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机床业景气度回升的津上中国(01651)样本:业绩冲击新高 增长确定性继续强化
智通财经网· 2025-06-26 04:47
Core Viewpoint - The financial performance of Tsugami China serves as a significant indicator of the machine tool industry's recovery, with strong revenue growth and profitability reflecting a resurgence in demand from downstream sectors, particularly the automotive industry [1][5][7]. Financial Performance - For the fiscal year 2025, Tsugami China reported revenue of 4.262 billion RMB, a year-on-year increase of 36.6%, and a net profit growth of 63% [1][7]. - The company's gross profit rose by 57.5% to 1.41 billion RMB, with a gross margin of 33.1%, up 4.4 percentage points from the previous year [7]. Revenue Breakdown - The precision lathe business generated 3.624 billion RMB, accounting for 85.1% of total revenue, with a year-on-year increase of 36.5% [4]. - Revenue from the automotive sector surged by 69% to 1.83 billion RMB, significantly contributing to domestic revenue growth [5][8]. - Other sectors, including pneumatic, hydraulic, and 3C industries, also showed positive growth, with respective increases of 33%, 26%, and 26% [5]. Market Trends - The machine tool industry is experiencing a recovery, with increased demand noted from March and April 2024, indicating a shift towards an upward market cycle [3][8]. - Tsugami China has successfully expanded into new industries, including humanoid robotics and AI applications, which are expected to drive future growth [9][10]. Strategic Initiatives - The company has implemented cost-reduction and efficiency-enhancement measures across its operations, contributing to its competitive edge [2]. - Tsugami China plans to launch new products, such as internal thread grinding machines, to cater to the automotive industry's evolving needs [8][9]. Shareholder Returns - Tsugami China announced a final dividend of 0.5 HKD per share, an increase from the previous year's 0.4 HKD, reflecting a commitment to shareholder returns [10]. - The company has also repurchased 2.371 million shares, indicating management's confidence in future growth and efforts to stabilize market value [10].
推进本地化生产,达诺巴特集团升级中国服务
机器人圈· 2025-04-23 12:00
CIMT2025展位上,达诺巴特集团(Danobatgroup)举行了本地化进程战略媒体发布会,特邀中国机床工具工业协会 副会长郭长城和西班牙驻华大使馆一等经济商务参赞方少龙出席,行业媒体一同受邀并见证达诺巴特本地化战略报告 发布,以及机型升级服务签约仪式。 发布会上,达诺巴特集团中国区CEO乔▪桑滕斯先生发布了《达诺巴特推进本地化发展报告》,他表示,达诺巴特集团本 地化重要进程,不仅仅是商业战略,更是未来发展所必需的话题 —— 在中国的本地化。为什么在中国本地化如此重要? 对此,他形象地比喻道:如果把机床行业比作一场足球比赛,欧洲就像是那位战术大师 —— 精准、创新,拥有无与伦比 的工程技术。而中国就像是球场上速度最快的球员 —— 高效、可扩展,并且始终勇往直前。关键不在于在两者之间做选 择,而是要将两者的优势结合起来,从而赢得比赛。在他看来,欧洲工程技术 + 中国的效率 = 无敌组合。 所以,桑滕斯总结指出:在中国的本地化不是一个可选项,它就是未来的发展方向。 达诺巴特集团首席运营官钟鹤鸣先生对集团本地化进程做了进一步介绍,他表示,今年,我们将推出专为铁路行业设计的 MV 镗床,还有备受期待的紧凑型立式磨 ...