Core Points - Dongfeng Motor Corporation announced on September 18 that it received government subsidy funds related to revenue amounting to 39 million yuan [2] Summary by Category Company - Dongfeng Motor Corporation received a government subsidy of 39 million yuan on September 17, 2025 [2]

格隆汇9月18日丨东风股份(600006.SH)公布，2025年9月17日，公司收到与收益相关的政府补助资 金3,900万元，占公司2024年度经审计归属于上市公司股东净利润的133.73%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

证券代码：600006 证券简称：东风股份 公告编号：2025--056 东风汽车股份有限公司 关于召开2025年半年度业绩说明会的公告 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： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 9 月 26 日 前 访 问 网 址 https://eseb.cn/1rBUycknaq4 或使用微信扫描下方小程序码进行会前提问， 东风汽车股份有限公司（以下简称"公司"）将通过本次业绩说明会，在信 息披露允许范围内就投资者普遍关注的问题进行回答。 四、投资者参加方式 投 资 者 可 于 2025 年 9 月 26 日 （ 星 期 五 ） 14:00-15:00 通 过 网 址 https://eseb.cn/1rBUycknaq4 或使用微信扫描下方小程序码即可进入参与互动交 流。投资者可于 2025 年 9 月 26 日前进行会前提问，公司将通过本次业绩说明会， 在信息披露允许范围内就投资者普遍关注的问题进行回答。 一、说明会类型 公司已于 2025 年 8 ...

一、 获得补助的基本情况 2025 年 9 月 17 日，公司收到与收益相关的政府补助资金 3,900 万元，占公司 2024 年度经审计归属于上市公司股东净利润的 133.73%。 证券代码：600006 证券简称：东风股份 公告编号：2025—057 东风汽车股份有限公司 关于获得政府补助的公告 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。 特此公告。 东风汽车股份有限公司董事会 2025 年 9 月 19 日 二、补助的类型及其对上市公司的影响 上述政府补助与公司日常经营活动相关，但不具有可持续性。根据《企业会计准 则第 16 号-政府补助》的相关规定，将上述收到的政府补助资金认定为与收益相关的 政府补助。该笔政府补助将对公司 2025 年度的利润产生积极影响，具体的会计处理 以及对公司当年损益的影响最终以审计机构年度审计确认的结果为准，敬请广大投资 者注意投资风险。 ...

格隆汇9月18日丨东风股份(600006.SH)公布，2025年9月17日，公司收到与收益相关的政府补助资金 3,900万元，占公司2024年度经审计归属于上市公司股东净利润的133.73%。 ...

Core Insights - The domestic commercial vehicle market is experiencing a strong growth trend, particularly in the new energy vehicle (NEV) segment, driven by policy support and increasing demand for vehicle upgrades [1][2][10] - In August, domestic commercial vehicle sales reached 246,000 units, a year-on-year increase of 14%, while the cumulative sales from January to August 2025 reached 2.01 million units, up 8% compared to the previous year [7][10] - The penetration rate of new energy commercial vehicles is expected to reach 30% by August 2025, significantly higher than the 23% recorded in the same month of the previous year [13][15] Commercial Vehicle Market Analysis - The commercial vehicle market is showing a recovery after a period of decline, with 2025 projected to see a total of 2.85 million units sold, nearly flat compared to 2024 [6][10] - The sales of new energy commercial vehicles are projected to reach 579,000 units in 2024, representing an 84% year-on-year increase [11][12] - The market is characterized by a strong performance in the truck segment, particularly in heavy and light trucks, while the bus segment is also seeing growth due to electrification [15][19] New Energy Vehicle Insights - The penetration rate of new energy commercial vehicles has increased from approximately 3% in 2019-2021 to 25% in the first eight months of 2025 [2][13] - The sales of new energy commercial vehicles from January to August 2025 reached 500,000 units, marking a 55% year-on-year increase [11][12] - The demand for new energy vehicles is particularly strong in the truck and bus segments, with truck penetration at 23% and bus penetration at 63% as of August 2025 [15][19] Competitive Landscape - Major players in the commercial vehicle market include Beiqi Foton, SAIC-GM-Wuling, and Dongfeng Motor, with Beiqi Foton leading in light truck sales [16][19] - The market is witnessing a shift towards new energy vehicles, with companies like Geely and Chery making significant strides in the light truck segment [22][24] - The competitive structure is evolving, with traditional fuel vehicles requiring effective policy support to maintain market share amidst the growing dominance of new energy vehicles [2][15]

