2025 年 8 月 26 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 | 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／已收取的 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 明 | | | 關的參照證券 | 日 | | 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25 | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 1,812,000 | 2026年8月11 | $9.2128 | $16,693,568.4800 | 352,000 | | Financial | 日 | | | | | 日 | | | | | Trading | | 衍生工具 | 其他類別 ...

完 註： 中國國際金融股份有限公司是與要約人有關連的獲豁免自營買賣商。 2025 年 8 月 26 日 交易是為本身帳戶進行的。 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 | 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／已收取的 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 明 | | | 關的參照證券 | 日 | | 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） | | 中國國際金 | 2025年8月25 | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 4,398,000 | 2025年8月25 | $9.2511 | $40,686,337.8000 | 0 | | 融股份有限 | 日 | | | ...

2025 年 8 月 26 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 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）% | | | 叶永青 | 2025 | 年 | 8 月 | 買入 | | 120,000 | | $9.8500 | 140,000 | | 0.0056% | | | 25 | 日 | | 買入 | | 12,000 | | $9.2900 | 152,000 | | 0.0061% | 完 註： ...

2025 年 8 月 26 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 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）% | | | 宋汉明 | 2025 | 年 | 8 月 | 買入 | | 10,000 | | $9.2500 | 10,000 | | 0.0004% | | | 25 | 日 | | 買入 | | 10,000 | | $9.2400 | 20,000 | | 0.0008% | 完 註： 宋汉明是 ...

2025 年 8 月 26 日 透過合併進行私有化 | 交易方 | 日期 | 有關證券的 | 交易性質 | 買入／賣 | 涉及的股份 | 已支付／已收取的 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 說明 | | 出 | 總數 | 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 | 將因客戶主動發出且由客戶需求帶動的交易而 | 買入 | 2,272,000 | $20,964,334.3500 | $9.2853 | $9.2128 | | Financial | 25 日 | 證券 (例如: | 產生的自營交易持倉清結／平倉／解除。我確 | | | | | | | Trading | | 股權互換) | 認，這已於最初由客戶需求帶動的交易進行後 | | | | | | | Limited | | | 的交易日的上午交易時段結束前完成 | | | | | | | | | 其他類別的 | ...

2025 年 8 月 26 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 | 交易性質 | 買入／賣 | 涉及的股份 | 已支付／已收取的 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 說明 | | 出 | 總數 | 總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | 中國國際金 | 2025 | 年 | 8 月 | 其他類別的 | 將因客戶主動發出且由客戶需求帶動的交易而 | 買入 | 4,398,000 | $40,686,337.8000 | $9.2511 | $9.2511 | | 融股份有限 | 25 日 | | | 證券 (例如: | 產生的自營交易持倉清結／平倉／解除。我確 | | | | | | | 公司 | | | | 股權互換) | ...

Group 1 - The core viewpoint of the report is that Dongfeng Group's shares are undervalued, and the proposed transactions will create a win-win situation for all parties involved [1][2] - Dongfeng Group's projected revenue for 2025 is estimated at 28.8 billion RMB, with a corresponding sales forecast of 120,000 units, leading to a valuation of Lantu at 34.6 billion RMB, equating to a per-share value of 3.66 HKD [1] - The new target price for Lantu is set at 10.3 HKD, representing a 73% upside potential compared to the pre-suspension share price of 5.97 HKD, with expectations of a positive market reaction post-resumption [1] Group 2 - The proposed transactions include the distribution of existing shares of Lantu and an introduction listing, as well as a cash privatization offer for the remaining businesses of the listed company by the controlling shareholder DFM [2] - Independent H-share shareholders will receive a cash payment of 6.68 HKD per share and an additional allocation of 0.3552608 shares of Lantu, providing substantial returns [2] - The privatization will allow the controlling shareholder to consolidate internal resources, focus on the development of new energy vehicles, and address long-term valuation discount issues caused by the deterioration of traditional business [2]

Group 1 - The core viewpoint of the article highlights the recent stock performance of Dongfeng Group, which saw a decline of 2.07% to 9.01 yuan per share, with a trading volume of 4.15 billion yuan [1] - Dongfeng Group is primarily engaged in the automotive manufacturing industry, including the research, manufacturing, and sales of commercial vehicles, passenger cars, engines, and other automotive components. The company is also involved in automotive equipment manufacturing, logistics services for automotive products, automotive financial insurance brokerage, and used car businesses [1] - In recent years, the company has actively developed its new energy vehicle business and has made strides in the automotive financial sector [1] Group 2 - As of the mid-2025 report, Dongfeng Group's total operating revenue was 54.533 billion yuan, with a net profit of 55 million yuan [2]

Group 1 - The core viewpoint of the report is that Dongfeng Group's projected revenue for 2025 is 28.8 billion RMB, with a corresponding sales forecast of 120,000 units, leading to a valuation of Lantu at 34.6 billion RMB, equating to a per-share value of 3.66 HKD [1] - The new target price for Lantu is set at 10.3 HKD, representing a 73% upside from the pre-suspension share price of 5.97 HKD, indicating a positive market reaction expected post-resumption [1] - The report highlights several proposed transactions by Dongfeng Group, including the distribution of existing shares of Lantu and a cash privatization offer for the remaining business, with a total cash payment of 14.68 billion RMB required for the privatization [1] Group 2 - The transaction is viewed as a win-win for all parties involved, as Dongfeng Motor Group (DMG) has been undervalued and the H-share listing has lost its financing function [2] - Independent H-share shareholders will receive 6.68 HKD in cash and an additional 0.3552608 shares of Lantu, providing substantial returns [2] - For Lantu, the share distribution and introduction listing will broaden external financing channels more effectively and at a lower cost compared to traditional IPOs [2] - The controlling shareholder aims to consolidate resources and focus on the development of new energy vehicles by delisting non-Lantu businesses, addressing long-term valuation discount issues [2]

东风股份是东风汽车公司轻型商用车板块的股份制公司，而东风科技则是汽车零部件制造商。随着东风 系两家上市公司股东调整，东风集团股份私有化程度进一步加深。 与此前央国企私有化交易不同，东风集团股份此次私有化采用"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。 2025.08.25 本文字数：923，阅读时长大约1分钟 作者 |第一财经 黄琳 8月25日晚间，东风集团股份（00489.HK）私有化退市有了新进展。 东风股份（600006.SH）晚间公告，公司间接控股股东东风汽车集团有限公司的全资子公司东风汽车集 团（武汉）投资有限公司（简称"东风投资"）作为吸收合并方，拟与本公司直接控股股东东风集团股份 进行吸收合并。变动后，东风集团股份不再持有东风股份的股份，东风投资成为本公司直 ...