Understanding the Market | TSUGAMI CHINA rises over 6% to reach a new high, the company has reached a cooperation intention with leading liquid cooling equipment companies in the industry

TSUGAMI CHINA rose over 6%, reaching HKD 37.4, setting a new historical high. As of the time of publication, it was up 6.55%, priced at HKD 37.4, with a transaction volume of HKD 59.5681 million. In terms of news, TSUGAMI CHINA released its half-year performance forecast for the fiscal year 2026, expecting a net profit of HKD 500 million for the six months ending September 30, 2025, a year-on-year increase of 48.0%. CICC pointed out that the company's forecasted profit growth of 48% significantly exceeds the industry average growth level, making it a core leader in the recovery process of the machine tool industry. It is reported that the company has reached a cooperation intention with leading liquid cooling equipment enterprises, and it expects to achieve revenue contributions from related businesses in 2026, becoming the second growth curve after the automotive parts sector. Guojin Securities noted that due to the global shortage of liquid cooling 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