"东风系"集体大跌，"兵装系"集体大涨。 今日（6月5日）早盘，"东风系"上市公司集体大跌。 A股方面，东风股份（600006）盘中一度跌近8%，截至午间收盘跌6.94%。 | < W | 东风股份(600006) | | | --- | --- | --- | | | 交易中 06-05 11:30:01 融 通 | | | 7.38 | 额 8.76亿 股本 20.00亿 市盈 367 | 万得 | | | | 참□ | | -0.55 -6.94% 换5.90% | 市值1 148亿 市净 1.75 | | | 分时 | 周K 月K 更多 © 五日 | | | 暨加 | 均价:7.43 | 盘口 资金 | | 8.55 | 7.82% 卖五 | 7.43 1694 | | | SE JU | 7.42 1114 | | | | 7.41 633 7.40 2237 | | 7.93 | 0.00% 买一 | 7.39 1088 | | | | 7.38 1386 | | | | 7.37 1247 | | | | 7.36 2968 | | | | 7.35 1.80万 | | | 2-17 -7.82 ...

港股东风集团股份(00489.HK)持续走低，现跌超13%，成交额超5亿港元。 ...

Group 1 - The core theme of the 2025 New Energy Vehicle (NEV) rural promotion activity is "green, low-carbon, intelligent, and safe," aimed at empowering new rural areas and enhancing transportation options [1] - Eight models from Dongfeng Motor Group, including the Dongfeng Yipai eπ007, eπ008, and others, have been selected for the initiative, showcasing a diverse range of electric and hybrid vehicles that meet rural consumers' needs for economic, multifunctional, and reliable transportation [1] - The initiative includes a comprehensive set of supporting policies such as tax reductions, trade-in support, and local purchase coupons, alongside exclusive discounts and after-sales packages from car manufacturers to lower the purchasing threshold for consumers [1] Group 2 - From January to April this year, China's rural retail sales of consumer goods reached 21,412 billion yuan, with a year-on-year growth of 4.8%, indicating that rural areas are becoming a new consumption market [2] - Over the past five years, more than 400 NEV models have been included in the "rural vehicle" directory across over ten provinces, with cumulative sales nearing 15 million units, highlighting the growing acceptance of NEVs in rural markets [2] - Dongfeng Motor's selection of multiple models for the rural initiative demonstrates its comprehensive layout and strong supply capabilities in the NEV sector, reaffirming its commitment to serving urban and rural consumers [2]

Group 1 - Dongfeng Motor Group Co., Ltd. and Huawei Technologies Co., Ltd. have signed a comprehensive strategic cooperation agreement in Wuhan [1] - The collaboration will focus on areas such as automotive intelligence, enterprise digitalization, and intelligent upgrades [1] - The partnership aims to promote ecological co-construction and deepen cooperation across various fields [1]

Group 1 - Dongfeng Motor Group has signed a comprehensive strategic cooperation agreement with Huawei, marking a significant upgrade in their strategic collaboration and an important step towards high-end, intelligent, and global development for Dongfeng [2][3] - Huawei will empower all brands under Dongfeng Motor Group, not just a few, addressing the software gap and enhancing the competitiveness of products across various sectors, including commercial vehicles [3][4] - The cooperation aims to create a smart product matrix for brands like Dongfeng Lantu, Dongfeng Warrior, Dongfeng Yipai, and Dongfeng Nissan, with potential expansion into the commercial vehicle sector [3] Group 2 - Despite the positive news from the partnership, Dongfeng's stock price initially rose but later fell due to concerns over performance in the automotive sector following a promotional wave from a leading competitor [3][4] - Dongfeng has been actively pursuing anti-corruption measures, which may enhance organizational efficiency and competitiveness [5][7] - The company has shown progress in its restructuring efforts and is expected to improve its performance by 2025, with a focus on self-reliance and innovation [7][39] Group 3 - In 2024, Dongfeng Motor Group reported a revenue of 106.197 billion RMB, a year-on-year increase of 6.86%, while other income surged by 68.6% to 7.016 billion RMB, largely due to government subsidies [23][21] - The company achieved a net profit of 58 million RMB in 2024, recovering from a net loss of 3.887 billion RMB in 2023, indicating a significant turnaround [16][21] - Dongfeng's sales volume in 2024 was 1.8959 million units, a decline of 9.2% year-on-year, marking the first time in a decade that annual sales fell below 2 million units [18][19] Group 4 - Dongfeng's self-owned brands, particularly Lantu, have shown stable sales performance, with a target of 200,000 units for 2025, while the overall market remains challenging [36][38] - The company is facing significant challenges with its joint ventures, particularly with Dongfeng Nissan and Dongfeng Honda, which have seen substantial declines in sales [29][35] - Dongfeng's cash reserves are approximately 100 billion RMB, providing a strong financial foundation for its self-owned business development [39]

Core Viewpoint - Dongfeng Nano, a subsidiary of Dongfeng Motor Group, launched its new electric SUV, Dongfeng Nano 06, in Wuhan, with a promotional price range of 79,900 to 109,900 yuan, aiming to set new standards in the competitive automotive market [2][3]. Group 1: Product Features - Dongfeng Nano 06 is designed with high-quality standards, featuring rigorous quality control and advanced manufacturing processes, including a large pressure forming process and aerospace-grade welding technology [2]. - The vehicle boasts a unique "Tianyuan Smart Cabin" that integrates smart driving assistance and immersive experiences, with a load-bearing "Tian Di Men" capable of supporting 150 kg, serving as a camping bar or outdoor dining table [3]. - The electric drive system, known as the Mach E, has received the "Energy Efficiency Star" certification, achieving a high energy efficiency ratio of 92.7%, and supports rapid charging capabilities [3]. Group 2: Market Positioning - Dongfeng Nano 06 is positioned as an affordable yet feature-rich electric vehicle, referred to as the "most enjoyable national car" in the 100,000 yuan price segment, contributing to the high-quality development of China's new energy vehicle industry [3].

