东峰集团公告，拟变更公司名称为"衢州东峰新材料集团股份有限公司"，证券简称变更为"衢州东峰"， 注册地址变更为"浙江省衢州市世纪大道677号602室"。公司证券代码"601515"保持不变。变更尚需向上 海证券交易所提出申请，并经审核方可实施。 ...

每经AI快讯，10月20日，东峰集团（601515）(601515.SH)公告称，公司名称拟由"广东东峰新材料集团 股份有限公司"变更为"衢州东峰新材料集团股份有限公司"，证券简称由"东峰集团"变更为"衢州东 峰"。 ...

Core Insights - Dongfeng Group's stock price decreased by 1.24% on October 15, with a trading volume of 111 million yuan, indicating a decline in investor confidence [1] - The company reported a net financing outflow of 507.91 million yuan on the same day, suggesting a higher level of selling pressure compared to buying [1] - As of October 15, the total margin balance for Dongfeng Group was 373 million yuan, which is relatively high, exceeding the 70th percentile of the past year [1] Financing Summary - On October 15, Dongfeng Group had a financing buy-in amount of 9.96 million yuan, while the current financing balance stands at 370 million yuan, accounting for 4.17% of the market capitalization [1] - The financing balance is above the 70th percentile level for the past year, indicating a significant level of leverage [1] Short Selling Summary - On October 15, there were no shares repaid for short selling, but 200 shares were sold short, amounting to 952 yuan at the closing price [1] - The short selling balance was 2.4 million yuan, which is above the 90th percentile level for the past year, indicating a high level of short interest [1] Company Overview - Dongfeng Group, established on December 30, 1983, and listed on February 16, 2012, is located in Shantou, Guangdong Province [1] - The company's main business includes the design, production, and sales of cigarette labels and related packaging materials, with revenue composition as follows: pharmaceutical packaging 41.31%, membrane new materials 34.19%, paper products 14.47%, and others 10.03% [1] Financial Performance - For the first half of 2025, Dongfeng Group reported a revenue of 604 million yuan, a year-on-year decrease of 12.37%, while the net profit attributable to shareholders was -61.31 million yuan, reflecting a 52.87% increase in losses compared to the previous period [2] - As of June 30, 2025, the number of shareholders increased by 0.90% to 35,600, while the average circulating shares per person decreased by 0.89% to 52,617 shares [2] Dividend Information - Since its A-share listing, Dongfeng Group has distributed a total of 4.134 billion yuan in dividends, with 46.07 million yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the ninth largest circulating shareholder, increasing its holdings by 2.2956 million shares to 12.9195 million shares [3]

Core Viewpoint - The A-share automotive sector experienced an initial surge, with notable gains in several companies, indicating positive market sentiment in the industry [1] Company Performance - Haima Automobile reached the daily limit up, reflecting strong investor interest [1] - GAC Group saw an increase of over 4%, suggesting robust performance and market confidence [1] - Jinlong Automobile, Hanma Technology, Dongfeng Motor, and CIMC Vehicles also experienced upward movement, indicating a broader positive trend in the sector [1]

Group 1 - The solid-state battery industry is set to hold a significant event, the CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [2] - The lithium battery separator industry shows a positive trend in revenue growth, with over 50% of companies reporting year-on-year revenue increases in the first half of 2025, particularly notable is the 26.48% revenue growth of China National Materials [3][30] - The highest gross margin in the lithium battery separator sector is reported by Purtai at 32.10%, while Dongfeng shares the lowest at 4.08% [3][4] Group 2 - The net profit of the lithium battery separator industry has generally decreased due to ongoing price reductions, with only China National Materials, Purtai, and Dongfeng reporting increases in net profit and net margin [5][20] - Purtai achieved a revenue of 13.19 billion yuan in the first half of 2025, reflecting a 6.88% increase, while net profit decreased by 6.15% [24][36] - China National Materials reported a significant revenue increase of 26.48% to 133.3 billion yuan, with net profit rising by 114.92% to 9.99 billion yuan [30][31] Group 3 - The shipment volume of lithium battery separators showed positive growth in the first half of 2025, with Purtai and China National Materials reporting increases of 63.85% and 60% respectively [8][9] - The company Star Source Materials, a leader in lithium-ion battery separator production, reported a revenue of 18.98 billion yuan, a 14.78% increase, but a net profit decline of 58.53% [13][14] - Enjie Co., as a leading enterprise in the lithium battery separator industry, reported a revenue of 57.63 billion yuan, a 20.48% increase, but a significant net profit decline of 131.99% [20][21] Group 4 - The company Cangzhou Mingzhu, which has developed both dry and wet separator technologies, reported a revenue of 344.64 million yuan, a 19.88% increase, while maintaining stable gross margins [22][23] - Longyang Technology experienced a revenue decline of 18.81% to 52.53 million yuan, with a net profit of -0.09 million yuan, reflecting a significant drop [52][53] - Hengli Petrochemical reported a revenue of 1,039 billion yuan, a decrease of 7.68%, with a net profit of 30.5 billion yuan, down 24.08% [42][43]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603429 | 集友股份 | 10.97 | -10.01% | 31.96万 | 3.57亿 | | 002846 | 英联股份 | 19.01 | -4.90% | 23.94万 | 4.59亿 | | 002565 | 顺额股份 | 7.40 | -4.02% | 37.12万 | 2.79亿 | | 002735 | 王子新材 | 15.33 | -2.36% | - 34.29万 | 5.33 Z | | 603058 | 永吉股份 | 9.42 | -1.46% | 12.64万 | 1.20亿 | | 600210 | 紫江企业 | 7.39 | -1.20% | 30.63万 | 2.26亿 | | 603091 | 众整股份 | 72.00 | -0.96% | 1.00万 | 7378.52万 | | 300501 | 海顺新材 | 17.37 | -0.91% | 7.73万 | 1.37亿 | | 002191 | 劲嘉股 ...

