隆鑫通用公告，预计2025年前三季度实现归属于母公司所有者的净利润为15.2亿元到16.2亿元，同比增 加69.13%到80.26%。公司预计2025年前三季度实现归属于母公司所有者的扣除非经常性损益的净利润 为14.8亿元到15.8亿元，同比增加75.65%到87.52%。2025年前三季度，受益于公司摩托车业务及通用机 械业务规模增长，以及无极系列产品结构持续优化，公司整体业绩实现同比增长。 ...

Group 1 - Longxin General Power Co., Ltd. experienced a 5% increase in stock price, reaching 13.22 CNY per share, with a trading volume of 696 million CNY and a turnover rate of 2.61%, resulting in a total market capitalization of 27.148 billion CNY [1] - The company, established on June 8, 2007, and listed on August 10, 2012, primarily engages in the production of motorcycles, engines, and general machinery. The revenue composition is as follows: motorcycles and engines account for 74.58%, general machinery products 22.41%, high-end components 1.26%, large commercial generator sets 1.03%, and others 0.72% [1] Group 2 - The Xinda Australia Fund has a significant holding in Longxin General, with the Xinda Technology Innovation One-Year Open Mixed A Fund (009437) holding 622,700 shares, representing 3.3% of the fund's net value, making it the ninth-largest holding. The estimated floating profit today is approximately 392,300 CNY [2] - The Xinda Technology Innovation One-Year Open Mixed A Fund, managed by Wu Kai, was established on May 29, 2020, with a current scale of 197 million CNY. Year-to-date returns are 72.1%, ranking 270 out of 8,234 in its category, while the one-year return is 73.53%, ranking 267 out of 8,083 [2]

Investment Rating - The report maintains an "Outperform" rating for the industry [7] Core Insights - The report highlights a significant increase in holiday travel and consumption, with an average of 3.04 billion people traveling daily from October 1 to 8, a year-on-year increase of 6.3% [3][11] - Domestic consumption is showing steady improvement, with average daily sales in related sectors increasing by 4.5% during the holiday period, driven by strong performance in digital products, jewelry, and cultural services [3][15] - The offline performance of the entertainment sector is robust, with a 39.5% year-on-year increase in audience numbers for live performances during the holiday [3][20] Summary by Sections Holiday Consumption Trends - The report notes a rise in domestic travel, with 8.88 billion domestic trips taken during the holiday, an increase of 1.23 billion trips compared to the previous year [11][12] - The average spending per person decreased by 13% despite the increase in total expenditure, which reached 809 billion yuan [11][12] Retail and E-commerce Performance - Key retail and catering enterprises saw a 2.7% year-on-year increase in sales during the holiday [19] - E-commerce platforms experienced a surge in sales of green organic foods (up 27.9%), smart home products (up 14.3%), and domestic fashion brands (up 14.1%) [19][20] Investment Recommendations - The report suggests focusing on several sectors for potential investment, including: 1. Major appliances benefiting from trade-in programs, recommending companies like Midea Group, Haier Smart Home, and Gree Electric [4][23] 2. The pet industry, which is expected to remain resilient, with recommendations for companies like Guai Bao Pet and Zhongchong Co [4][23] 3. Small appliances and branded apparel, which may see a rebound in demand, with recommendations for companies like Bear Electric and Anta Sports [4][23] 4. Electric two-wheelers, with a strong outlook for domestic sales improvement, recommending companies like Ninebot and Yadea [4][23] Global Market Opportunities - The report emphasizes the long-term theme of international expansion, recommending companies like Ecovacs and Roborock in the cleaning appliance sector, and Midea and Haier in the major appliance sector [5][24] - It also highlights the potential for motorcycle brands to increase their market share overseas, suggesting companies like Chunfeng Power and Longxin General [5][24] Market Data - The home appliance sector saw a slight decline of 0.4% this week, with specific segments showing varied performance: white goods up 0.8%, black goods down 0.3%, and kitchen appliances down 1.0% [25]

Group 1 - The motorcycle and other sectors experienced a rise of 0.63% on October 10, with TaoTao Industry leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] - TaoTao Industry's stock price increased by 8.83% to 230.18, with a trading volume of 28,900 lots and a transaction value of 651 million [1] Group 2 - The motorcycle and other sectors saw a net inflow of 59.66 million from main funds, while retail investors experienced a net outflow of 74.05 million [2] - The stock of Ninebot Company had a main fund net inflow of 85.62 million, representing 7.87% of its total [3] - TaoTao Industry had a main fund net inflow of 77.91 million, accounting for 11.97% of its total, but retail investors withdrew 29.09 million [3]

603766 隆鑫通用 证券代码：603766 2025 年 10 月 1 / 36 | 参会须知 3 | | --- | | 会议议程 5 | | 议案1：《关于取消监事会的议案》 7 | | 议案2：《关于修订<公司章程>的议案》 8 | | 议案3：《关于修订公司部分治理制度的议案》 37 | 603766 隆鑫通用 隆鑫通用动力股份有限公司 2025 年第二次临时股东大会 会议资料 隆鑫通用动力股份有限公司 2025年第二次临时股东大会参会须知 为维护投资者的合法权益，保障股东在公司2025年第二次临时股东大会期间依法行 使权利，确保股东大会的正常秩序和议事效率，根据《中华人民共和国公司法》、《隆鑫 通用动力股份有限公司章程》、《隆鑫通用动力股份有限公司股东大会议事规则》的有关 规定，特制定本须知： 一、请按照本次股东大会会议通知（详见公司于2025年9月30日刊登在上海证券交 易所网站（www.sse.com.cn）的《隆鑫通用动力股份有限公司关于召开2025年第二次临 时股东大会的通知》）中规定的时间和登记方法办理现场参加会议手续，证明文件不齐 或手续不全的，谢绝参会。 二、本公司设立股东大会秘书 ...