金十数据5月28日讯，26日~27日，一则商务部消费促进司召集车企和相关行业机构等开座谈会的通知 在网络上流传，会议主题是研究零公里二手车及进一步促进二手车流通消费相关内容。参会机构包括中 国汽车工业协会后市场分会、中国汽车流通协会、中国汽车技术研究中心，参会企业包括东风集团、比 亚迪、元通国贸、山东华通、抖音集团和瓜子二手车等。 一位接近东风集团的人士对记者表示，车企 参加了会议，会议主要是想引导二手车出口，并规范零公里二手车市场。该人士称，"（座谈会）确实 是主动报名的。" （一财） 接近东风集团人士：（座谈会）确实是主动报名的 ...

头部汽车集团的纷纷整合，是中国汽车行业竞争白热化、淘汰赛下的车企战略选择。 "时间不等人，现在的市场环境对吉利汽车而言，已经没有容错的空间。"在5月中旬的吉利汽车控股有 限公司（下称"吉利汽车"）2025年一季度业绩发布会上，吉利汽车行政总裁及执行董事桂生悦表示，而 这就是吉利这么快进行合并的基本逻辑。 今年2月中旬，领克刚完成并入极氪的股权交割事项，两者合并成为极氪科技集团。而仅仅在不到3个月 内，极氪科技集团又宣布拟与吉利汽车完全合并，实现私有化并于纽交所退市。 这些大动作也让业内人士直呼"见证历史"。而加速整合并不是吉利一家传统汽车"大厂"的独有战略，在 过去一年时间内，除吉利汽车这家民企外，上汽集团和广汽集团两家国有汽车集团，以及东风、长安两 家汽车央企也开启了集团资源整合。 头部汽车集团的纷纷整合，是中国汽车行业竞争白热化、淘汰赛下的车企战略选择。当汽车行业每年保 持两位数增长态势时，车企秉持着大干快上、"多生孩子好打架"的理念，通过收购、自有品牌独立等方 式不断扩张版图；但一旦行业增速放缓，甚至进入存量厮杀时，车企正式告别"多生孩子好打架"时代， 将五根手指头握成一个拳头打向市场，抢到决赛入场券以 ...

Group 1 - Citigroup has adjusted its revenue forecasts for Dongfeng Motor Group for 2025 and 2026, lowering them by 3% and 2% respectively [1] - The net profit margin forecasts for 2025 and 2026 have been adjusted to -1.8% and -2.0%, compared to previous estimates of -2.3% and -2.1% [1] - The projected net losses for 2025 and 2026 have been revised to RMB 2.006 billion and RMB 2.279 billion, down from previous forecasts of RMB 2.584 billion and RMB 2.455 billion [1] Group 2 - UBS has also lowered its joint venture profit forecasts for Dongfeng Motor Group for 2025 and 2026 by 5.4% and 2.3%, estimating profits of RMB 667 million and RMB 676 million respectively [2] - The company achieved 23%, 37%, and 24% of its annual targets for passenger cars, commercial vehicles, and total vehicle sales in the first four months of this year [2] - The management has set a sales target of 200,000 units for its Voyah brand in 2025, aiming for breakeven by the end of that year if price wars do not escalate [2]

5月23日，东风汽车集团有限公司（以下简称"东风汽车"）与华为技术有限公司（以下简称"华为"）在 湖北省武汉市正式签署全面深化战略合作协议。双方将围绕汽车智能化、企业数字化和智能化升级、生 态共建等领域开展全方位深度合作。 《中国经营报》记者在采访中了解到，东风汽车旗下东风岚图、东风猛士、东风奕派此前已相继与华为 签署战略合作协议，以共同提升自主新能源汽车智能化水平和智能出行体验。双方此次战略合作范围进 一步扩大，东风汽车全系品牌有望进一步提升"含华量"。 从出席签约仪式的领导嘉宾阵容来看，也足以体现双方此次战略合作意义重大。 据了解，湖北省委书记王忠林，湖北省委常委、武汉市委书记郭元强，湖北省委常委、省委秘书长彭 勇，湖北省副省长程用文等领导亲临现场见证签约，东风汽车董事长杨青、东风汽车副总经理尤峥、华 为轮值董事长徐直军、深圳引望智能技术有限公司CEO靳玉志、华为湖北省总经理王辉等负责人也悉数 到场。 "长期以来，东风汽车、华为持续加大在鄂投资布局力度，有力带动了湖北科技创新和产业转型，为推 动湖北经济社会高质量发展作出了重要贡献。"王忠林表示，希望东风汽车、华为以此次签约为契机， 发挥各自优势，继续支持 ...