TSUGAMI CHINA (01651) saw its shares rise more than 8% during the morning trading session. At the time of writing, the stock was up 8.26%, trading at HKD 39.32, with a turnover of HKD 26.2571 million. This movement follows recent financial disclosures from Ubtech, which reported that revenue from its full-size embodied intelligent humanoid robots surged by over 22 times year-over-year in its 2025 fiscal report, now accounting for 41.0% of its total revenue and becoming its largest income source. Everbright Securities noted that in 2025, catalyzed by a series of domestic and international developments, the robotics industry achieved initial convergence in competitive landscape, supply chain, and technology pathways. Looking ahead to 2026, the sector is expected to enter a new phase driven by mass production and capital market activities. Guotai Haitong Securities highlighted in a research report that TSUGAMI CHINA is a leading enterprise in precision machine tools. Through continuous cost-reduction and efficiency-improvement initiatives, the company has significantly enhanced the cost-performance and market competitiveness of its products. Several of its equipment models have been successfully deployed in manufacturing key components for humanoid robots, including planetary roller screws, harmonic reducers, and planetary reducers. From January to September 2025, the company secured equipment orders from dozens of customers, covering automatic lathes, turret lathes, cylindrical grinding machines, and thread rolling machines.