Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a historical high of 37.4 HKD, driven by strong earnings forecasts and industry partnerships [1] Group 1: Financial Performance - For the first half of the fiscal year 2026, the company expects a net profit of 500 million HKD, representing a year-on-year growth of 48.0% [1] - The projected profit growth significantly exceeds the industry average, positioning the company as a leader in the machine tool industry's recovery [1] Group 2: Industry Developments - The company has established a cooperation intention with a leading liquid cooling equipment enterprise, which is expected to contribute to revenue in 2026, marking a second growth curve following the automotive parts sector [1] - Due to a global shortage of liquid cooling production capacity, orders for manufacturing equipment are rapidly increasing, indicating that equipment manufacturers are likely to benefit from the demand surge in the liquid cooling industry chain expansion [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen its stock price rise over 6%, reaching a new historical high of 37.4 HKD, following the announcement of its half-year performance forecast for FY2026, which indicates a significant profit increase [1] Financial Performance - The company expects to achieve a net profit of 500 million HKD for the six months ending September 30, 2025, representing a year-on-year growth of 48.0% [1] - This projected profit growth notably exceeds the average growth rate within the industry, positioning the company as a leading player in the machine tool sector's recovery [1] Business Development - Tsugami Machine Tool China has established a cooperation intention with a leading liquid cooling equipment company, anticipating that this collaboration will contribute to revenue in 2026 [1] - The liquid cooling business is expected to become the company's second growth curve, following its automotive parts sector [1] Market Context - Global liquid cooling production capacity is currently facing shortages, leading to a rapid increase in orders for manufacturing equipment [1] - As indicated by the company's profit forecast, equipment manufacturers are likely to benefit significantly from the demand surge associated with the expansion of the liquid cooling industry chain [1]