南方财经9月29日电，天眼查App显示，近日，猛士科技（襄阳）有限公司成立，法定代表人为周锋，注册资本84.7亿人民币，经营范围含工程和技术研究和 试验发展、以自有资金从事投资活动、汽车零部件研发、电机及其控制系统研发、新能源汽车整车销售、新能源汽车电附件销售、汽车销售、汽车零配件批 发、汽车装饰用品销售等。股东信息显示，该公司由东风汽车集团股份有限公司、襄阳产城融合发展控股有限公司、湖北襄高衡石科技投资有限公司、东风 汽车有限公司共同持股。 | | 安公司 都在用的商业查询工具 | 音老板 查风险 | | | --- | --- | --- | --- | | | 猛士科技（裏阳）有限公司 国家中小企业发展子基金旗下机构 | | × 天眼一下 | | 基本信息 13 | 法律诉讼 | 经营风险 | 经营信息 公i | | 法定代表人 | 周签 居 | 登记状态 ② | 存续 | | | | 成立日期 | 2025-09-26 | | 统一社会信用代码 ② | 91420607MAEX9QEA3M | 注册资本 ② | 847000万人民币 | | 工商注册号 | 420607110001636 | 纳税人识 ...

Group 1 - The establishment of Mengshi Technology (Xiangyang) Co., Ltd. with a registered capital of 8.47 billion yuan [1] - The company's business scope includes engineering and technology research and experimental development, investment activities with self-owned funds, automotive parts research and development, and motor and control system research and development [1] - The company is jointly held by Dongfeng Motor Group Co., Ltd. and Dongfeng Automobile Co., Ltd. [1]

Investment Rating - The report maintains a "Positive" outlook on the automotive industry, highlighting potential investment opportunities in high-quality component manufacturers and strong vehicle manufacturers [4]. Core Insights - The report emphasizes that technological advancements are igniting market sentiment, and there is a strong interest in high-quality component manufacturers as well as new vehicle models that are expected to capture orders during the upcoming holiday season [4]. - The report notes that the automotive industry is facing challenges due to insufficient national subsidies, which may pressure future sales [4]. - The report provides an update on the automotive market, indicating that retail sales of passenger cars reached 508,000 units in the 38th week of 2025, with a month-on-month increase of 12.89% and a year-on-year increase of 10.29% [2]. Market Situation Update - The total transaction value of the automotive industry for the week was 851.59 billion yuan, reflecting a week-on-week decrease of 7.71% [4]. - The automotive industry index closed at 8106.63 points, with no change over the week, underperforming compared to the Shanghai Composite Index, which rose by 1.07% [4][19]. - The report highlights that 122 stocks in the automotive sector rose while 168 fell, with the largest gainers being Xincidian, Kebo Da, and Tiangong Co., which increased by 25.0%, 22.6%, and 21.0% respectively [23]. Key Events - The report discusses significant events such as the launch of the new electric SUV i6 by Li Auto, which is priced starting at 249,800 yuan and features advanced driving assistance systems [7][52]. - The report mentions the delivery commencement of the new AITO M7, which has a monthly production capacity of over 30,000 units and has received strong market demand with over 230,000 pre-orders [11][12]. - The report also highlights the launch of the Shangjie H5, which targets the mainstream market with a price range of 159,800 to 199,800 yuan and features advanced driving assistance technology [14][41]. Investment Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xpeng, and Li Auto, as well as component manufacturers with strong performance and overseas expansion capabilities [4]. - It suggests monitoring companies involved in the integration of state-owned enterprises, such as SAIC Motor and Dongfeng Motor [4]. - The report identifies potential investment opportunities in component manufacturers like Fuyao Glass, New Spring, and others that have strong growth prospects and are involved in robotics [4].

