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发力出口业务 东风和日产豪掷10亿“二次合资”
Jing Ji Guan Cha Wang· 2025-08-06 11:01
日产中国与东风集团股份新设合资出口公司,并不令人意外。近几年,双方的合资公司东风日产在华销量已持续下滑,增加出口销量是当务之急。东风集团 股份发布的数据显示,2021年至2024年,东风日产累计销量分别为106.71万辆、91.73万辆、72.31万辆、63.12万辆,同比分别下滑11.04%、14.04%、 21.53%、12.7%。今年1至6月,东风日产累计销量25.28万辆,同比下滑23.5%。 东风日产在国内拥有一百多万的年产能,销量低迷已造成产能空置。根据东风日产官网信息,该公司目前在广州、襄阳、郑州、大连、武汉均有产能布局, 整车年产能约148万辆。按照2024年年产量(63.28万辆)计算,东风日产目前的产能利用率只有43%左右。 为此,东风日产从去年开始通过关闭工厂、转让产能等方式实施降本增效。2024年,东风日产关闭了位于江苏常州的年产能约12万辆整车工厂。今年7月, 岚图汽车收购了原本由东风日产使用的东风集团股份旗下一个年产15万辆整车工厂。 另外,日产汽车在2024年3月发布"The Arc日产电弧计划"时就曾明确指出,2025年开始在中国市场整车出口,第一阶段实现出口10万辆的目标。 ...
浅析中国一汽、东风汽车、长安汽车车企布局
7月29日,中国长安汽车集团有限公司正式组建,这是继中国一汽、东风汽车之后的第三家汽车类央 企。至此,我国已形成由一汽、东风、长安三大企业组成的庞大阵容,并拥有各自独特的业务布局与战 略规划,肩负着推动中国汽车产业发展的重任。 中国第一汽车集团有限公司 除了民用车之外,中国一汽在商用车领域也十分具有建树。一汽解放是国内专业生产商用车(卡车)的 企业之一,生产车型涵盖重型、中型、轻型卡车、客车,以及发动机、变速箱、车桥等核心零部件,拥 有从毛坯原材料到核心零部件、从关键大总成到整车的完整制造体系。公司产品主要用于牵引、载货、 自卸、专用、公路客运、公交客运等各个细分市场。截至2024年,一汽解放已在全国战略布局了长春、 青岛、广汉、柳州、佛山5大整车生产基地,达成了41.8万辆/年的总产能规模。截至2024年12月31日, 一汽解放总资产为727.49亿元,同比增加6.85%;2024年1—12月,实现营业收入为585.81亿元,实现整 车销售25.11万辆,同比增长3.90%,国内市场份额占比达到20%以上。 中国第一汽车集团有限公司(简称中国一汽)是国有特大型汽车企业集团,总部位于吉林省长春市,前 身为第一 ...
东风集团股份(00489) - 发行人截至二零二五年七月三十一日的证券变动月报表
2025-08-06 08:50
FF301 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 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8月6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 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 ...
东风集团股份等成立科技新公司,含AI业务
人民财讯8月6日电,企查查APP显示,近日,东信车路云(十堰)科技有限公司成立,法定代表人为柳慧 国,注册资本5.1亿人民币,经营范围含人工智能公共服务平台技术咨询服务、人工智能公共数据平 台、人工智能理论与算法软件开发等。企查查股权穿透显示,该公司由中国移动(600941)通信集团湖 北有限公司、东风集团股份旗下东风畅行科技股份有限公司等共同持股。 ...
第一批15+大终端报告剧透!2025高分子产业年会邀您9月10日共聚合肥!
