每经AI快讯，长源东谷涨0.84%，报37.4元/股，股价再创新高，总市值突破121.22亿元，成交额达 720.69万元。 ...

截至9月16日收盘，一体化压铸概念上涨3.12%，位居概念板块涨幅第4，板块内，43股上涨，美利信 20%涨停，嵘泰股份、长源东谷、爱柯迪等涨停，旭升集团、拓普集团、多利科技等涨幅居前，分别上 涨8.29%、7.67%、6.42%。跌幅居前的有兰石重装、深圳新星、格力电器等，分别下跌1.87%、1.66%、 1.07%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 3.72 | 猪肉 | -1.93 | | 人形机器人 | 3.58 | 养鸡 | -1.50 | | 汽车热管理 | 3.28 | 转基因 | -0.79 | | 一体化压铸 | 3.12 | 金属钴 | -0.67 | | 拼多多概念 | 2.98 | 中船系 | -0.67 | | 中韩自贸区 | 2.90 | 金属锌 | -0.57 | | AI PC | 2.82 | 小金属概念 | -0.54 | | EDR概念 | 2.76 | 钛白粉概念 | -0.52 | | 小米汽车 | 2.75 | 金属铅 | -0.50 | ...

开源证券发布研报称，据第一商用车网数据，2025年8月重卡批发销量达到约8.7万辆，同比大增约 40%，环比7月上涨2%，仅次于2020年8月的13万辆，是近八年来同期的第二高位。分市场看，国内市 场受益于以旧换新政策的催化，终端重卡销量在行业传统淡季的8月份的同比增速约50%，体现了重卡 销量受政策催化的敏感性，充分体现"以旧换新"政策对重卡销量的显著拉动作用。持续看好重卡行业景 气度提升带来的板块性投资机会，预计9-12月销量将稳中有升，行业有望延续高景气态势。 开源证券主要观点如下： 重卡销量创近八年同期次高，增速表现亮眼 中国重汽（000951）：单月销量2.2万，同比增长约29%，销量保持行业第一；1-8月累计销量约19.4万 辆，同比增长约12%，市场占有率约为27.2%。 一汽解放（000800）：单月销量约1.65万辆，同比增长约36%；1-8月累计销量约13.1万辆，同比增长 2%，市场占有率约18.4%，累计销量保持行业第二。 东风公司：单月销量约1.5万辆，同比涨幅约为52%；1-8月累计销量11.6万辆，同比增长约14%，市场占 有率约为16.3%，累计销量排名重回行业前三。 陕汽集团 ...

数据显示，广发基金旗下1只基金重仓长源东谷。广发盛锦混合A（012526）二季度持有股数210.01万 股，占基金净值比例为4.13%，位居第五大重仓股。根据测算，今日浮盈赚取约455.73万元。 广发盛锦混合A（012526）成立日期2021年8月30日，最新规模12.18亿。今年以来收益21.78%，同类排 名3934/8174；近一年收益36.44%，同类排名4579/7982；成立以来亏损36.27%。 9月16日，长源东谷涨6.44%，截至发稿，报35.89元/股，成交5024.79万元，换手率0.44%，总市值 116.33亿元。 资料显示，襄阳长源东谷实业股份有限公司位于湖北省襄阳市襄州区钻石大道(洪山头工业园)，成立日 期2001年12月19日，上市日期2020年5月26日，公司主营业务涉及柴油发动机零部件的研发、生产及销 售。主营业务收入构成为：缸体55.32%，缸盖34.97%，连杆5.61%，其他(补充)2.11%，其他产品 1.98%。 从基金十大重仓股角度 段涛累计任职时间5年123天，现任基金资产总规模22.79亿元，任职期间最佳基金回报66.83%， 任职期 间最差基金回报-45 ...