这些年，只要问起当前的汽车产业的重点话题是什么，价格战一定是回避不了的话题，就在最近有媒体曝出汽车价格战全面熄火的消息，当前汽车产业不卷 价格了，到底该需要卷什么呢？ 一、汽车价格战熄火了？ 据中国新闻周刊的报道，由"最高降价9万元"开启的大规模汽车价格战，至今已经延续了近两年半时间，近期终于有了逐渐冷却下来的迹象。 乘联会8月发布的数据显示，根据车企官方宣布降价或新车价格实质性突破近两年最低指导价的规则统计，今年7月有17款车型降价，较去年同期的23款和 2023年同期的17款数量，当前市场保持相对稳定。 2020-2022年1—7月的车企降价车型仅有50款左右；2023年同期，数量猛增至113款；2024年1—7月，降价车型进一步提升至147款；今年1—7月，降价新车 数量为106款。 从同期降价车型数量对比来看，进入今年以来，价格战明显缓和，而且降价促销力度也大幅降低，尤其是4月之后，降价车型数量更是大幅减少。尽管还没 有完全回归到价格战开启前的水平，但似乎已经有了"熄火"态势。 乘联会分析认为，2025年乘用车行业促销与降价均回归理性，市场秩序明显改善。 2023年3月初，湖北省拉开了汽车疯狂价格战的 ...

国家知识产权局信息显示，东风汽车集团股份有限公司取得一项名为"一种车辆轮胎包络验证方法、装 置、设备及存储介质"的专利，授权公告号CN 116558852 B，申请日期为2023年05月。 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。 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44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。 ...

Investment Rating - The report rates the automotive industry as "Positive" [4] Core Insights - The adjustment of the vehicle replacement policy will slightly weaken demand, but the reduction in vehicle purchase tax will promote early purchases, leading to a competitive demand scenario in Q4. As of September 10, 2025, the number of applications for vehicle replacement reached 8.3 million, indicating a significant policy-driven effect. Despite the adjustments in the replacement policy, the pressure from the tax reduction is expected to encourage consumers to purchase new energy vehicles earlier. The report forecasts that China's new energy vehicle sales will reach 16.25 million units in 2025, representing a year-on-year growth of approximately 26% [2][18]. Monthly Focus - The adjustment of the vehicle replacement policy has increased application difficulty. Since June, applications for vehicle replacement have been suspended due to the exhaustion of funds, but recent funding has led to adjustments in the policy across various regions. The adjustments mainly include changes in application methods and subsidy standards, with some regions reducing the subsidy amount per vehicle [14][15]. - There is a significant funding gap for Q4, as the distribution of funds does not account for seasonal consumption patterns. The central government will allocate 69 billion yuan for Q4, which is the same as Q3, but the demand for vehicle consumption is typically stronger in the second half of the year, leading to an amplified funding gap for Q4 [16][17]. Key Data Tracking - In August, the sales of new energy vehicles in China reached 1.4 million units, a year-on-year increase of 27%. The penetration rate for new energy vehicles was 49%, remaining stable compared to the previous month. However, the sales of plug-in hybrid vehicles (PHEVs) experienced a decline for two consecutive months, primarily due to pressure on sales from major manufacturers [20][28]. - The report highlights that commercial vehicles and exports continue to maintain high growth rates, with new energy commercial vehicle sales in August reaching 70,000 units, a year-on-year increase of 52% [34][35]. - The report also notes that the export of new energy vehicles has been robust, with August exports reaching 224,000 units, a year-on-year increase of 104% [46][48]. Industry and Company Changes - The report indicates progress in the overseas production capacity of automotive companies, with several manufacturers establishing production bases in regions like Brazil and Austria. Additionally, companies like Chery and HeSai have listed on the Hong Kong stock exchange, while Dongfeng Group plans to privatize and spin off its Lantu brand to maintain its listing status [3][45].

