Core Insights - Lichung Group's subsidiary New Thai Wheel Manufacturing Co., Ltd. and Lizhong Mexico S DERL DE CV have received project notifications from two international vehicle manufacturers for aluminum alloy wheel projects [1] Project Details - The project with Client 1 is expected to start mass production in October 2025, with a project lifecycle of 5 years and an estimated sales amount of approximately 833 million yuan [1] - The project with Client 2 is anticipated to begin mass production in September 2027, with a project lifecycle of 4 years and an estimated sales amount of around 810 million yuan [1] - The total estimated sales for both projects over their respective lifecycles is approximately 1.643 billion yuan [1]

格隆汇8月7日丨超频三(300647.SZ)公布2025年半年度报告，上半年公司实现营业收入4.74亿元，同比增 长18.47%；归属于上市公司股东的净利润1130.85万元，同比扭亏为盈；归属于上市公司股东的扣除非 经常性损益的净利润420.57万元；基本每股收益0.0247元。 ...

其中，家禽饲养加工行业实现鸡肉产品销售收入45,661.50万元，销售数量5.52万吨(注：抵消前的鸡肉 产品销售收入为49,250.02万元，销售数量5.84万吨)，同比变动14.90%、21.76%，环比变动10.73%、 10.89%；食品加工行业实现鸡肉产品销售收入5,434.44万元，销售数量0.44万吨，同比变动55.56%、 85.17%，环比变动28.84%、48.78%。 格隆汇8月7日丨仙坛股份(002746.SZ)公布，公司2025年7月实现鸡肉产品销售收入5.11亿元，销售数量 5.96万吨，同比变动幅度分别为18.19%、24.92%，环比变动幅度分别为12.41%、13.02%。 ...

Core Insights - The company Xiangjia Co., Ltd. (002982.SZ) reported sales of live poultry reaching 3.7073 million units in July 2025, generating a revenue of 50.7906 million yuan [1] - The average selling price was 7.85 yuan per kilogram, with month-on-month changes of -13.74% in sales volume, -25.50% in revenue, and -2.20% in average price [1] - Year-on-year changes showed a decline of -11.97% in sales volume, -42.74% in revenue, and -26.30% in average price [1] Sales Performance - Sales volume for July 2025 was 3.7073 million units, reflecting a significant decrease compared to previous periods [1] - Revenue for the same period was 50.7906 million yuan, indicating a substantial drop in financial performance [1] - The average selling price of 7.85 yuan per kilogram suggests a downward trend in pricing power within the market [1] Comparative Analysis - Month-on-month sales volume decreased by 13.74%, indicating a potential seasonal or market-related impact [1] - Revenue saw a more pronounced decline of 25.50% month-on-month, highlighting challenges in maintaining sales levels [1] - Year-on-year comparisons reveal a concerning trend, with sales volume down 11.97%, revenue down 42.74%, and average price down 26.30%, suggesting broader market difficulties [1]

格隆汇8月7日丨骏鼎达(301538.SZ)在互动平台表示，公司主营业务为高分子改性保护材料的设计、研 发、生产与销售，核心产品包括功能性保护套管和单丝等，目前主要应用领域覆盖汽车、工程机械、通 讯电子、轨道交通等。公司已掌握材料改性配方核心技术与自主开发能力，将持续深耕高分子改性保护 材料的研发与应用拓展，并密切关注行业技术发展动态，积极进行新兴领域的技术储备。 ...

Core Viewpoint - Minsheng Securities research report indicates that Longxin General's Wujie motorcycle is gaining momentum and breaking into the high-end market globally [1] Group 1: Company Performance - Longxin General is a leading company in the domestic motorcycle industry, with motorcycle export sales expected to exceed 1.5 million units in 2024, ranking first in the industry [1] - The company's motorcycle business revenue has achieved positive growth for four consecutive years, with 2024 revenue projected at 12.69 billion yuan, a year-on-year increase of 34.0%, reaching a historical high [1] Group 2: Brand Strategy - The company focuses on promoting its own brands, establishing three differentiated high-end brands: Wujie VOGE, Longxin non-road sports motorcycles, and Yinv BICOSE high-end electric motorcycles [1] - Looking ahead, the company will continue to deepen its presence in the European market, aiming to create benchmark effects in Spain and Italy, leveraging the brand strength of Wujie in Europe [1] Group 3: Market Expansion - The company plans to enhance its layout in Latin America and Southeast Asia, achieving "1+N" market synergy development [1] - There is optimism regarding the dual expansion of the Wujie brand in terms of product and channel, which is expected to accelerate growth through volume and profit resonance [1]

格隆汇8月7日丨千里科技(601777.SH)在互动平台表示，公司与阶跃星辰在智能座舱领域形成战略协 同，基于其多模态大模型、端到端语音大模型等AI能力，共同开发下一代智能座舱产品，包括大模型 原生操作系统-Agent OS及AI智能助手等，致力于打造业内领先的Natural UI自然交互产品。 ...

Group 1 - The company has confirmed that it did not participate in the 2025 World Robot Conference [1] - The company's self-developed joint module prototype has completed verification testing and is still in the early development stage [1] - The company aims to advance the application of its products in cutting-edge fields such as industrial automation and intelligent equipment [1]

华鑫证券研报指出，莱绅通灵利润端扭亏为盈，金镶钻贡献增量。业绩改善主要得益于黄金业务拓展驱 动公司营收同增超30%；产品结构持续优化，高毛利黄金镶嵌业务占比明显提高带动综合毛利率提升； 此外，公司持续优化业务流程并强化费控，运营效率有所提高，综合费用率同比下降。随着黄金业务拓 展和运营费控优化，公司业绩有望持续向好。公司自2023年开展黄金业务，2024年黄金业务销售大增驱 动整体营收企稳回升，已形成第二增长曲线，随着产品矩阵丰富、门店升级和区域拓展，公司业绩有望 持续回升。根据2025年半年度业绩预盈公告，预计2025-2027年EPS分别为0.18/0.33/0.47元，当前股价对 应PE分别为54/30/21倍，首次覆盖，给予"买入"投资评级。 ...

格隆汇8月7日丨联德股份(605060.SH)公布，公司于2025年8月6日召开第三届董事会第十二次会议，审 议通过了《关于向2025年限制性股票激励计划激励对象首次授予限制性股票的议案》，董事会认为本次 激励计划规定的限制性股票首次授予条件已经成就，同意以2025年8月6日为首次授予日，首次授予价格 为9.92元/股，向符合首次授予条件的156名激励对象授予限制性股票165.16万股。 ...