联德股份的下游客户已全面深度参与AIDC产业链的温控与能源供给核心环节。这些客户通过技术迭代 与场景落地，已成为AIDC产业链不可或缺的核心力量，为联德股份打开了广阔市场空间。 在温控领域，作为业绩"基本盘"的压缩机零部件业务，联德股份核心产品磁悬浮压缩机零部件凭借高精 度、低能耗优势，持续抢占高端市场份额。公司长期合作的江森自控、特灵科技、开利空调等全球顶尖 温控龙头企业，为AIDC场景提供关键制冷设备解决方案。 本报讯 （记者李春莲）10月27日晚间，杭州联德精密机械股份有限公司（以下简称"联德股份"）披露 的2025年三季报显示，公司前三季度收入9.30亿元，同比增长9.27%，归母净利1.78亿元，同比增长 21.56%。其中第三季度实现收入3.44亿元，同比增长25.62%，创单季历史新高；归母净利润0.69亿元， 同比增长41.47%，在行业波动背景下展现出强劲经营韧性，连续两个季度实现大幅提升。这一业绩表 现，恰是公司产品在AI终端应用领域战略布局与行业主线同频共振的缩影。 联德股份深耕精密机械制造领域，其主营产品为高精度机械零部件以及精密型腔模产品，公司完整布局 温控系统、液冷服务器、柴油发动 ...

10月24日，长源东谷盘中上涨2.00%，截至10:18，报34.68元/股，成交4659.11万元，换手率0.42%，总 市值112.41亿元。 资金流向方面，主力资金净流入214.10万元，大单买入541.69万元，占比11.63%，卖出327.59万元，占 比7.03%。 长源东谷今年以来股价涨99.37%，近5个交易日跌1.14%，近20日跌4.80%，近60日涨44.14%。 今年以来长源东谷已经1次登上龙虎榜，最近一次登上龙虎榜为2月21日。 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%。 长源东谷所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：新能源车、比亚 迪概念、增持回购、汽车电子、中盘等。 截至9月30日，长源东谷股东户数1.22万，较上期增加11.14%；人均流通股26488股，较上期减少 10 ...

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 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%。 华宝创新优选混合（000601）成立日期2014年5月14日，最新规模6.81亿。今年以来收益52.48%，同类 排名683/8159；近一年收益45.35%，同类排名978/8030；成立以来收益231.5%。 华宝创新优选混合（000601）基金经理为张金涛。 截至发稿，张金涛累计任职时间10年1天，现任基金资产总规模12.02亿元，任职期间最佳基金回报 62.24%， 任职期间最差基金回报-14.63%。 10月23日，长源东谷跌5.02%，截至发稿，报33.51元/股，成交755 ...

长源东谷三季报显示，公司2025年前三季度实现总营收16.48亿元，同比增长29.75%。成本端营业成本 12.18亿元，同比增长23.91%，费用等成本1.52亿元，同比增长1.22%。营业总收入扣除营业成本和各项 费用后，归母净利润2.74亿元，同比增长76.71%。其中，第三季度实现营业收入6.12亿元，同比增长 23.84%；净利润1.1亿元，同比增长84.10%。业绩变动主要原因是销量上升，成本费用摊薄，利润上 升。 近年来长源东谷在新能源混动缸体缸盖业务上发展势头强劲，已多次收到客户定点开发通知单。2025年 6月，长源东谷收到国内某知名车企的定点通知函，确定为该客户某系列发动机缸体半成品的定点供应 商。根据客户规划，该项目预计在2025年第4季度开始量产，生命周期为5年，销售总金额预计为4.5亿 元至5.0亿元，该项目将对公司未来经营业绩产生积极影响。 未来，长源东谷将继续推行传统能源与新能源双轨并行的战略，在商用车领域，全力提升柴油、天然气 发动机业务的市场占有率。在新能源乘用车领域，公司将以新能源混动、增程式车型发动机缸体、缸盖 业务为切入点，大力推进新能源业务的发展。 责编：ZB 长江商报 ...

Core Insights - Changyuan Donggu experienced a decline of 5.05% on October 17, with a stock price of 35.16 CNY per share and a trading volume of 173 million CNY, resulting in a total market capitalization of 11.396 billion CNY [1] Company Overview - Changyuan Donggu Industrial Co., Ltd. is located in Xiangyang, Hubei Province, and was established on December 19, 2001, with its listing date on May 26, 2020 [1] - The company's main business involves the research, production, and sales of diesel engine components, with revenue composition as follows: cylinder blocks 55.32%, cylinder heads 34.97%, connecting rods 5.61%, others (supplementary) 2.11%, and other products 1.98% [1] Fund Holdings - Huabao Fund has a significant holding in Changyuan Donggu, specifically in the Huabao Innovation Selected Mixed Fund (000601), which held 694,400 shares in the second quarter, accounting for 2.55% of the fund's net value, ranking it as the sixth-largest holding [2] - The Huabao Innovation Selected Mixed Fund was established on May 14, 2014, with a current size of 681 million CNY and has achieved a year-to-date return of 50.64%, ranking 788 out of 8160 in its category [2] - The fund manager, Zhang Jintao, has a tenure of 9 years and 360 days, with the fund's total assets amounting to 1.202 billion CNY and a best return of 62.24% during his management period [2]

