Core Insights - Dongfeng Group's cumulative automobile sales for January to September 2025 reached 1,316,768 units, representing a year-on-year decline of approximately 3.6% [1] - The sales of new energy vehicles (NEVs) amounted to 361,931 units, showing a significant year-on-year growth of about 35.6% [1] - The parent company, Dongfeng Motor Group Co., Ltd., reported cumulative automobile sales of 1,703,428 units for the same period, down approximately 5.4% year-on-year [1] - Dongfeng's subsidiary, Dongfeng Motor Co., Ltd., recorded cumulative automobile sales of 92,146 units, reflecting a year-on-year decrease of about 20.3% [1]

- 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因公告全部或任 何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 DONGFENG MOTOR GROUP COMPANY LIMITED* 東風汽車集團股份有限公司 （於 中華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股份代號：489） 自願公告 2025 年 9 月產銷快報 | 單 位 | | | 生產量 | | | | | 銷售量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 當期 | 同期 | 本年累計 | 同期累計 | 累計同比 | 當期 | 同期 | 本年累計 | 同期累計 | 累計同比 | | 奕派科技 | 27,265 | 21,817 | 187,298 | 139,096 | 34.7% | 30,364 | 25,544 | 191,494 | 144,608 | 32.4% | | 嵐圖汽車 | 16,715 ...

该公司成立于2006年8月，经营范围包括汽车零部件及配件制造、汽车零部件研发、汽车零配件批发 等，现由东风汽车集团有限公司全资持股。 天眼查App显示，近日，东风鸿泰控股集团有限公司发生工商变更，企业名称变更为东风汽车集团跃创 科技有限公司；原股东中国东风汽车工业进出口有限公司、武汉经开投资有限公司退出；注册资本由约 5.02亿人民币增至约7.02亿人民币，增幅约40%；高守武卸任法定代表人，由夏晓川接任，同时多位高 管发生变更。 天眼查App显示，近日，东风鸿泰控股集团有限公司发生工商变更，企业名称变更为东风汽车集团跃创 科技有限公司；原股东中国东风汽车工业进出口有限公司、武汉经开投资有限公司退出；注册资本由约 5.02亿人民币增至约7.02亿人民币，增幅约40%；高守武卸任法定代表人，由夏晓川接任，同时多位高 管发生变更。 ...

天眼查资料显示，东风汽车集团股份有限公司，成立于2001年，位于武汉市，是一家以从事汽车制造业 为主的企业。企业注册资本858937万人民币。通过天眼查大数据分析，东风汽车集团股份有限公司共对 外投资了45家企业，参与招投标项目5000次，专利信息5000条，此外企业还拥有行政许可156个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 专利摘要显示，本发明涉及电磁超材料技术领域，公开了相位调控单元的相位调制结构的设计系统、方 法及温控电磁屏蔽阵列的设计方法，包括：几何相位确认模块用于根据琼斯矩阵的矢量运算确定该相位 调控单元的几何相位调控参数；传输相位确认模块用于根据琼斯矩阵的矢量运算确定该相位调控单元的 传输相位调控参数。本发明在相位调控单元中引入相变材料，构建相变材料与金属的复合表面图案，通 过相变材料金属态‑绝缘态切换，单元在不同频段获得接近180°的几何相位差与传输相位差。基于此设 计2‑bit单元构建单元阵列，通过温度变化切换工作频带，在两个温度点实现不同的电磁屏蔽特性，解决 高频、宽频电磁屏蔽技术难题。 国家知识产权局信息显示，东风汽车集团股份有限公 ...

Core Viewpoint - Lantu Automotive has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step towards its IPO and showcasing the company's rapid development efficiency [1][2]. Group 1: Company Overview - Lantu Automotive, established in April 2019, is a high-end electric vehicle brand under Dongfeng Group, covering sedan, SUV, and MPV segments [2]. - The company aims to replace Dongfeng Group as the H-share listing platform following its introduction listing [3]. Group 2: Financial Performance - For the period from January to July 2025, Lantu Automotive achieved revenue of 15.782 billion yuan, a year-on-year increase of 90.2%, and a net profit of 434 million yuan, marking a turnaround from losses [1][5]. - The gross profit margin improved to 21.3%, indicating strong operational resilience and growth potential [5]. Group 3: Market Position and Growth - Lantu Automotive's vehicle deliveries increased by 85% year-on-year in the first nine months of 2025, with a total of 96,992 vehicles delivered [5][6]. - The company plans to launch 1-3 new models annually, aiming to have 6-9 models by the end of 2026, expanding its retail network to 1,000 points across over 200 cities in China [6].

FF301 致：香港交易及結算所有限公司 公司名稱: 東風汽車集團股份有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00489 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,828,982,000 | RMB | | | 1 RMB | | 2,828,982,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,828,982,000 | RMB | | | 1 RMB | | 2,828,982,000 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 | 2 ...

