DFAC(SH:600006) Shang Hai Zheng Quan Bao·2025-12-26 09:30Core Insights - Dongfeng Motor has achieved a significant milestone with the production of its 10,000th Dongfeng Warrior M817 and announced that its 2025 annual sales of new energy vehicles (NEVs) have surpassed 1 million units [1][4] - The automotive industry recognizes the annual sales of 1 million units as a critical threshold in the NEV sector [3] Sales Performance - From January to October 2025, Dongfeng's NEV sales experienced substantial growth, with October sales reaching 112,000 units, marking a year-on-year increase of 42.17% [4] - Dongfeng has established a comprehensive brand matrix covering luxury, high-end, and mainstream markets, with the Lantu brand being the first state-owned high-end NEV brand to achieve 300,000 units produced in just 7 months [4] Technological Advancements - Dongfeng has initiated the "Climbing Action" to enhance product, technology, ecosystem, and organizational capabilities, aiming for a target of 50,000 units [5] - The company has made significant strides in research and development, holding a total of 27,500 valid patents, including 12,900 invention patents, and leading in the new energy and intelligent connected vehicle sectors [5] - Dongfeng's self-developed Maher 1.5T hybrid engine has achieved a thermal efficiency certification exceeding 48%, and its new generation high-energy solid-state battery has an energy density of 350Wh/kg, enabling vehicles to achieve over 1,000 km of range [5] Strategic Collaborations - Dongfeng has partnered with Huawei to develop the "New Generation Tianyuan Architecture" and established a joint innovation laboratory in September 2025, expanding their collaboration from single products to full-stack technology [5] - The company has also formed a vehicle-grade chip innovation consortium in Hubei, which has released the DF30, a fully domestically produced high-performance vehicle-grade MCU chip, expected to enter mass production in 2026 [6] Manufacturing Innovations - Dongfeng's integrated die-casting industrialization project is anticipated to begin production in 2026, aiming to become the largest in the world with a dual production line capacity of 16,000 tons and 10,000 tons, achieving an annual output of 200,000 lightweight components [6]