- 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 GROUP COMPANY LIMITED* 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） 自願公告 2025 年 11 月產銷快報 此乃東風汽車集團股份有限公司（以下稱「本公司」）作出的自願公告。 本公司 2025 年 1-11 月累計汽車銷量為 1,697,025 輛，同比下降約 0.3%。其中，新能源汽車銷量為 489,203 輛，同比增长約 39.1%。本 公司之母公司東風汽車集團有限公司 1-11 月累計汽車銷量為 2,204,092 輛，同比下降約 1.4%。本公司之附屬公司東風汽車股份有限公 司（A 股證券代碼 600006，以下稱「股份公司」）1-11 月累計汽車銷量為 107,641 輛，同比下降約 23.0%。 本公司產銷快報详细數據如下（單位：輛）: | | | | 生產量 ...

东风汽车股份有限公司2025年11月份产销数据如下： 说明： 1、本表为产销数据快报，具体数据以定期报告数据为准； 2、东风康明斯发动机有限公司是本公司与康明斯（中国）投资有 限公司分别持有50%股份的合资公司。 东风汽车股份有限公司董事会 2025 年 12 月 9 日 证券代码:600006 证券简称：东风股份 公告编号：2025--071 东风汽车股份有限公司 2025年11月份产销数据快报 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。 单位：辆/台 车型类别 产量 销量 本月 去年 同期 本年累计 去年同期 累计 累计增减 幅度（%） 本月 去年 同期 本年累计 去年同期 累计 累计增减 幅度（%） 商 用 车 轻型货车 6,123 13,962 90,975 121,148 -24.91 7,686 12,446 100,944 126,768 -20.37 客车 232 462 3,574 8,997 -60.28 225 369 4,310 10,496 -58.94 客车非完整车辆 215 304 2,309 ...

Group 1 - The commercial vehicle sector experienced a decline of 1.18% on December 8, with Yutong Bus leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Key stocks in the commercial vehicle sector showed varied performance, with Shuguang Co. increasing by 1.46% and Yutong Bus decreasing by 2.06% [3] Group 2 - The net outflow of main funds in the commercial vehicle sector was 254 million yuan, while retail investors saw a net inflow of 136 million yuan [3][4] - Individual stock fund flows indicated that major stocks like FAW Jiefang and Jiangling Motors experienced significant net outflows from main funds [4] - The trading volume and turnover for various stocks in the sector varied, with Jianghuai Automobile having a turnover of 1.649 billion yuan [1][3]

Core Insights - The latest announcement from the Ministry of Industry and Information Technology (MIIT) reveals a total of 53 new truck models, with a significant focus on new energy vehicles, particularly in the tractor segment [1][3][34] Group 1: New Energy Vehicle Trends - The latest batch of new energy tractors includes 49 models, with 37 being charging models, marking a record high for charging tractors [1][3] - The number of charging tractors has seen a dramatic increase, with a 41.51% year-on-year growth, totaling 225 models in 2025 [34] - Plug-in hybrid tractors also experienced substantial growth, with a 228.57% increase, totaling 23 models [34] Group 2: Manufacturer Insights - The top five manufacturers in this batch include SANY, Yuchai, and Beiqi, each submitting multiple new energy models, indicating a competitive landscape [3][4] - Foton's new energy subsidiary, Kavin, submitted four charging tractors, showcasing advancements in battery technology with lithium iron phosphate batteries supplied by CATL [7][10] - China National Heavy Duty Truck Group (CNHTC) announced a new high-power electric tractor with a single motor output of 630 kW, setting a new record in the industry [28] Group 3: Market Dynamics - The overall number of tractors announced in 2025 decreased by 10.71% compared to the previous year, indicating a potential market contraction [34] - The competition in the new energy tractor market is expected to intensify in 2026, as manufacturers prepare for a new round of market battles [28][29]

Core Viewpoint - The manufacturing sector in China has shown growth in the number of enterprises, indicating a positive trend in industrial development and investment opportunities [1] Group 1: Manufacturing Sector Overview - As of January to October 2025, the number of manufacturing enterprises reached 487,309, an increase of 13,423 compared to the same period last year, representing a year-on-year growth of 2.83% [1] - Manufacturing enterprises account for 93.1% of the total industrial enterprises, highlighting their significant role in the industrial landscape [1] Group 2: Industry Reports and Insights - The report titled "2026-2032 China Manufacturing Market Competition Pattern Analysis and Investment Development Research Report" by Zhiyan Consulting provides in-depth analysis and insights into the manufacturing sector [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research reports, business plans, feasibility studies, and customized services [1]

2020-2025年1-10月中国汽车产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：比亚迪（002594）,长城汽车（601633）,上汽集团（600104）,广汽集团（601238）,一汽解放 （000800）,东风汽车（600006）,赛力斯（601127） 相关报告：智研咨询发布的《2025-2031年中国汽车行业市场深度评估及投资机会预测报告》 根据国家统计局数据显示：2025年10月中国汽车产量为328万辆，同比增长11.2%；2025年1-10月中国汽 车累计产量为2732.5万辆，累计增长11%。 ...

