Core Viewpoint - Tsugami Machine Tool China (01651) has shown a significant increase in stock price, with a rise of approximately 3.66% to HKD 37.98, reflecting strong sales and profit growth driven by the automotive sector and emerging business opportunities in AI and robotics [1] Financial Performance - As of September 2025, Tsugami's sales revenue has increased by about 26.2% year-on-year, while net profit attributable to shareholders has grown by approximately 47.7% [1] - The automotive sector has been the main growth driver for the company over the past two years, with expectations for stable performance in the domestic automotive industry through 2026 [1] Industry Trends - The trend towards smaller components in the new energy vehicle parts sector is expected to enhance the company's market penetration [1] - The 3C industry is showing signs of recovery, benefiting from product updates and iterations by leading smartphone manufacturers [1] Emerging Business Opportunities - In the AI sector, the company’s automatic lathe products have a significant cost-performance advantage in processing rapid liquid cooling connectors, leading to a substantial increase in product shipments [1] - For the first half of the 2025-2026 fiscal year, the company has achieved sales of AI liquid cooling-related products amounting to CNY 120 million, with expectations to exceed 2,000 units sold in 2026, contributing approximately CNY 800 million to revenue [1] - In the robotics field, the company offers precision machining solutions for core components through its series of products, including heart machines, thread rolling machines, and external cylindrical grinding machines, showcasing strong product competitiveness [1]
津上机床中国涨近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