DONGFENG GROUP(00489)
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东风悦享换“帅”,集团销量承压,转型迫在眉睫
Guo Ji Jin Rong Bao· 2026-01-15 04:52
近日,东风汽车集团在智能网联领域的布局迎来调整。 工商信息显示,东风集团旗下智能移动出行解决方案提供商东风悦享科技有限公司(下称"东风悦享")近 期完成重大工商变动,注册资本由约7930万元增至约3.8亿元,增幅达378%。 成立于2020年12月的东风悦享,脱胎于东风汽车集团技术中心,核心业务覆盖L4级自动驾驶、无人物 流车、智慧园区运营等领域,其推出的"Sharing-VAN"系列无人小巴已在武汉、青岛等地落地示范项 目。 资本加注的同时,人事架构同步升级,唐竞卸任董事长,由展新接任,原总经理郑卿卿调任董事一职。 这场"掌门人"的替换发生在东风集团向"科技企业"转型的关键窗口期,业内人士认为这是东风要将智驾 的"雏田"加速发展成战略级科技平台的关键信号。 公开资料显示,展新长期深耕东风体系,早期任职于东风柳汽商用车技术中心,从副主任逐步升任主 任,积累了技术研发相关经验。2024年3月,他升任东风柳汽副总经理,2025年10月其再添东风汽车集 团研发总院副院长一职。他的上任释放出东风悦享将更紧密地与集团研发体系进行协同发展。 卸任董事长的唐竞,同样拥有扎实的东风体系履历。他从东风柳汽研发岗位起步,历任乘用 ...
岚图汽车获批赴港上市,东风集团将私有化退市
Zhong Guo Jing Ying Bao· 2026-01-15 02:45
Group 1 - Lantu Automotive's plan to list in Hong Kong has been approved, marking a significant step for the company to enter the capital market [1] - Dongfeng Group will privatize and delist through a merger, distributing shares of Lantu Automotive to its shareholders as part of the process [2] - The transaction involves a combination of "share distribution + absorption merger," with both core steps being interdependent and progressing simultaneously [2] Group 2 - Dongfeng Group's announcement indicates that further approvals are required from the China Securities Regulatory Commission and the Hong Kong Stock Exchange for the listing [3] - Lantu Automotive changed its business name and type in September 2025, reflecting its transition to a joint-stock company [2] - The company submitted its listing application to the Hong Kong Stock Exchange on October 2, 2025, with CICC as the sole sponsor [2]
岚图汽车赴港上市获批 东风集团股份将私有化退市
Zhong Guo Jing Ying Bao· 2026-01-15 01:00
据《中国经营报》记者了解,岚图汽车赴港上市计划始于2025年8月22日。彼时,东风集团股份公告 称,子公司岚图汽车将以介绍上市方式登陆港股,东风集团股份同步完成私有化退市。本次交易采 用"股权分派 + 吸收合并"的组合模式,两大核心环节互为前提、同步推进。在第一环节,东风集团股份 将其持有的岚图汽车79.67%股权按持股比例向全体股东分派,随后岚图汽车以介绍上市方式登陆香港 联交所。在第二环节,东风汽车全资子公司东风汽车集团(武汉)投资有限公司作为吸并主体,向东风 集团股份的控股股东东风汽车支付股权对价,向其他小股东支付现金对价,实现对东风集团股份的 100%控制。 同年9月15日,岚图汽车发生工商变更,企业名称由"岚图汽车科技有限公司"变更为"岚图汽车科技股份 有限公司",企业类型由"其他有限责任公司"变更为"其他股份有限公司(非上市)"。9月22日,卢放出 任岚图汽车董事长、总经理。10月2日,岚图汽车正式向香港联交所递交上市申请,拟以介绍上市方式 登陆香港资本市场,中金公司为其独家保荐人。 东风集团股份在公告中称,上述事项尚需取得中国证监会国际合作司对介绍上市的备案、联交所对介绍 上市的原则性批准及介绍 ...
岚图汽车港股上市已获股东批准 2025年销量超15万辆增超87%
Xin Lang Cai Jing· 2026-01-14 23:47
Group 1 - The core point of the news is that Dongfeng Group is moving forward with the privatization of Dongfeng Group Co., Ltd. and the listing of its subsidiary, Lantu Automotive, in Hong Kong [1][2][4] - Dongfeng Group has received necessary approvals from various government bodies for the privatization process, which is a significant step towards Lantu Automotive's listing [2][3] - Lantu Automotive plans to go public through an introduction listing, while Dongfeng Group will simultaneously complete its privatization and delisting [1][2] Group 2 - In 2025, Lantu Automotive is projected to achieve a total sales volume of 150,200 units, representing a year-on-year increase of 87.44% [1][7] - Lantu Automotive has shown strong financial performance, with a revenue increase to 15.782 billion yuan in the first seven months of 2025, a 90.2% year-on-year growth, and a net profit of 434 million yuan [6] - The company has successfully transitioned from losses in previous years to profitability, marking it as the first unlisted new energy vehicle company to achieve this milestone [6] Group 3 - Lantu Automotive has established a comprehensive product matrix, including models such as Lantu FREE, Lantu Dreamer, Lantu Pursuit, Lantu Zhiyin, and Lantu Taishan, covering SUV, MPV, and sedan categories [1][6] - The company has formed a strategic partnership with Huawei to enhance its technological capabilities, particularly in autonomous driving [8] - Lantu Automotive is on track to become the first high-end new energy brand under a central state-owned enterprise to reach a production scale of 300,000 vehicles [8]
两大汽车央企董事长年薪不到百万
Di Yi Cai Jing· 2026-01-14 11:57
Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the annual salary information for over 80 central enterprise leaders for 2024 [1] - Among the two major automotive central enterprises, China FAW Group's chairman, Qiu Xiandong, has the highest salary at 909,700 yuan [1] - Dongfeng Motor Group's chairman, Yang Qing, has an annual salary of 868,600 yuan [1]
东风汽车旗下悦享科技公司注册资本增至3.8亿元
Zheng Quan Ri Bao· 2026-01-14 10:06
本报讯天眼查工商信息显示,近日,东风悦享科技有限公司发生工商变更,唐竞卸任董事长,由展新接 任;同时,注册资本由约7930万元增至约3.8亿元。股东信息显示,该公司由东风汽车集团股份有限公 司、武汉凡享企业管理合伙企业(有限合伙)共同持股。 (文章来源:证券日报) ...