运营商财经网 李广艳/文 在这之后，黄勇还在一汽解放、一汽客车以及集团层面担任多个职务，包括一汽解放党委副书记兼纪委 书记兼工会主席，一汽客车党委副书记、纪委书记、工会主席兼副总经理，一汽集团党委宣传部（企业 形象策划部）部长兼统战部长、人力资源部部长等，在汽车业内资历深厚。 2020年4月，黄勇被聘任为一汽丰田党委书记、常务副总经理，即一汽丰田的中方一把手，在此任职四 年，2024年4月时调任东风汽车，担任副总经理一职。一汽集团和东风汽车都是央企汽车集团，黄勇从 一汽丰田常务副总转任东风汽车副总，直接从二级企业一把手晋升为央企副总经理。 如今，黄勇公开的身份包括东风汽车党委常委、副总经理，神龙汽车董事长、法定代表人，以及此次新 增的东风本田董事长、法定代表人。 运营商财经网副总编刘平表示，黄勇工作经验丰富，之前在一汽的自主、合资以及人事、党群等多个板 块都工作过，或许他会给东风本田带来新的活力。 运营商财经（官方微信公众号yyscjrd）—— 主流财经网站，一家全面覆盖科技、金融、证券、汽车、 房产、食品、医药、日化、酒业及其他各种消费品网站。 据天眼查显示，东风本田汽车有限公司近日发生工商变更，张祖同卸任 ...

Core Viewpoint - The article contrasts the decline of Detroit, once a thriving automotive hub, with the revitalization of Shiyan, China, which is leveraging its automotive heritage to transition into a new era of green technology and diversified industry [1][3]. Group 1: Historical Context - Detroit was a prosperous city in the 1920s, known as the cradle of the American automotive industry, but faced economic decline due to reliance on a single industry and external competition [1]. - Shiyan, referred to as the "Oriental Detroit," began its journey in 1969 with a GDP of 460 million yuan, primarily relying on agriculture and small-scale industry [5][7]. - The establishment of the Second Automobile Manufacturing Plant (Dongfeng) in Shiyan transformed it into China's first independent automotive industrial base, leading to significant economic growth in the 1980s [7][9]. Group 2: Economic Challenges - In 2003, Shiyan faced economic difficulties as Dongfeng's headquarters moved to Wuhan, leading to a decline in industrial growth and raising concerns about a potential repeat of Detroit's fate [9][10]. - The city experienced a downturn, with industrial growth rates falling below the provincial average for three consecutive years [9]. Group 3: Transformation Strategies - Shiyan initiated a transformation strategy in 2007, focusing on supporting industrial enterprises with over 100 million yuan in revenue, resulting in a significant increase in automotive parts manufacturers [10][12]. - The city embraced the new energy era, encouraging local enterprises to pivot towards electric and hybrid vehicles, which led to a diversification of its industrial base [12][14]. Group 4: New Energy and Technological Advancements - By 2024, Shiyan's production of new energy vehicles surged to 107,000 units, with a 264% increase in new energy heavy trucks, showcasing a successful transition to high-value products [12][18]. - The establishment of the Envision AESC battery factory in Shiyan, with a total investment exceeding 10 billion yuan, exemplifies the city's rapid industrial development and commitment to green technology [14][16]. Group 5: Talent and Workforce Development - The arrival of global companies like Envision AESC has transformed Shiyan into a talent hub, creating thousands of jobs and facilitating the export of skilled workers to international markets [25][27]. - Shiyan's industrial base is evolving from primarily supporting Dongfeng to becoming a source of high-quality engineers and technical experts for the global new energy sector [25]. Group 6: Future Outlook - Shiyan is positioning itself as a comprehensive provider of zero-carbon solutions, integrating land and air transportation with green energy systems, aiming to avoid the pitfalls faced by cities like Detroit [27][30]. - The city's economic structure has shifted significantly, with the ratio of secondary to tertiary industries improving from 48.3:40.7 in 2014 to 36.1:54.3, indicating a healthier and more resilient economy [23].

