津上机床中国涨超6%再创新高 日本津上中国分部前三季度溢利同比增加51.2%

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 43.4 HKD, driven by strong financial performance and growth prospects in the high-end CNC machine tool market [1] Financial Performance - The controlling shareholder, Tsugami Japan, reported financial results for the nine months ending December 31, 2025, with revenue in China amounting to 81.58 billion JPY, representing a year-on-year increase of 28.3% [1] - The segment profit reached 22.534 billion JPY, reflecting a year-on-year increase of 51.2% [1] Market Position and Growth Prospects - Tsugami Machine Tool China 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] - According to Haitong International's research report, the company's automotive-related business is expected to maintain steady growth from 2026 to 2028, with a recovery in the 3C business and rapid growth in new AI-related ventures [1] - The lathe business is projected to achieve stable growth of 20%-25%, driven by high-margin products such as precision lathes and grinding machines, positively impacting the company's profitability [1]

TSUGAMI CHINA-津上机床中国涨超6%再创新高 日本津上中国分部前三季度溢利同比增加51.2% - Reportify