格隆汇9月22日丨津上机床中国(01651.HK)发布公告，2025年9月22日耗资325.85万港元回购10万股，回 购价格每股32.42-32.64港元。 ...

智通财经APP讯，津上机床中国(01651)发布公告，于2025年9月22日斥资325.85万港元回购10万股股 份。 ...

Group 1 - The stock of Tsugami Machine Tool (01651) rose over 6% to a new historical high of 33.18 HKD, with a trading volume of 60.99 million HKD [1] - Dongfang Securities reported an increase in information regarding the mass production of humanoid robots since Q3, with Tesla aiming for a monthly production of 100,000 units within five years and a cumulative delivery target of 1 million units [1] - The domestic humanoid robot market is rapidly developing, with leading companies like UBTECH, ZhiYuan, and YuShu receiving orders worth hundreds of millions, and ZhiYuan and TianTai Robot achieving shipment and order volumes exceeding 10,000 units [1] Group 2 - Tsugami Machine Tool is a specialized manufacturer of high-precision CNC machine tools, with its parent company, Tsugami Japan, being a long-established machine tool manufacturer [1] - The company is continuously enriching its production line, optimizing existing models, and actively expanding into emerging downstream fields such as humanoid robots, medical applications, and AIDC liquid cooling [1] - The company's products are applicable in the processing of planetary ball screw and robotic dexterous hands, primarily corresponding to equipment such as automatic lathes, turret lathes, thread rolling machines, and thread grinding machines [1]

| 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他（2025 年广东辖区上市公司投资者网上集体接待日活 | | | 动） | | 参与单位名称及 | 通过"全景路演"网站(http://rs.p5w.net)参与 2025 年广东辖区上 | | 人员姓名 | 市公司投资者网上集体接待日活动的投资者 | | 时间 | 年 月 日 2025 9 19 15:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台（https://rs.p5w.net）采 | | | 用网络远程的方式召开。 | | 上市公司接待人 | 副总经理、董事会秘书：陈地剑 | | 员姓名 | 证券事务代表：王璐 为加强与投资者的互动交流，公司于 年 月 日参 2025 9 19 | | | 加了由广东证监局、广东上市公司协会与深圳市全景网络有限 | | | 公司联合举办的"向新提质，价值领航—2025 年广东辖区投资 | | | 者集体接待日暨辖区上市公司中报业绩说明会" ...

Group 1 - The stock of Tsugami Machine Tool (01651) rose over 6% to a new historical high of 33.18 HKD, with a trading volume of 60.99 million HKD [1] - Oriental Securities reported an increase in information regarding the mass production of humanoid robots since Q3, with Tesla aiming for a monthly production of 100,000 units within five years and a cumulative delivery target of 1 million units [1] - The humanoid robot industry is experiencing rapid development in China, with leading companies like UBTECH, ZhiYuan, and YuShu receiving orders worth hundreds of millions, and ZhiYuan and TianTai Robotics surpassing 10,000 units in shipments and orders [1] Group 2 - Tsugami Machine Tool specializes in high-precision CNC machine tools, with its parent company, Tsugami Japan, being a long-established manufacturer [1] - The company is continuously enhancing its production line, optimizing existing models, and actively expanding into emerging sectors such as humanoid robots, medical applications, and AIDC liquid cooling [1] - Tsugami's products are utilized in the processing of planetary ball screws and robotic dexterous hands, primarily corresponding to equipment like automatic lathes, turret lathes, thread rolling machines, and thread grinding machines [1]

Core Viewpoint - Yuhuan CNC Machine Tool Co., Ltd. is focusing on high-end grinding machine development and expanding its market presence in various sectors, including aerospace and consumer electronics, while enhancing its profitability through technological innovation and improved management practices [2][3][4]. Group 1: High-End Grinding Machine Development - The company has developed high-precision grinding machines, including flat grinding machines and composite vertical grinding machines, which are gaining brand influence in high-end equipment sectors such as aerospace and mechanical processing [2]. - Future plans include the establishment of a "High-End CNC Grinding Machine R&D Center" to enhance research and production capabilities, creating new business growth points [2]. Group 2: Robotics and Consumer Electronics Business - The dual-end surface grinding machine is utilized for processing components like gears and bearings in robotics, while the lathe series is used for planetary gearbox components [3]. - In the consumer electronics sector, the company achieved revenue of 124.92 million yuan in the first half of 2025, representing a year-on-year growth of 33.35%, accounting for 55.79% of total revenue [3]. - The grinding and polishing machines are used for the appearance parts of 3C products, serving Apple’s supply chain since the iPhone 4, including services for the iPhone 17 series [3]. Group 3: Profitability Changes and Strategies - In the first half of 2025, the company's total profit reached 13.35 million yuan, a year-on-year increase of 196.90%, while net profit was 8.94 million yuan, up 39.70% [4]. - The attributable net profit was 2.65 million yuan, which saw a decline due to income tax and minority shareholder losses [4]. - The gross margin for main products was 34.11%, showing recovery compared to 2024 and the first quarter of 2025 [4]. - The company plans to strengthen technological research and internal control management to enhance profitability [4]. Group 4: Business Layout and Shareholder Information - In the first half of 2025, the company is deepening its focus on consumer electronics and automotive parts while accelerating its layout in high-end manufacturing sectors like aerospace [5]. - The revenue for the first half of the year was 223.93 million yuan, reflecting a year-on-year growth of 11.74% [5]. - As of September 10, 2025, the total number of shareholders was 21,481, with detailed shareholder information to be disclosed in regular reports [5].

