Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a new high of 34.56 HKD, with a year-to-date gain of nearly 200% [1] Company Summary - As of the latest report, the stock is up 5.23%, trading at 34.2 HKD with a transaction volume of 58.94 million HKD [1] - On September 30, Tsugami Machine Tool China repurchased 350,000 shares for 11.40 million HKD, marking the 50th buyback this year, totaling 7.29 million shares repurchased for a total amount of 164 million HKD [1] - CICC has initiated coverage on Tsugami Machine Tool China, highlighting it as a leading player in the mid-to-high-end CNC lathe market with strong internal competitiveness, assigning an "outperform industry" rating [1] Industry Summary - The market has not yet fully recognized the growth potential from liquid cooling and robotics, which CICC views as significant opportunities for the company [1]

消息面上，9月30日，津上机床中国耗资1140.12万港元回购35万股。据统计，今年以来该股累计进行50 次回购，合计回购728.80万股，累计回购金额1.64亿港元。中金此前发布研报称，津上机床中国是中高 端数控车床领军企业，内生竞争力突出，首次覆盖给予"跑赢行业"评级。市场暂未充分重视液冷、机器 人的增量潜力，而该行坚定看好其带来的机会。 津上机床中国(01651)再涨超6%，高见34.56港元再创新高，年内累计涨幅接近200%。截至发稿，涨 5.23%，报34.2港元，成交额5893.65万港元。 ...