格隆汇11月19日｜A股市场军工股活跃，其中，亚光科技涨超12%，航天发展10CM涨停，江龙船艇涨 超7%，隆鑫通用、北方长龙涨超5%，天海防务、国安达、盛帮股份、争光股份、江特电机、广东宏 大、振华股份涨超4%，国机精工、天和防务涨超3%。 ...

11月19日，隆鑫通用涨5%，截至发稿，报13.22元/股，成交1.41亿元，换手率0.53%，总市值271.48亿 元。 资料显示，隆鑫通用动力股份有限公司位于重庆市南岸区大石二支路隆鑫工业园隆鑫通用A区，成立日 期2007年6月8日，上市日期2012年8月10日，公司主营业务涉及摩托车及发动机和通用机械等业务。主 营业务收入构成为：摩托车及发动机74.58%，通用机械产品22.41%，高端零部件1.26%，大型商用发电 机组1.03%，其他0.72%。 截至发稿，苏昌景累计任职时间9年207天，现任基金资产总规模10.53亿元，任职期间最佳基金回报 105.87%， 任职期间最差基金回报-33.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，泓德基金旗下1只基金重仓隆鑫通用。泓德优质治理混合（011530）三季度持有股数25.01万 股，占基金净值比例为0.88%，位居第二大重仓股。根据测算，今日浮盈赚取约15.76万元。 泓德 ...

（编辑 楚丽君） 证券日报网讯 隆鑫通用11月18日在互动平台回答投资者提问时表示，公司的割草机器人产品，截至目 前仅有小批量样机发货，并未实现商业化销售，对公司营收和利润均无贡献，因此，欧盟拟对中国割草 机器人发起的反倾销调查不会对公司生产经营造成影响。 ...

人民财讯11月18日电，隆鑫通用11月18日在互动平台回复投资者称，公司的割草机器人产品，截至目前 仅有小批量样机发货，并未实现商业化销售，对公司营收和利润均无贡献，因此，欧盟拟对中国割草机 器人发起的反倾销调查不会对公司生产经营造成影响。欧洲虽然是公司VOGE摩托车业务的核心市场， 一方面与本次调查无关，加之欧洲摩托车市场一直以来是多品牌共存的状态，集中度较低，CR3仅30% 多。近年来中国品牌凭借"质价比"快速切入，但整体份额也仅在5%左右。公司将持续密切关注该事件 进展情况以及潜在的贸易摩擦风险，并积极研究应对策略。 转自：证券时报 ...

11月18日，隆鑫通用盘中下跌2.03%，截至14:26，报12.57元/股，成交1.90亿元，换手率0.72%，总市值 258.13亿元。 机构持仓方面，截止2025年9月30日，隆鑫通用十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.41亿股，相比上期增加3485.06万股。广发创新升级混合（002939）退出十大流通股东之 列。 责任编辑：小浪快报 隆鑫通用所属申万行业为：汽车-摩托车及其他-摩托车。所属概念板块包括：通用航空、农机、户外露 营、充电桩、乡村振兴等。 截至9月30日，隆鑫通用股东户数3.54万，较上期增加18.78%；人均流通股58032股，较上期减少 15.81%。2025年1月-9月，隆鑫通用实现营业收入145.57亿元，同比增长19.14%；归母净利润15.77亿 元，同比增长75.45%。 分红方面，隆鑫通用A股上市后累计派现36.05亿元。近三年，累计派现11.91亿元。 资金流向方面，主力资金净流入68.72万元，特大单买入615.27万元，占比3.24%，卖出536.05万元，占 比2.82%；大单买入3130.45万元，占比16.49%，卖出3140.9 ...

