证券代码:600006 证券简称：东风股份 公告编号：2025--044 东风汽车股份有限公司 2025年6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。 东风汽车股份有限公司2025年6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 7 月 8 日 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 6,196 9,141 60,038 73,502 -18.32 8,441 12,566 64,904 76,884 -15.58 客车 280 1,219 2,155 5,163 -58.26 294 1,243 2,876 5,943 -51.61 客车非完整车辆 284 192 1,021 1 ...

Core Viewpoint - Dongfeng Motor Corporation is focusing on enhancing product competitiveness and operational efficiency to improve profit margins in the light truck industry, while also increasing investment in new energy products and expanding its global market presence [2][9]. Group 1: Financial Performance - As of July 4, 2025, Dongfeng shares closed at 7.15 yuan, down 1.24% from the previous week [1] - The company received a government subsidy of 10 million yuan, which represents 34.29% of its audited net profit attributable to shareholders for the fiscal year 2024, positively impacting its 2025 profits [8][9]. Group 2: Market Strategy - The company plans to achieve an annual sales target of 50,000 units through optimized product layout, lean marketing, and new media marketing, despite a decline in first-quarter sales compared to the previous year [2][9]. - Dongfeng's global development strategy includes accelerating product layout in domestic and international markets and establishing international operational capabilities [2]. Group 3: Product Development - The company is increasing its investment in new energy products, covering light trucks, VN vehicles, and micro trucks, with expectations of higher penetration rates in the LCV new energy market by 2025 [2]. - Dongfeng's intelligent driving business, which includes both assisted driving and L4-level autonomous driving, has already achieved commercial operation and will continue to evolve according to regulatory requirements and market demands [2]. Group 4: Communication and Governance - The company emphasizes long-term value creation for investors and is committed to enhancing communication and engagement with them [5]. - Dongfeng will adhere to information disclosure requirements regarding the restructuring plans with Changan Automobile [6].

2025 年 7 月 3 日，公司收到与收益相关的政府补助资金 30,000,000.00 元，占 公司 2024 年度经审计归属于上市公司股东净利润的 102.87%。 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。 特此公告。 东风汽车股份有限公司董事会 2025 年 7 月 5 日 证券代码：600006 证券简称：东风股份 公告编号：2025—043 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。 一、 获得补助的基本情况 ...

Core Viewpoint - The new energy heavy truck market in China has experienced rapid growth since 2025, with significant increases in sales, particularly for new energy tractors, which have outpaced overall market growth [1][2][4]. Sales Performance - In June 2025, 12,000 new energy tractors were added, marking a year-on-year increase of 306% and a month-on-month increase of 21% [4][5]. - The sales figures for June indicate that the new energy tractor market continues to thrive, with a monthly sales increase of over 2,000 units compared to May [5][6]. - A total of 30 provincial-level administrative regions reported new energy tractor sales in June, with Shanghai leading at nearly 3,000 units [5][7]. Cumulative Sales Data - By the end of June 2025, cumulative sales of new energy tractors exceeded 51,800 units, reflecting a year-on-year increase of 276% [15][16]. - Among manufacturers, Jiefang, SANY, and XCMG have each sold over 7,500 units, leading the market [15][16]. Market Share and Competition - The top five companies in the new energy tractor market, including Jiefang, SANY, and XCMG, hold market shares exceeding 10%, with Jiefang at 16.52% [21][19]. - The competitive landscape is intense, with frequent changes in rankings among manufacturers, indicating a dynamic market environment [23]. Monthly Sales Rankings - In June, Jiefang led the sales with 2,127 units, followed by SANY and XCMG with 1,886 and 1,657 units, respectively [10][11]. - Nine out of the top ten manufacturers achieved year-on-year sales growth, with several companies experiencing significant increases [13][19]. Future Outlook - The growth trend in the new energy tractor market is expected to continue, with anticipation for further increases in July [23].

中新社武汉7月3日电 (马芙蓉 蒋秋雨)海峡两岸(武汉)车辆技术创新联盟台方会长陈宏钦3日在武汉介 绍，该联盟成立不到两年，会员已突破100家，涵盖原材料供应、零部件制造、整车生产、销售与服务 等全产业链。尤其是今年以来，会员数量快增。 当天，海峡两岸(武汉)汽车产业技术与产品对接会在武汉经济技术开发区举行，两岸行业组织、企业代 表等200余人聚焦新产品、新技术进行交流对接。 作为联盟支持单位，东风汽车与不少台企在技术研发、产品配套等方面已开展合作。东风汽车科技创新 管理部副总经理、研发总院副院长张衡表示，将进一步强化与台企交流协作，推动两岸企业从"供应链 互补"升级为"创新链共生"。(完) 陈宏钦表示，台湾企业在精密制造、半导体、电子元器件、车载信息系统、智能传感等方面具备竞争 力，大陆则拥有广阔的市场、完整的产业体系、强大的整车研发制造能力及蓬勃的创新生态和应用场 景。双方优势互补、资源共享，合作前景广阔。 陈宏钦介绍，迄今联盟已促进10余家台资企业与大陆车企达成合作意向，推动会员厂商在汽车电子、自 动驾驶等领域开展合作，今年两岸企业合作意愿更趋强烈，预计年底联盟会员有望达150家。 "加入联盟，不仅可以 ...