Core Viewpoint - Changyuan Donggu experienced a stock price decline of 2.01% on October 16, 2023, with a current price of 37.04 CNY per share and a total market capitalization of 12.006 billion CNY [1] Financial Performance - For the first half of 2025, Changyuan Donggu reported a revenue of 1.035 billion CNY, representing a year-on-year growth of 33.52%, and a net profit attributable to shareholders of 164 million CNY, reflecting a 72.07% increase compared to the previous year [2] - Since its A-share listing, the company has distributed a total of 448 million CNY in dividends, with 69.796 million CNY distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Changyuan Donggu decreased by 7.97% to 11,000, while the average number of tradable shares per person increased by 8.49% to 29,440 shares [2] - The top ten circulating shareholders include several new entrants, such as Huazhong Innovation Mixed Fund and Huazhong Dynamic Flexible Allocation Mixed Fund, while some previous shareholders have reduced their holdings [3] Stock Market Activity - The stock has seen a significant increase of 112.93% year-to-date, with a 2.86% rise over the last five trading days and a 43.51% increase over the past 60 days [1] - The company has appeared on the stock market's "Dragon and Tiger List" once this year, with the last occurrence on February 21 [1] Business Overview - Changyuan Donggu, established on December 19, 2001, specializes in the research, production, and sales of diesel engine components, with its main revenue sources being cylinder blocks (55.32%), cylinder heads (34.97%), and connecting rods (5.61%) [1] - The company operates within the automotive industry, specifically in the automotive parts sector, and is associated with concepts such as BYD, National VI standards, and new energy vehicles [1]

Group 1 - The core viewpoint of the news is that Changyuan Donggu has seen a stock price increase of 5.04%, reaching 37.50 CNY per share, with a total market capitalization of 12.155 billion CNY [1] - The company, founded on December 19, 2001, and listed on May 26, 2020, specializes in the research, production, and sales of diesel engine components [1] - The main revenue composition of the company includes cylinder blocks (55.32%), cylinder heads (34.97%), connecting rods (5.61%), and other products (2.11% and 1.98%) [1] Group 2 - From the perspective of fund holdings, a fund under Changjiang Asset Management has a significant position in Changyuan Donggu, with 16,000 shares held, accounting for 3.19% of the fund's net value [2] - The fund, Changjiang Changhong Mixed Initiation A (019472), has a total scale of 11.6568 million CNY and has achieved a year-to-date return of 20.19% [2] - The fund manager, Xiang Zhihui, has been in position for 1 year and 343 days, with the best fund return during this period being 9.55% [3]

Company Overview - Changyuan Donggu is located in Xiangyang, Hubei Province, and was established on December 19, 2001. The company was listed on May 26, 2020. Its main business involves the research, production, and sales of diesel engine components [1] - The revenue composition of the company includes: cylinder blocks 55.32%, cylinder heads 34.97%, connecting rods 5.61%, and other products 4.09% [1] Stock Performance - On September 25, Changyuan Donggu's stock fell by 5.17%, closing at 36.51 CNY per share, with a trading volume of 224 million CNY and a turnover rate of 1.85%. The total market capitalization is 11.834 billion CNY [1] Fund Holdings - According to data, one fund under China Merchants Asset Management holds a significant position in Changyuan Donggu. The fund, China Merchants Core Advantage Mixed D (880006), held 27,700 shares in the second quarter, accounting for 2.26% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 55,100 CNY [2] - The fund was established on January 23, 2025, with a latest scale of 12.2702 million CNY and has achieved a return of 24.3% since inception [2] Fund Manager Information - The fund manager of China Merchants Core Advantage Mixed D is Li Chuan. As of the report, Li has been in the position for 246 days, managing total assets of 30.7199 million CNY. The best fund return during his tenure is 22.88%, while the worst return is -0.02% [3]

Group 1 - The core point of the news is the performance and financial metrics of Changyuan Donggu, which saw a stock price increase of 5.02% to 38.67 CNY per share, with a trading volume of 240 million CNY and a market capitalization of 12.534 billion CNY [1] - Changyuan Donggu, established on December 19, 2001, and listed on May 26, 2020, specializes in the research, production, and sales of diesel engine components, with revenue composition being 55.32% from cylinder blocks, 34.97% from cylinder heads, 5.61% from connecting rods, and 2.11% from other supplementary products [1] Group 2 - From the perspective of fund holdings, Guangfa Fund has a significant position in Changyuan Donggu, with Guangfa Shengjin Mixed A (012526) holding 2.1001 million shares, representing 4.13% of the fund's net value, making it the fifth-largest holding [2] - Guangfa Shengjin Mixed A has a total scale of 1.218 billion CNY and has achieved a year-to-date return of 19.36%, ranking 4370 out of 8173 in its category, while its one-year return is 30.83%, ranking 4968 out of 7996 [2]

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]