南方财经1月28日电，南财投研通数据显示，1月27日，券商给予上市公司目标价共9次，按最新收盘价 计算，目标价涨幅排名居前的公司有长源东谷、弘元绿能、好太太，目标价涨幅分别为50.61%、 42.37%、30.60%，分别属于汽车零部件、光伏设备、家居用品行业。从券商推荐家数来看，1月27日有 29家上市公司得到券商推荐，通化东宝、志邦家居、燕京啤酒等获得1家推荐。查看原文：29股获推 荐，长源东谷目标价涨幅超50%丨券商评级观察刚刚 ...

Investment Rating - The industry investment rating is "Overweight" indicating an expectation for the industry to outperform the overall market [7]. Core Insights - The commercial vehicle industry is experiencing a robust recovery driven by domestic demand policies and a significant increase in heavy truck sales, with wholesale sales expected to exceed 1.144 million units in 2025, representing a year-on-year growth of approximately 27% [3]. - The penetration rate of new energy heavy trucks has reached a historical high, with sales in 2025 reaching 231,100 units, a year-on-year increase of 182% [4]. - The heavy truck export market is thriving, with exports reaching approximately 330,000 units in 2025, marking a record high and indicating a shift towards direct investment and localized operations in overseas markets [4]. Summary by Sections Market Performance - In 2025, the domestic heavy truck wholesale sales reached 819,000 units, showing a year-on-year growth of 34.4% [3]. - The "old-for-new" subsidy program has expanded to include vehicles meeting National IV standards and below, boosting domestic demand [3]. Segment Analysis - The new energy heavy truck segment has seen explosive growth, with a monthly penetration rate exceeding 38% in December 2025 [4]. - Natural gas heavy trucks have also shown steady demand, with a significant recovery in the second half of 2025, achieving a year-on-year growth of 138% in October [4]. Company Performance - China National Heavy Duty Truck Group maintained its position as the industry leader with annual sales of 305,000 units, a year-on-year increase of approximately 26.7% [5]. - Foton Motor achieved a remarkable year-on-year growth of 102.7%, with annual sales reaching 142,000 units, marking a doubling in sales [5]. Investment Opportunities - The report highlights several companies as beneficiaries of the industry's recovery, including China National Heavy Duty Truck A+H, Weichai Power, Foton Motor, and others [6].

数据显示，永赢基金旗下1只基金位居长源东谷十大流通股东。永赢低碳环保智选混合发起A （016386）三季度减持465.76万股，持有股数433.31万股，占流通股的比例为1.34%。根据测算，今日 浮亏损失约4.33万元。连续3天下跌期间浮亏损失753.97万元。 永赢低碳环保智选混合发起A（016386）成立日期2022年10月17日，最新规模1.27亿。今年以来收益 4.02%，同类排名5270/8861；近一年收益11.74%，同类排名6219/8126；成立以来亏损9.93%。 永赢低碳环保智选混合发起A（016386）基金经理为胡泽。 截至发稿，胡泽累计任职时间2年238天，现任基金资产总规模51.42亿元，任职期间最佳基金回报 161.53%， 任职期间最差基金回报20.57%。 1月27日，长源东谷跌0.03%，截至发稿，报31.87元/股，成交1.56亿元，换手率1.53%，总市值103.30亿 元。长源东谷股价已经连续3天下跌，区间累计跌幅5.18%。 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 ...

