"东风系"集体大跌，"兵装系"集体大涨。 今日(6月5日)早盘，"东风系"上市公司集体大跌。 A股方面，东风股份（600006）盘中一度跌近8%，截至午间收盘跌6.94%。 | < W | 东风股份(600006) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 06-05 11:30:01 融 通 | | | | | | 7.38 | 额 8.76亿 | 股本 20.00亿 市盈 367 | 万得 | | | | | | | 盘口 | | | | -0.55 -6.94% 换 5.90% | | 市值1 148亿 市净 1.75 | | | | | 书时 | 五日 日K | 申务 周K 月K | | | | | 章加 | 均价:7.43 | | 盘口 资金 | | | | 8.55 | 7.82% 卖五 | | | 7.43 1694 | | | | SE JU | | | 7.42 1114 | | | | | | | 7.41 633 | | | | | | | 7.40 2237 | | | 7.93 | 0 00% 25 | | | 7 ...

Core Viewpoint - The "Dongfeng system" companies experienced a collective decline, while the "Weapon system" companies saw a significant rise in stock prices due to restructuring news [1][2][7]. Group 1: Dongfeng System Performance - Dongfeng Motor Corporation's listed companies, including Dongfeng Motor (600006), saw a drop of nearly 8% during trading, closing down 6.94% [3][4]. - Dongfeng Technology (600081) also faced a decline, with a drop of over 8% at one point, closing down 6.2% [4]. - Dongfeng Group (00489.HK) in Hong Kong experienced a significant drop, with a decline of nearly 15%, closing down 12.8% [5][6]. Group 2: Restructuring News - Dongfeng companies announced that they are not involved in any asset and business restructuring at this time, contrary to earlier expectations [7]. - In contrast, the "Weapon system" companies announced that the China Ordnance Equipment Group is undergoing a split, with its automotive business becoming an independent central enterprise [7]. Group 3: Weapon System Performance - Companies within the "Weapon system" such as Dong'an Power (600178), Hunan Tianyan (600698), and Construction Industry (002265) saw significant gains, with Dong'an Power rising by 9.97%, Hunan Tianyan by 9.94%, and Construction Industry by 10.01% [9][10][11][12]. - Other companies like Great Wall Military Industry (601606) and Zhongguang Optical (002189) also experienced notable increases, with Great Wall Military rising nearly 6% [13][14].

Group 1 - The A-share military equipment restructuring concept stocks showed strong performance at the beginning of trading, with Dong'an Power rising over 9% [1] - Hunan Tianyan increased by more than 7%, indicating positive market sentiment towards military-related stocks [1] - Other companies such as Huachuang Technology, Zhongguang Optical, Construction Industry, and Great Wall Military Industry also experienced gains, reflecting a broader trend in the sector [1]

证券代码：600178 证券简称：东安动力 公告编号：临 2025-041 哈尔滨东安汽车动力股份有限公司 关于中国兵器装备集团有限公司重组进展情况的公告 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。 2025 年 2 月 9 日，哈尔滨东安汽车动力股份有限公司（以下简 称"本公司"）接到间接控股股东中国兵器装备集团有限公司（以下 简称"兵器装备集团"）通知，兵器装备集团正在与其他国资央企集 团筹划重组事项，内容详见《关于控股股东拟发生变更的提示性公告》 （临 2025-009），现将有关进展情况公告如下： 2025 年 6 月 4 日，本公司接到兵器装备集团通知，兵器装备集 团收到国务院国有资产监督管理委员会（以下简称"国务院国资委"） 通知，经国务院批准，对兵器装备集团实施分立。其汽车业务分立为 一家独立中央企业，由国务院国资委履行出资人职责；国务院国资委 按程序将分立后的兵器装备集团股权作为出资注入中国兵器工业集 团有限公司。 性，敬请广大投资者注意投资风险。 特此公告。 哈尔滨东安汽车动力股份有限公司董事会 202 ...

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has experienced a decline, with a drop of 0.34% as of the market close on June 4, positioning it among the top decliners in the concept sector [1][2] - Within the military equipment restructuring concept, stocks such as Dong'an Power, Chang'an Automobile, and Changcheng Military Industry saw significant declines, while Hunan Tianyan, Huqiang Technology, and Construction Industry were among the few that increased, with respective gains of 0.44%, 0.18%, and 0.15% [1][2] - The military equipment restructuring concept faced a net outflow of 0.43 billion yuan from main funds today, with six stocks experiencing net outflows, led by Chang'an Automobile, which saw a net outflow of 22.58 million yuan [2] Group 2 - The top decliners in the military equipment restructuring concept included Chang'an Automobile (-0.24%), Dong'an Power (-2.14%), and Changcheng Military Industry (-0.66%), while Hunan Tianyan was the only stock with a positive change [2] - The trading volume for Chang'an Automobile was 0.52%, and it had the highest net outflow of main funds at 22.58 million yuan, followed by Dong'an Power with a net outflow of 18.22 million yuan [2] - The overall performance of the military equipment restructuring concept contrasts with other sectors, such as the beer concept, which increased by 3.85% [2]

