11月19日，隆鑫通用涨5%，截至发稿，报13.22元/股，成交1.41亿元，换手率0.53%，总市值271.48亿 元。 资料显示，隆鑫通用动力股份有限公司位于重庆市南岸区大石二支路隆鑫工业园隆鑫通用A区，成立日 期2007年6月8日，上市日期2012年8月10日，公司主营业务涉及摩托车及发动机和通用机械等业务。主 营业务收入构成为：摩托车及发动机74.58%，通用机械产品22.41%，高端零部件1.26%，大型商用发电 机组1.03%，其他0.72%。 截至发稿，苏昌景累计任职时间9年207天，现任基金资产总规模10.53亿元，任职期间最佳基金回报 105.87%， 任职期间最差基金回报-33.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，泓德基金旗下1只基金重仓隆鑫通用。泓德优质治理混合（011530）三季度持有股数25.01万 股，占基金净值比例为0.88%，位居第二大重仓股。根据测算，今日浮盈赚取约15.76万元。 泓德 ...

Group 1 - The core viewpoint of the news is that Longxin General has seen a stock price increase of 5.14% over the past three days, with a current price of 13.70 CNY per share and a market capitalization of 28.134 billion CNY [1] - Longxin General's main business includes motorcycles and engines (74.58% of revenue), general machinery products (22.41%), high-end components (1.26%), large commercial generator sets (1.03%), and others (0.72%) [1] Group 2 - According to data, a fund under CICC has Longxin General as its top holding, with a current holding of 49,200 shares, representing 0.87% of the fund's net value [2] - The CICC fund has achieved a year-to-date return of 33.07% and a one-year return of 37.79%, ranking 1461 out of 4219 and 1178 out of 3877 respectively [2] - The fund managers, Geng Shuaijun and Wang Yangfeng, have had varying tenures and performance, with Geng achieving a best return of 50.33% during his tenure [2]

Core Insights - Longxin General has seen a stock price increase of 5.14% over the past three days, closing at 13.70 CNY per share with a market capitalization of 28.134 billion CNY [1] Company Overview - Longxin General Power Co., Ltd. is located in Chongqing and was established on June 8, 2007, with its listing date on August 10, 2012 [1] - The company's main business segments include motorcycles and engines (74.58% of revenue), general machinery products (22.41%), high-end components (1.26%), large commercial generator sets (1.03%), and others (0.72%) [1] Fund Holdings - Tianhong Fund has a significant holding in Longxin General, with its Tianhong Guozheng 2000 Index Enhanced A fund (017547) being the largest shareholder, holding 43,600 shares, which constitutes 0.85% of the fund's net value [2] - The fund has generated a floating profit of approximately 10,500 CNY today and 29,200 CNY during the three-day price increase [2] Fund Performance - Tianhong Guozheng 2000 Index Enhanced A fund was established on March 23, 2023, with a current size of 27.0544 million CNY and has achieved a year-to-date return of 45.6% [2] - The fund's one-year return stands at 53.67%, ranking 487 out of 3,877 in its category [2]

Core Viewpoint - Longxin General experienced a decline in stock price and trading volume, with significant net financing outflows on October 22, indicating potential investor caution [1] Financing and Margin Trading - On October 22, Longxin General had a financing buy-in amount of 20.84 million yuan and a financing repayment of 31.33 million yuan, resulting in a net financing outflow of 10.49 million yuan [1] - The total financing and margin trading balance for Longxin General as of October 22 was 292 million yuan, with the financing balance accounting for 1.09% of the circulating market value, which is below the 10% percentile level over the past year [1] - The company had a margin repayment of 14,500 shares on October 22, with no shares sold short, and a margin balance of 1.13 million yuan, also below the 20% percentile level over the past year [1] Business Performance - For the first half of 2025, Longxin General reported a revenue of 9.75 billion yuan, representing a year-on-year growth of 27.21%, and a net profit attributable to shareholders of 1.07 billion yuan, reflecting an 82.26% increase year-on-year [2] - The company's main business revenue composition includes motorcycles and engines (74.58%), general machinery products (22.41%), high-end components (1.26%), and large commercial generator sets (1.03%) [1] Shareholder Information - As of June 30, 2025, Longxin General had 29,800 shareholders, a decrease of 1.16% from the previous period, with an average of 68,931 circulating shares per shareholder, an increase of 1.17% [2] - Cumulatively, the company has distributed 3.605 billion yuan in dividends since its A-share listing, with 1.191 billion yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 107 million shares, a decrease of 13.54 million shares from the previous period [3]

