证券代码：600006 证券简称：东风股份 公告编号：2025--073 东风汽车股份有限公司 关于调整 2025 年度部分日常关联交易预计的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （一）日常关联交易履行的审议程序 东风汽车股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召 开第七届董事会独立董事专门会议 2025 年第二次会议、第七届董事会审 计与风险（监督）委员会 2025 年第二次会议、第七届董事会第十次会议， 审议通过了《关于公司 2025 年度日常关联交易预计的议案》。关联董事 对本议案回避表决。本议案已经公司 2025 年 5 月 20 日召开的 2024 年年 度股东会审议通过，关联股东对本议案回避表决。 基于公司 2025 年实际业务情况，公司于 2025 年 12 月 15 日召开第七 届董事会第二十次会议，审议通过了《关于调整 2025 年度日常关联交易 预计的议案》，同意将原预计 2025 年度向关联方采购商品、接受劳务的日 常关联交易金额调减 8,453 ...

东风汽车股份有限公司 证券代码：600006 证券简称：东风股份 公告编号：2025--072 第七届董事会第二十次会议决议公告 本公司董事会及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实、准确和完整承担法律责任。 一、董事会会议召开情况 东风汽车股份有限公司（以下简称"公司"）第七届董事会第二十次 会议于 2025 年 12 月 15 日以通讯表决的方式召开，会议通知于 2025 年 12 月 5 日以电子邮件的方式送达全体董事。本次会议应当参加表决的董 事 9 名，实际参加表决的董事 9 名，会议的召集、召开和表决程序符合 有关法律、法规和《公司章程》等规定。 二、董事会会议审议情况 （一）关于调整 2025 年度日常关联交易预计的议案 同意调整公司 2025 年度日常关联交易预计，向关联方采购商品、接 受劳务的日常关联交易预计金额调减 8,453 万元，向关联方销售商品、 提供劳务的日常关联交易预计金额调减 56,388 万元。 其中：向东风华神汽车有限公司购买商品及劳务的日常关联交易预 计金额调减 20,990 万元，向郑州日产汽车有限公司购买商品及劳务的日 常 ...

Core Viewpoint - In November 2025, the heavy truck market experienced a significant year-on-year sales increase of 65%, achieving the highest sales volume of the year, surpassing the traditional peak months of September and October [1][4]. Group 1: Market Performance - In November 2025, the heavy truck market sold a total of 113,200 units, with a month-on-month increase of 7% and a year-on-year increase of 65% [4]. - The tractor truck segment, a key focus within the heavy truck market, sold 61,700 units in November, reflecting a month-on-month growth of 5% and a year-on-year growth of 85%, marking seven consecutive months of year-on-year increases [4][10]. - The tractor truck market's year-on-year growth of 85% in November was 20 percentage points higher than the overall heavy truck market's growth of 65% [4]. Group 2: Historical Trends - Over the past five years, November tractor truck sales have shown a pattern of decline and growth, with November 2025 achieving the highest sales volume of 61,700 units, an increase of 28,300 units compared to November 2024 [6]. - In a ten-year perspective, November 2025's sales rank as the second highest, only behind November 2020's sales of 71,300 units [6]. Group 3: Cumulative Sales and Growth - From January to November 2025, the cumulative sales of the tractor truck market reached 540,100 units, ranking second in the last five years, with a year-on-year increase of 26% [9][18]. - The cumulative sales growth rate expanded by 5 percentage points compared to the previous month, with an increase of approximately 112,300 units compared to the same period last year [9][18]. Group 4: Company Performance - In November 2025, the top ten companies in the tractor truck market collectively held a market share of 98.18%, with the top five companies accounting for over 85% of the market [15]. - The leading companies, including Jiefang and Shandong Heavy Industry, achieved significant year-on-year growth rates of 110% and 176%, respectively, outperforming the overall market [11]. - The market share of Jiefang and Shandong Heavy Industry exceeded 20%, with Jiefang at 24.23% and Shandong Heavy Industry at 23.38% [15][20]. Group 5: Market Dynamics - The rankings of the top ten companies in the tractor truck market remained stable from the previous month, with minor shifts in positions among companies like Dongfeng and Foton [16]. - The market dynamics indicate that companies such as Foton and Xugong have shown significant improvements in market share, with increases of 3.41 percentage points and 1.99 percentage points, respectively [22].

