Group 1 - The core viewpoint of the article highlights the strong growth of Tsunami Machine Tool China, with a nearly 5% increase in stock price and a significant rise in sales and net profit over the past six months [1] - The company reported a year-on-year sales revenue growth of approximately 26.2% and a net profit growth of about 47.7% as of September 2025, driven primarily by the automotive sector [1] - The domestic automotive industry is expected to maintain stability through 2026, with the trend of miniaturization in new energy vehicle components aiding the company's market penetration [1] Group 2 - The 3C industry is showing signs of recovery, benefiting from product updates and iterations by leading smartphone manufacturers [1] - In the emerging business layout, the company has a competitive advantage in AI with its automatic lathe products, particularly in the processing of rapid liquid cooling connectors [1] - The sales of AI liquid cooling-related products reached 120 million yuan in the first half of the 2025-2026 fiscal year, with expectations to exceed 2,000 units sold in 2026, contributing approximately 800 million yuan to revenue [1] Group 3 - In the robotics sector, the company offers precision machining solutions for core components through its series of products, including heart machines, rolling thread machines, and external cylindrical grinding machines, showcasing strong product competitiveness [1]
港股异动 | 津上机床中国(01651)涨近5% 公司新兴业务布局成效初显 AI伺服器26年有望突破2000台