重大信息报告管理办法 （2025 年 8 月修订稿） 隆鑫通用动力股份有限公司 为规范隆鑫通用动力股份有限公司（以下简称"公司"）的重大信息报告工 作，保证公司重大信息的快速传递、归集和有效管理，确保公司信息披露的真实、 准确、完整、及时，维护公司和股东的合法权益，根据《中华人民共和国公司法》、 《中华人民共和国证券法》、《上市公司信息披露管理办法》、《上海证券交易所股 票上市规则》（以下简称"《股票上市规则》"）等法律、法规、规范性文件以及《隆 鑫通用动力股份有限公司章程》（以下简称"《公司章程》"）和《隆鑫通用动力股 份有限公司信息披露事务管理制度》的相关规定，结合公司实际情况，特制定本 办法。 1 适用范围 本办法适用于公司、全资子公司、控股子公司等。 2 术语 2.1 公司重大信息报告管理办法是指当出现、发生或即将发生可能对公司股 票的交易价格产生较大影响的情形或事件时，按照本办法规定负有信息报告义务 的有关人员和公司（以下简称"信息报告义务人"），应在第一时间将相关信息向 公司董事长、总经理和董事会秘书报告。 2.2 本办法所称"信息报告义务人"包括： 2.2.1 公司董事、监事、高级管理人员、各部 ...

Investment Rating - The report maintains a rating of "Outperform the Market" for the industry [7] Core Insights - The report highlights that Dahon Technology is the leading player in the domestic folding bicycle industry, with a market share of 26.3% in sales volume and 36.5% in sales revenue for 2024, indicating strong brand influence and industry position [2][12] - The folding bicycle market is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 24% in sales volume and 33% in revenue from 2022 to 2024 for Dahon Technology [2][59] - The global bicycle market is expected to grow steadily, with a retail volume increase from 164.5 million units in 2019 to 178.8 million units in 2024, reflecting a CAGR of 1.7% [13][16] Summary by Sections Industry Overview - The demand for folding bicycles is rapidly increasing, driven by urban commuting needs and the convenience of compact storage [21][22] - The global folding bicycle market is projected to grow from 2.0 million units in 2019 to 3.7 million units in 2024, with a CAGR of 13.4% [22][30] - The market for high-end folding bicycles (priced above 2500 RMB) is expanding, accounting for approximately 44.1% of retail volume and 86.5% of retail revenue in 2024 [30][42] Company Profile: Dahon Technology - Dahon Technology, founded in 1982, has established itself as a leader in the folding bicycle sector, achieving significant growth and brand recognition [2][55] - The company’s revenue for 2024 is projected to reach 4.51 billion RMB, with a net profit of 0.52 billion RMB, both reflecting a year-on-year increase of 50% [2][59] - Dahon's product strategy focuses on the mid to high-end market, with mid-range products accounting for approximately 69.5% of revenue by 2024 [70] Market Dynamics - The domestic market for folding bicycles is highly concentrated, with Dahon Technology holding a dominant position, capturing 60.4% of the market share among the top five companies [49][46] - The report indicates that the Chinese market is the largest single market for folding bicycles, with retail volume expected to grow from 0.3 million units in 2019 to 0.8 million units in 2024, reflecting a CAGR of 19.9% [40][41] - The company is expanding its distribution network, with over 680 retail points across 30 provincial regions in China, while also gradually recovering its overseas market presence [75][76]

Market Overview - On August 22, the motorcycle and other sectors experienced a decline of 0.17%, with Zhenghe Industrial leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Notable gainers in the motorcycle sector included: - Taotao Industry (301345) with a closing price of 194.79, up 5.23% on a trading volume of 23,800 shares and a turnover of 457 million [1] - Lvtong Technology (301322) closed at 34.41, up 4.49% with a trading volume of 82,800 shares and a turnover of 283 million [1] - Conversely, Zhenghe Industrial (003033) saw a significant decline, closing at 47.94, down 5.50% with a trading volume of 51,500 shares and a turnover of 248 million [2] Capital Flow - The motorcycle and other sectors experienced a net outflow of 38.11 million from main funds, while retail investors saw a net inflow of 87.21 million [2] - Specific stock capital flows included: - Aima Technology (603529) had a main fund net inflow of 63.72 million, while retail investors had a net outflow of 65.23 million [3] - Taotao Industry (301345) recorded a main fund net inflow of 41.21 million, with retail investors also seeing a net outflow of 31.85 million [3]

Core Viewpoint - Loncin General Power Co., Ltd. has announced a change in its office address while other contact details remain unchanged [1] Group 1 - The new office address is located at Longxin Industrial Park, Area A, Dashi Second Branch Road, Nanan District, Chongqing [1] - The postal code for the new office address is 400060 [1] - The company encourages investors to maintain communication through the provided contact details, including the investor hotline and email [1]

股票代码：603766 股票简称：隆鑫通用 编码：2025-037 隆鑫通用动力股份有限公司 关于公司办公地址变更的公告 本公司董事会及全体董事保证本公告不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 隆鑫通用动力股份有限公司（以下简称"公司"）近日已启用新的办公地址。 具体变更如下： | | 变更前 | 变更后 | | --- | --- | --- | | 办公地址/ | 重庆市九龙坡区九龙园C区聚 | 重庆市南岸区大石二支路隆鑫工业 | | 联系地址 | 业路116号隆鑫C区 | 园隆鑫通用A区 | | 邮编 | 401329 | 400060 | | 传真 | 023-89028051 | 023-89028829 | 除公司办公地址/联系地址、传真和邮编发生变更外，公司注册地址、投资者热 线、邮箱、公司网址等均未变化。敬请广大投资者留意。欢迎广大投资者通过以下 联系方式与公司保持沟通联系。 办公地址：重庆市南岸区大石二支路隆鑫工业园隆鑫通用A区 邮政编码：400060 投资者热线：023-89028829 传真：023-89028829 邮箱：s ...

