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 ...

证券日报网讯12月22日，长源东谷（603950）在互动平台回答投资者提问时表示，公司主营业务为发动 机核心零部件的研发、生产及销售，主要产品为柴油、汽油、天然气发动机缸体、缸盖、连杆等。公司 目前主要客户包括福田康明斯、东风康明斯、西安康明斯、重庆康明斯、东风商用车、广西玉柴、上柴 股份、三一重工（600031）、比亚迪（002594）、赛力斯（601127）等大型发动机整机和大型整车生产 厂商，公司不存在单一客户依赖风险。前五大客户的详细数据请查看公司定期报告。 ...

近日，据中国证券监督管理委员会网上办事服务平台信息显示，四川证监局受理了成都正恒动力股份有限公司提交的向不 特定合格投资者公开发行股票并在北京证券交易所上市辅导备案的申请，备案时间为2025年12月4日，辅导机构为广发证 券。 据辅导备案报告披露，广发证券与正恒动力辅导协议签署时间为2025年12月3日。另外，参与辅导工作的证券服务机构还包 括北京德恒律师事务所及中汇会计师事务所(特殊普通合伙)。 | 辅导 协 议 签署时间 | 2025 年 12月 3 日 | | --- | --- | | 辅导机构 广发证券股份有限公司 | | | 律师事务 | 北京德恒律师事务所 | | 所 | | | 会计师事 | 中汇会计师事务所(特殊普通合伙) | | 多 所 | | 值得注意的是，正恒动力曾于2022年6月申报创业板IPO并获深交所受理，于2023年6月9日经深交所上市审核委员会审议通 过，保荐机构、会计师事务所、律师事务所分别为东吴证券股份有限公司、中汇会计师事务所（特殊普通合伙）和北京德 恒律师事务所，评估机构为中威正信（北京）资产评估有限公司。 不过，因正恒动力、保荐人撤回发行上市申请，2025年2月12 ...

为使广大投资者更加全面、深入地了解襄阳长源东谷实业股份有限公司（以下简称"公司"）2025年第三 季度业绩情况，公司根据上海证券交易所的有关规定，于2025年11月25日16:00-17:00在上海证券交易所 上证路演中心平台（网址：http://roadshow.sseinfo.com/）以网络互动方式召开了公司2025年第三季度业 绩说明会。关于本次说明会的召开情况，公司已于2025年11月20日在上海证券交易所网站和指定媒体上 披露了《襄阳长源东谷实业股份有限公司关于召开2025年第三季度业绩说明会的公告》（公告编号： 2025-046）。 现将有关情况公告如下。 一、业绩说明会召开情况 2025年11月25日下午16:00-17:00，公司董事、总经理李从容女士，独立董事施军先生，财务总监王红云 女士，董事会秘书刘网成先生线上出席了本次业绩说明会，通过网络文字互动方式与投资者进行互动交 流和沟通，就投资者普遍关注的问题进行了回答。 二、投资者提出的主要问题及公司的回答情况 问题1：请问公司目前柴油发动机客户主要有哪些？ 答：尊敬的投资者，您好。公司目前柴油、天然气发动机缸体、缸盖的主要客户包括福田康明 ...

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 - Changyuan Donggu's performance remains stable, with significant revenue and profit growth in the third quarter of 2025, driven by increased sales and cost efficiency [1][2]. Financial Performance - The company reported a revenue of 612 million yuan in Q3 2025, representing a year-on-year increase of 23.84% [1]. - The net profit attributable to shareholders reached 110 million yuan in Q3 2025, showing a year-on-year growth of 84.10% [1]. - For the first three quarters of 2025, total revenue was 1.648 billion yuan, up 29.75% year-on-year, while operating costs were 1.218 billion yuan, increasing by 23.91% [1]. Business Development - Changyuan Donggu has shown strong growth in the new energy hybrid cylinder block and head business, receiving multiple customer development notifications [2]. - In June 2025, the company was confirmed as a designated supplier for a well-known domestic automaker, with a projected sales amount of 450 million to 500 million yuan over a five-year project lifecycle [2]. - The company plans to continue its dual-track strategy in traditional and new energy sectors, aiming to enhance market share in diesel and natural gas engine businesses while advancing new energy vehicle components [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]