理解市场 | 津上机床中国涨超 8% 再创新高 设备企业有望充分享受液冷产业链扩张
TSUGAMI CHINA's stock price rose over 8% in the morning, reaching a new high of HKD 40.92, currently reported at HKD 40.66, with a transaction volume of HKD 120 million. The company expects its net profit attributable to shareholders in the first half of the 2026 fiscal year to increase to HKD 502 million, a year-on-year growth of approximately 48%. The performance growth is attributed to the recovery of the domestic economy and the transformation of the manufacturing industry, particularly the increased demand in the fields of new energy vehicles and artificial intelligence. The company has reached a cooperation agreement with a liquid cooling equipment company, and related businesses are expected to become a new growth point
According to Zhitong Finance APP, TSUGAMI CHINA (01651) rose over 8% in the morning, reaching a high of HKD 40.92, setting a new historical high. As of the time of publication, it was up 8.02%, priced at HKD 40.66, with a transaction volume of HKD 120 million.
In terms of news, TSUGAMI CHINA previously announced a profit warning for the first half of the 2026 fiscal year, expecting to achieve a net profit attributable to shareholders of HKD 502 million, a year-on-year increase of approximately 48%. The board believes that the group's performance growth benefits from the continuous recovery of the domestic economy. The transformation and upgrading of China's manufacturing industry, especially the rapid development in user fields such as new energy vehicles and artificial intelligence, have brought new demand to the machine tool industry, along with the company's continuous exploration and penetration into various sub-sectors of the manufacturing industry in recent years, leading to an increased demand for the CNC high-precision machine tools produced by the group.
It is reported that the company has reached a cooperation intention with leading liquid cooling equipment enterprises, and it is expected that related businesses will contribute to revenue in 2026, becoming the second growth curve after the automotive parts sector. Guojin Securities pointed out that due to the global shortage of liquid cooling production capacity, orders for liquid cooling product manufacturing equipment companies are rapidly increasing. From the performance increase situation of TSUGAMI CHINA, equipment companies, as secondary derivative categories, are expected to fully enjoy the demand increment brought by this round of liquid cooling industry chain expansion
