Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, with a projected net profit of 502 million yuan, representing a year-on-year growth of approximately 48% [1] Group 1: Company Performance - The company anticipates a substantial increase in net profit for the first half of the 2026 fiscal year, with an expected figure of 502 million yuan, marking a year-on-year growth of about 48% [1] - The board attributes the performance growth to the ongoing recovery of the domestic economy and the transformation and upgrading of China's manufacturing sector, particularly in the rapidly developing fields of new energy vehicles and artificial intelligence [1] Group 2: Industry Trends - The machine tool industry is experiencing new demand due to the transformation of manufacturing, especially in sectors like new energy vehicles and artificial intelligence [1] - The company has established a cooperation intention with a leading liquid cooling equipment enterprise, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is leading to a rapid increase in orders for liquid cooling product manufacturing equipment, indicating that equipment manufacturers are likely to benefit from the demand increase in the liquid cooling industry chain expansion [1]
港股异动 | 津上机床中国(01651)涨超8%再创新高 设备企业有望充分享受液冷产业链扩张