东风集团股份(00489)发布公告，该公司股份将于2025年8月25日上午9时正起恢复买卖。 ...

近日，东风集团股份发布产销快报，2025年前7个月，岚图汽车销量6.67万辆，同比增长85.8%。 长江商报消息●长江商报记者 黄聪 一退一进之间，东风集团股份（00489.HK）将进行创新性重大资产重组。 8月22日晚，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，东风集团股份将同步 完成私有化退市。 东风集团股份介绍，与此前央国企私有化交易不同，本次东风集团股份宣布"岚图介绍上市+东风集团 股份私有化退市"的创新性交易方案，有望强化东风战略布局，树立改革创新新标杆。 截至8月22日收盘，东风集团股份股价达5.97港元/股，总市值为492.68亿港元。 作为东风集团打造的高端新能源汽车品牌，岚图承载着东风品牌向上和新的体制机制探索的双重使命， 是东风集团推动国企改革向纵深发展、推进国有企业高质量发展的先锋。 岚图以介绍上市方式登陆港股 8月22日晚间，东风集团股份发布公告，子公司岚图汽车将以介绍上市方式登陆港股，公司将同步完成 私有化退市。 在第二环节，东风汽车在境内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 ...

停牌十多天的东风集团股份复牌后股价飙涨。8月25日，东风集团股份(00489.HK)在港交所公告，上午9时起恢复 买卖。港股开盘后，东风集团股份复牌高开近70%，截至发稿，涨55.28%，报9.270港元/股，最新市值765亿港 元。 公告显示，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，东风汽车集团在境内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。 本次交易采用岚图汽车股权+现金对价支付，总体收购价格为10.85港元/股，其中现金对价6.68港元/股，岚图股权 对价4.17港元/股。 东风集团股份方面表示，受到行业转型阵痛等因素影响，东风集团股份近年来估值表现偏低，股票市值长期远低 于净资产。截至2025年7月31日，东风集团股份总市值为391.2亿港元，收盘价为4.74港元/股，PB仅为0.25倍。受 制于估值情 ...

东风集团股份(00489)复牌高开近70%，截至发稿，涨69.18%，报10.1港元，成交额1.51亿港元。 消息面上，8月22日晚，东风集团股份发布公告称，子公司岚图汽车将以介绍上市方式登陆港股，东风 集团股份将同步完成私有化退市。根据公告，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，东风汽车在境内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。本次交易总体收购价格为10.85港元/股，其中现金对价6.68港元/股，岚图股权对价4.17港元/股。 对于筹划此次资本运作的原因，东风集团股份公告中指出，受汽车行业转型及市场竞争加剧等因素影 响，公司的整体业绩不达预期。"鉴于我国新能源汽车产业已成为国民经济战略性支柱产业，发展前景 广阔，东风公司拟通过分派、合并及上市进一步整合优质资源向新兴产业集中，实现估值重构。"通过 ...

Group 1 - Dongfeng Group announced a significant asset operation involving the privatization and delisting of Lantu Automotive through the distribution of shares and cash [1] - Following the announcement, Dongfeng Group's stock surged by 69.18% upon resuming trading, reaching a market capitalization of HKD 83.35 billion [1] - Shareholders will receive approximately 0.355 shares of Lantu Automotive and HKD 6.88 in cash per share, with the total value of the distribution estimated at HKD 10.85 per Dongfeng share, representing an 81.74% premium over the last closing price [1] Group 2 - The rationale behind the operation is to provide Lantu Automotive with a clearer independent valuation, as Dongfeng Group's valuation has been long undervalued [2] - Dongfeng Group's price-to-book (PB) ratio is only 0.25 times as of July 31, 2025, indicating a significant undervaluation compared to its net assets [2] - Lantu Automotive, a subsidiary in which Dongfeng holds a 79.67% stake, is positioned as the core of Dongfeng's new energy vehicle business [2] Group 3 - Lantu Automotive's revenue is projected to grow from CNY 6.052 billion in 2022 to CNY 19.361 billion in 2024, more than doubling [3] - Lantu Automotive experienced losses of CNY 1.538 billion in 2022 and CNY 1.496 billion in 2023, but is expected to reduce losses to CNY 90 million in 2024 [3] - In contrast, Dongfeng Group's revenue growth from CNY 92.66 billion in 2022 to CNY 106.2 billion in 2024 indicates that Lantu Automotive is becoming the key growth driver for Dongfeng Group [3]