电力设备 ——行业周报 殷晟路（分析师） 电力设备 2025 年 09 月 14 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -17% 0% 17% 34% 50% 67% 84% 2024-09 2025-01 2025-05 电力设备 沪深300 相关研究报告 《固态电池行业周报（第十三期）： 先导智能已打通全固态电池量产工艺 环节，亿纬锂能"龙泉二号"全固态 电池下线—行业周报》-2025.9.7 《低空经济行业周报（第三十二期）： 2025 低空经济发展大会在芜湖开幕， 四创电子"低空雪亮"安全监管系统 亮相—行业周报》-2025.9.6 《固态电池行业周报（第十二期）： 华域汽车拟收购上汽清陶 49%股权， 正式入局固态电池领域—行业周报》 -2025.8.31 低空经济行业周报（第三十三期）：小鹏汇天"陆地 航母"获颁中国企业首张海外有人驾驶航空器飞行 证，时的科技与 Autocraft 签署 350 架 eVTOL 协议 yinshenglu@kysec.cn 证书编号：S0790522080001 小鹏汇天"陆地航母"获颁中国企业首张海外有人驾驶航空器飞行证，时的 科技与 Auto ...

Company Overview - Changyuan Donggu is located in Xiangyang, Hubei Province, established on December 19, 2001, and listed on May 26, 2020. The company specializes in the research, production, and sales of diesel engine components [1] - The main business revenue composition includes: cylinder blocks 55.32%, cylinder heads 34.97%, connecting rods 5.61%, others (supplementary) 2.11%, and other products 1.98% [1] Stock Performance - On September 4, Changyuan Donggu's stock fell by 5.1%, trading at 29.41 CNY per share, with a transaction volume of 165 million CNY and a turnover rate of 1.69%. The total market capitalization is 9.533 billion CNY [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in Changyuan Donggu. GF Shengjin Mixed A (012526) held 2.1001 million shares in the second quarter, accounting for 4.13% of the fund's net value, ranking as the fifth-largest holding [2] - The estimated floating loss for the fund today is approximately 3.3182 million CNY [2] Fund Manager Performance - The fund manager of GF Shengjin Mixed A is Wang Mingxu, who has been in position for 6 years and 325 days, with a total asset scale of 10.196 billion CNY. The best fund return during his tenure is 117.14%, while the worst is -17.33% [3] - Co-manager Duan Tao has been in position for 5 years and 111 days, managing assets totaling 2.279 billion CNY, with the best return of 66.02% and the worst return of -45.66% during his tenure [3]

Group 1 - The stock of Changyuan Donggu fell by 5.3% on September 1, trading at 31.79 yuan per share, with a transaction volume of 1.04 billion yuan and a turnover rate of 0.99%, resulting in a total market capitalization of 10.304 billion yuan [1] - Changyuan Donggu, established on December 19, 2001, and listed on May 26, 2020, is located in Xiangyang, Hubei Province, and specializes in the research, production, and sales of diesel engine components [1] - The main business revenue composition includes cylinder blocks (55.32%), cylinder heads (34.97%), connecting rods (5.61%), and other products (2.11% and 1.98%) [1] Group 2 - According to data, one fund under China Merchants Asset Management holds a significant position in Changyuan Donggu, with the China Merchants Core Advantage Mixed D Fund (880006) holding 27,700 shares, accounting for 2.26% of the fund's net value, making it the third-largest holding [2] - The China Merchants Core Advantage Mixed D Fund was established on January 23, 2025, with a latest scale of 12.2702 million yuan and a cumulative return of 19.49% since inception [2] Group 3 - The fund manager of the China Merchants Core Advantage Mixed D Fund is Li Chuan, who has been in the position for 222 days, with total fund assets of 30.7199 million yuan [3] - During Li Chuan's tenure, the best fund return was 18.63%, while the worst return was 7.73% [3]