Core Viewpoint - The domestic new energy light truck market has shown remarkable growth, achieving a record monthly sales of 17,700 units in August 2025, marking a 91% year-on-year increase and extending a continuous growth streak to 20 months [4][6][33]. Sales Performance - From March 2025, new energy light truck sales have consistently exceeded 10,000 units monthly, with June recording the highest single-month sales of 16,600 units [1][2]. - In August 2025, the total sales of new energy light trucks reached 17,700 units, representing a 21% month-on-month increase and a 91% year-on-year increase [4][6]. - The overall light truck market sold 56,600 units in August, with new energy light trucks accounting for 31.27% of the total, up from 27.00% the previous month [9]. Market Trends - The new energy light truck market has seen a cumulative sales figure of 105,300 units from January to August 2025, reflecting a 94% year-on-year growth [26][31]. - The penetration rate of new energy light trucks in the overall light truck market reached 23.11% in the first eight months of 2025, significantly higher than the 17.73% recorded for the entire year of 2024 [9]. Regional Insights - All 31 provincial-level administrative regions in China have seen new energy light truck registrations, with Guangdong leading with over 35,300 units, accounting for 33.48% of the national total [12][14]. - The top cities for new energy light truck registrations include Shenzhen, Guangzhou, Zhengzhou, and Chengdu, among others [14]. Company Performance - The leading companies in the new energy light truck market for August 2025 include: - Yuan Cheng with 3,252 units sold (18.36% market share) - Foton with 2,908 units (16.41% market share) - SAIC Yuejin with 2,779 units (15.69% market share) - Jianghuai with 2,177 units (12.29% market share) [3][23]. - Notably, Chery Commercial Vehicles achieved a staggering 10,400% year-on-year growth in sales [3]. Fuel Type Analysis - Pure electric vehicles remain the dominant technology in the new energy light truck market, accounting for 92.31% of sales from January to August 2025, an increase from the previous year [17]. - In contrast, fuel cell light trucks have seen a decline in sales, with only 664 units sold, a 46% decrease year-on-year [20]. Conclusion - The new energy light truck market has demonstrated strong growth, with significant increases in both sales and market penetration. The trend is expected to continue, raising questions about the sustainability of this growth and the potential for future sales targets [33].

Market Overview - The commercial vehicle sector increased by 0.49% on September 17, with Jianghuai Automobile leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Jianghuai Automobile (600418) closed at 57.76, with a rise of 2.09% and a trading volume of 718,900 shares, amounting to a transaction value of 4.146 billion yuan [1] - Other notable stocks include: - Jiangling Motors (000550) at 21.08, up 0.62% [1] - China National Heavy Duty Truck Group (000951) at 17.11, up 0.59% [1] - Zhongshun Vehicle (301039) at 9.28, up 0.11% [1] - FAW Jiefang (000800) at 7.16, unchanged [1] - Shuguang Co. (600303) at 3.83, unchanged [1] - King Long Motor (600686) at 11.83, unchanged [1] - Dongfeng Motor (600006) at 7.54, down 0.26% [1] - Foton Motor (600166) at 2.92, down 0.34% [1] - Ankai Bus (000868) at 5.88, down 0.68% [1] Capital Flow - The commercial vehicle sector experienced a net outflow of 64.274 million yuan from institutional investors, while retail investors saw a net inflow of 63.9394 million yuan [2] - The capital flow for individual stocks shows: - China National Heavy Duty Truck Group had a net outflow of 27.7444 million yuan from institutional investors [3] - Jianghuai Automobile saw a net inflow of 14.5642 million yuan from institutional investors [3] - Other stocks like Foton Motor and Dongfeng Motor also experienced net outflows from institutional investors [3]

Market Overview - The commercial vehicle sector experienced a decline of 1.28% on September 16, with Jianghuai Automobile leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the commercial vehicle sector included: - Shuguang Co., Ltd. (600303) with a closing price of 3.83, up 3.23% [1] - Hanma Technology (600375) at 7.18, up 1.99% [1] - Foton Motor (600166) at 2.93, up 1.38% [1] - Major decliners included: - Jianghuai Automobile (600418) at 56.58, down 2.68% [2] - Zhongtong Bus (000957) at 11.72, down 0.93% [2] - Dongfeng Motor (600006) at 7.56, down 0.40% [2] Capital Flow - The commercial vehicle sector saw a net outflow of 237 million yuan from institutional investors, while retail investors contributed a net inflow of 203 million yuan [2] - The detailed capital flow for key stocks showed: - Hanma Technology had a net outflow of 34.83 million yuan from institutional investors [3] - China National Heavy Duty Truck (000951) saw a net inflow of 20.18 million yuan from institutional investors [3] - Ankai Bus (000868) experienced a significant net outflow of 21.92 million yuan from institutional investors [3]

凤凰网科技讯 9月16日，据东风汽车官方消息，近日，岚图新时代旗舰SUV官图发布。公开信息显示， 该车采用顶级豪车常用的双色车身，车身长、宽、高分别为5230mm/2025mm/1817mm，轴距达 3120mm，配备流光星辰把手、迎宾展翼踏板及天地之镜轮毂，采用行业领先的800V平台+5C超充技 术，CLTC纯电续航370km，CLTC综合续航1400km，支持5C超快充，20%-80%充电时间仅需12分钟。 作为家族旗舰，"泰山"是一款六座SUV，基于天元智能（603273）架构打造，拥有大气沉稳的车身侧 面，前脸预计会用上追光L同款的大面积镀铬辐条中网，进一步强调豪华感。同时，这款新车还将搭载 后轮转向系统，部分影像还展示了其的高通过性。 此前，岚图汽车公布旗舰SUV新车——"泰山（代号）"的官方预告。该车的官方定位是首款800V智能 超混华系SUV，也是今年的两大"旗舰王牌"之一。 ...