近日，东风集团股份（00489.HK）发布公告，披露旗下高端新能源品牌岚图汽车将以介绍上市方式登 陆香港联合交易所，公司同时启动私有化退市程序。此消息一出，东风集团股份港股应声大涨，截至投 资快报记者发稿，东风集团股份港股涨超55%。 东风集团股份私有化，股权分派与吸收合并同步推进 根据公告，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。在股 权分派环节，东风集团股份将其持有的岚图汽车79.67%股权，按股东持股比例及股份类别向全体股东 进行分派。分派完成后，岚图汽车将以介绍上市方式在香港联交所挂牌。介绍上市是指公司不发行新 股、不涉及融资，仅将已发行股份在交易所挂牌交易的上市方式。 吸收合并环节由东风汽车境内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 团股份控股股东东风汽车支付股权对价，向其他股东支付现金对价，最终实现对东风集团股份的100% 控股，完成私有化。公告明确，本次交易的总体收购价格为每股10.85港元，其中现金对价6.68港元/ 股，岚图汽车股权对价4.17港元/股。 东风集团新能源表现亮眼，整体仍需努力 从销量数据来看，东风集团在转型过程中 ...

Market Updates - Dongfeng Motor Group (00489) opened over 56% higher after announcing its subsidiary, Lantu Motors, will go public in Hong Kong through a listing by introduction, while Dongfeng will simultaneously complete its privatization and delisting [1] - Xirui (02507) fell over 15% after being removed from the Hang Seng Composite Index, raising concerns about its potential removal from the Hong Kong Stock Connect list [1] - Luoyang Molybdenum (03993) rose over 9% after reporting a 60.07% year-on-year increase in net profit for the first half of the year, with all product output meeting targets [1] - Gold stocks surged, with Zijin Mining (02899) up over 6%, China Gold International (02099) up over 5%, Lingbao Gold (03330) up over 2%, and Shandong Gold (01787) up over 4%, driven by dovish comments from Powell at the Jackson Hole conference, raising expectations for interest rate cuts and potentially higher gold prices [1] - China Tobacco Hong Kong (06055) fell over 4% after reporting a nearly 9.8% year-on-year increase in net profit, impacted by rising leaf costs [1] Company Performance - Huaxing Capital Holdings (01911) rose over 6% after signing a strategic cooperation memorandum with YZiLabs to promote the listing of BNB on compliant exchanges [2] - Jinli Permanent Magnet (06680) increased over 14% following the introduction of new rare earth management measures, with expectations for rising rare earth prices [2] - CRRC Corporation (01766) rose over 5% after reporting a 72.48% year-on-year increase in net profit for the first half of 2025, with new orders totaling approximately 146 billion [2] - China Foods (00506) surged over 17% after being included in the Hang Seng Composite Index, with potential inclusion in the Hong Kong Stock Connect [2] - Times Electric (03898) rose over 6% after reporting a 12.93% year-on-year increase in net profit for the first half of 2025, focusing on rail transit traction and conversion systems [2] US Market Highlights - Zoom Video Communications (ZM.US) rose 12.71% after reporting second-quarter earnings that exceeded expectations and raising its annual guidance [3] - Nvidia (NVDA.US) increased 1.72% amid reports of halting production of components for H20 chips tailored for the Chinese market [3] - Intuit (INTU.US) fell 5.03% after reporting fourth-quarter earnings that missed revenue growth expectations [3] - Ross Stores (ROST.US) rose 1.12% after reporting second-quarter earnings that exceeded expectations, with same-store sales up 2% year-on-year [3] - NIO (NIO.US) continued to rise 14.44% as it officially launched pre-sales for its new ES8 model, set to deliver in September 2025 [3] Additional Company Updates - Miniso (MNSO.US) surged 20.12% after reporting a 23.1% year-on-year increase in total revenue for Q2, with strong same-store sales growth in both China and the US [4] - XPeng Motors (XPEV.US) rose 4.40% after its CEO increased his stake by purchasing 3.1 million Class A shares [4] - Futu Holdings (FUTU.US) increased 5.65% after reporting a 69.7% year-on-year revenue growth for Q2, receiving target price upgrades from multiple major banks [5] - Alibaba (BABA.US) rose 4.11% after reorganizing its business segments on its official website, although this does not indicate any structural changes [5]

