7月11日公司发布上半年业绩预告，预计实现净利润1.55亿元至1.80亿元，同比变动区间为 62.65%~88.88%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报·数据宝统计显示，长源东谷所属的汽车行业，目前整体跌幅为0.60%，行业内，目前股价上涨 的有64只，涨幅居前的有天普股份、腾龙股份、欣锐科技等，涨幅分别为9.99%、8.54%、6.07%。股价 下跌的有231只，跌幅居前的有盛帮股份、成飞集成、三祥科技等，跌幅分别为6.06%、5.53%、 5.44%。 公司发布的一季报数据显示，一季度公司共实现营业收入5.01亿元，同比增长20.52%，实现净利润 7767.98万元，同比增长65.80%，基本每股收益为0.2500元，加权平均净资产收益率2.86%。 长源东谷股价创出历史新高，截至9:33，该股上涨3.32%，股价报29.56元，成交量220.23万股，成交金 额6487.77万元，换手率0.68%，该股最新A股总市值达95.81亿元，该股A股流通市值95.66亿元。 ...

证券时报·数据宝统计，截至今日上午10:29，上证综指3639.18点，收于半年线之上，涨跌幅0.11%，A 股总成交额为8327.86亿元。到目前为止，今日有103只A股价格突破了半年线，其中乖离率较大的个股 有视源股份、长源东谷、蓝思科技等，乖离率分别为9.28%、7.24%、4.63%；振华科技、汉宇集团、芯 海科技等个股乖离率较小，刚刚站上半年线。 8月11日突破半年线个股乖离率排名 | 600248 | 陕建股 | | 1.78 | 0.56 | 3.94 | 4.01 | 1.72 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | | 003006 | 百亚股 | | 2.58 | 1.1 1 | 27.00 | 27.44 | 1.61 | | | 份 | | | | | | | | 605286 | 同力日 升 | | 1.82 | 0.78 | 38.53 | 39.15 | 1.61 | | 000821 | 京山轻 机 | | 1.77 | 1.61 | 11.86 | 12.05 | 1.60 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 3500.62 points, just above the six-month moving average, indicating a mixed sentiment among investors [1] Group 1: Market Performance - The total trading volume of A-shares reached 9269.95 billion yuan today [1] - The Shanghai Composite Index experienced a change of -0.12% [1] Group 2: Stocks Breaking the Six-Month Line - A total of 149 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Puyuan Information with a deviation rate of 19.21% and a price increase of 20.01% [1] - Changyuan Donggu with a deviation rate of 9.24% and a price increase of 10.02% [1] - Rundu Co., Ltd. with a deviation rate of 8.75% and a price increase of 10.03% [1] Group 3: Stocks with Smaller Deviation Rates - Stocks such as Anku Technology, Meishi Technology, and Saiwei Electronics have just crossed the six-month line with smaller deviation rates [1]

Core Viewpoint - The performance of low-altitude economy companies in the first half of 2025 shows mixed results, with 12 companies reporting profits and 12 companies experiencing losses [3][5]. Group 1: Performance Overview - As of July 14, 2025, 24 companies in the low-altitude economy index disclosed their performance forecasts, revealing a split between profitable and loss-making entities [3]. - Among the 24 companies, 12 reported profits while the other 12 faced losses [3]. - Four companies are expected to see profit increases of over 50%: Zongshen Power (001696.SZ), Longxin General (603766.SH), Huijia Times (603101.SH), and Changyuan Donggu (603950.SH) [6]. Group 2: Profit and Loss Analysis - Companies such as Aerospace Development (000547.SZ) and Aerospace Rainbow (002389.SZ) reported losses, with the latter citing delays in delivery due to user demand plans [8]. - Aerospace Power (600893.SH) and Aerospace Electric (002025.SZ) achieved profitability but saw a decline in net profit compared to the previous year [6]. - North Navigation (600435.SH) turned a profit, expecting a net profit of 105 million to 120 million yuan in the first half of 2025 [7]. Group 3: Industry Challenges - Many companies in the low-altitude economy sector, particularly those in the aviation industry and low-altitude mainframe manufacturers, reported losses [5][8]. - The losses were attributed to various factors, including market environment impacts, product transformation challenges, and increased operational costs [9]. - Despite ongoing losses, some companies like Chuan University Zhisheng (002253.SZ) are actively pursuing low-altitude economy projects, indicating a commitment to future growth [9].

