Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant increase in stock price, reaching a new high, driven by strong financial performance and advancements in AI server liquid cooling technology [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, showing a year-on-year increase of 51.2% [1] Industry Insights - Cathay Securities has indicated that the AI server liquid cooling industry is entering a phase of bulk equipment procurement, which is beneficial for companies like Tsugami [1] - Tsugami specializes in automatic lathe products, which have a clear cost-performance advantage in processing rapid liquid cooling connectors [1] - The company has successfully applied multiple devices in the production of key components for humanoid robots, including planetary roller screws, harmonic reducers, and planetary reducers [1]
津上机床中国午前涨超3% 日本津上中国分部前三季溢利增超五成