit forecasts for the first half of fiscal year 2026 [1] Company Summary - Tsugami Machine Tool expects to achieve a net profit attributable to shareholders of approximately CNY 502 million for the first half of fiscal year 2026, representing a year-on-year increase of about 48% [1] - The company's projected profit growth significantly exceeds the average growth level in the machine tool industry, positioning it as a core leader in the industry's recovery process [1] Industry Summary - The transformation of automotive technology and the rapid development of artificial intelligence and embodied robotics are driving strong demand for micro-precision components [1] - This trend presents attractive growth opportunities for Tsugami Precision (China), which specializes in micro-precision machine tools, allowing the company to serve high-value sectors driven by innovation [1] - The fiscal year 2026 is anticipated to be a strong growth year for the company, with new production capacity expected to act as a catalyst for performance growth [1]
津上机床中国再涨超4% 预计中期盈利增近五成 公司受惠微型精密制造领域机遇