On July 14, Tsugami China rose 5.1% in regular trading, trading at HK$65.0/share, with turnover of HK$73.97 million.

On the news front, institutions highlighted Tsugami China as a key beneficiary among machine tool makers in AI infrastructure investment. AI liquid cooling quick-disconnect connector demand remains robust, with management indicating current fiscal year orders have reached approximately 1,000 units, expected to double in the next fiscal year, primarily driven by Nvidia GB300-related deployments.

The company previously issued a positive profit alert, projecting annual net profit of approximately RMB 1.094 billion, representing a year-over-year increase of about 40%, marking a record high. AI liquid cooling-related orders are contributing a rising share of revenue with gross margins above those of traditional equipment. Additionally, the company reported full-year revenue of approximately RMB 5.184 billion, up 21.6% year-over-year, benefiting from sustained growth in China's manufacturing equipment demand across automotive, 3C electronics, and pneumatic-hydraulic sectors.

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