国泰海通证券此前指出，随着海外头部人形机器人厂家加速产品迭代，国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看，该行认为，除机器人整机厂商外，包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注，相应的国内供应商有望长期受益。 津上机床中国(01651)涨超14%，截至发稿，涨14.2%，报28.8港元，成交额9345.29万港元。 消息面上，津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按 年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。值得一提的 是，公司执行董事兼常务副总经理李泽群此前表示，新财年销售收入将挑战50亿元，有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓，预料可带动收入增长。 ...

国泰海通证券此前指出，随着海外头部人形机器人厂家加速产品迭代，国内相关厂家陆续推出产品叠加 国内加速应用场景落地。从供应链角度看，该行认为，除机器人整机厂商外，包括电机、减速器、传感 器、丝杠等在内的机器人关键零部件应重点关注，相应的国内供应商有望长期受益。 智通财经APP获悉，津上机床中国(01651)涨超14%，截至发稿，涨14.2%，报28.8港元，成交额9345.29 万港元。 消息面上，津上机床中国此前发布控股股东日本津上截至2025年6月30日止3个月业绩，在中国，收入按 年同比增加14.1%，达到268.82亿日圆，分部溢利按年同比增加38.1%，达到76.97亿日圆。值得一提的 是，公司执行董事兼常务副总经理李泽群此前表示，新财年销售收入将挑战50亿元，有望超越2022财年 创下新高。公司对AI液冷接头、汽车电动制动系统等新市场的开拓，预料可带动收入增长。 ...

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a nearly 5% increase in stock price, currently trading at 22.54 HKD, with a transaction volume of 25.07 million HKD. The company reported a year-on-year revenue increase of 14.1% to 26.882 billion JPY for the three months ending June 30, 2025, with segment profit rising 38.1% to 7.697 billion JPY. The company aims to challenge a sales revenue of 5 billion CNY in the new fiscal year, driven by new market developments in AI liquid cooling joints and automotive electric brake systems [1][1][1]. Company Summary - Tsugami's revenue in China increased by 14.1% year-on-year, reaching 26.882 billion JPY [1][1][1]. - The segment profit for the same period rose by 38.1%, amounting to 7.697 billion JPY [1][1][1]. - The company’s executive director expressed optimism about achieving a sales revenue target of 5 billion CNY in the new fiscal year, potentially surpassing the record set in fiscal year 2022 [1][1][1]. Industry Summary - Dongwu Securities reported positive data for robot and machine tool production, with industrial robot production increasing by 35.6% year-on-year in June, metal cutting machine tool production up by 13.5%, and metal forming machine tool production rising by 10.4% [1][1][1]. - Guotai Junan Securities noted that leading overseas humanoid robot manufacturers are accelerating product iterations, while domestic manufacturers are launching products, benefiting from the rapid application of domestic scenarios [1][1][1]. - From a supply chain perspective, key components for robots, including motors, reducers, sensors, and screws, are expected to see long-term benefits for domestic suppliers [1][1][1].