人民财讯9月4日电，企查查APP显示，近日，日产进出口(广州)有限公司成立，注册资本10亿元，经营 范围包含：汽车零配件批发；包装服务；信息系统集成服务；网络技术服务等。企查查股权穿透显示， 该公司由日产(中国)投资有限公司、东风集团股份共同持股。 ...

香港联交所最新资料显示，8月27日，瑞银增持东风集团股份(00489)2038.4万股，每股作价9.1879港 元，总金额约为1.87亿港元。增持后最新持股数目约为1.26亿股，最新持股比例为5.04%。 ...

Group 1 - UBS increased its stake in Dongfeng Group (00489) by 20.384 million shares at a price of HKD 9.1879 per share, totaling approximately HKD 187 million [1] - After the increase, UBS's total shareholding in Dongfeng Group is approximately 126 million shares, representing a holding percentage of 5.04% [1]

（来源：快查一企业中标了） 来源：市场资讯 快查APP显示，东风集团股份相关公司岚图汽车科技有限公司于2025年9月1日发布一则招标信息，项目 名称为NVH设备采购采购公告，预算金额为158.00万元。 快查股权穿透数据显示，该公司由东风集团股份持股，出资比例为79.67%。 ...

2025 年 9 月 1 日 透過合併進行私有化 就東風汽車集團股份有限公司的股份的交易披露 – H 股 UBS AG 憑藉持有受要約公司的普通股，所以根據第(6)類別屬受要約公司的聯繫人。 交易是為本身帳戶進行的。 UBS AG 是最終由 UBS Group AG 擁有的公司。 交易披露 交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | 買入／賣 | 股份數目 | 每股價格 | 交易後數額（包括與其訂 | 佔該類別證券的百分比 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 出 | 有協議或達成諒解的任 | （包括與其訂有協議或 | | | | | | | | | | | 何人士的證券） | 達成諒解的任何人士的 | | | | | | | | | | | | 證券）% | | | | | | | | | | | | | 2025 | 年 | 8 | 月 | 29 | 日 | 買入 | UBS AG | 1,000 ...

Core Viewpoint - Dongfeng Motor Group Co., Ltd. announced that its subsidiary, Lantu Automotive, will be listed on the Hong Kong Stock Exchange through an introduction listing, while Dongfeng Group will simultaneously complete its privatization and delisting [1][4]. Group 1: Transaction Structure - The transaction involves a combination of "equity distribution + absorption merger," with two core components being interdependent and progressing simultaneously [2][3]. - Dongfeng Group will distribute 79.67% of its shares in Lantu Automotive to all shareholders, followed by Lantu's introduction listing on the Hong Kong Stock Exchange [2][3]. Group 2: Financial Details - H-share shareholders will receive 0.3552608 shares of Lantu for each H-share held, along with a cash cancellation price of HKD 6.68 per share [2][7]. - The total acquisition price is set at HKD 10.85 per share, comprising a cash component of HKD 6.68 and an equity component valued at HKD 4.17 [7]. Group 3: Market Context and Performance - Dongfeng Group's stock has been undervalued, with a market capitalization of HKD 39.12 billion and a price-to-book (PB) ratio of only 0.25 as of July 31, 2025 [6]. - In contrast, Lantu Automotive has shown strong growth, delivering 85,697 vehicles in 2024, a year-on-year increase of approximately 70%, and has maintained a monthly sales volume exceeding 10,000 units since the beginning of 2025 [6][4]. Group 4: Strategic Implications - The innovative transaction structure is expected to strengthen Dongfeng's strategic positioning and set a benchmark for reform and innovation within the state-owned enterprise sector [4]. - Following the listing, Lantu Automotive aims to enhance its financing channels, improve brand image, and expand international operations, leveraging its advanced technology and product quality [6].