A股放量大涨 8月25日上午，A股市场多个指数进一步上行，并大幅放量，半日成交额超过2.1万亿元。 其中，上证指数持续上行，盘中涨幅一度超过1%；创业板指数涨势凌厉， 并突破2700点，盘中创出2022年8月25日以来新高。科创50指数一度上涨近6%，盘中突破1300点整数关口，不过后来涨幅有所收窄。 | 全A | 淵 2814 | 平 171 | 跌 2437 | A股成交额 | | 21024亿 | 沪深300期货 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | 1 | 399001 | 深证成指 | 12361.36 | 195.30 | 1.61% | 117647 | 18.69% | | 2 | 399006 | 创业板指 | 2741.98 | 59.43 | 2.22% | 5738亿 | 28.03%- | | ന | 399330 | 深证100 | 5377.89 | 86.20 | 1.63% | 2277亿 | 15.30% | | ...

Core Viewpoint - Dongfeng Motor Group Co., Ltd. has resumed trading on the Hong Kong Stock Exchange after a suspension due to the announcement of insider information regarding its subsidiary, Lantu Automotive [1][2]. Group 1: Trading and Stock Performance - Dongfeng Group's stock price surged nearly 70% after resuming trading, closing at HKD 9.68, reflecting a 62.14% increase [2]. - The stock was suspended on August 11 to await the release of an announcement containing insider information [2]. Group 2: Corporate Actions and Structure - Dongfeng Group announced that its subsidiary, Lantu Automotive, will go public through an introduction listing on the Hong Kong Stock Exchange, while Dongfeng Group will complete a privatization process [2]. - The transaction involves a combination of "equity distribution + absorption merger," where Dongfeng Group will distribute 79.67% of its shares in Lantu to all shareholders, followed by Lantu's listing [2]. - Dongfeng Motor Group (Wuhan) Investment Co., Ltd. will act as the absorbing entity, paying equity compensation to Dongfeng Group's controlling shareholder and cash compensation to minority shareholders to achieve 100% control [2]. Group 3: Financial Performance and Projections - In July, Dongfeng Group and Dongfeng Asset Management increased their investment in Lantu Automotive, with Dongfeng Asset Management contributing CNY 1 billion [3]. - For the first half of the year, Dongfeng Group sold approximately 824,000 vehicles, a 14.7% year-on-year decline, with expected net profit ranging from CNY 30 million to CNY 70 million, a drop of 90% to 95% year-on-year [3]. - Lantu Automotive reported cumulative sales of 68,000 vehicles from January to July, an 88% year-on-year increase, and is projected to narrow its net loss significantly in 2024 compared to 2023 [3].

东风集团股份跳空大涨近70%，宣布私有化退市；科网股延续强势，蔚来续涨近15%，中芯国际涨近 3%；有色行业集体反弹，中国宏桥涨2%；布鲁可绩后低开逾10%。 8月25日早盘，恒指高开1.06%，恒生科技指数涨1.49%。 ...