--- title: "Understanding the Market | TSUGAMI CHINA rises over 8% to reach a new high, equipment companies are expected to fully benefit from the expansion of the liquid cooling industry chain" description: "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 pr" type: "news" locale: "en" url: "https://longbridge.com/en/news/262820294.md" published_at: "2025-10-27T05:32:03.000Z" --- # Understanding the Market | TSUGAMI CHINA rises over 8% to reach a new high, equipment companies are expected to fully benefit from the expansion of the liquid cooling industry chain > 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 ### Related Stocks - [01651.HK - TSUGAMI CHINA](https://longbridge.com/en/quote/01651.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 星展分析师上调评级后 云顶新加坡股价涨逾 3% \| 联合早报网 | 星展集团研究将云顶新加坡的评级上调至 “买入”,目标价为 0.90 元,认为通过回购或发放特别股息等资本回报计划,该股有望提升估值并释放股东价值。云顶新加坡股价上涨 3.25%,报 0.795 元。分析师指出,公司每股净现金超过 0.27 | [Link](https://longbridge.com/en/news/276314423.md) | | 谁在春晚开始前打广告 | 今年春晚广告中,酒类品牌依旧占据重要位置,古井贡酒、五粮液、汾酒等频繁出现,显示出其在市场中的强势地位。广告时段的竞争激烈,尤其是 20 点前的广告位,成为品牌争夺的焦点。与此同时,智能家居等新兴产品也逐渐被纳入广告阵列,反映出消费者对生活 | [Link](https://longbridge.com/en/news/276085360.md) | | 特朗普宣布 5500 亿日本投资正式启动,首批聚焦油气、发电、关键矿产 | 特朗普称关税促成大规模投资,三个 “大项目” 涉及得州油气战略、俄亥俄州发电和佐治亚州关键矿产领域;燃气发电厂将是 “史上最大”,墨西哥湾的 LNG 设施将推动出口并巩固美国的能源主导低地位,关键矿产设施将结束美国对外依赖。 | [Link](https://longbridge.com/en/news/276173721.md) | | 领土问题首上谈判桌 俄乌博弈进入 “深水区” | 在日内瓦举行的俄美乌三方谈判中,领土问题首次被纳入讨论议程。谈判于 2 月 17 日至 18 日进行,俄方称谈判 “务实高效”,乌方表示讨论深入且具有实质意义,美方则称各方同意继续谈判。尽管各方均表示取得进展,但关于下一轮谈判的细节尚未公布 | [Link](https://longbridge.com/en/news/276289464.md) | | 高院否决、特朗普再加!美国关税税率现在变成什么样了? | 特朗普转用新法对全球加征 10% 关税,令美国与欧盟、日本、韩国等主要贸易伙伴达成的 “投资换关税” 协议有效性受到严重质疑。旧法源被推翻叠加新关税出炉,导致欧盟能源采购及日韩千亿级投资等承诺面临巨大执行不确定性,各国的实际贸易压力或许并未 | [Link](https://longbridge.com/en/news/276508727.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.