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 to 12 months [64]. Core Insights - The low-altitude sector is currently in a position to rebound, supported by ongoing catalysts since the second half of the year and new directions in the Sino-US competition [4][33]. - The low-altitude economy index increased by 1.03% this week, outperforming the Shanghai Composite Index, which rose by 0.84% [3][16]. - The sector is awaiting significant catalysts, as it has been relatively stagnant since the beginning of the year, with the broader market reaching new highs [4][32]. - The establishment of a leadership group by the Civil Aviation Administration of China for general aviation and low-altitude economy indicates promising future policies [4][33]. - Infrastructure development and the application of drones in various sectors are key focuses for the low-altitude economy this year [5][33]. Summary by Sections Market Review and Weekly Insights - The low-altitude economy index rose by 1.03%, ranking 138 out of 330 sectors, indicating a better performance than the overall market [3][16]. - The top five gainers in the A-share and Hong Kong stock markets included Aerospace Hongtu (up 45.29%) and Changyuan Donggu (up 19.30%) [3][19]. - The sector is currently lacking major catalysts, with some companies experiencing significant stock price corrections due to average mid-term report performances [4][32]. Industry Dynamics - Recent developments include the opening of low-altitude flight demonstration projects in Guangzhou and the publication of an agricultural drone industry white paper [39][40]. - The government is actively promoting low-altitude economic projects, including the establishment of testing bases and the issuance of special bonds for infrastructure [40][41]. Investment Recommendations - Suggested focus areas include infrastructure companies such as Suzhou Planning and Lais Information, as well as drone-related companies like Henghe Precision and Tengya Precision [6][35]. - The report emphasizes the importance of infrastructure as a prerequisite for the low-altitude economy's emergence as a new industry [5][33].

Financial Performance - The company reported a total revenue of 1.035 billion yuan for the first half of 2025, representing a year-on-year increase of 33.52% [1] - The net profit attributable to shareholders reached 164 million yuan, up 72.07% year-on-year [1] - In Q2 2025, total revenue was 534 million yuan, a 48.55% increase compared to the same quarter last year, with net profit of 86.3 million yuan, up 78.14% year-on-year [1] - The gross margin improved by 11.71% to 26.69%, while the net margin increased by 29.86% to 15.85% [1] Cost Management - Total selling, administrative, and financial expenses amounted to 49.43 million yuan, accounting for 4.77% of revenue, which is a decrease of 26.23% year-on-year [1] - Earnings per share (EPS) increased by 75.86% to 0.51 yuan, with operating cash flow per share at 0.66 yuan, up 18.89% year-on-year [1] Investment Metrics - The company's return on invested capital (ROIC) was 7.21% last year, indicating average capital returns [2] - The historical median ROIC since the company went public is 12.02%, with the lowest ROIC recorded in 2022 at 2.94% [2] Cash Flow and Receivables - The cash flow situation is a point of concern, with cash and cash equivalents to current liabilities ratio at 48.08% [3] - Accounts receivable have reached 296.18% of profit, indicating potential issues with cash collection [3] Fund Management - The company is held by a prominent fund manager, Liu Changchang from Huazhang Fund, who has recently increased his holdings [3][4] - The largest fund holding the company is Yongying Low Carbon Environmental Smart Selection Mixed Fund, with a scale of 177 million yuan and a recent net value increase of 1.67% [5]

Group 1 - Changyuan Donggu (603950.SH) released its semi-annual report for 2025 on August 28, 2025, showing that as of August 27, 2025, 40 institutional investors held a total of 39.52 million A-shares, accounting for 12.19% of the total share capital [1] - The top ten institutional investors collectively held 8.70% of the shares, with an increase of 1.82 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Huazhong Sports Health Flexible Allocation Mixed A, increased its holdings by 0.12% compared to the previous period [2] - One fund, Yongying Low Carbon Environmental Intelligent Selection Mixed A, reduced its holdings by 0.20% compared to the previous quarter [2] - Six new public funds were disclosed this period, including Huazhong Innovation Mixed, Huazhong Dynamic Flexible Allocation Mixed A, and others [2] - Twenty-three public funds were not disclosed this period, including Yongying Ruixin Mixed A and others [2]