Core Viewpoint - Longxin General experienced a decline of 2.83% in stock price on October 20, with a trading volume of 469 million yuan, indicating potential market concerns regarding the company's performance and investor sentiment [1]. Financing Summary - On October 20, Longxin General had a financing buy-in amount of 19.42 million yuan and a financing repayment of 22.89 million yuan, resulting in a net financing outflow of 3.48 million yuan. The total financing and securities balance reached 314 million yuan [1]. - The current financing balance of 313 million yuan accounts for 1.14% of the circulating market value, which is below the 10% percentile level over the past year, suggesting a low financing level [1]. - In terms of securities lending, 15,100 shares were repaid, while 3,300 shares were sold, amounting to 44,100 yuan at the closing price. The remaining securities lending volume is 92,700 shares, with a balance of 1.24 million yuan, also below the 30% percentile level over the past year [1]. Business Performance - As of June 30, Longxin General reported a total of 29,800 shareholders, a decrease of 1.16% from the previous period. The average circulating shares per person increased by 1.17% to 68,931 shares [2]. - For the first half of 2025, Longxin General achieved an operating income of 9.75 billion yuan, representing a year-on-year growth of 27.21%. The net profit attributable to the parent company was 1.07 billion yuan, reflecting a significant year-on-year increase of 82.26% [2]. Dividend and Shareholding Information - Since its A-share listing, Longxin General has distributed a total of 3.605 billion yuan in dividends, with 1.191 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 107 million shares, a decrease of 13.54 million shares from the previous period. Additionally, Guangfa Innovation Upgrade Mixed Fund (002939) is a new eighth-largest circulating shareholder with 15.53 million shares [3].

Core Viewpoint - The company, Longxin General Power Co., Ltd., anticipates a significant increase in net profit for the first three quarters of 2025, projecting a rise of 69.13% to 80.26% compared to the same period last year [1][2]. Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between 1.52 billion yuan and 1.62 billion yuan for the first three quarters of 2025, an increase of 621.30 million yuan to 721.30 million yuan year-on-year [1][2]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 1.48 billion yuan and 1.58 billion yuan, reflecting a year-on-year increase of 75.65% to 87.52% [2]. Previous Year Performance - In the same period last year, the total profit was 1.044 billion yuan, with a net profit attributable to shareholders of the parent company at 898.70 million yuan, and a net profit excluding non-recurring gains and losses at 842.57 million yuan [2]. Reasons for Performance Increase - The anticipated growth in performance for the first three quarters of 2025 is attributed to the expansion of the company's motorcycle and general machinery businesses, as well as the continuous optimization of the product structure in the Wujie series [4].

Core Viewpoint - Longxin General is expected to see a significant increase in net profit for the first three quarters of 2025, with projections indicating a year-on-year growth of 69.13% to 80.26% [2] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company between 152,000 million yuan and 162,000 million yuan for the first three quarters of 2025, compared to 9,869.79 million yuan in the same period last year, marking a substantial increase [2] - The expected net profit, excluding non-recurring gains and losses, is projected to be between 148,000 million yuan and 158,000 million yuan, reflecting a year-on-year increase of 75.65% to 87.52% [2] - Last year's net profit excluding non-recurring items was 84,257.25 million yuan, with earnings per share at 0.4376 yuan per share [2] Growth Drivers - The primary reasons for the anticipated profit increase include growth in the motorcycle and general machinery businesses, as well as ongoing optimization of the structure of the Wujie series products [2]

Core Viewpoint - Longxin General (603766) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 1.52 billion to 1.62 billion yuan, representing a year-on-year growth of 69.13% to 80.26% [1] Group 1 - The primary reason for the profit increase is attributed to the growth in the motorcycle and general machinery businesses [1] - Continuous optimization of the product structure in the Wujie series also contributes to the performance improvement [1]

Core Viewpoint - Longxin General (603766.SH) expects a significant increase in net profit attributable to shareholders, projecting between 1.52 billion to 1.62 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 69.13% to 80.26% [1] Group 1 - The company's motorcycle and general machinery businesses are experiencing growth in scale [1] - The optimization of the product structure in the Wujie series is contributing to the overall performance increase [1]

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]