Core Viewpoint - Tsunash Machine Tool China (01651) has seen a stock price increase of over 4%, currently trading at 32.96 HKD, with a trading volume of 20.27 million HKD. The company has been actively repurchasing shares, indicating confidence in its future performance [1]. Group 1: Share Buyback Activity - The company announced a share buyback of 100,000 shares for a total cost of 3.12 million HKD on November 25 [1]. - Year-to-date, Tsunash Machine Tool China has conducted 56 buybacks, totaling 8.52 million shares and an aggregate expenditure of 204 million HKD [1]. Group 2: Financial Performance and Market Position - According to a report from Industrial Securities, the company's AI liquid cooling segment has performed exceptionally well, generating sales of approximately 120 million HKD, which accounts for 5.2% of domestic sales and is a key driver of revenue growth [1]. - Direct cooling connectors represent 80% of total market demand, with the company's main product, automatic lathes, having a significant competitive advantage in this area [1]. - The processing technology for liquid cooling connectors has been largely established, and the industry is entering a phase of bulk equipment procurement [1]. - From January to September, the company signed equipment orders with dozens of clients, representing about 5% of domestic order value, with expectations for this sector to become a major growth driver in the second half of the 2026 fiscal year and into the 2027 fiscal year [1].
港股异动 | 津上机床中国(01651)再涨超4% 年内累计回购金额已超2亿港元 AI液冷有望驱动业绩