Core Viewpoint - Dongfeng Group is facing significant challenges, with a projected decline in net profit for the first half of 2025 by approximately 90% to 95% compared to the same period in 2024, primarily due to declining sales and profits in its joint venture non-luxury brand segment and increased investments in its independent business [1][2]. Sales Performance - From January to July this year, Dongfeng Group's cumulative sales of new energy vehicles reached 249,600 units, a year-on-year increase of about 35.5%, but overall vehicle sales fell by approximately 8.9% to 978,500 units [2]. - The parent company, Dongfeng Motor Group, reported a cumulative vehicle sales of 1,260,400 units during the same period, down about 10.8% year-on-year [2]. - Sales of joint venture brands have significantly declined, with Dongfeng Nissan's sales down 16.8% to 306,400 units, Dongfeng Honda down 31.2% to 173,400 units, and Shenlong Automobile down 29.2% to 30,400 units [2]. Strategic Adjustments - In response to performance pressures, Dongfeng Group has made several strategic adjustments, including the establishment of Yipai Automotive Technology Company to focus on independent passenger vehicle development [4]. - The company aims for a total annual sales target of 3 million vehicles, including 1 million new energy vehicles and 900,000 independent new energy vehicles [4]. - Dongfeng Yipai Technology is expected to enhance decision-making efficiency and market responsiveness through the integration of various brands and resources [4]. New Product Launches - Dongfeng Nissan has launched the N7, a new pure electric model featuring advanced intelligent driving capabilities [3]. - Dongfeng Honda introduced the S7, marketed as a high-quality electric vehicle with a range of 620 to 650 km [3]. - Shenlong Automobile has launched a new energy brand, with its first model, the Shijie 06, already on the market [3]. Future Outlook - Dongfeng Yipai Technology plans to introduce 20 new models by 2028, with a focus on continuous product evolution [5]. - The company is also collaborating with Huawei on a high-end intelligent SUV project, set to launch in 2026 [4].

Core Viewpoint - Dongfeng Motor Group Co., Ltd. (00489.HK) has issued a profit warning, expecting a significant decline of 90% to 95% in net profit attributable to shareholders for the first half of 2025, with a profit range of 30 million to 70 million yuan [2] Group 1: Performance Decline Reasons - The decline in Dongfeng Group's performance is attributed to two main factors: a shrinking non-luxury brand market affecting joint ventures like Dongfeng Nissan and Dongfeng Honda, which saw sales drop by 23.5% and 37.4% respectively [4] - Despite a 33.0% year-on-year increase in new energy vehicle sales, reaching 204,400 units, the overall sales for Dongfeng Group fell by 14.7% to 823,900 units in the first half of the year [4] Group 2: Strategic Initiatives - In response to performance pressures, Dongfeng Group and its controlling shareholder, Dongfeng Motor Corporation, have taken several actions since June, including the establishment of Yipai Automotive Technology Company to focus on the development of independent passenger vehicles [4] - The company aims for a total annual sales target of 3 million units, including 1 million new energy vehicles and 900,000 independent new energy vehicles [4] Group 3: Recent Sales Performance - Dongfeng Motor has reported a strong start in the second half of the year, with July sales reaching 205,000 units, a year-on-year increase of 27.5%, including 172,000 passenger vehicles and 33,000 commercial vehicles [5] - New energy and independent brands continue to lead, with new energy vehicle sales of 90,000 units, up 19.7%, and independent brand sales of 132,000 units, up 26.8% [5] Group 4: Future Plans - Dongfeng Yipai Technology plans to launch over 20 models by 2028, including a high-end smart SUV developed in collaboration with Huawei, targeting the mid-to-high-end market [6] - The company aims to introduce over 30 overseas models by 2027 and plans to establish over 2,000 global outlets by 2027, with a localization manufacturing target of over 20% by 2026 [6]

来源：新浪港股 东风集团股份（00489）公布，公司 2025 年 1-7 月累计汽车销量为 978，462 辆，同比下降约 8.9%。其 中，新能源汽车销量为 249，571 辆，同比增长约 35.5%。该公司的母公司东风汽车集团有限公司 1-7 月累计汽车销量为 1，260，406 辆，同比下降约 10.8%。该公司的附属公司东风汽车股份有限公司 （600006.SH）1-7 月累计汽车销量为 77，587 辆，同比下降约 17.5%。 1-7，该公司累计汽车产量约96.92万辆，同比减少10%。 ...

