https://zh.app/en/r/cvco-2026-09-25Zen Horizonen2026-09-25Cavco Industries: Q1 Revenue Was Flat Against the American Homestar Pro Forma While Comparable EPS Fell 22.5%, and $543.21 Sits 26–39% Above the $390–430 Conservative Value https://zh.app/cn/r/cvco-2026-09-25纵横研报zh-cn2026-09-25Cavco Industries：2027 财年第 1 季度营收与计入 American Homestar 的备考口径持平，可比 EPS 下降 22.5%，543.21 美元的股价比 390–430 美元的保守价值高出 26–39% https://zh.app/en/r/603568-2026-09-25Zen Horizonen2026-09-25Weiming Environment: Waste-to-Energy Still Earns a 62.4% Gross Margin, but a 5.8% Nickel Margin and a Convertible Put Line CNY 0.046 Away Leave CNY 13.36 Without a Conservative Safety Margin https://zh.app/cn/r/603568-2026-09-25纵横研报zh-cn2026-09-25伟明环保：垃圾焚烧发电毛利率仍有 62.4%，但镍业务毛利率仅 5.8%、可转债回售触发线只差 0.046 元，13.36 元的股价在保守情景下没有安全边际