Core Viewpoint - In June, heavy truck sales in China reached approximately 94,000 units, marking a year-on-year increase of 32%, significantly exceeding expectations [4][5][6]. Sales Performance - The heavy truck market in June 2025 saw sales of about 94,000 units, a 6% increase from May and a 32% increase from June 2024 [4][5]. - Cumulatively, from January to June 2025, the heavy truck market sold approximately 535,300 units, reflecting a year-on-year growth of about 6% [5]. Market Drivers - The primary reason for the significant sales increase in June, traditionally a "slow season," is attributed to the implementation of vehicle replacement policies across various regions, which have stimulated demand for new heavy trucks [6][26]. - Additionally, some leading manufacturers ramped up production to boost sales figures at the end of the half-year [7]. Segment Analysis - The domestic terminal heavy truck sales also experienced a year-on-year increase of nearly 40% in June, with a slight month-on-month rise of about 3% [7]. - New energy heavy trucks saw terminal sales surpassing 16,000 units in June, representing a year-on-year growth of approximately 130%, setting a new monthly sales record [9]. Company Performance - China National Heavy Duty Truck Corporation led the market with sales of about 23,000 units in June, achieving a year-on-year growth of 21% [13][15]. - Dongfeng Motor Corporation followed with sales of approximately 18,000 units, a year-on-year increase of 47% [17]. - FAW Jiefang and Shaanxi Automobile both exceeded 16,000 units in sales, with year-on-year growth rates of 42% and 22%, respectively [17][19]. - Foton Motor achieved the highest growth rate among major companies, with a 116% increase in June sales [21]. Future Outlook - The heavy truck industry is expected to continue its upward trend in sales, particularly in the third quarter, driven by ongoing vehicle replacement policies and the low sales figures from the previous year [26].

Group 1 - CITIC Construction Investment has received approval from the China Securities Regulatory Commission to issue perpetual subordinated bonds with a total face value of no more than 20 billion yuan [1] - Bluefocus Technology has received a loan commitment of up to 900 million yuan from CITIC Bank for stock repurchase [1] - Huaren Pharmaceutical's subsidiary has received approval for the listing of Bumetanide raw materials, which are used to treat severe heart failure and hypertension emergencies [3] Group 2 - Betta Pharmaceuticals has received approval for the listing of Enasidenib capsules in Macau, aimed at treating ALK-positive locally advanced or metastatic non-small cell lung cancer [4] - Juewei Food plans to use 110 million yuan of idle fundraising for cash management, with an expected annual yield of 1.00%-1.89% [6] - China Huadian has successfully completed the issuance of 1 billion yuan medium-term notes with a coupon rate of 1.95% [9] Group 3 - Fosun Pharma's subsidiary has received a GMP certificate from the Belgian Federal Agency for Medicines and Health Products for the production facilities of two monoclonal antibodies [11] - China Nuclear Engineering has signed a civil engineering contract for the Taishan Nuclear Power Units 3 and 4 [13] - Kanglongda has faced administrative regulatory measures from the Zhejiang Securities Regulatory Bureau due to the failure of performance commitment parties to fulfill compensation obligations [15] Group 4 - Gaoling Information has received three invention patent certificates in the second quarter, covering various technological fields [16] - Weimais plans to use 190 million yuan of excess fundraising to increase capital in its subsidiary for building a new energy vehicle powertrain production base [17] - Huazhong Technology has received a project designation notice from a leading eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [19] Group 5 - Madi Technology expects a net profit of 25 million to 27 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [19] - Dazhong Mining's subsidiary has obtained a mining license for the Zhouyoufang Iron Mine, increasing production capacity to 6.5 million tons per year [20] - Zhongguancun's subsidiary has had its application for the listing of Arolol hydrochloride tablets accepted by the National Medical Products Administration [21] Group 6 - Tianhong Co. has signed a property management contract worth 15 million yuan with a local company [22] - Dong'an Power has secured nine new market designation agreements in the second quarter, with a projected total sales volume of 1.5 million units [24] - Zhujiang Co. has appointed Zhao Kun as the new deputy general manager [25] Group 7 - Jinyi Industrial has won a bid for a project worth 335 million yuan from the China Railway Shanghai Bureau Group [26] - Kangchen Pharmaceutical has received a clinical trial notification for its innovative drug KC1086, aimed at treating advanced solid tumors [27] - Changhua Group has received a project designation notice from a new energy vehicle company, with an expected total sales amount of 970 million yuan [29] Group 8 - Lingxiao Pump Industry plans to use 60 million yuan of idle funds to purchase financial products [31] - Mould Technology has received a project designation for exterior parts from a well-known North American electric vehicle company, with an expected total sales of 1.236 billion yuan [34] - Fulongma has pre-bid for five sanitation service projects in June, with a total contract amount of 181 million yuan [35] Group 9 - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange [36] - *ST Yuancheng is under investigation by the CSRC for suspected false financial disclosures [37] - Beilu Pharmaceutical's subsidiary has received approval for the listing of Iopamidol raw materials [38] Group 10 - Zhejiang Liming's shareholder plans to reduce their stake by up to 2.93% [39] - Zhejiang Liming's actual controller has committed not to reduce their holdings within a year [40] - SAIC Motor reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [41] Group 11 - Xinhongcheng expects a net profit increase of 50%-70% for the first half of 2025 [42] - Xianhe Co. plans to invest 11 billion yuan in a bamboo pulp paper integrated project [42] - Great Wall Motors reported a total vehicle sales of 569,800 units in the first half of 2025, a year-on-year increase of 1.81% [43] Group 12 - Dongfeng Co. received a government subsidy of 10 million yuan [44] - Zhongke Environmental Protection has acquired two water environmental companies in Guangxi for a total of 353 million yuan [45] - Anji Food's H-share public offering is priced at 60 Hong Kong dollars per share [46]