东风集团股份(00489) - 根据《收购守则》规则22作出的交易披露

2026-01-14 08:51
執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露: | 交易方 | 日期 | | | | 買入/賣 股份數目 | 每股價格 | 交易後數額(包括與其訂 | | 佔該類別證券的百分比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 出 | | | 有協議或達成諒解的任 | (包括與其訂有協議或 | | | | | | | | | | | 何人士的證券) | 達成諒解的任何人士的 | | | | | | | | | | | | 證券)% | | | BlackRock, Inc. | 2026 | 年 1 | 月 | 12 日 | 賣出 17,937,126 | $8.5400 | 107,284,742 | | | 4.3048% | 完 2026 年 1 月 13 日 註: 透過合併進行私有化 就東風汽車集團股份有限公司的股份的交易披露 BlackRock, Inc.憑藉持有受要約公司的普通股,所以根據第(6)類別屬受要約公司的聯繫人。 交易是為全權委託投資客戶 ...
小摩:东风集团股份重组计划获批 标志进程迈出关键一步
Zhi Tong Cai Jing· 2026-01-14 06:55
Group 1 - The core viewpoint of the article is that Dongfeng Group's stock price surged due to the approval of its restructuring plan by the mainland government [1] - The company announced a privatization plan on August 22 last year, intending to delist from the Hong Kong Stock Exchange and spin off its electric vehicle business, "Lantu," for independent listing [1] - The approval of the restructuring plan marks a significant step forward in the company's restructuring process [1] Group 2 - Morgan Stanley upgraded Dongfeng's investment rating to "Buy" last year, anticipating that the privatization will unlock the company's potential value [1] - The firm maintains a "Buy" rating and a target price of HKD 11 for Dongfeng [1]
小摩:东风集团股份(00489)重组计划获批 标志进程迈出关键一步
智通财经网· 2026-01-14 06:53
Core Viewpoint - The stock price of Dongfeng Group (00489) surged due to the approval of its restructuring plan by the mainland government, marking a significant step in its privatization and business separation strategy [1] Group 1: Restructuring Plan - Dongfeng Group announced a privatization plan on August 22 last year, intending to delist from the Hong Kong Stock Exchange and spin off its electric vehicle business, "Lantu," for independent listing [1] - The approval from the mainland government is a crucial milestone in the restructuring process [1] Group 2: Investment Rating - Morgan Stanley upgraded Dongfeng's investment rating to "Overweight" last year, anticipating that the privatization will unlock the company's potential value [1] - The firm maintains an "Overweight" rating and a target price of HKD 11 for Dongfeng [1]
多项政府批准已落地,东风集团股份私有化再获关键进展
Ju Chao Zi Xun· 2026-01-14 03:05
据悉,本次私有化合并及相关交易自启动以来,已历经多轮信息披露与推进。回溯交易进程,各方曾于 2025 年 8 月 22 日发布规则 3.5 公告, 明确了私有化合并(简称 "合并")、岚图股份分派(简称 "分派")等核心内容;2025 年 9 月 19 日,各方公告达成获岚图股份持有人批准的合 并先决条件;此后又陆续发布关于延长综合文件寄发时限、介绍上市最新消息及每月交易更新等系列公告,持续推进交易落地。 1 月 13 日,东风汽车集团有限公司(简称 "东风公司")、东风汽车集团(武汉)投资有限公司(简称 "要约人")及东风汽车集团股份有限公 司(简称 "本公司")联合发布公告,宣布要约人通过吸收合并方式将本公司私有化相关的关键先决条件已达成重要进展 —— 合併先决条件第 (1) 项所要求的相关政府批准、备案或登记已全部完成。 根据此前披露的合并协议,本次合并需满足三项核心先决条件。其中,第 (1) 项要求获得国家发改委、商务部、国家外汇管理局等相关部门的 批准、备案或登记(如适用)及其他相关政府批准。公告明确,截至本公告日期,该项先决条件已正式达成,要约人及本公司已向相关政府机 关完成或取得所需全部审批文件 ...