2025 年 8 月 29 日 交易披露 交易是為本身帳戶進行的。 | 交易方 | 日期 | | 有關證券的說 | 產品說明 | 交易性質 | 與衍生工具有 | 到期日或清結 | 參考價 | 已支付／已收取 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 明 | | | 關的參照證券 | 日 | | 的總金額 | 括與其訂有協議 | | | | | | | | 數目 | | | | 或達成諒解的任 | | | | | | | | | | | | 何人士的證券） | | CICC | 2025年 | 8月28 | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 288,000 | 2025年 8 月28 | $8.9883 | $2,588,631.4300 | 0 | | Financial | 日 | | | | | | 日 | | | | | Trading | | | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 134,000 | 2025年 8 月28 | $ ...

2025 年 8 月 29 日 透過合併進行私有化 就東風汽車集團股份有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 交易性質 | 買入／賣 | 涉及的股份 | 已支付／已收取 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | 出 | 總數 | 的總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | CICC | 2025 | 年 | 8 月 | 其他類別的證 | 將因客戶主動發出且由客戶需求帶動的交易而 | 買入 | 516,000 | $4,639,524.2800 | $8.9962 | $8.9883 | | Financial | 28 日 | | | 券 (例如: 股 | 產生的自營交易持倉清結／平倉／解除。我確 | | | | | | | Trading | | | | 權 ...

Core Viewpoint - Dongfeng Group is undergoing significant strategic adjustments, including privatization and the listing of its subsidiary, Lantu Motors, in response to declining performance and aims to enhance operational efficiency and collaboration with Huawei [2][6][7]. Group 1: Financial Performance - In the first half of 2025, Dongfeng Group's vehicle sales reached 824,000 units, a year-on-year decline of 14.7% [2] - The company reported revenue of 54.533 billion yuan, an increase of 6.6% year-on-year [2] - Net profit attributable to shareholders was 55 million yuan, down 91.96% year-on-year [2] - Dongfeng's self-owned passenger vehicle sales were 221,000 units, up 17.5% year-on-year, with a gross margin of 13.1%, an increase of 4.1 percentage points [5] Group 2: Strategic Adjustments - Dongfeng Group is accelerating professional integration and clarifying strategic positioning among its business segments [3] - The company has initiated a major management restructuring in its new energy vehicle sector since August 2023 [3] - Dongfeng established Dongfeng Yipai Technology in June 2025 to integrate resources across its brands, aiming for over one million new energy vehicle sales by 2025 [3] Group 3: Collaboration with Huawei - Dongfeng has formed a comprehensive strategic partnership with Huawei, focusing on smart vehicle technology, digital transformation, and ecosystem development [6] - The collaboration aims to adopt Huawei's advanced management practices and product development processes [6][7] - Dongfeng is exploring the expansion of technical cooperation with Huawei into the commercial vehicle sector, potentially transforming market dynamics [7] Group 4: Market Response - The privatization and listing of Lantu Motors signal Dongfeng's strategic shift, receiving positive market feedback with a nearly 70% stock price increase on the first trading day post-announcement [7]

一纸公告将岚图汽车推入资本市场的眼帘，在这家新势力车企即将登陆港交所之际，东风集团股份正在逐步完成私有化退市。 与此前央国企私有化交易不同，东风集团股份此次交易采用"股权分派+吸收合并"的组合模式，两大核心环节互为前提、同步推进，在业内树立起央国企资 产重组的新范本。 根据规划，本次交易，岚图汽车将实施介绍上市。区别于直接挂牌上市，介绍上市的核心特点是不在上市时发行新股或涉及融资，仅将现有股东持有的证券 在交易所挂牌交易。如此一来，中小股东能够更便捷地以现金对价和按比例获配岚图汽车股权，相当于"现金落袋+潜力股在手"。 根据规划，在第一环节，东风集团股份将其持有的岚图汽车79.67%股权按持股比例向全体股东分派，随后岚图汽车以介绍上市方式登陆香港联交所。在第 二环节，东风汽车在境内全资子公司东风汽车集团（武汉）投资有限公司作为吸并主体，向东风集团股份的控股股东东风汽车支付股权对价，向其他小股东 支付现金对价，实现对东风集团股份100%控制。 长期以来，东风集团股份体内资产种类多，估值逻辑复杂，投资者难以充分发掘投资价值。同时，在新能源转型阵痛的影响下，东风集团股份近年来估值表 现偏低，股票市值长期远低于净资产 ...