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]

Core Viewpoint - The article provides an update on the motorcycle industry, highlighting sales data and trends for various displacement categories, as well as insights into key players and market dynamics [2][3][4][5][6]. Sales Data Summary - For motorcycles with displacement above 250cc, June 2025 sales reached 88,000 units, representing a year-on-year increase of 21.7% but a month-on-month decrease of 14.2%. Cumulative sales from January to July reached 590,000 units, up 37.9% year-on-year [2]. - In the 250ml to 400ml displacement category, July sales were 44,000 units, a year-on-year increase of 6.1% but a month-on-month decrease of 17.5%. Cumulative sales for the first seven months were 309,000 units, up 45.0% year-on-year [3]. - For the 400ml to 500ml category, July sales were 24,000 units, with a year-on-year decrease of 1.1% and a month-on-month decrease of 6.5%. Cumulative sales reached 153,000 units, up 5.7% year-on-year [4]. - In the 500ml to 800ml category, July sales were 19,000 units, showing a significant year-on-year increase of 238.8% and a month-on-month increase of 138.2%. Cumulative sales for the first seven months were 112,000 units, up 118.9% year-on-year [4]. - For motorcycles with displacement over 800cc, July sales were 1,000 units, a year-on-year increase of 12.5% but a month-on-month decrease of 40.7%. Cumulative sales reached 16,000 units, up 107.4% year-on-year [4]. Key Players Performance - Chuanfeng Power sold 18,000 units in July, with a year-on-year increase of 9.2% and a market share of 20.9%, down 1.4 percentage points month-on-month. Cumulative market share for the first seven months was 21.5%, up 1.7 percentage points compared to the full year of 2024 [5]. - Longxin General sold 14,000 units in July, a year-on-year increase of 15.8% with a market share of 15.9%, up 9.1 percentage points month-on-month. Cumulative market share for the first seven months was 13.8%, down 0.4 percentage points compared to the full year of 2024 [5]. - Qianjiang Motorcycle sold 10,000 units in July, a year-on-year decrease of 34.4% with a market share of 11.5%, up 3.3 percentage points month-on-month. Cumulative market share for the first seven months was 13.5%, down 3.2 percentage points compared to the full year of 2024 [5]. Industry Insights - The article suggests focusing on key companies such as Geely Automobile, BYD, Li Auto, Xpeng Motors, and Xiaomi Group, among others, as potential investment opportunities in the automotive sector [6]. - The Ministry of Industry and Information Technology's advocacy for reducing internal competition in the automotive industry is expected to benefit the passenger vehicle sector by alleviating supply chain financial pressures and promoting a shift from price wars to value-based competition [7]. - The acquisition of a significant stake in a materials company by Zhiyuan Robotics is anticipated to catalyze interest in the robotics sector, especially with upcoming events showcasing numerous intelligent robots [8].

Core Viewpoint - The motorcycle industry is experiencing strong performance in the mid-to-large displacement segment, with significant growth in exports and a robust domestic market despite seasonal trends [7][22]. Industry Overview - In July 2025, sales of motorcycles above 250cc reached 88,000 units, a year-on-year increase of 21.7% but a month-on-month decrease of 14.2% [5][11]. - Cumulative sales from January to July 2025 totaled 590,000 units, reflecting a year-on-year growth of 37.9% [5][6]. - The export of motorcycles above 250cc in July was 47,000 units, up 77.0% year-on-year, while domestic sales were 42,000 units, down 9.7% year-on-year [5][6]. Market Structure - The top three companies in the 250cc+ segment for July 2025 were Chuanfeng Power, Longxin General, and Qianjiang Motorcycle, with a combined market share of 48.3% [8][9]. - The market share of the top three companies decreased by 2.0 percentage points compared to the entire year of 2024 [8]. Company Performance - Chuanfeng Power reported July sales of 18,000 units in the 250cc+ category, a year-on-year increase of 9.2% [9][10]. - Longxin General's July sales in the same category were 14,000 units, up 15.8% year-on-year [9][20]. - Qianjiang Motorcycle experienced a decline in July sales to 10,000 units, down 34.4% year-on-year [9][16]. Future Outlook - The motorcycle market is expected to continue expanding, driven by new model launches and increased supply from leading manufacturers [22]. - Chuanfeng Power is focusing on new models in the 450cc and 650cc categories to boost domestic sales [15]. - Longxin General is enhancing its export capabilities and has established a strong presence in the high-end motorcycle market [20].

Group 1 - The company will hold a half-year performance briefing on August 26, 2025, from 11:00 to 12:00 [1][2] - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via online text interaction [2][3] - Investors can submit questions for the briefing until August 25, 2025, at 16:00 through the Roadshow Center website or via the company's email [1][3] Group 2 - Key participants in the meeting will include the Chairman, General Manager, independent directors, Board Secretary, and Chief Financial Officer [3] - Investors can participate in the briefing online on August 26, 2025, from 11:00 to 12:00 [3] - After the meeting, investors can view the meeting details and main content on the Shanghai Stock Exchange Roadshow Center [3]

股票代码：603766 股票简称：隆鑫通用 编码：临 2025-036 隆鑫通用动力股份有限公司 一、业绩说明会类型 公司将于 2025 年 8 月 26 日在上交所网站（www.sse.com.cn）上披露公司 2025 年半年度报告，为便于广大投资者更加全面、深入地了解公司 2025 年半年度财务状 况和经营成果，公司计划于 2025 年 8 月 26 日（星期二）11:00-12:00 以网络文字 互动方式召开公司 2025 年半年度业绩说明会，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流，在信息披露允许的范围内就投资 者普遍关注的问题进行回答。 二、业绩说明会召开的时间、地点 （一）会议召开时间：2025 年 8 月 26 日 （星期二） 11:00-12:00； 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 8 月 26 日（星期二）11:00-12:00 会议召开地点：上海证券交易所（ ...