Group 1 - The top ten automotive companies (groups) sold 10.708 million vehicles from January to May 2025, accounting for 84% of the total automotive sales [1] - Among these ten companies, Dongfeng Motor, GAC Group, and Great Wall Motors experienced varying degrees of sales decline compared to the same period last year, while other companies showed different levels of sales growth [1]

Group 1 - Dongfeng Motor Group has signed a joint venture agreement with Nissan (China) to establish a company focused on automotive export business, with a registered capital of RMB 1 billion, where Nissan China contributes 60% and Dongfeng contributes 40% [1][3] - The joint venture aims to leverage both companies' financial resources and supply chain capabilities to export vehicles, parts, and accessories to agreed overseas markets [3] - Nissan has been facing declining performance, reporting a net loss of $4.5 billion (approximately RMB 32.25 billion) for the fiscal year 2024, with a 12% year-on-year drop in sales in China, totaling 697,000 units [3][4] Group 2 - Due to overcapacity, Dongfeng Nissan closed its Changzhou factory in June last year, marking the first closure of a complete vehicle factory by Nissan in China, less than four years after it began operations [4][6] - Dongfeng Nissan has launched a "New Struggle 100" action plan, aiming to introduce seven new energy products by the end of 2026 and set an initial export target of 100,000 units [4] - Other Dongfeng brands are also expanding into overseas markets, with the high-end new energy brand Lantu planning to enter 60 countries by 2030 [8]

东风汽车正加速打造"三网融合 五智一体"的"具身智能体"汽车。 2025年3月，汽车具身智能技术湖北省重点实验室专家论证会在东风汽车研发总院召开。 近日，东风汽车集团有限公司(以下简称东风汽车)牵头建设的具身智能技术湖北省重点实验室完成认 定。这一重点实验室的建设发展，不仅标志着东风汽车在智能化领域又迈出了重要一步，也将为湖北打 造具有全国影响力的科技创新高地、加快建成中部地区崛起的重要战略支点提供有力支撑，并为中国汽 车产业的创新发展提供技术支持和解决方案。 汽车具身智能技术湖北省重点实验室以东风汽车为依托单位，联合顶尖高校及行业优势企业共同推进建 设，汇集一支高水平行业科技人才队伍。该实验室面向国家"交通强国"与"人工智能+"战略以及湖北省 产业创新需求，聚焦汽车具身智能相关核心技术及关键问题，重点布局汽车具身感知执行、汽车具身计 算平台、汽车具身核心算法、汽车具身支撑技术4大研究方向。研发团队致力于在3—5年内，将实验室 建成国内一流、具有国际影响力、特色鲜明的区域科技创新平台、多学科交叉融合平台、原创技术策源 地和产业孵化平台，持续培养产业亟需人才队伍，推进相关应用基础研究实现重大突破，赋能我国汽车 ...