证券之星消息，10月9日摩托车及其他板块较上一交易日下跌0.92%，千里科技领跌。当日上证指数报收 于3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。摩托车及其他板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003033 | 征和工业 | 66.22 | 6.82% | 5.34万 | | 3.38亿 | | 603766 | 隆鑫通用 | 12.25 | 1.91% | 29.14万 | | 3.55亿 | | 301345 | 涛涛车业 | 211.51 | 0.72% | ● 1.58万 | | 3.28亿 | | 000913 | 钱江摩托 | 17.18 | 0.64% | 9.68万 | | 1.65亿 | | 002105 | 信隆健康 | 6.70 | 0.60% | 6.76万 | | 4492.25万 | | 600818 | 中路股份 | 10.31 | 0.49% | 5.39万 | | 5542.4 ...

Core Viewpoint - Chongqing is transforming into a global industrial base for smart connected electric vehicles, with ambitious production targets and a focus on electric two-wheelers, aiming for an annual output of over 15 million units by 2027 [1][14]. Group 1: Industry Transformation - The production of electric motorcycles in Chongqing reached 1.45 million units from January to July this year, marking a 34% year-on-year increase, indicating a rapid shift towards electrification [2]. - Chongqing has attracted seven of the top ten electric vehicle companies in China, including Yadea and Aima, with a local supply rate exceeding 60% for key components [1][10]. - The local government has initiated the "Chongqing Smart Connected Electric Vehicle Industry Development Action Plan (2025-2027)," aiming to establish a global industrial base for smart electric vehicles [1][14]. Group 2: Historical Context - Chongqing was once the heart of motorcycle manufacturing in China, producing the first civilian motorcycle, the "Jialing CJ50," in 1979, which symbolized the beginning of motorized transportation for Chinese families [4][7]. - The decline of the "Big Three" motorcycle manufacturers—Lifan, Longxin, and Zongshen—was attributed to policy changes, market saturation, and technological limitations, leading to a significant shift in the industry landscape [8][9]. Group 3: Smart and Electric Integration - The focus is shifting from merely achieving electrification to integrating smart technologies, with companies like Tailin implementing Huawei's HarmonyOS for enhanced connectivity features [12][13]. - The Chongqing government is promoting the development of a "Smart Electric Vehicle Data Service System" to facilitate future applications like battery swapping and shared mobility [10][12]. - The challenge lies in balancing the cost of smart features with consumer willingness to pay, as the electric two-wheeler market is highly price-sensitive [12][13]. Group 4: Global Expansion - With the domestic market reaching saturation, Chongqing's motorcycle companies are looking to expand internationally, particularly in Southeast Asia, Africa, and Latin America [2][16]. - The logistics network in Chongqing is a competitive advantage for exporting electric vehicles, with efficient routes established to key markets [19]. - Companies are adapting their products for international markets, focusing on customization and smart technology to differentiate themselves from competitors [20][21].

股票代码：603766 股票简称：隆鑫通用 编码：临2025-041 隆鑫通用动力股份有限公司 关于取消监事会并修订《公司章程》 及部分治理制度的公告 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"）于2025年9月29日召开的第五届董事会第八次会议，会 议以赞成票9票、反对票0票、弃权票0票的表决结果审议通过了《关于取消监事会的议案》《关于修订 〈公司章程〉的议案》和《关于修订公司部分治理制度的议案》，相关议案尚需提交股东大会审议，具 体内容如下： 上述事项尚需提交公司股东大会审议，在公司股东大会审议通过该事项前，公司第五届监事会及各位监 事仍将严格按照法律法规和《公司章程》的规定继续履行相应职责。 二、修订《公司章程》及部分治理制度情况 根据《公司法》《上市公司章程指引》等相关法律法规和规范性文件的最新规定，并结合前述取消监事 会事项，公司拟对《公司章程》进行修订，主要修订包括，将所有"股东大会"的表述修改为"股东会"； 涉及"监事会""监事"的表述删除或修改为"审计与风控委员 ...

证券代码：603766 证券简称：隆鑫通用 公告编号：2025-043 隆鑫通用动力股份有限公司 关于召开2025年 第二次临时股东大会的通知 本公司董事会及全体董事保证本公告内容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法律责任。 重要内容提示： ● 股东大会召开日期：2025年10月16日 (一)股东大会类型和届次 2025年第二次临时股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 无 召开的日期时间：2025年10月16日 14点00分 召开地点：重庆市南岸区大石二支路隆鑫工业园隆鑫通用A区管理平台一楼会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025年10月16日 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票，应按照《上海证券交易 所上市公司自律监管指引第1号 一 规范运作》等有关规定执行。 (七)涉及公开征集股东投票权 至2025年10月16日 采用 ...

证券日报网讯9月29日晚间，隆鑫通用（603766）发布公告称，同意聘任张诚先生为公司副总经理，主 要分管公司风险管理中心。 ...