Core Viewpoint - Tsugami Machine Tool (01651) has shown significant financial growth, with a notable increase in revenue and profit margins, indicating its strong position in the high-end CNC machine tool market in China [1][5]. Financial Performance - For the nine months ending December 31, 2025, Tsugami's revenue in China reached 81.58 billion yen, representing a year-on-year increase of 28.3% [1][5]. - The segment profit for the same period was 22.534 billion yen, reflecting a year-on-year increase of 51.2% [1][5]. Market Position - Tsugami has established itself as one of the largest foreign brand CNC machine tool manufacturers in the Chinese market, focusing on high-end CNC machine tool manufacturing and sales [1][5]. Industry Insights - According to Guotai Junan Securities, the AI server liquid cooling industry is entering a phase of bulk equipment procurement, with Tsugami's automatic lathe products offering significant cost-performance advantages in processing rapid liquid cooling connectors [1][5]. - From January to September 2025, Tsugami has signed equipment orders with dozens of clients, accounting for approximately 5% of the domestic order value [1][5]. - The company has successfully applied multiple equipment models in processing key components for humanoid robots, including planetary roller screws, harmonic reducers, and planetary reducers [1][5].
津上机床中国午后涨逾8% 日本津上中国分部前三季度溢利同比增加51.2%