DT新材料· 2025-08-05 16:04
Core Viewpoint - The conference focuses on the development trends of the polymer industry, emphasizing new resins, materials, equipment, and emerging applications such as embodied robots, low-altitude economy, aerospace, new energy vehicles, and electromagnetic shielding [1]. Group 1: Conference Overview - The event will take place from September 10-12, 2025, in Hefei, Anhui [1]. - It aims to promote collaboration among industry, academia, research, and finance to explore high-quality development directions for modified plastics and high-performance materials [1]. Group 2: Organizers and Support - Organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) with the chairmanship of Qian Xigao, an academician of the Chinese Academy of Engineering [2]. - Supported by various institutions including the China New Materials Industry Technology Innovation Platform and the Anhui Composite Materials Industry Association [2]. Group 3: Expert Advisory Team - The advisory team includes prominent figures such as Liu Xiaobo, a foreign academician of the Russian Academy of Sciences, and Yang Jie, a professor at Sichuan University specializing in polymer materials [2]. Group 4: Featured Guests and Companies - Notable guests include representatives from leading companies in the new energy vehicle sector, such as Xiaopeng Motors and Lantu Motors, focusing on new material applications [5][6]. - The conference will also feature experts from the robotics field, including CEOs from companies specializing in humanoid robots [8][9]. Group 5: Emerging Applications - The conference will address applications in the low-altitude economy and aerospace, with contributions from experts at China Aerospace Science and Technology Corporation and other specialized research centers [15][16]. - Discussions will include advancements in electromagnetic polymer composite materials, with insights from companies like Xinyi Communication and ZTE [12][13]. Group 6: Participation and Fees - Participation fees are set at 3,500 yuan per person for corporate representatives, with discounts for DT members and group registrations [21].
东风乘用车业务再整合 奕派科技能否打开新局面?
Jing Ji Guan Cha Wang· 2025-08-05 05:19
Core Viewpoint - Dongfeng Motor Corporation is undergoing a significant restructuring of its passenger vehicle segment, integrating Dongfeng Nano and Dongfeng Yipai into a new entity called Yipai Technology, aiming to enhance efficiency and market competitiveness through a new strategic plan called "Future Wings" [2][9]. Group 1: Strategic Changes - The new strategy focuses on four pillars: technology, products, branding, and overseas expansion to accelerate the growth of Yipai Technology [2]. - The integration of Dongfeng Nano into Dongfeng Yipai aims to consolidate brand strength and target the mid-to-high-end market in collaboration with Huawei [3][4]. - Dongfeng Yipai will launch two product series: a high-end intelligent series developed with Huawei and a mainstream technology series aimed at young consumers [3][4]. Group 2: Market Positioning - Dongfeng Nano, launched in August 2023 as a "national pure electric professional brand," targets the small electric vehicle market, with sales of approximately 28,000 units in the first half of the year, including a 40.3% year-on-year decline in the main model, Nano 01 [4][5]. - The restructuring reflects a response to intense competition in the automotive industry, where companies are merging brands to reduce costs and enhance efficiency [5]. Group 3: Operational Efficiency - The restructuring aims to create a closed-loop management system across the entire value chain, improving decision-making efficiency by consolidating research, production, sales, and service functions within a single framework [9]. - Dongfeng's new organizational structure allows for quicker decision-making and resource allocation, enabling focused investment in key products and projects [9][10]. - The company has decentralized decision-making authority, allowing Yipai Technology to make product and business policy decisions independently, which is expected to enhance operational efficiency [9][10]. Group 4: Future Outlook - By 2028, Yipai Technology plans to expand its product lineup to 20 models, with Dongfeng Fengshen focusing on the A and B segment markets, aiming for 10 models in the same timeframe [6][8]. - The success of this restructuring will be crucial for Dongfeng's position in the domestic automotive industry, as it seeks to improve efficiency and resource integration in a competitive market [10].
车厂300万/500万辆年销目标扎堆,消费者都不够用了
3 6 Ke· 2025-08-05 01:43
最近一段时间,到了各大车企做下一个五年计划时刻,不少企业纷纷抛出要在2030年实现500万辆的年销规模。 7月31日,一汽集团提出了5年内冲击年销500万辆的阶段性目标;而就在前一天,刚升格的央企的长安,也宣布了要在2030年实现500万辆的整车产销规 模。 时间再往前推进,今年1月初,吉利控股集团宣布,要在2027年冲击500万辆的年销大关。而比吉利更早提出500万辆这个数字的则是比亚迪,他们计划 2025年就要达成这一目标。 一家汽车企业或者集团,要达成500万辆,什么概念?相当于进入全球汽车集团前五。如果这4家车企都宣布要达成500万辆,那动辄2000万辆的规模,几 乎要吃掉国内一大半的市场份额,放在全球9000多万辆的汽车年销规模中,也要占据近四分之一的地位。 咱中国车企的目标之宏伟,着实令人敬佩不已。 如果说500万辆离当下还很遥远,那么300万辆的这个目标,可是很多车企提出要在今年达成的。经统计,目前已经有长安、吉利、奇瑞、东风集团四家车 企,明确表示要在今年达成300万辆的销量目标。 按照同样的方式测算,比亚迪的550万,上汽集团的450万,一汽集团的345万,再加上上述4家车企各300万的体量 ...