Group 1 - The former deputy general manager of Dongfeng Special Equipment Division, Xiao Jinghua, is under investigation for serious violations of discipline and law, as reported by the Central Commission for Discipline Inspection and the National Supervisory Commission [2] - Dongfeng Special Equipment has taken Xiao's case as a typical example for internal education, emphasizing the need to strengthen leadership and cadre team construction, and to promote reform and governance through the case [4] - Xiao Jinghua has worked within the Dongfeng Motor Group for many years and was appointed as the deputy general manager of Dongfeng Special Equipment in June 2022 [4] Group 2 - Xiao's last public appearance was in May, where he hosted the 2025 Supplier Conference and emphasized integrity in cooperation with suppliers [5] - Anti-corruption has been a key focus for Dongfeng Motor Group, with nearly 50 internal violations reported in 2024 and 28 reported this year alone [5] - The company has publicly announced four times since November 12 regarding internal violations, highlighting ongoing efforts in anti-corruption initiatives [5]

Core Viewpoint - The commercial vehicle market in China has shown consistent growth since June 2025, with November sales reaching 391,700 units, marking a 24% year-on-year increase and a 9% month-on-month increase, indicating a strong upward trend in the industry [1][4][26]. Sales Performance - In November 2025, the commercial vehicle market sold 391,700 units, achieving a year-on-year growth of 24% and a month-on-month growth of 9%, with the growth rate expanding by 3 percentage points compared to the previous month [4][26]. - The cumulative sales from January to November 2025 reached 3.8704 million units, representing a 10% increase year-on-year, with an additional 365,400 units sold compared to the same period last year [8][18]. Market Trends - The sales trend for November over the past five years has fluctuated, with this year's sales being the highest at 391,700 units, surpassing last year's figures by approximately 77,000 units and the lowest in 2022 by nearly 140,000 units [6][8]. - The market has experienced a competitive landscape, with the top ten companies holding a combined market share of 75.69% in November, and the top five companies accounting for nearly 50% of the market [15][23]. Company Rankings - Foton led the sales in November with 54,800 units sold, followed by China National Heavy Duty Truck Group with 40,500 units, and Dongfeng and Changan both with 35,500 units [10][12]. - The rankings of the top ten companies remained stable, with minor shifts in positions, indicating a highly competitive environment where market shares among neighboring companies are closely contested [16][24]. Cumulative Sales by Company - Foton's cumulative sales reached 585,600 units, while China National Heavy Duty Truck Group, Dongfeng, and Changan all exceeded 350,000 units in cumulative sales [20][23]. - The leading companies in terms of cumulative growth include China National Heavy Duty Truck Group, with a 26% increase, followed by Shaanxi Automobile and SAIC Maxus with 21% and 35% increases, respectively [18][20]. Conclusion - The commercial vehicle market in China is experiencing a robust growth phase, with significant year-on-year increases in both monthly and cumulative sales, alongside intense competition among leading manufacturers [26].

Core Viewpoint - The 20th China Automotive Golden Wrench Award ceremony was held in Beijing, aiming to establish a value coordinate system for automotive services in China [1] Group 1: Award Categories - The awards are divided into four categories: independent brands, joint venture brands, luxury brands, and new energy brands [8] - GAC Trumpchi and Geely Auto won awards in the independent brand category [8] - GAC Toyota, GAC Honda, and FAW-Volkswagen received honors in the joint venture brand category [8] - FAW Audi and FAW Hongqi were recognized in the luxury brand category [8] - Zeekr and AITO won awards in the new energy brand category for their excellent service [8] Group 2: Special Awards - A special "20th Anniversary Excellence Contribution Award" was established, with ten brands including FAW-Volkswagen and BYD receiving recognition [8] - 100 outstanding dealers were awarded the "2025 Golden Wrench Service Top 100 Quality Selected Stores" based on the GES-150 service evaluation standard [8] - Eight senior technicians received the "20th Anniversary Craftsman Award," and seven dealers were named "20th Anniversary Service Benchmark Stores" [8] Group 3: Historical Context - The Golden Wrench Award was initiated in 2006 by China Automotive Market magazine and Sohu Auto, with the aim of promoting service integrity in the automotive industry [10] - The award has evolved over 20 years, initially focusing on traditional fuel vehicle after-sales service and expanding to include new energy brands and new media service scenarios [10] - The award's foundation is linked to the "3.15" joint declaration of integrity service by car companies, which began in 2018 [10]

在品牌表现方面，今年前11个月全品类汽车总销量排名前五的品牌依次为：菲亚特（8,492辆）、比亚迪（6,875 辆）、雪佛兰（6,711辆）、大众（5,785辆）和雷诺（5,486辆）。在细分市场中，比亚迪在SUV领域位居榜首，在轿 车领域排名第四；小巴士领域则由江淮汽车位列第三；卡车市场方面，江淮和江铃保持领先地位，东风位列第四。 fund （原标题：乌拉圭2025年前11个月新车销量同比增长9.1%） 乌拉圭《国家报》2025年12月10日报道，根据乌拉圭汽车贸易协会的数据，11月该国新车单月销量为6,483辆，同 比微降1.7%。然而，前11个月的累计销量已达到64,477辆，同比增长9.1%。其中，SUV车型表现尤为亮眼，前11个月 销量大幅增长44.7%，达到21,054辆。 ...

