Core Viewpoint - Dongfeng Group is experiencing a significant decline in expected net profit for the first half of 2025, with projections indicating a drop of 90% to 95% year-on-year, despite a recovery compared to the second half of the previous year [1] Financial Performance - The company anticipates a net profit of 30 million to 70 million RMB for the first half of 2025, reflecting a substantial decrease compared to the previous year [1] - As of the report, Dongfeng Group's stock price increased by over 7%, settling at 5.83 HKD with a trading volume of 338 million HKD [1] Market Dynamics - The market for non-luxury joint venture brands continues to decline, leading to a significant drop in both sales and profits for the company's joint venture passenger vehicle business [1] - To combat intense market competition, Dongfeng Group is increasing investments in research and development, brand and channel development, and marketing within its independent business sector [1] Strategic Transition - Dongfeng Group is undergoing a critical transformation, shifting its revenue structure from a focus on commercial vehicles to a dominance in passenger vehicles [1] - Historically, the company's profitability relied heavily on investment returns from joint ventures such as Dongfeng Nissan and Honda [1] - The rise of the independent passenger vehicle business is being driven by the high-end brand Lantu, with new models like Nano 06 and Fengshen L8 being launched to improve the profitability model through scale effects [1] Future Outlook - The commercial vehicle segment is expected to see a significant recovery in 2024, aided by the early implementation of vehicle replacement policies and improved execution efficiency [1]

东风集团股份(00489)发布公告，公司预期截至2025年6月30日止六个月的归母净利润区间为人民币0.3亿 元至0.7亿元，与2024年同期相比约下降90%到95%。 董事会认为，本期业绩变动的主要原因：一.合资非豪华品牌市场继续下探，集团合资乘用车业务销量 和利润同比大幅下降。二.为应对激烈的市场竞争，集团在自主事业领域研发、品牌和渠道建设、市场 营销方面投入加大。 ...

格隆汇8月7日丨东风集团股份(00489.HK)发布公告，公司预期截至2025年6月30日止六个月的归母净利 润区间为人民币0.3亿元至人民币0.7亿元，与2024年同期相比约下降90%到95%。 董事会认为，本期业绩变动的主要原因：一.合资非豪华品牌市场继续下探，集团合资乘用车业务销量 和利润同比大幅下降。二.为应对激烈的市场竞争，集团在自主事业领域研发、品牌和渠道建设、市场 营销方面投入加大。 ...

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* 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） 盈利預警 此 公 告 由 東 風 汽 車 集 團 股 份 有 限 公 司（以 下 稱「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」）根 據 香 港 聯 合 交 易 有 限 公 司 證 券 上 市 規 則（「上市規則」） 第13.09條及香港法例第571章證券及期貨條例第XIVA部之內幕消息條文 而 發 佈。 本 公 司 董 事 會（「董事會」）謹 此 通 知 本 公 司 股 東 及 潛 在 投 資 者，董 事 會 認 為，基 於 對 本 集 團 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 的 最 新 未 經 審 核 綜 合 管 理 賬 目 的 初 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 致：香港交易及結算所有限公司 公司名稱: 東風汽車集團股份有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00489 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,828,982,000 | RMB | | | 1 RMB | | 2,828,982,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 2,828,982,000 | RMB | | | 1 RMB | | 2,828,982,000 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 ...

人民财讯8月6日电，企查查APP显示，近日，东信车路云(十堰)科技有限公司成立，法定代表人为柳慧 国，注册资本5.1亿人民币，经营范围含人工智能公共服务平台技术咨询服务、人工智能公共数据平 台、人工智能理论与算法软件开发等。企查查股权穿透显示，该公司由中国移动（600941）通信集团湖 北有限公司、东风集团股份旗下东风畅行科技股份有限公司等共同持股。 ...

每经AI快讯，7月31日，香港交易所信息显示，贝莱德（BlackRock）在东风集团股份的持股比例于07月 25日从6.69%升至7.35%。 ...

Core Viewpoint - Dongfeng Motor Corporation reported June automobile sales of 151,000 units, a slight decrease from 154,000 units in the same month last year [1] Company Summary - Dongfeng Motor Corporation's June sales figures indicate a year-over-year decline of approximately 1.9% [1]

Group 1 - The core point of the article indicates that Dongfeng Group's total vehicle sales for the first half of 2025 reached 823,911 units, representing a year-on-year decline of approximately 14.7% [1] - Among the total sales, the sales of new energy vehicles amounted to 204,383 units, showing a year-on-year growth of approximately 33.0% [1]

Group 1 - The company is transitioning from reliance on joint ventures to focusing on independent passenger vehicles, with a significant increase in profit contribution from self-owned brands since 2020 [1][2] - The joint venture brands have faced challenges due to slow electrification and product updates, leading to declining sales and profitability [2] - The company has established a collaborative structure with four self-owned brands since 2021, covering a wide range of new energy vehicles, enhancing profitability and brand premium potential [2] Group 2 - The commercial vehicle segment is expected to enter a mild recovery phase, benefiting from the upcoming vehicle replacement program and infrastructure improvements [2] - The company is projected to achieve significant sales and profit growth, with a forecasted average price-to-book (PB) ratio of 2.66/2.19/1.80x for comparable companies from 2025 to 2027 [2] - The independent brand, represented by Lantu, is expected to show rapid improvement in sales and gross margins starting in 2024, indicating a strong potential for profit recovery [3]