Core Viewpoint - Changyuan Donggu has been selected as a designated supplier for a well-known domestic passenger car manufacturer, marking a significant opportunity for the company in the automotive parts sector [1] Group 1: Project Announcement - Changyuan Donggu's subsidiary, Xiangyang Changyuan Langhong Technology Co., Ltd., received a designation letter from a major passenger car manufacturer for the supply of transmission casing assemblies and engine block castings [1] - The project is expected to commence mass production by the end of June 2026, with a project lifecycle of five years and total sales estimated between RMB 2.2 billion and 3 billion [1] Group 2: Business Strategy and Market Position - The company is focused on the automotive parts industry, specializing in the research, production, and sales of diesel engine components, and has been expanding its new energy business [1] - The new project designation is seen as a recognition of the company's R&D capabilities, product quality, and manufacturing strength, which will enhance its market share in the passenger vehicle sector [1] Group 3: Financial Performance and Projections - Changyuan Donggu expects to achieve a net profit attributable to shareholders of RMB 380 million to 420 million in 2025, representing an increase of RMB 150 million to 190 million compared to the previous year, with a year-on-year growth of 64.95% to 82.32% [2] - The company also anticipates a net profit of RMB 346 million to 386 million after deducting non-recurring gains and losses, reflecting a year-on-year increase of 59.77% to 78.24% [2] Group 4: Operational Efficiency - The growth in 2025 is attributed to strong demand from core customers in the commercial vehicle sector and the steady development of the new energy passenger vehicle business [3] - The company emphasizes cost control, automation of production lines, and optimization of business processes to enhance operational efficiency and profitability [3]

重要内容提示： 一、定点通知概况 襄阳长源东谷实业股份有限公司（以下简称"公司"）全资子公司襄阳长源 朗弘科技有限公司（以下简称"长源朗弘"）于近日收到国内某知名乘用车企业 （基于保密协议，无法披露其名称，以下简称"该客户"）的定点函，长源朗弘 被选定为该客户某项目变速箱前中后壳体总成、发动机缸体毛坯、缸体毛坯预加 工的定点供应商，要求公司在接到定点函后立即启动开发工作，保证项目的节点 要求。 公司子公司近日收到新客户（基于保密协议，无法披露其名称，以下简 称"该客户"）的变速箱前中后壳体总成、发动机缸体毛坯、缸体毛坯 预加工定点函。 本次定点项目预计在 2026 年 6 月底开始量产，对本年度经营业绩不会 构成重大影响。 定点通知函是客户对公司指定产品供应商资格的认可，不构成最终订单 或销售合同，实际供货量需以正式订单或销售合同为准。 汽车产业政策、汽车市场需求等因素均可能会对汽车生产厂商的生产计 划构成影响，最终供货量存在不确定性。 证券代码：603950 证券简称：长源东谷 公告编号：2026-002 襄阳长源东谷实业股份有限公司 关于子公司收到新客户定点通知函的公告 本公司董事会及全体董事保证本公告内 ...

本次获得新客户的项目定点，标志着公司的研发技术、产品质量和制造能力得到了新客户的认可，是公 司在乘用车市场不断拓展和深化的表现，有利于进一步提升公司乘用车业务的市场份额，提升公司的规 模生产优势。同时，本次合作将公司的产品从发动机零件部拓展到变速箱零部件的领域，提升了公司产 品的多样性，将有利于满足客户集中配套采购的需求，有利于进一步提升公司的市场竞争力及可持续发 展能力。本次定点项目预计在2026年6月底开始量产，对本年度经营业绩不会构成重大影响，但本次项 目定点将有利于提高公司未来年度业务收入，并对公司未来经营业绩产生积极影响。 格隆汇1月26日丨长源东谷(603950.SH)公布，公司全资子公司襄阳长源朗弘科技有限公司（以下简 称"长源朗弘"）于近日收到国内某知名乘用车企业（基于保密协议，无法披露其名称，以下简称"该客 户"）的定点函，长源朗弘被选定为该客户某项目变速箱前中后壳体总成、发动机缸体毛坯、缸体毛坯 预加工的定点供应商，要求公司在接到定点函后立即启动开发工作，保证项目的节点要求。 根据该客户规划，本次定点项目预计在2026年6月底开始量产，项目生命周期为5年，项目全周期的销售 总金额预计为人民 ...

