Core Viewpoint - Wuling Motors (00305) experienced a stock price increase of over 10% following a profit forecast, with a current price of HKD 0.57 and a trading volume of HKD 8.0352 million [1] Financial Performance - The company anticipates a net profit of approximately RMB 84 million for the first half of 2025, representing an increase of about 298% compared to RMB 21.125 million in the first half of 2024 [1] - The profit attributable to the company's owners is expected to rise significantly to around RMB 38 million, up from RMB 1.586 million in the same period of 2024 [1] Strategic Initiatives - The company is actively expanding its presence in the new energy sector, focusing on a product strategy that integrates traditional power technology upgrades with new energy power development [1] - Wuling Motors is developing efficient, low-emission engines and promoting new energy products, including electric vehicle engines, control systems, and various hybrid models [1] - The establishment of Liuzhou Wuling New Energy Vehicle Co., Ltd. aims to consolidate the new energy vehicle business and will serve as a major customer for the company's parts and products in the future [1] - The company plans to leverage its new strategy to continue its expansion in the new energy sector and achieve a strategic transformation to meet market demands [1]

五菱汽车集团控股有限公司是一家专注汽车产业链业务的中国香港上市公司。公司秉承控股股东广西汽 车集团近百年制造经验，专注汽车零部件、汽车动力系统，以及包含新能源车的商用整车设计与研发， 以汽车零部件为核心(2024年零部件及其他工业服务贡献69%主营收入，车桥、车架类为核心产品)，同 步发展动力系统(占比22%)与商用整车(占比9%)业务。公司为国内外数十家主机厂提供高价值零部件产 品;为超1000万终端客户提供动力系统;为超过100万用户提供优质适用的商用车和出行服务。 转型调整成效显现，公司2025年营收增长可期 智通财经APP获悉，天风证券发布研报称，基于五菱汽车(00305)新能源领域科研能力及其在建构完善的 自主产业链方面的持续投入与创新，未来业绩有望继续取得增长。该行预计公司2025-2027营业总收入 为88.66/97.24/106.72亿元，同比+12%/10%/10%;预计2025-2027归母净利润为0.80/1.1/1.44亿元，同比增 长58%/38%/31%。该行对公司目标价格为0.77港元，给予"买入"评级。 天风证券主要观点如下： 公司产业链布局，提升产业协同效应 聚焦零部件业务 ...