Core Insights - Dongfeng Motor announced a total vehicle production of 6,388 units and sales of 7,433 units for September 2025, with a cumulative production of 83,752 units this year, reflecting a year-on-year decrease of 23.01% compared to 108,800 units last year [1] - Cumulative sales reached 92,146 units, down 20.28% from 115,600 units in the same period last year [1] - In the new energy vehicle segment, production for the month was 770 units with sales of 2,086 units; cumulative production stood at 14,421 units, a decrease of 25.44%, and cumulative sales were 14,789 units, down 16.20% [1] - Dongfeng Cummins Engine reported a monthly production of 20,395 units and sales of 17,442 units; cumulative production reached 163,800 units, an increase of 8.07%, with cumulative sales also at 163,800 units, reflecting a growth of 10.80% [1]

| 证券代码：601515 | 证券简称：东峰集团 | 公告编号：临 2025-071 | | --- | --- | --- | | 转债代码：113030 | 转债简称：东风转债 | | 广东东峰新材料集团股份有限公司 可转债转股结果暨股份变动公告 累计转股情况：截至 2025 年 9 月 30 日，累计共有 105,226,000 元"东风转 债"已转换成公司股票，累计转股数 33,870,394 股，占可转债转股前公司 股本总额 1,334,400,000 股的 2.5382%。 未转股可转债情况：截至 2025 年 9 月 30 日，尚未转股的可转债金额为 190,102,000 元，占可转债发行总量的 64.37%。 本季度转股情况：2025 年 7 月 1 日至 2025 年 9 月 30 日期间共有 7,161,000 元"东风转债"转换成公司股票，因转股形成的股份数量为 2,309,973 股。 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、东风转债发行上市概况 （一）东风转债发行情况 ...

十月金风送秋意，VAN车圈里出了新消息！东风股份最新VAN车产品——东风睿立达明窗 版即将上市，同时产品也将会陆续登陆全国各大门店，感兴趣的车友们可以进店试乘试驾！ 提起VAN车，可能很多车友都有着固有的外观印象。但东风睿立达系列产品打破了传统 VAN车设计桎梏，在造型上堪称"城配高铁"，不仅流畅的线条十分耐看，同时独特的造型 更为简约大气，整体设计实现了时尚与科技的高度融合。 虽然说产品外观是"一眼定情"的重要因素，但归根结底，对于一款VAN车产品的选择还是 更注重实用性。作为封闭厢式车，VAN车从诞生起就担负着更多功能，如强大的空间能力 和通用性，都让这种车天生就具有运输的强大优势。而东风睿立达明窗版就可以实现多功能 用途的优势，同时睿立达明窗版拥有更多路权，完全能够实现上桥、下隧道的"通畅"出 行。对比同类货运产品，睿立达明窗版优势极为明显。 最关键的是，东风睿立达明窗版秉承着东风军工品质，继承了东风五十多年造车经验，依靠 东风股份强悍的研发制造实力，成就了自身过硬的产品品质！"国家队"的强大背书，让每 一位用户买的放心，用的安心！ 东风睿立达的强大能力，赢得了用户与市场的信赖与支持。东风睿立达明窗版这 ...

Core Points - Dongfeng Co., Ltd. announced on September 30 that it received government subsidies related to revenue amounting to 58 million yuan by September 30, 2025 [2] Summary by Category Financial Performance - The company has received a government subsidy of 58 million yuan, which is expected to positively impact its financial performance [2] Government Support - The announcement highlights the government's support for the company, indicating a favorable regulatory environment [2] Future Outlook - The receipt of the subsidy may enhance the company's revenue prospects moving forward, contributing to its growth strategy [2]