特此公告。 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个别及连带责任。 哈尔滨东安汽车动力股份有限公司 2025 年 5 月份发动机及变速器产销数据快报如下： 单位：台 | | | | 产量 | | | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单位 | 产品 | | 上年 | 增减比 | | 本年 | 上年同 | 增减比 | | 上年 | | 增减 | | 比 | 本年 | | 上年同 | 增减比 | | | | | | | | | | | 本月 | | | | | | | 本月 | | | | | | | | | 同期 | 例（%） | 累计 | 期累计 | | 例（%） | | 同期 | 例 | | | （%） | | 累计 | 期累计 | | 例（%） | | | | | | | | | 本部 | 发动机 | 23815 | 16142 | 47.53 | 133977 ...

证券代码：600178 证券简称：东安动力 公告编号：临 2025-040 哈尔滨东安汽车动力股份有限公司 2025 年 5 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个别及连带责任。 哈尔滨东安汽车动力股份有限公司 2025 年 5 月份发动机及变速器产销数据快报如下： | 单位 | 产品 | 上年 | 增减比 | 产量 本年 | 上年同 | 增减比 | | 上年 | 增减比 | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | | | | | | 本月 | | | 本年 | 上年同 | 增减比 | | | | 同期 | 例（%） | 累计 | 期累计 | 例（%） | | 同期 | 例（%） | 累计 | 期累计 | 例（%） | | 本部 | 发动机 23815 | 16142 | 47.53 | 133977 | 106327 | 26.00 | 21982 | ...

Group 1 - The core point of the announcement is that Dong'an Power (600178) reported significant growth in engine and transmission production and sales for May and the year-to-date period [1] Group 2 - In May, the engine production reached 34,037 units, representing a year-on-year increase of 24.25% [1] - Cumulative engine production for the year reached 186,000 units, showing a year-on-year growth of 9.71% [1] - In May, engine sales totaled 29,556 units, reflecting a year-on-year decline of 11.86% [1] - Year-to-date engine sales amounted to 178,600 units, indicating a year-on-year increase of 14.03% [1] Group 3 - In May, transmission production was 24,905 units, which is a remarkable year-on-year increase of 240.65% [1] - Cumulative transmission production for the year reached 87,909 units, with a year-on-year growth of 108.86% [1] - Transmission sales in May were 19,463 units, showing a substantial year-on-year increase of 457.84% [1] - Year-to-date transmission sales reached 73,696 units, reflecting a year-on-year growth of 148.12% [1]

Group 1 - The ZunJie S800, the first model from the ZunJie brand, was officially launched by Huawei in collaboration with JAC Motors, with a starting price of 708,000 yuan and a maximum price of 1,018,000 yuan [2] - The first batch of ZunJie S800 vehicles will be delivered starting June 26, with a limited release of 599 units, while mass deliveries are expected to begin in mid-August [2] - The vehicle features advanced technologies such as gesture control, a dual zero-gravity rear seat, and a retractable space screen, which have garnered significant attention on social media [4] Group 2 - The ZunJie S800 is equipped with Huawei's ADS 4 intelligent driving system, which boasts enhanced cloud training capabilities and human-like driving assistance [4] - The vehicle utilizes the Huawei Giant Whale Battery Platform 2.0, featuring a five-layer safety structure and advanced cooling technology, exceeding the new national standards for battery design and testing [4] - Several listed companies have confirmed their supply relationships for the ZunJie series, including Dong'an Power, Tianqi Mould, and Changqing Co., among others [4][6] Group 3 - The Huawei automotive concept has performed well recently, with the concept index rising by 14.42% since April 8, outperforming the CSI 300 index by 7 percentage points [6] - Notable stocks in the concept sector, such as Demais and Xinzhi Group, have seen price increases of over 30% since April 8 [6]

证券代码：600178 股票简称：东安动力 编号：临 2025-039 哈尔滨东安汽车动力股份有限公司 九届十三次董事会会议决议公告 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 担个别及连带责任。 哈尔滨东安汽车动力股份有限公司董事会九届十三次会议通知 于 2025 年 5 月 23 日以直接送达、传真与邮件方式送达全体董事，会 议于 2025 年 5 月 30 日以通讯表决的方式召开，本次会议应参加表决 的董事 9 人，实际表决的董事 9 人。本次会议符合《公司法》及《公 司章程》的有关规定，会议以记名投票表决的方式，审议通过了《关 于制定<公司市值管理制度>的议案》。 表决结果：9 票赞成，0 票反对，0 票弃权。 为切实推动公司提升投资价值，进一步加强与规范公司的市值管 理行为，维护公司及广大投资者的合法权益，根据《中华人民共和国 公司法》《中华人民共和国证券法》《国务院关于加强监管防范风险推 动资本市场高质量发展的若干意见》《上市公司信息披露管理办法》 《上市公司监管指引第 10 号——市值管理》《上海证券交易所股票上 市规则 ...