（文章来源：证券日报） 证券日报网讯 11月17日晚间，隆鑫通用发布公告称，公司为优化资产结构，集中优势资源发展主营业 务，提升公司经营业绩与资产质量，于2025年11月13日召开第五届董事会第十次会议，审议通过了《关 于转让公司持有的金业机械全部股权的议案》，参考评估机构评估结果，公司以人民币10，560.00万元 的价格，将持有的遵义金业机械铸造有限公司（简称"金业机械"）66%的股权，转让给贵州科欣管理咨 询有限公司（简称"贵州科欣"）。截至本公告披露日，公司已全额收到贵州科欣支付的股权转让款共计 人民币10，560.00万元，本次股权转让所涉工商变更登记手续已办理完毕，公司不再持有金业机械的股 权。 ...

股票代码：603766 股票简称：隆鑫通用 编码：临 2025-053 隆鑫通用动力股份有限公司 关于召开 2025 年第三季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 11 月 28 日（星期五）11:00-12:00 会议召开地点：上海证券交易所（以下简称"上交所"）上证路演中心 （http://roadshow.sseinfo.com） 会议召开方式：上证路演中心网络文字互动 问题征集方式：投资者可在 2025 年 11 月 27 日（星期四）16:00 前，将需 要了解的情况和关注问题，登陆上证路演中心网站首页"提问预征集"栏目或通过 隆 鑫 通 用 动 力 股 份 有 限 公 司 （ 以 下 简 称 " 公 司 " ） 邮 箱 （security@loncinindustries.com）提问，公司将在说明会上对投资者普遍关注的 问题进行回答。 一、业绩说明会类型 公司已于 2025 年 10 月 29 日在上交所网站（www.sse.com.cn ...

隆鑫通用动力股份有限公司 关于转让公司持有金业机械全部股权的进展公告 股票代码：603766 股票简称：隆鑫通用 编码：临 2025-052 - 1 - 隆鑫通用动力股份有限公司（以下简称"公司"）为优化资产结构，集中优 势资源发展主营业务，提升公司经营业绩与资产质量，于 2025 年 11 月 13 日召 开第五届董事会第十次会议，审议通过了《关于转让公司持有的金业机械全部股 权的议案》，参考评估机构评估结果， 公司以人民币 10,560.00 万元的价格，将 持有的遵义金业机械铸造有限公司（以下简称"金业机械"）66%的股权，转让给 贵州科欣管理咨询有限公司（以下简称"贵州科欣"）。相关内容详见公司于 2025 年 11 月 14 日在上海证券交易所网站（www.sse.com.cn）披露的《隆鑫通用动力 股份有限公司关于转让公司持有金业机械全部股权的公告》（公告编号：临 2025-050）。 二、股权转让的进展情况 截至本公告披露日，公司已全额收到贵州科欣支付的股权转让款共计人民币 10,560.00 万元，本次股权转让所涉工商变更登记手续已办理完毕,公司不再持 有金业机械的股权。 特此公告。 隆鑫通用 ...

Core Insights - The article provides an update on the motorcycle industry data for October 2025, highlighting sales trends and market share changes among key players in the sector [2][4]. Motorcycle Sales Data - In October 2025, sales of motorcycles with displacement over 250cc reached 61,000 units, showing a year-on-year decrease of 0.2% and a month-on-month decline of 29.7%. Cumulative sales from January to October totaled 822,000 units, reflecting a year-on-year increase of 29.7% [2]. - For motorcycles with displacement between 250ml and 400ml, October sales were 36,000 units, down 8.5% year-on-year and 31.5% month-on-month, with cumulative sales of 445,000 units, up 26.7% year-on-year [3]. - Motorcycles with displacement between 400ml and 500ml sold 10,000 units in October, a decrease of 7.2% year-on-year and 33.5% month-on-month, with cumulative sales of 196,000 units, down 2.2% year-on-year [3]. - Sales of motorcycles with displacement between 500ml and 800ml reached 13,000 units in October, an increase of 33.2% year-on-year but a decrease of 24.1% month-on-month, with cumulative sales of 161,000 units, up 128.7% year-on-year [3]. - For motorcycles with displacement over 800cc, October sales were 2,000 units, up 98.1% year-on-year and 12.2% month-on-month, with cumulative sales of 20,000 units, up 70.5% year-on-year [3]. Market Share Analysis - Chuanfeng Power achieved sales of 11,000 units in October for motorcycles over 250cc, a year-on-year increase of 27.8%, capturing a market share of 18.8%, up 4.1 percentage points month-on-month. The cumulative market share for January to October stands at 20.2%, an increase of 0.4 percentage points compared to the full year of 2024 [4]. - Longxin General sold 11,000 units in October, marking a year-on-year increase of 62.7% and a market share of 18.2%, up 7.0 percentage points month-on-month. The cumulative market share for January to October is 14.5%, an increase of 0.2 percentage points compared to the full year of 2024 [4]. - Qianjiang Motorcycle's sales in October were 4,000 units, down 47.9% year-on-year, with a market share of 6.7%, down 6.1 percentage points month-on-month. The cumulative market share for January to October is 12.8%, a decrease of 3.9 percentage points compared to the full year of 2024 [4]. Investment Recommendations - The article suggests focusing on key players in the motorcycle industry, specifically recommending Chuanfeng Power and Longxin General as leading companies in the mid-to-large displacement segment [8].