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聯合公告 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， 概不對因本聯合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 CORPORATION* 東風汽車集團有限公司 （一間 於中華 人民 共和 國註冊 成立的 有限 公司） 本 聯 合 公 告 僅 供 參 考，並 不 構 成 收 購、購 買 或 認 購 東 風 公 司、要 約 人、 本 公 司 或 嵐 圖 證 券 之 邀 請 或 要 約，亦 非 在 任 何 司 法 權 區 招 攬 任 何 投 票 權 或 批 准。 本 聯 合 公 告 之 全 部 或 部 分 內 容 不 得 在、向 或 從 任 何 將 構 成 違 反 其 適 用 法 律 或 法 規 之 司 法 權 區 發 佈、刊 發 或 派 發。 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） DONGFENG MOTOR GROUP COMPANY LIMITED* DONGFENG MOTOR GROUP (W ...

Chinese state-owned automaker, Dongfeng Motor Group, and technology giant Huawei Technologies Company, have announced that they plan to strengthen their collaboration in the electric vehicle (EV) segment, following a top-level meeting in Shenzhen this week. Dongfeng Motor chairman, Yang Qing, and Huawei founder and CEO, Ren Zhengfei, met to formalize their enhanced collaboration, covering areas such as in-vehicle software platforms, advanced driver-assist systems (ADAS) and AI-driven applications. The tw ...

目 錄 | 董事長致辭 | 2 | | --- | --- | | 公司資料 | 5 | | 董事會報告書 | 6 | | 管理層討論與分析 | 15 | | 董事、監事和高級管理人員 | 23 | | 未經審核中期簡明綜合財務報表及註釋 | 26 | | 釋義 | 60 | 董事長致辭 尊敬的各位股東、合作夥伴及所有關注東風汽車集團的朋友們： 大家好！當2025年的時針行至年中，我們對過往征程深刻回望的同時，下半年奮進之路也更加清晰堅定。東風 汽車集團始終堅守汽車產業的赤誠初心，砥礪前行，在時代浪潮中穩步航行。2025年，既是「十四五」規劃收官 之年，更是邁向「十五五」新徵程的蓄力之年，承載著東風人的堅韌信念與執著追求。 回望上半年，汽車行業競爭持續加劇，市場格局加速重構，行業盈利空間持續承壓。全體東風人以「越是艱險越 向前」的勇氣，主動求變，積極面對行業的變化和挑戰，加速推動新能源轉型。自主高端新能源品牌嵐圖上半年 連續5個月銷量過萬，率先站穩腳跟，並以勢如破竹之勢迅猛增長；堅持科技創新作為東風汽車集團轉型發展的 源動力；不斷加大海外市場的探索與拓展，讓東風品牌在國際舞台上熠熠生輝。 從行業數據看，202 ...

日前，天眼查信息显示，岚图汽车科技股份有限公司（即岚图汽车）于9月22日完成重要人事调整，法定代表人及董事长均由现任CEO卢放兼任，尤峥不再 担任相关职务。 岚图汽车正在加速冲刺港股。 公开信息显示，卢放出生于1976年1月，吉林松原人，于2019年起负责东风H品牌（岚图汽车前身），后一直担任岚图汽车CEO，直至此次职务调整。 每经记者｜孙桐桐 每经编辑｜裴健如 除了董事长职位变动外，岚图汽车多名董事也发生变动。天眼查显示，9月22日，秦轩辕、秦生、鞠桦、冯长军、丁绍斌退出董事行列，付炳锋、蒋焘、胡 晓、廖显志、辛定华、杨勇六人新增为董事。 4 2026款岚图梦想 东风集团方面认为，岚图汽车登陆港股后，在进一步拓宽融资渠道、提升品牌形象、拓展国际业务的基础上，凭借其技术、产品以及广阔的市场前景，有望 进一步激发公司价值创造能力，充分释放价值增长潜力。预计岚图汽车上市后将打破东风集团股份过往的港股低估值束缚，实现估值逻辑切换。 不久前，卢放在接受《每日经济新闻》记者采访时表示，东风集团赋予岚图两大使命：其一，在集团向新能源转型的过程中，从技术、品牌到销量、利润， 全方位助力集团战略落地；其二，通过体制机制的创新 ...