Core Viewpoint -津上机床中国 (01651) has experienced a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, attributed to the recovery of the domestic economy and growth in demand from key sectors like new energy vehicles and artificial intelligence [1][1][1] Financial Performance - The company anticipates a net profit of 502 million yuan for the first half of the 2026 fiscal year, representing a year-on-year increase of approximately 48% [1][1][1] - As of the report, the stock price rose by 8.02%, trading at 40.66 HKD with a transaction volume of 120 million HKD [1][1][1] Industry Trends - The growth in the machine tool industry is driven by the transformation and upgrading of China's manufacturing sector, particularly in emerging fields such as new energy vehicles and artificial intelligence [1][1][1] - The company has been actively expanding and penetrating various sub-sectors of manufacturing, leading to increased demand for its CNC high-precision machine tools [1][1][1] Strategic Developments -津上机床中国 has established a cooperation intention with a leading liquid cooling equipment company, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1][1][1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is driving a rapid increase in orders for manufacturing equipment, positioning津上机床中国 to benefit from the demand surge in the liquid cooling industry chain expansion [1][1][1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a new historical high, driven by strong earnings expectations for the first half of the 2026 fiscal year, with a projected net profit of 502 million yuan, representing a year-on-year growth of approximately 48% [1] Group 1: Company Performance - The company anticipates a substantial increase in net profit for the first half of the 2026 fiscal year, with an expected figure of 502 million yuan, marking a year-on-year growth of about 48% [1] - The board attributes the performance growth to the ongoing recovery of the domestic economy and the transformation and upgrading of China's manufacturing sector, particularly in the rapidly developing fields of new energy vehicles and artificial intelligence [1] Group 2: Industry Trends - The machine tool industry is experiencing new demand due to the transformation of manufacturing, especially in sectors like new energy vehicles and artificial intelligence [1] - The company has established a cooperation intention with a leading liquid cooling equipment enterprise, which is expected to contribute to revenue in 2026, marking the second growth curve after the automotive parts sector [1] - According to Guojin Securities, the global shortage of liquid cooling production capacity is leading to a rapid increase in orders for liquid cooling product manufacturing equipment, indicating that equipment manufacturers are likely to benefit from the demand increase in the liquid cooling industry chain expansion [1]

Core Viewpoint -津上机床中国 (01651) has seen a significant stock price increase, rising over 10% and reaching a new high of 35.88 HKD, with a year-to-date increase of 200% [1] Financial Performance - For the first half of the fiscal year 2026 (April-September 2025), the company expects to achieve a net profit attributable to shareholders of 502 million RMB, representing a year-on-year increase of approximately 48% [1] - The board attributes the growth in performance to the continuous recovery of the domestic economy and the transformation and upgrading of China's manufacturing industry [1] Industry Trends - The rapid development in user sectors such as new energy vehicles and artificial intelligence has created new demand for the machine tool industry [1] - The company has been actively exploring and penetrating various segments of the manufacturing industry, leading to an increased demand for its CNC high-precision machine tools [1] Market Position - According to CICC, the company's forecasted profit growth of 48% significantly exceeds the average growth level in the industry, positioning it as a core leader in the recovery process of the machine tool industry [1] - The largest downstream sector for the company is automotive parts, benefiting from the capital expenditure boom [1] Growth Opportunities - The company is intensifying its layout in the liquid cooling sector, which is expected to open up a new growth curve [1] - The company has reached a cooperation intention with leading liquid cooling equipment enterprises, anticipating that this business will contribute to revenue in 2026, becoming the second growth curve after the automotive parts sector [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price increase by over 200% this year, reaching a new high of 35.88 HKD, driven by strong earnings expectations and growth in the machine tool industry [1] Financial Performance - For the first half of the fiscal year 2026 (April-September 2025), the company expects to achieve a net profit attributable to shareholders of 502 million RMB, representing a year-on-year increase of approximately 48% [1] - The board attributes this growth to the ongoing recovery of the domestic economy and the transformation of China's manufacturing sector [1] Industry Trends - The rapid development in user fields such as new energy vehicles and artificial intelligence has created new demand for the machine tool industry [1] - The company has been actively expanding and penetrating various segments of the manufacturing industry, leading to increased demand for its CNC high-precision machine tools [1] Market Position - According to CICC, the company's forecasted profit growth of 48% significantly exceeds the average growth level in the industry, positioning it as a core leader in the recovery of the machine tool sector [1] - The primary downstream market for the company is automotive parts, benefiting from the capital expenditure boom [1] Growth Opportunities - The company is intensifying its layout in the liquid cooling sector, which is expected to open up new growth avenues [1] - It has established cooperation intentions with leading liquid cooling equipment companies, anticipating revenue contributions from this business segment in 2026, marking it as the second growth curve after automotive parts [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has announced a positive earnings forecast, expecting a significant increase in profit for the upcoming six months ending September 30, 2025, driven by domestic economic recovery and demand in key sectors like new energy vehicles and artificial intelligence [1] Financial Performance - The company anticipates a profit attributable to shareholders of approximately RMB 502 million for the six months ending September 30, 2025, representing an increase of about 48% compared to the RMB 340 million profit for the same period ending September 30, 2024 [1] Industry Dynamics - The growth in the company's performance is attributed to the ongoing recovery of the domestic economy and the transformation and upgrading of China's manufacturing sector, particularly in fast-growing fields such as new energy vehicles and artificial intelligence [1] - The machine tool industry is experiencing new demand due to the rapid development in these user sectors, which has positively impacted the demand for the company's high-precision CNC machine tools [1] Operational Efficiency - The company has made continuous efforts in cost reduction and operational efficiency improvements, significantly enhancing product competitiveness and profitability [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has announced a positive earnings forecast, expecting a significant increase in profit for the upcoming six months ending September 30, 2025, driven by domestic economic recovery and demand in key sectors like new energy vehicles and artificial intelligence [1] Financial Performance - The company anticipates a profit attributable to shareholders of approximately RMB 502 million for the six months ending September 30, 2025, representing an increase of about 48% compared to the RMB 340 million profit for the same period ending September 30, 2024 [1] Industry Dynamics - The growth in the company's performance is attributed to the ongoing recovery of the domestic economy and the transformation and upgrading of China's manufacturing sector, particularly in fast-growing fields such as new energy vehicles and artificial intelligence [1] - The machine tool industry is experiencing new demand due to the company's continuous exploration and penetration into various sub-sectors of manufacturing [1] Operational Efficiency - The company's ongoing efforts in cost reduction, efficiency improvement, and operational optimization have significantly enhanced product competitiveness and profitability [1]