Core Viewpoint - The motorcycle industry, particularly the mid-to-large displacement segment, is experiencing steady sales with a focus on export growth and high-end product development. The overall market is expected to benefit from increased supply and the efforts of leading companies like Chuanfeng Power, Longxin General, and Qianjiang Motorcycle in expanding their export businesses [5][24]. Industry Overview - In October, the sales of motorcycles above 125cc reached 603,000 units, a year-on-year increase of 1.0% but a month-on-month decrease of 19.7%. The growth was primarily driven by the 125-150cc and 500-800cc segments, with leading companies contributing to this increase [3]. - For motorcycles above 250cc, sales in October were 61,000 units, a slight year-on-year decrease of 0.2% and a significant month-on-month drop of 29.7%. Cumulatively, from January to October, sales reached 822,000 units, marking a year-on-year increase of 29.7% [2][3]. - Exports of motorcycles above 250cc in October totaled 37,000 units, reflecting a year-on-year increase of 12.3% but a month-on-month decline of 30.3%. Cumulative exports from January to October reached 449,000 units, a substantial year-on-year increase of 59.1% [3]. Sales Structure - The sales of motorcycles in the 250cc to 400cc range in October were 36,000 units, down 8.5% year-on-year and 31.5% month-on-month, with cumulative sales of 445,000 units from January to October, up 26.7% year-on-year [5]. - The 400cc to 500cc segment saw sales of 10,000 units in October, a year-on-year decrease of 7.2% and a month-on-month decline of 33.5%. Cumulative sales for the year reached 196,000 units, down 2.2% year-on-year [5]. - The 500cc to 800cc segment experienced strong growth, with October sales of 13,000 units, a year-on-year increase of 33.2% and a month-on-month decrease of 24.1%. Cumulative sales reached 161,000 units, up 128.7% year-on-year [5]. - For motorcycles above 800cc, October sales were 2,000 units, a significant year-on-year increase of 98.1% and a month-on-month increase of 12.2%. Cumulative sales reached 20,000 units, up 70.5% year-on-year [5]. Company Performance - Chuanfeng Power led the sales of motorcycles above 250cc in October with 11,000 units sold, a year-on-year increase of 27.8% and a market share of 18.8% [6]. - Longxin General also sold 11,000 units in October, marking a year-on-year increase of 62.7% and a market share of 18.2% [7]. - Qianjiang Motorcycle's sales in October were 4,000 units, a year-on-year decrease of 47.9% with a market share of 6.7% [7]. Future Outlook - The motorcycle market is expected to see continued growth driven by new model launches and increased export activities. Companies are focusing on high-end product development and expanding their presence in international markets [24][13]. - Chuanfeng Power plans to enhance its product lineup with new models in the 450cc and 650cc categories, which are anticipated to boost sales [13]. - Longxin General is deepening its focus on motorcycle exports, aiming to leverage its established market presence for future growth [14]. - Qianjiang Motorcycle is enhancing its product definition capabilities and is set to launch new models that could drive sales in 2025 [23].