长源东谷(603950.SH)：子公司收到新客户定点通知函

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 company's wholly-owned subsidiary, Xiangyang Changyuan Langhong Technology Co., Ltd., received a designation letter from a major passenger car manufacturer, confirming its role as a designated supplier for certain components [1]. - The project includes 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 total sales amount projected between RMB 2.2 billion and 3 billion over its lifecycle [1]. Group 2: Strategic Implications - This new customer project signifies the company's expanding presence in the passenger car market, enhancing its market share and scale production advantages [2]. - The collaboration extends the company's product offerings from engine parts to transmission components, increasing product diversity and meeting customer needs for centralized procurement [2]. - Although the project will not significantly impact the current year's financial performance, it is expected to positively influence future business revenue and operational results [2].