Core Viewpoint - The company expects to achieve a profit attributable to shareholders of approximately RMB 502 million for the six months ending September 30, 2025, representing an increase of about 48% compared to the profit of approximately RMB 340 million for the six months ending September 30, 2024 [1] Group 1: Company Performance - The board believes that the growth in performance is attributed to the continuous recovery of the domestic economy [1] - The transformation and upgrading of China's manufacturing industry, particularly in the fields of new energy vehicles and artificial intelligence, have created new demand for the machine tool industry [1] - The company's ongoing efforts in cost reduction, efficiency improvement, and operational optimization have significantly enhanced product competitiveness and profitability [1] Group 2: Industry Trends - The rapid development in user sectors such as new energy vehicles and artificial intelligence has led to increased demand for CNC high-precision machine tools produced by the company [1] - The company's continuous exploration and penetration into various segments of the manufacturing industry have contributed to the rising demand for its products [1]

Core Viewpoint - The company expects to record a profit attributable to shareholders of approximately RMB 502 million for the six months ending September 30, 2025, representing an increase of about 48% compared to the RMB 340 million profit for the six months ending September 30, 2024 [1] Group 1: Financial Performance - The anticipated profit for the upcoming period is RMB 502 million, which marks a significant increase from the previous year's profit of RMB 340 million [1] - The growth in profit is attributed to the continuous recovery of the domestic economy [1] Group 2: Industry Trends - The transformation and upgrading of China's manufacturing industry, particularly in sectors such as new energy vehicles and artificial intelligence, have created new demand for machine tools [1] - The company has been actively expanding and penetrating various sub-sectors of the manufacturing industry, leading to increased demand for its CNC high-precision machine tools [1] Group 3: Operational Efficiency - Continuous efforts in cost reduction and efficiency improvement have significantly enhanced the competitiveness of the company's products [1] - The company's profitability has been substantially improved as a result of these operational optimizations [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Precision Tsugami (China) Corporation Limited 津 上 精 密 機 床（中 國 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1651） 自願公告 擴產計劃及收購土地使用權 本公告乃津上精密機床（中國）有限公司（「本公司」，連同其附屬公司，統稱「本集 團」）自願刊發。 擴產計劃 本公司董事會（「董事會」）欣然宣佈，於二零二五年三月二十五日，本公司全資附 屬公司津上精密機床（浙江）有限公司與平湖經濟技術開發區管理委員會就（其中 包括）擬通過公開拍賣方式收購位於平湖經濟技術開發區的本公司的第四工廠相 鄰地塊（「該土地」）達成協議。該土地為位於中華人民共和國平湖經濟技術開發區 的國有工業用地。該土地面積約為32.5畝（相當於約21,685.9平方米），土地使用 權年限為50年。 1 董事會認為，該計劃符合本公司的長期發展目標及策略，亦符合本公司及股 ...

Core Viewpoint - Tsugami Machine Tool (01651) has seen a significant stock price increase of over 5% in early trading, attributed to its share buyback activities and the growing demand for machine tools driven by robot mass production [1] Company Summary - Tsugami Machine Tool has repurchased approximately 203.7 million shares this year, with a total buyback amount of about 37.89 million HKD [1] - The company's CNC high-precision machine tools are categorized into five main product types: precision automatic lathes, precision turret lathes, precision machining centers, precision grinding machines, and precision thread rolling machines [1] Industry Summary - According to Northeast Securities, the production of robots will utilize various machine tools such as vortex milling, taps, and broaches in the processing of core components like reducers, screws, gears, and bearings [1] - Grinding machines and lathes will be used in the processing of core component screws, while vertical machining centers and gantry machining centers will be employed for general parts processing [1] - The anticipated large-scale production of robots is expected to provide significant incremental opportunities for machine tool companies, indicating a vast growth potential in the industry [1]