Core Viewpoint -津上机床中国 (01651) has experienced a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, attributed to the recovery of the domestic economy and growth in demand from key sectors like new energy vehicles and artificial intelligence [1][1][1] Financial Performance - The company anticipates a net profit of 502 million yuan for the first half of the 2026 fiscal year, representing a year-on-year increase of approximately 48% [1][1][1] - As of the report, the stock price rose by 8.02%, trading at 40.66 HKD with a transaction volume of 120 million HKD [1][1][1] Industry Trends - The growth in the machine tool industry is driven by the transformation and upgrading of China's manufacturing sector, particularly in emerging fields such as new energy vehicles and artificial intelligence [1][1][1] - The company has been actively expanding and penetrating various sub-sectors of manufacturing, leading to increased demand for its CNC high-precision machine tools [1][1][1] Strategic Developments -津上机床中国 has established a cooperation intention with a leading liquid cooling equipment company, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1][1][1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is driving a rapid increase in orders for manufacturing equipment, positioning津上机床中国 to benefit from the demand surge in the liquid cooling industry chain expansion [1][1][1]
津上机床中国涨超8%再创新高 设备企业有望充分享受液冷产业链扩张