格隆汇8月12日丨东风集团股份(00489.HK)宣布，公司将于2025年8月22日（星期五）上午九时正举行第 五届董事会第四十三次会议，以考虑及通过公司截至2025年6月30日止六个月的中期业绩，及宣派中期 股息（如有），以及处理其他事项。 ...

DONGFENG MOTOR GROUP COMPANY LIMITED* 楊 青 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） 董事會會議召開日期 東 風 汽 車 集 團 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）宣 佈，本 公 司 將 於 二 零 二 五 年 八 月 二 十 二 日（星 期 五）上 午 九 時 正 舉 行 第 五 屆 董 事 會 第 四 十 三 次 會 議，以 考 慮 及 通 過 本 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 之 中 期 業 績，及 宣 派 中 期 股 息（如 有），以 及 處 理 其 他 事 項。 承董事會命 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 不對因本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。 董事長 中 國 武 漢，二 零 二 五 年 八 月 十 二 日 於 本 公 告 公 佈 之 日，本 ...

Summary of Key Points Core Viewpoint - Dongfeng Motor Group reported a decline in total vehicle sales for the first seven months of the year, while showing significant growth in the sales of new energy vehicles [1] Group Sales Performance - Total vehicle sales for Dongfeng Group from January to July reached 978,462 units, representing a year-on-year decrease of approximately 8.9% [1] - The parent company, Dongfeng Motor Corporation, recorded total vehicle sales of 1,260,406 units during the same period, reflecting a year-on-year decline of about 10.8% [1] New Energy Vehicle Sales - New energy vehicle sales amounted to 249,571 units from January to July, indicating a year-on-year increase of approximately 35.5% [1]

东风集团股份(00489)公布，公司 2025 年 1-7 月累计汽车销量为 978,462 辆，同比下降约 8.9%。其中， 新能源汽车销量为 249,571 辆，同比增长约 35.5%。该公司的母公司东风汽车集团有限公司 1-7 月累计 汽车销量为 1,260,406 辆，同比下降约 10.8%。该公司的附属公司东风汽车股份有限公司(600006.SH)1-7 月累计汽车销量为 77,587 辆，同比下降约 17.5%。 1-7，该公司累计汽车产量约96.92万辆，同比减少10%。 ...

东风集团股份(00489)公布，公司2025年1-7月累计汽车销量为978,462辆，同比下降约8.9%。其中，新能 源汽车销量为249,571辆，同比增长约35.5%。该公司的母公司东风汽车集团有限公司1-7月累计汽车销 量为1,260,406辆，同比下降约10.8%。该公司的附属公司东风汽车股份有限公司(600006.SH)1-7月累计 汽车销量为77,587辆，同比下降约17.5%。 1-7，该公司累计汽车产量约96.92万辆，同比减少10%。 ...

格隆汇8月11日丨东风集团股份(00489.HK)公告，公司2025年1-7月累计汽车销量为978,462辆，同比下降 约8.9%。其中，新能源汽车销量为249,571辆，同比增长约35.5%。公司母公司东风汽车集团有限公司1- 7月累计汽车销量为1,260,406辆，同比下降约10.8%。公司附属公司东风汽车股份有限公司（A股证券代 码600006）1-7月累计汽车销量为77,587辆，同比下降约17.5%。 ...

東風汽車集團股份有限公司 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* （於 中華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） 承董事會命 本公司 2025 年 1-7 月累計汽車銷量為 978,462 輛，同比下降約 8.9%。其中，新能源汽車銷量為 249,571 輛，同比增长約 35.5%。本公 司之母公司東風汽車集團有限公司 1-7 月累計汽車銷量為 1,260,406 輛，同比下降約 10.8%。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」）1-7 月累計汽車銷量為 77,587 輛，同比下降約 17.5%。 本公司產銷快報详细數據如下（單位：輛）: | | | | 生產量 | | | | 銷售量 | | | | --- | --- | --- | --- | --- | --- | --- | --- ...