Core Viewpoint - Dongfeng Motor Group announced that Lantu Automotive has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step towards its IPO process [1][3] Group 1: Listing Process - Lantu Automotive has been discussing the possibility of an IPO since 2023, with the formal announcement made in August regarding its introduction listing on the Hong Kong market [3] - The entire process from planning to the submission of the listing application took just over a month, indicating a rapid progression [6] - The introduction listing method allows existing securities to be traded without issuing new shares, simplifying the listing process and aligning with Dongfeng Group's privatization efforts [6] Group 2: Financial Performance - Dongfeng Motor Group reported a revenue of 54.533 billion yuan for the first half of the year, a year-on-year increase of 6.6%, but a net profit decline of 91.96% to 55 million yuan [6] - In contrast, Lantu Automotive's performance is notable, with projected revenues of 6.05 billion yuan, 12.75 billion yuan, and 19.36 billion yuan from 2022 to 2024, and expected to achieve quarterly profitability by Q4 2024 [6][10] - For the first seven months of this year, Lantu Automotive achieved a revenue of 15.781 billion yuan, a year-on-year growth of 90.2%, with a profit of 434 million yuan [6] Group 3: Market Strategy and Growth - Lantu Automotive, established in 2018, has launched several models and aims to produce 200,000 vehicles this year, with a cumulative sales figure of 96,992 vehicles by the end of September, reflecting an 85% year-on-year increase [8] - The company plans to introduce 1 to 3 new models annually, targeting a total of 6 to 9 models by the end of 2026, and expand its retail network to 1,000 locations across over 200 cities [8] - Lantu Automotive is also focusing on expanding into strategic markets in Europe, the Middle East, and Central Asia to enhance its global competitiveness [8]

Market Overview - The Hong Kong stock market experienced a pullback after three consecutive days of gains, with the Hang Seng Index closing down 0.54% at 27,140.92 points, while the total trading volume reached 134.78 billion HKD [1] - Despite the pullback, the Hang Seng Index saw a weekly increase of 3.88%, indicating a positive trend overall [1] - Analysts from Founder Securities suggest that the upward trend in the Hong Kong market is not over, particularly highlighting opportunities in undervalued stocks represented by the Hang Seng Technology Index [1] Blue-Chip Stocks Performance - Alibaba (09988) rose 1.09% to 185.1 HKD, contributing 30.27 points to the Hang Seng Index, with Morgan Stanley raising its target price to 240 HKD [2] - Other blue-chip stocks like Hansoh Pharmaceutical (03692) and SMIC (00981) also saw gains, while China Resources Mixc Lifestyle (01209) and Li Auto (02015) faced declines [2] Sector Highlights - Large technology stocks generally declined, with Xiaomi down 1.43% and Tencent down 0.44%, while Alibaba saw an increase [3] - Nuclear energy stocks surged, with China National Nuclear Power (02302) rising over 21% due to recent advancements in fusion energy projects [3] - Cryptocurrency stocks performed strongly, with Okex Chain (01499) up 13.24% and Bitcoin prices surpassing 120,000 USD [4][5] Gold and Commodities - Gold stocks generally fell, with Tongguan Gold (00340) down 4.17% following a significant drop in gold prices [6] - Zijin Mining International is set to be included in the Hang Seng Composite Index by October 2025, reflecting its large market capitalization and liquidity [7] Notable Stock Movements - Dazhong Public Utilities (01635) surged 22.99% after announcing its stake in a tech company preparing for an IPO [8] - Shuangdeng Co. (06960) rose 13.36%, driven by increased demand for energy storage solutions [9] - Liqian Resources (02245) reached a new high, benefiting from rising cobalt prices due to supply constraints [10] - Yunfeng Financial (00376) gained 6.16% after announcing a strategic partnership to explore blockchain-based insurance products [11] - Dongfeng Motor Group (00489) increased by 4.71% following the submission of an IPO application for its electric vehicle subsidiary [12]

Group 1 - Morgan Stanley reports that Dongfeng Group's electric vehicle startup, Lantu, has submitted detailed listing application documents, indicating an acceleration in the spin-off listing process, which is expected to positively impact the stock price [1] - Lantu's average selling price in the first seven months of 2025 increased by approximately 1% compared to 2024, contrary to the previous expectation of a 5% decline, suggesting potential revenue upside [1] - The gross margin for Lantu in the first seven months of 2025 reached 21.3%, comparable to the full-year margin of 21% in 2024, positioning it among the industry leaders [1] Group 2 - Dongfeng Group's privatization is estimated to provide approximately HKD 10.65 per share in cash and value, broken down into HKD 6.68 in cash and an estimated HKD 3.97 per share for Lantu stock, based on a sales multiple of 1.25 times [2] - The valuation multiple for Lantu is considered to be at the lower end of the range for H-shares, primarily due to uncertainties in the transaction timeline and limited business and financial transparency prior to Lantu's official listing [2]

Group 1 - Dongfeng Group's stock price increased by over 6%, reaching HKD 9.69 during trading [1] - Lantu Automotive Technology Co., Ltd. submitted its listing application to the Hong Kong Stock Exchange on October 2 [1] - Lantu is a high-end smart new energy brand under Dongfeng Motor Corporation [1]