Group 1: Company Overview and Market Position - YuHuan CNC Machine Tool Co., Ltd. is focusing on high-end universal grinding machines as a key area for technological innovation and development [2] - The company has developed high-precision CNC grinding machines that have gained brand influence in high-end equipment sectors such as bearing components and aerospace [2] - The company aims to enhance its R&D and production capabilities through the establishment of a high-end CNC grinding machine R&D center [2] Group 2: Financial Performance - In the first half of 2025, the company achieved a total profit of 13.35 million CNY, a year-on-year increase of 196.90%, and a net profit of 8.94 million CNY, up 39.70% [6] - The company's revenue for the first half of 2025 was 224.93 million CNY, representing an 11.74% increase compared to the same period last year [7] - The gross profit margin for the main products was 34.11%, showing a recovery compared to 2024 and Q1 2025 [6] Group 3: Contribution from Consumer Electronics - The consumer electronics sector generated revenue of 124.92 million CNY in the first half of 2025, marking a 33.35% year-on-year growth and accounting for 55.79% of the company's total revenue [4] - The company has a competitive advantage in the grinding processing of appearance parts for consumer electronics [4] - The company actively engages in technical exchanges with clients to meet new material and process demands in the consumer electronics industry [4] Group 4: Client Engagement and Product Applications - The company's grinding and polishing machines are widely used in the processing of consumer electronics, including components for smartphones, laptops, and smart wearables [5] - Since the iPhone 4, the company has provided services to Apple's supply chain, establishing a strong market reputation [5] - The company supplies CNC machine tools for components used in robotics, although it does not directly engage with end robotics enterprises [3]

今年以来该股累计进行45次回购，合计回购657.80万股，累计回购金额1.41亿港元。（数据宝） 证券时报·数据宝统计，津上机床中国在港交所公告显示，9月19日以每股31.280港元至31.680港元的价 格回购12.00万股，回购金额达378.13万港元。该股当日收盘价31.200港元，下跌0.95%，全天成交额 3040.89万港元。 自9月9日以来公司已连续9日进行回购，合计回购78.20万股，累计回购金额2375.55万港元。 其间该股 累计上涨4.35%。 | 2025.08.25 | 2.00 | 27.760 | 26.920 | 54.61 | | --- | --- | --- | --- | --- | | 2025.08.21 | 1.00 | 27.000 | 26.740 | 26.91 | | 2025.07.03 | 10.00 | 21.500 | 21.350 | 214.22 | | 2025.07.02 | 11.60 | 21.500 | 21.200 | 247.55 | | 2025.06.27 | 1.00 | 20.450 | 20.400 | 20.43 | ...

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 244,148.52 million yuan, a year-on-year increase of 18.44% [2] - The net profit attributable to shareholders was 23,318.77 million yuan, reflecting a year-on-year growth of 47.38% [2] - The company has a negative retained earnings due to historical losses in precision structural components, which affects its ability to distribute dividends [4][5] Group 2: Market Position and Strategy - The company aims to maintain a high growth trajectory in the second half of the year, focusing on high-end machine tools and overseas market development [2] - The company is closely monitoring trends in the humanoid robot sector and is committed to innovation in technology and product development [3] - The establishment of a production base in Vietnam is expected to enhance global competitiveness and reduce operational costs [3] Group 3: Shareholder Engagement and Corporate Actions - As of September 10, 2025, the number of shareholders reached 99,568, an increase of 3,778 from the previous period [6] - The company is currently advancing a private placement of shares, pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [6] - The company is considering future share buybacks based on market conditions and stock performance [6]

Group 1 - The core point of the article is the announcement of a tender for a flexible automation processing production line service project by Shenyang Zhongjie Aerospace Machine Tool Co., Ltd., with a budget of 1.5 million yuan [1] - The tender was published on September 19, 2025, indicating a future investment opportunity in the aerospace machinery sector [1] - The ownership structure of Shenyang Machine Tool Co., Ltd. shows that it is held by China Industrial Bank and China Construction Bank, with shareholding ratios of 1.03% and 1.21% respectively [1]