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东风集团深夜重大公告,股价1小时大涨超91%
21世纪经济报道·2025-08-22 23:55

Core Viewpoint - Dongfeng Group's innovative transaction plan involving the introduction listing of its subsidiary, Lantu Automotive, and the privatization of Dongfeng Group itself is expected to strengthen its strategic layout and set a new benchmark for reform and innovation [2]. Group 1: Transaction Details - The transaction consists of two main phases: the distribution of 79.67% of Lantu Automotive's shares to all shareholders of Dongfeng Group, followed by Lantu's introduction listing on the Hong Kong Stock Exchange [2]. - In the second phase, Dongfeng's wholly-owned subsidiary will pay equity consideration to Dongfeng Group's controlling shareholder and cash consideration to other minority shareholders, achieving 100% control over Dongfeng Group [2]. - The overall acquisition price is set at HKD 10.85 per share, comprising HKD 6.68 in cash and HKD 4.17 in Lantu equity [2]. Group 2: Performance Metrics - Dongfeng Group's stock has been undervalued, with its market capitalization significantly below net assets due to industry transformation pains [3]. - Lantu Automotive, as a high-end smart electric vehicle brand, has shown strong growth, with July deliveries reaching 12,135 units, a year-on-year increase of 102% and a month-on-month increase of 21% [3]. - Cumulatively, Lantu Automotive's sales from January to July reached 68,263 units, reflecting an 88% year-on-year growth [3]. Group 3: Market Reaction - Following the announcement, Dongfeng Group's ADR price surged over 91% within an hour, closing with an increase of 87.69% at USD 61 [3].