Core Viewpoint - In November 2025, the sales of new energy heavy trucks and traction vehicles reached record highs, with significant year-on-year growth, indicating a robust market trend in the new energy commercial vehicle sector [1][4][22]. Group 1: Sales Performance - In November 2025, new energy traction vehicles sold 19,800 units, marking a year-on-year increase of 185% and a month-on-month increase of 48% [4][5]. - The total sales of new energy heavy trucks reached 24,000 units in November, reflecting a year-on-year increase of 176% [1]. - Cumulatively, from January to November 2025, new energy traction vehicle sales reached 129,600 units, representing a year-on-year increase of 230% [15]. Group 2: Market Dynamics - All 31 provincial-level administrative regions in China reported new energy traction vehicle sales in November, with 24 regions exceeding 100 units sold [6]. - The top-selling regions included Shanghai with over 3,000 units and Shanxi with over 2,000 units sold [6]. - The market for new energy traction vehicles has maintained strong momentum since 2025, with significant sales growth across various provinces [6][7]. Group 3: Company Performance - The leading companies in new energy traction vehicle sales for November included Jiefang with 3,313 units and Xugong with 3,236 units, both achieving substantial year-on-year growth [9][11]. - Notably, companies like Xugong, Heavy Truck, and Shaanxi Automobile saw year-on-year increases of 250%, 276%, and 220% respectively [13]. - Cumulatively, Jiefang and Xugong have each surpassed 20,000 units in sales, with figures of 21,500 and 20,600 units respectively [15][17]. Group 4: Market Share - The market share of the top five companies in new energy traction vehicles exceeds 10%, with Jiefang at 16.60% and Xugong at 15.93% [20]. - The overall market dynamics indicate that the leading companies are not only increasing their sales but also enhancing their market presence significantly [20]. Group 5: Future Outlook - The strong sales performance in November suggests that the new energy traction vehicle market may continue to grow in December 2025, potentially achieving even higher sales and growth rates [22].

Group 1: National Humanoid Robot Training Base - Beijing has launched the world's first national humanoid robot training base in the Olympic Center area, aiming for high-quality development from 2025 to 2027 [3] - Major robotics companies like Yushutech and UBTECH have secured large orders, while Tesla's robot mass production is progressing, attracting capital market attention [3] - By 2035, global humanoid robot annual sales are expected to reach 6 million units, with a market size exceeding $120 billion; in an optimistic scenario, sales could surpass 10 million units, with a market size projected to reach $260 billion [3] Group 2: New Developments in Robotics - SenseTime has announced the launch of the "Daxiao Robot," focusing on embodied intelligence, with a core team of top AI experts [5] - The Daxiao Robot will debut on December 18, featuring the ACE technology paradigm and the A1 module, which enables autonomous navigation using pure visual technology [5] - The demand for embodied intelligence is surging, prompting leading companies to invest in general brain development, with Daxiao Robot aiming to facilitate rapid deployment in security and inspection scenarios [5] Group 3: Investment and Market Trends - Baidu and CICC Porsche have become shareholders in Wujie Power, a company focused on general intelligence and operational intelligence in robotics [6] - Wujie Power's registered capital has increased from 100,000 to approximately 142,000, reflecting growing investor confidence in the embodied intelligence sector [6] - The company previously completed a $300 million first round of financing, with participation from Sequoia China and Hillhouse Capital, indicating strong market interest [6] Group 4: IDC Report on Embodied Intelligence - IDC has released its first report on embodied intelligent robots, predicting that by 2030, they will account for over 30% of overall robot user spending [8] - The report highlights that advancements in AI models, perception, and computing technologies will drive rapid expansion in the application of embodied intelligent robots [8] - Selected innovators in the report include companies like Weiyi Zhizao and Yuan Sha Intelligent, which are pushing the RaaS business model in various industrial and logistical scenarios [8] Group 5: Automotive Industry's Robotics Initiatives - Dongfeng Motor has unveiled two humanoid robots, "Xiao Dong" and Robot No. 2, marking a significant step in the automotive industry's engagement with embodied intelligence [10] - "Xiao Dong" is equipped with a domestic DF30 automotive-grade chip and multimodal large models, designed for voice interaction and future deployment in 4S stores for sales assistance [10] - Robot No. 2, developed in collaboration with Huazhong University of Science and Technology, will begin production line training this month and is set to take on tasks such as material handling and inspection next year [10]