汇丰晋信双核策略混合A（000849）成立日期2014年11月26日，最新规模3.85亿。今年以来收益 2.83%，同类排名4832/8825；近一年收益61.97%，同类排名1121/8084；成立以来收益274.31%。 汇丰晋信双核策略混合A（000849）基金经理为韦钰。 截至发稿，韦钰累计任职时间2年151天，现任基金资产总规模6.49亿元，任职期间最佳基金回报 61.97%， 任职期间最差基金回报60.08%。 1月8日，长源东谷涨5.77%，截至发稿，报29.86元/股，成交1.76亿元，换手率1.89%，总市值96.79亿 元。 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%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓长源东谷。汇丰晋信双核策略混合A（000849）三季度持有 股数83.23万股，与上期相 ...

由于"美国缺电"与算力需求爆发性增长的矛盾日益尖锐，数据中心等高耗能设施对电力供给的刚性需求持续爆发，燃气轮机作为快速响应、高效稳定的供电 解决方案，正迎来历史性发展机遇。 由此，以通用电气（GE Vernova）、西门子能源（Siemens Energy）为代表的国际燃气轮机巨头股价表现强势，代表了市场对其未来增长给予了高度期待。 其中，燃气轮机龙头GE Vernova年内股价累计涨幅超115%，自分拆上市以来涨幅更是逾430%。 这股源自海外的强劲需求浪潮，正沿着产业链条层层传导，为A股市场中相关配套上市公司带来了前所未有的发展机遇。那些深度融入海外巨头发电设备产 业链的A股配套上市公司，有望在2026年迎来订单与业绩的双重爆发。 燃气轮机板块的两大逻辑共振 美国电力短缺并非一日之寒。 首先是电力缺口持续扩大。近年来，随着人工智能、数据中心、电动汽车及高端制造业的迅猛发展，美国的电力需求曲线陡峭上扬。美国能源信息署 （EIA）最新预测显示，2026年美国电力消耗将达到4267亿千瓦时，再创新高，其中AI数据中心与加密货币挖矿是需求增长的核心驱动力。摩根士丹利进一 步指出，2025-2028年美国数据中心累 ...

Group 1 - The core point of the news is that Changyuan Donggu experienced a stock price increase of 5.87%, reaching 32.29 CNY per share, with a trading volume of 110 million CNY and a market capitalization of 10.466 billion CNY as of November 6 [1] - Changyuan Donggu, established on December 19, 2001, and listed on May 26, 2020, is located in Xiangyang, Hubei Province, and specializes in the research, production, and sales of diesel engine components [1] - The main revenue composition of Changyuan Donggu includes cylinder blocks (55.32%), cylinder heads (34.97%), connecting rods (5.61%), and other products (2.11% and 1.98%) [1] Group 2 - Yongying Fund's low-carbon environmental mixed fund A (016386) is among the top ten circulating shareholders of Changyuan Donggu, having reduced its holdings by 4.6576 million shares to 4.3331 million shares, representing 1.34% of circulating shares [2] - The fund has generated an estimated floating profit of approximately 7.7563 million CNY today [2] - The fund was established on October 17, 2022, with a current scale of 153 million CNY, yielding 2.29% year-to-date, ranking 7500 out of 8149 in its category, and has incurred a loss of 10.11% over the past year, ranking 7997 out of 8053 [2] Group 3 - The fund manager of Yongying Fund's low-carbon environmental mixed fund A is Hu Ze, who has been in the position for 2 years and 156 days [3] - The total asset scale of the fund is 3.428 billion CNY, with the best fund return during Hu Ze's tenure being 124.52% and the worst being 0.37% [3] Group 4 - Yongying Fund's low-carbon environmental mixed fund A has Changyuan Donggu as its largest holding, accounting for 9.95% of the fund's net value [4] - The fund has also realized a floating profit of approximately 7.7563 million CNY from its holdings in Changyuan Donggu [4]

Core Viewpoint - Changyuan Donggu experienced a decline of 5.18% on November 4, with a stock price of 30.78 yuan per share and a total market capitalization of 9.977 billion yuan [1] Group 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] Group 2: Shareholder Information - Yongying Fund's low-carbon environmental mixed fund A (016386) is among the top ten circulating shareholders of Changyuan Donggu, having reduced its holdings by 4.6576 million shares in the third quarter, now holding 4.3331 million shares, which accounts for 1.34% of circulating shares [2] - The estimated floating loss for Yongying Fund today is approximately 7.2797 million yuan [2] Group 3: Fund Performance - The fund manager of Yongying Fund's low-carbon environmental mixed fund A is Hu Ze, who has been in the position for 2 years and 154 days, with a total asset scale of 3.428 billion yuan [3] - During Hu Ze's tenure, the best fund return was 125.03%, while the worst return was 5.74% [3] Group 4: Fund Holdings - Yongying Fund's low-carbon environmental mixed fund A has Changyuan Donggu as its largest holding, with a 9.95% proportion of the fund's net value [4] - The estimated floating loss for the fund regarding Changyuan Donggu is also approximately 7.2797 million yuan [4]

Core Insights - Changyuan Donggu experienced a decline of 5.02% on October 23, with a stock price of 33.51 CNY per share and a total market capitalization of 10.862 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%, and other products 4.09% [1] Fund Holdings - Huabao Fund has a significant position in Changyuan Donggu, with its Huabao Innovation Selected Mixed Fund (000601) holding 694,400 shares, representing 2.55% of the fund's net value, making it 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 52.48% [2] - The fund manager, Zhang Jintao, has a tenure of over 10 years, with the fund's best return during his management being 62.24% and the worst being -14.63% [2]

Core Viewpoint - Longyuan Donggu's Q3 2025 report shows significant revenue and profit growth, driven by increased sales and cost efficiency [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.648 billion yuan, a year-on-year increase of 29.75%, and a net profit attributable to shareholders of 274 million yuan, up 76.71% [1]. - In Q3 alone, revenue reached 612 million yuan, reflecting a 23.84% year-on-year growth, while net profit was 110 million yuan, marking an 84.08% increase [1]. Business Strategy - Longyuan Donggu focuses on both traditional and new energy sectors, maintaining stable performance with projected revenues of 1.116 billion yuan, 1.472 billion yuan, and 1.92 billion yuan from 2022 to 2024 [1]. - The company has received multiple customer development notifications, indicating strong growth momentum [2]. Customer Engagement - The company has been designated as a key supplier for a well-known domestic automaker, with a projected sales value of 450 million to 500 million yuan for a new engine component project set to begin production in Q4 2025 [2]. - Longyuan Donggu is actively enhancing its production capacity to meet the demands of existing clients, including a commitment to deliver significant quantities of engine components to customer Seres in 2024 [2]. Market Expansion - In the commercial vehicle sector, the company aims to increase its market share in diesel and natural gas engine businesses by leveraging its scale and advanced equipment [2]. - In the new energy passenger vehicle segment, Longyuan Donggu is focusing on hybrid and range-extended engine components, while also seeking to expand its client base among leading automotive manufacturers [3].

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]