Core Viewpoint - The company has been selected as a designated supplier for a project by a well-known domestic passenger car manufacturer, marking a significant recognition of its R&D technology, product quality, and manufacturing capabilities [1][2]. Group 1: Project Details - The designated project involves the supply of transmission front, middle, and rear shell assemblies, as well as engine block castings and pre-processed engine block castings [1]. - The project is expected to commence mass production by the end of June 2026, with a project lifecycle of five years [1]. - The total sales amount for the entire project cycle is estimated to be between RMB 2.2 billion and RMB 3 billion [1]. Group 2: Business Impact - This new customer project signifies the company's ongoing expansion and deepening presence in the passenger car market, which is expected to enhance its market share in this sector [2]. - The collaboration will diversify the company's product offerings from engine parts to transmission components, aligning with customer needs for centralized procurement [2]. - Although the project will not significantly impact the company's current year operating performance, it is anticipated to positively influence future business revenue and overall operational performance [2].

Core Viewpoint - North American data centers are accelerating the adoption of self-supply power models to address challenges posed by aging power grids and high energy consumption from AI computing, with diesel generators becoming a critical backup power source [1] Group 1: Data Center Power Supply Trends - Data centers in North America are transitioning to self-supply power models, with diesel generators as essential backup power configurations due to the aging and fragmented U.S. power grid [1] - Major companies like xAI, OpenAI, and Meta have implemented self-supply power solutions to ensure stable operation of their computing clusters [1] Group 2: Demand for Diesel Generators - The construction of data centers is in a high-growth cycle, with significant capital expenditures from domestic and international internet companies driving demand for diesel generators [2] - Google has raised its total capital expenditure for 2025 Q3 to $91-93 billion, while Microsoft plans to double its global data center scale within two years, indicating robust demand for backup power solutions [2] - The global market for data center generators is projected to grow from $6 billion in 2023 to $12 billion by 2030, highlighting the increasing need for diesel generators [2] Group 3: Supply and Pricing Dynamics - Foreign orders for diesel generators are experiencing long-term saturation, leading to a continuous increase in prices due to a tight supply-demand balance [3] - Major foreign brands like Cummins and Caterpillar dominate the large diesel engine market, with some orders having delivery cycles of 12-18 months, contributing to supply constraints [3] - Domestic manufacturers are seizing the opportunity for domestic substitution but face capacity limitations, resulting in ongoing demand for high-power diesel generators [3] Group 4: Cost Pressures and Inflation Transmission - The costs of key components for large diesel engines, such as high-pressure fuel injection and electronic control systems, are rising, primarily driven by foreign suppliers [4] - The scarcity of supply allows manufacturers with core component production capacity to exert pricing power, leading to inflation being transmitted downstream, resulting in a new round of price increases for large diesel engines used in data centers [4] Investment Recommendations - Beneficiaries of this trend include companies such as Weichai Power, Weichai Heavy Machinery, Zhongyuan Inner配, Tianrun Industrial, Changyuan Donggu, and Weifu High-Tech [4]

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个别及连带责任。 重要内容提示： 2025年1月1日至2025年12月31日 （二）业绩预告情况 1.经财务部门初步测算，预计2025年实现归属于母公司所有者的净利润为人民币38,000万到42,000万元 之间，与上年同期（法定披露数据）相比，将增加14,963.28万元到18,963.28万元，同比增加64.95%到 82.32%。 2.扣除非经常性损益事项后，预计2025年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人民 币34,600万元到38,600万元，与上年同期（法定披露数据）相比，将增加12,943.26万元至16,943.26万 元，同比增加59.77%到78.24%。 ● 襄阳长源东谷实业股份有限公司（以下简称"公司"）预计2025年实现归属于母公司所有者的净利润为 人民币38,000万到42,000万元之间，与上年同期（法定披露数据）相比，将增加14,963.28万元到 18,963.28万元，同比增加64.95%到82.32%。 ● 预计2025年实现归属于母公 ...

长源东谷1月23日公告，预计2025年归母净利润3.8亿元-4.2亿元，同比增长64.95%-82.32%。 ...