Core Viewpoint - The company, Wanma Technology, is a leading third-party IoT service provider in the automotive sector, offering a comprehensive global vehicle connectivity solution through its subsidiary, Youka Technology [1] Group 1: Business Overview - Wanma Technology's global vehicle connectivity solution, ONESIM, utilizes proprietary eSIM and 5G dual-card technologies to enhance automotive networking capabilities [1] - The company provides services including connection management, vehicle operation maintenance, traffic operation, global insights, and compliance management, aimed at simplifying supply chain management and reducing operational costs for automotive manufacturers [1] Group 2: Market Presence - As of now, the company's vehicle connectivity business has connected over 17 million vehicles globally, with more than 1.1 million connections overseas [1] - Wanma Technology has established close partnerships with over 10 well-known automotive manufacturers, including Geely, Zeekr, Li Auto, SAIC, Dongfeng, Lantu, and Zhiji, and provides overseas connectivity services for several major automotive brands [1]

Core Viewpoint - In November 2025, the heavy truck market in China experienced a significant year-on-year increase of 65%, achieving the highest monthly sales of the year, surpassing the traditional peak months of September and October [1][12]. Sales Performance - Heavy truck sales reached 113,200 units in November, marking a 65% increase year-on-year and a 7% increase month-on-month [2][5]. - Cumulatively, from January to November 2025, heavy truck sales totaled 1,042,300 units, representing a 27% increase compared to the same period last year [5][9]. Market Trends - The heavy truck market has shown a consistent upward trend, with November marking the eighth consecutive month of sales growth [2][7]. - The average monthly sales for the year 2025 stand at approximately 94,600 units, significantly higher than the averages of 2024 and 2023 [5]. Competitive Landscape - The top five companies in the heavy truck market accounted for 87.78% of the total sales in November, with significant contributions from major players such as Heavy Truck and Jiefang [7][11]. - Notable sales figures for November include Heavy Truck at 28,800 units and Jiefang at 23,800 units, both exceeding 20,000 units [7][10]. Year-on-Year Growth - All top ten companies in the heavy truck market reported year-on-year growth in November, with some companies like Foton and Xugong achieving growth rates exceeding 100% [8][10]. - The market concentration has increased, with the top ten companies holding a combined market share of 97.54% [11].

Core Viewpoint - The heavy truck market in China experienced a significant increase in sales in November 2025, with a year-on-year growth of 65%, marking the highest monthly sales of the year and surpassing the traditional peak seasons of "Golden September and Silver October" [1][20]. Sales Performance - In November 2025, the total sales of heavy trucks reached 113,200 units, reflecting a month-on-month increase of 7% and a year-on-year increase of 65%, with the growth rate expanding by 5 percentage points compared to October 2025 [4][11]. - The average sales volume for November over the past decade was approximately 78,700 units, with only two years exceeding 100,000 units, making the November 2025 performance notably strong [4][6]. Cumulative Sales Data - From January to November 2025, cumulative heavy truck sales reached 1,042,300 units, representing a year-on-year increase of 27%, with a net increase of over 224,500 units compared to the same period last year [8][15]. - The average monthly sales for the year stood at approximately 94,600 units, significantly higher than the averages for 2024 and 2023 [8]. Market Share and Competition - In November 2025, five companies sold over 10,000 units each, with the top two companies, Heavy Truck and Liberation, selling 28,800 and 23,800 units respectively, maintaining a combined market share of 87.78% among the top five companies [11][13]. - The top ten companies accounted for 96.43% of the market share, indicating a high level of concentration within the industry [11][17]. Year-on-Year Growth of Companies - All top ten companies in the heavy truck market achieved year-on-year sales growth in November, with some companies like Foton and Xugong experiencing growth rates of 139% and 150% respectively [13][17]. - The market share of the top five companies increased to 90.30%, reflecting a strengthening of industry concentration compared to the previous year [17][18]. Future Outlook - With the strong performance in November, it is anticipated that the total heavy truck sales for 2025 will exceed 1.1 million units, with the final figures expected to be confirmed in December [20].