Core Viewpoint - Tsugami Machine Tool (01651) has shown significant stock performance, with a rise of over 4% in early trading, reaching a new high of HKD 36.46, driven by strong profit forecasts for the first half of fiscal year 2026 [1] Company Summary - Tsugami Machine Tool expects to achieve a net profit attributable to shareholders of approximately CNY 502 million for the first half of fiscal year 2026, representing a year-on-year increase of about 48% [1] - The company's projected profit growth significantly exceeds the average growth level in the machine tool industry, positioning it as a core leader in the industry's recovery process [1] Industry Summary - The transformation of automotive technology and the rapid development of artificial intelligence and embodied robotics are driving strong demand for micro-precision components [1] - This trend presents attractive growth opportunities for Tsugami Precision (China), which specializes in micro-precision machine tools, allowing the company to serve high-value sectors driven by innovation [1] - The fiscal year 2026 is anticipated to be a strong growth year for the company, with new production capacity expected to act as a catalyst for performance growth [1]

消息面上，津上机床中国披露了2026财年上半年(2025年4月-9月)盈喜公告，公告显示，报告期内公司预 期实现归母净利润5.02亿元，同比口径下劲增约48%。中金指出，公司预测盈利同比增长48%显着超出 行业平均增长水平，成为机床行业复苏进程中的核心领跑者。 英皇证券则表示，无论从短期或长期来看，汽车技术的变革，以及人工智能与具身机器人技术的快速发 展，正持续推动对微型精密零组件的旺盛需求。此一趋势为专精于微型精密工具机的津上精密（中国） 带来了极具吸引力的成长机遇；公司凭藉其独特的市场定位，足以服务这些由创新驱动的高价值领域。 该行指出，2026财年可望成为强劲成长年度，新增产能将成为业绩增长催化剂。 智通财经APP获悉，津上机床中国(01651)早盘涨超4%。高见36.46港元，继续创新高。截至发稿，涨 3.44%，报36.04港元，成交额3026.91万港元。 ...