Industry Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Insights - In July, total sales of two-wheeled fuel motorcycles reached 1.477 million units, a year-on-year increase of 7.2%. Exports were 1.082 million units, up 11.9%, while domestic sales were 395,000 units, down 3.9% [3][10] - For motorcycles over 250cc, sales in July were 88,300 units, a year-on-year increase of 21.7%. Exports were 47,000 units, up 77.0%, and domestic sales were 42,000 units, down 9.7% [3][10] - Electric motorcycle sales surged to 37,000 units in July, reflecting a significant year-on-year increase of 533% [20] - All-terrain vehicle shipments from domestic factories reached 18,000 units in July, a year-on-year increase of 27.1% [20] Summary by Sections Two-Wheeled Fuel Motorcycles - Total sales in July were 1.477 million units, with exports at 1.082 million units and domestic sales at 395,000 units [4][10] - Year-to-date cumulative sales reached 9.8218 million units, a 14% increase year-on-year [4] Motorcycles Over 250cc - July sales totaled 88,300 units, with exports at 47,000 units and domestic sales at 42,000 units [4][10] - Year-to-date cumulative sales reached 590,300 units, a 38% increase year-on-year [4] Electric Motorcycles - July sales reached 37,000 units, a remarkable increase of 533% year-on-year [20] - Year-to-date cumulative sales reached 160,900 units, reflecting a 1141% increase year-on-year [20] All-Terrain Vehicles - July shipments totaled 18,000 units, a year-on-year increase of 27.1% [20] - Year-to-date cumulative shipments reached 108,400 units, a 14% increase year-on-year [20]

Core Insights - The article discusses the growth and production statistics of the Chinese engine industry, highlighting a projected increase in engine output by 8.8% year-on-year by June 2025 [1] - It mentions specific companies involved in the engine sector, including Weichai Power, Dongfeng Motor, and others, indicating a competitive landscape [1] Industry Overview - According to the National Bureau of Statistics, the engine production in China is expected to reach 200 million kilowatts by June 2025, reflecting a year-on-year growth of 8.8% [1] - In the first half of 2025, the cumulative engine production in China is reported to be 1.16 billion kilowatts, with a slight increase of 0.7% [1] Companies Involved - Key players in the engine industry include Weichai Power (000338), Dongfeng Motor (600841), Quanchai Power (600218), Zongshen Power (001696), Yunnei Power (000903), Aviation Power (600893), Longxin General (603766), and GAC Group (601238) [1]

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [4]. Core Insights - The automotive market in July showed strong terminal demand despite entering the traditional off-season, with a year-on-year increase in sales [9][10]. - The penetration rate of new energy vehicles (NEVs) in domestic passenger cars has reached a historical high, indicating a positive trend for future growth [9][10]. Summary by Sections 1. Biweekly Update - In July, the automotive production was 2.591 million units, a year-on-year increase of 13.3%, while sales were 2.593 million units, up 14.7% year-on-year [9]. - Domestic sales of passenger cars reached 2.018 million units, with a year-on-year increase of 12.6% [9]. - The NEV penetration rate in July was 54.5%, reflecting a recovery to levels seen in September-October 2024 [10]. 2. Market Review - The automotive sector's performance was ranked 10th among 30 industries, with a biweekly increase of 5.64% [11]. - The best-performing sub-sectors included motorcycles and others, with a biweekly increase of 16.76% [11][15]. 3. Industry News - The report highlights the reintroduction of vehicle replacement subsidies in regions like Gansu and Guangxi, which is expected to support domestic demand [9]. - The report anticipates continued growth in NEV sales, driven by new model launches and a weakening sales momentum for fuel vehicles [10]. 4. Investment Recommendations - Recommended stocks include BYD and Li Auto for complete vehicles, and Huayu Automotive and Bertel for components [6]. - The report also suggests investing in companies involved in the human-robot industry chain, such as Top Group and Sutech [6].

Core Viewpoint - The company will hold a semi-annual performance briefing on August 26, 2025, to discuss its financial status and operational results for the first half of 2025 [3][4]. Group 1: Meeting Details - The meeting is scheduled for August 26, 2025, from 11:00 to 12:00 [4]. - It will take place at the Shanghai Stock Exchange's online roadshow center [4]. - The format of the meeting will be an interactive text-based session [4]. Group 2: Participation Information - Investors can submit questions by August 25, 2025, at 16:00 through the roadshow center's "Pre-Question Collection" section or via the company's email [6]. - Investors can participate in the meeting online on August 26, 2025, from 11:00 to 12:00 [6]. Group 3: Attendees - Key attendees will include the company's Chairman, General Manager, independent directors, board secretary, and financial director [5]. Group 4: Contact Information - The contact person for inquiries is Zhang Xiaowei, with a phone number of 023-89028829 and an email address of security@loncinindustries.com [7]. Group 5: Additional Information - After the meeting, investors can view the meeting's details and main content on the Shanghai Stock Exchange's roadshow center [8].

Group 1 - The company, Longxin General, announced plans to hold a half-year performance briefing on August 26, 2025, from 11:00 to 12:00 via online text interaction [2] - The announcement was made on the evening of August 18 [2] - The briefing aims to provide insights into the company's performance for the first half of 2025 [2] Group 2 - The event will be conducted in a digital format, allowing for interactive communication [2] - This initiative reflects the company's commitment to transparency and engagement with stakeholders [2] - The timing of the briefing is strategically set to align with the company's financial reporting schedule [2]