东风汽车整合三大自主品牌 央企新势力加速提振市占率
"几个品牌在技术和定位上具有天然的互补性,风神有着成熟的混动和燃油技术,奕派具备先进的量子 平台纯电架构,纳米则有着小型化的三电系统。"东风奕派科技党委书记、副总经理张俊表示,定位方 面,奕派主打15万元至25万元市场区间,纳米则聚焦6万元至10万元区间。整合后将形成更完整的产品 矩阵,覆盖更广泛的消费群体。 张俊透露,整合还将为经销商带来实实在在的好处。我们将开放跨品牌授权,让优质经销商从原来只能 销售两款车型,扩展到可以销售四款车型,这将显著提升经销商的经营能力和市场竞争力。 ● 龚梦泽 熊永红 东风汽车集团股份有限公司(简称"东风汽车")品牌整合正在加速推动。8月1日晚,东风汽车在武汉宣 布正式整合旗下东风风神、东风纳米和东风奕派三个自主乘用车品牌,举行东风奕派科技有限公司(简 称"东风奕派科技")战略发布会暨新车发布会。新公司将下设两个汽车品牌:原纳米品牌将并入奕派, 与风神并列为新公司两大品牌。 活动现场,东风汽车党委书记、董事长杨青表示,东风奕派科技将作为集团"自主乘用车事业的主力 军",旗下品牌产品将面向多元化的用户市场。东风汽车将以深厚的央企优势,支持东风奕派科技创新 突破,跨越发展。 整合三 ...
东风汽车整合三大自主品牌央企新势力加速提振市占率
Core Viewpoint - Dongfeng Motor Group is accelerating the integration of its brands, officially merging Dongfeng Fengshen, Dongfeng Nami, and Dongfeng Yipai into Dongfeng Yipai Technology, which will serve as the main force in the group's independent passenger vehicle sector [1][2]. Group 1: Brand Integration - Dongfeng Yipai Technology was established to consolidate three brands, focusing on centralized R&D, production, supply chain, sales, and service, enhancing resource allocation for the independent passenger vehicle sector [1][2]. - The integration aims to create a more complete product matrix, covering a wider consumer base, with Yipai targeting the 150,000 to 250,000 yuan market and Nami focusing on the 60,000 to 100,000 yuan segment [2]. Group 2: Operational Efficiency - The merger is expected to improve operational efficiency by closing the gaps in the previous decentralized structure, allowing for better information flow and decision-making [3][4]. - The integration will also benefit dealers by allowing them to sell multiple models, thus enhancing their operational capabilities and market competitiveness [3]. Group 3: Strategic Partnerships - Dongfeng Yipai Technology is expanding its collaboration with leading technology service providers, including CATL, Momenta, Baidu, Tencent, and AutoNavi, to create an "Yipai+" ecosystem [3]. - The partnership with Huawei is particularly significant, involving joint definition, development, co-creation, and marketing, aimed at integrating Dongfeng's mechanical expertise with Huawei's smart technology [4].
日产百亿汽车工厂7.23亿卖身岚图?东风汽车:严重失实
Xin Jing Bao· 2025-08-04 16:04
Group 1 - The Wuhan Economic and Technological Development Zone announced that Lantu Automotive plans to acquire a land parcel from Dongfeng Motor Group for approximately 723 million yuan, covering an area of about 1.2035 million square meters, with a land price of 400,600 yuan per mu [1] - The land in question is the site of the Dongfeng Nissan Wuhan Yunfeng factory, which began production in May 2022 with an annual capacity of 150,000 vehicles, expandable to 300,000, and is equipped for flexible production of various vehicle types [1] - Starting from June 2024, the Yunfeng factory will begin contract manufacturing for Lantu Automotive, with the first batch of Lantu's new pure electric SUV, Zhiyin, expected to roll off the production line in September 2024 [1] Group 2 - Dongfeng Motor Group responded to rumors regarding the sale of the factory, clarifying that the 723 million yuan figure refers to the land use rights transfer price, and not the overall asset value of the factory, which was misrepresented by some media outlets [2]