Core Viewpoint - Changyuan Donggu's performance forecast for the first half of 2025 indicates a significant increase in net profit, reflecting stable growth in both traditional and new energy markets [1][2]. Financial Performance - The company expects a net profit attributable to shareholders of between RMB 155 million and RMB 180 million for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1][2]. - From 2022 to 2024, Changyuan Donggu achieved revenues of RMB 1.116 billion, RMB 1.472 billion, and RMB 1.920 billion, with net profits of RMB 100 million, RMB 219 million, and RMB 230 million respectively [2]. - In Q1 2025, the company reported revenue of RMB 501 million, a year-on-year increase of 20.5%, and a net profit of RMB 77.68 million, up 65.8% year-on-year [2]. Market Demand and Strategy - The company has successfully implemented a dual-track strategy focusing on both traditional energy and new energy, leading to stable performance and growth [2]. - The demand from major customers in the commercial vehicle market remains stable, while the new energy market is experiencing rapid development [2]. New Contracts and Partnerships - Changyuan Donggu has received multiple notices for designated supply contracts, including a recent contract with a well-known domestic automaker for engine cylinder body semi-finished products, expected to generate sales of RMB 450 million to RMB 500 million over five years starting in Q4 2025 [3]. - The company has also secured contracts with other notable clients, including a project with Chongqing Xiaokang Power Co., Ltd. and a flying car company, indicating strong growth in the new energy hybrid cylinder head and body business [3][4]. Recognition and Market Position - The acquisition of new client projects signifies recognition of the company's R&D capabilities, product quality, and manufacturing strength, enhancing its influence and market share in the passenger vehicle sector [4].

Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company for the first half of 2025 in the range of RMB 155 million to RMB 180 million, representing an increase of RMB 59.7 million to RMB 84.7 million compared to the same period last year, which is a year-on-year increase of 62.65% to 88.88% [1][2] - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between RMB 150 million and RMB 170 million, also showing a significant increase compared to the previous year [1][2] - The previous year's net profit attributable to shareholders of the parent company was RMB 95.3 million, with a total profit of RMB 104.77 million [1][2] Group 2 - The main reasons for the performance increase include stable demand from major customers in the commercial vehicle market and rapid development in the new energy market, leading to growth in sales revenue and improved profitability [2]

Financial Performance Forecast - The company expects a net profit attributable to shareholders of RMB 155 million to RMB 180 million for the first half of 2025, an increase of RMB 59.7 million to RMB 84.7 million compared to the same period last year, representing a year-on-year increase of 62.65% to 88.88%[3]. - The expected net profit after deducting non-recurring gains and losses is projected to be RMB 150 million to RMB 170 million, an increase of RMB 56.7365 million to RMB 76.7365 million compared to the same period last year, reflecting a year-on-year increase of 60.83% to 82.28%[4]. - The total profit for the same period last year was RMB 104.7747 million, with a net profit attributable to shareholders of RMB 95.2995 million[7]. - The basic earnings per share for the same period last year was RMB 0.29[8]. Performance Drivers - The performance improvement is attributed to stable demand from major customers in the commercial vehicle market and rapid development in the new energy market, leading to increased sales revenue and profitability[9]. Forecast Validity and Risks - The performance forecast data has not been audited by registered accountants[6]. - The company assures that there are no significant uncertainties affecting the accuracy of this performance forecast[10]. - The forecast data is preliminary and the final financial data will be disclosed in the official 2025 semi-annual report[11]. - The company emphasizes the importance of investors being aware of investment risks[11]. Announcement Details - The announcement was made by the board of directors on July 11, 2025[13].

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between RMB 155 million and RMB 180 million in the first half of 2025, representing an increase of RMB 59.7 million to RMB 84.7 million compared to the same period last year, which is a year-on-year increase of 62.65% to 88.88% [1] - The company anticipates a net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, to be between RMB 150 million and RMB 170 million in the first half of 2025, indicating an increase of RMB 56.7365 million to RMB 76.7365 million compared to the same period last year, which corresponds to a year-on-year increase of 60.83% to 82.28% [1]

Core Points - The company has completed the registration of its 2025 Restricted Stock Incentive Plan, granting a total of 524,000 shares to 17 incentive recipients at a price of RMB 13.44 per share [2][5][10] Group 1: Grant Details - The grant date for the restricted stock was set as May 28, 2025, with the total number of shares granted being 524,000 [5][6] - The source of the restricted stock is from the company's repurchase of its own A-shares in the secondary market [3][8] - The total cash received from the incentive recipients for the stock subscription amounted to RMB 7,042,560 [8] Group 2: Vesting and Lock-up Period - The effective period of the incentive plan lasts up to 36 months from the completion of the stock registration [6] - The lock-up periods for the granted shares are set at 12 months and 24 months from the registration completion date [6][7] Group 3: Impact on Share Structure - The total share capital of the company remains unchanged after the grant, as the shares are sourced from repurchased stock [10] - The incentive plan does not affect the shareholding ratio of the controlling shareholder or actual controller [10] Group 4: Financial Implications - The funds raised from the incentive plan will be used to supplement the company's working capital [12] - The company will recognize the cost of the restricted stock in its financial statements over the vesting period, with the estimated costs being adjusted based on the number of shares that can be released from lock-up [12][13]