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]

数据显示，广发基金旗下1只基金重仓长源东谷。广发盛锦混合A（012526）二季度持有股数210.01万 股，占基金净值比例为4.13%，位居第五大重仓股。根据测算，今日浮盈赚取约455.73万元。 广发盛锦混合A（012526）成立日期2021年8月30日，最新规模12.18亿。今年以来收益21.78%，同类排 名3934/8174；近一年收益36.44%，同类排名4579/7982；成立以来亏损36.27%。 9月16日，长源东谷涨6.44%，截至发稿，报35.89元/股，成交5024.79万元，换手率0.44%，总市值 116.33亿元。 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 段涛累计任职时间5年123天，现任基金资产总规模22.79亿元，任职期间最佳基金回报66.83%， 任职期 间最差基金回报-45 ...

Group 1 - The stock of Changyuan Donggu fell by 5.3% on September 1, trading at 31.79 yuan per share, with a transaction volume of 1.04 billion yuan and a turnover rate of 0.99%, resulting in a total market capitalization of 10.304 billion yuan [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 business revenue composition includes cylinder blocks (55.32%), cylinder heads (34.97%), connecting rods (5.61%), and other products (2.11% and 1.98%) [1] Group 2 - According to data, one fund under China Merchants Asset Management holds a significant position in Changyuan Donggu, with the China Merchants Core Advantage Mixed D Fund (880006) holding 27,700 shares, accounting for 2.26% of the fund's net value, making it the third-largest holding [2] - The China Merchants Core Advantage Mixed D Fund was established on January 23, 2025, with a latest scale of 12.2702 million yuan and a cumulative return of 19.49% since inception [2] Group 3 - The fund manager of the China Merchants Core Advantage Mixed D Fund is Li Chuan, who has been in the position for 222 days, with total fund assets of 30.7199 million yuan [3] - During Li Chuan's tenure, the best fund return was 18.63%, while the worst return was 7.73% [3]

Meeting Overview - The 2024 Annual General Meeting of Bohai Automotive Systems Co., Ltd. is scheduled for May 16, 2025, at 14:00 [3] - The meeting will be held at the company's conference room located at No. 569, Bohai 21st Road, Binzhou, Shandong Province [3] - Voting will be conducted through a combination of on-site and online methods, utilizing the Shanghai Stock Exchange's network voting system [3][4] Agenda Items - The meeting will include the announcement of the meeting's commencement, selection of monitors, and review of various proposals [4] - Independent directors will present their annual work reports, which are non-voting items [4] Financial Performance - The company reported a net loss of RMB 1.26373 billion for 2024, with retained earnings of -RMB 986.20 million as of December 31, 2024 [19][20] - The proposed profit distribution plan for 2024 is to not distribute any profits or implement any capital reserve transfers due to the negative net profit [19][20] Business Operations - In 2024, the company sold 23.24 million pistons, marking a year-on-year increase of 5.25% [7] - The company has strengthened its market position in the commercial vehicle sector, particularly in the gas heavy truck market, achieving a record market share [7][8] - The company has established deep collaborations with major clients such as Chery, BYD, and Beijing Benz, contributing to increased sales of lightweight products [8] Strategic Focus - The company aims to enhance operational efficiency and profitability by focusing on core business areas, particularly piston products and lightweight business [24][25] - Plans include optimizing asset structure and promoting the revitalization of underperforming assets to achieve profitability [25] Industry Context - The automotive industry in China saw production and sales reach 31.28 million and 31.44 million vehicles respectively in 2024, maintaining a scale above 30 million [10] - The commercial vehicle market experienced a decline, with production and sales down by 5.8% and 3.9% year-on-year [10] - The trend towards lightweight vehicles is expected to accelerate due to the push for energy conservation and emissions reduction, presenting opportunities for domestic automotive parts manufacturers [11]