Mar 25, 2026

Dongfeng Motor Shares Surge as Restructuring Plans Prompt Merger Speculation

Tso lus

Shares ntawm Dongfeng Tsav (0489.HK), qhib tab tshiab tau nce ntau npaum li 85.8% hauv Hong Kong hnub Monday tom qab Suav automaker hais tias nws niam nws txiv tab tom npaj kev tsim kho, ua rau muaj kev xav tias qee lub xeev - muaj cov players tuaj yeem sib koom ua ke raws li kev sib tw loj hlob.

 

dongfeng

 

Cov khoom lag luam tau dhia mus rau HK $ 6, nws qhov siab tshaj plaws txij li Lub Xya Hli 2022, tsis ntev tom qab qhib, ua ntej paring nce tom qab kom nce li ntawm 20%.

 

Dongfeng Motor tau hais rau hnub Sunday, qhib tab tshiab tias kev hloov kho los ntawm nws niam nws txiv, Dongfeng Motor Corporation, tuaj yeem ua rau muaj kev hloov pauv ntawm cov tswv cuab tswj hwm, tab sis yuav "tsis ua rau muaj kev hloov pauv rau tus tswj tiag". Kev sib koom hauv nws lub Shanghai- teev cov viv ncaus (600006.SS), qhib tab tshiab dhia los ntawm lawv 10% siab tshaj plaws txhua hnub txwv.

 

Changan Auto (000625.SZ), qhib tab tshiab, uas zoo li Dongfeng tswj hwm los ntawm tsoomfwv hauv nruab nrab, tau tshaj tawm cov lus hais zoo sib xws txog kev npaj kho dua tshiab los ntawm nws niam nws txiv rau hnub Sunday, nplawm kev xav hauv Suav kev tshaj xov xwm uas ob lub tuam txhab tuaj yeem sib koom ua ke.

 

Shares hauv Changan Auto (000625.SZ), qhib tab tshiab nce 4.8% hauv Shenzhen.

 

Lub hauv paus tseem fwv muaj tag nrho cov tuam txhab niam txiv ntawm Dongfeng Motor thiab Changan Auto, thiab khaws cov tswv cuab feem ntau ntawm cov npe teev.

 

Tuam Tshoj tau hais kom nws lub xeev - muaj automakers, uas tau tso siab rau cov koom tes sib koom ua lag luam txawv teb chaws los pab muag thiab tau txais txiaj ntsig, txhawm rau txhim kho kev lag luam ywj pheej, kev tsim kho tshiab thiab kev sib tw, tshwj xeeb tshaj yog nyob rau hauv lub zog tshiab.

 

eForeign hom, tshwj xeeb tshaj yog cov neeg Nyij Pooj, tau poob kev lag luam rau cov tuam txhab suav suav xws li BYD hauv peb lub xyoos dhau los vim lawv tau ua tsis tiav cov tsheb sib tw hluav taws xob hauv ntiaj teb kev lag luam tsheb loj tshaj plaws.

 

BYD, uas nws tus tswv lag luam loj tshaj plaws yog nws tus tsim Suav ua lag luam Wang Chuanfu, tau sawv los ua tus thib tsib loj tshaj plaws automaker thoob ntiaj teb hauv 2024 nrog nws cov khoom muag txhua xyoo dhau ntawm General Motors (GM.N), qhib tab tshiab, Honda (7267.T), qhib tab tshiab thiab Ford (FN), qhib tab tshiab.

 

Dongfeng, Suav koom tes koom tes nrog Nissan (7201.T), qhib tab tshiab thiab Honda (7267.T), qhib tab tshiab, muag 1.54 lab cov neeg caij tsheb hauv 2024, nqis 11.5% los ntawm 2023.

 

Dhau li ntawm Dongfeng thiab Changan, Tuam Tshoj lub hauv paus tseem fwv muaj FAW, uas tsis tau teev tseg.

 

Changan thiab Dongfeng yog nyob rau hauv lub xeev - muaj Suav automakers uas tau suav nrog kev koom tes nrog Huawei Technologies, Suav cov thev naus laus zis loj heev uas tau tshwm sim sai heev uas yog tus xa khoom tseem ceeb ntawm EV thev naus laus zis, txhawm rau txhawb kev muag EV.

 

Changan teeb tsa kev sib koom tes nrog Huawei thiab cov tuam txhab roj teeb CATL (300750.SZ), qhib tab tshiab hauv 2022 los ua Avatr EVs, kev muag khoom uas ntau dua ob npaug hauv 2024 los ntawm 2023.

 

Dongfeng- thim rov qab Seres (601127.SS), qhib tab tshiab ntau dua peb npaug ntawm nws qhov muag txhua xyoo ntawm Aito-branded tsheb nyob rau hauv 2024. Qhov zoo tshaj plaws - cov qauv muag yog nruab nrog Huawei cov kev pab tsav tsheb siab heev thiab muag hauv Huawei cov chav ua yeeb yam thoob teb chaws.

 

Dongfeng nyob rau lub Ib Hlis tau txuas ntxiv nws txoj kev koom tes nrog Huawei los koom ua ke- txhim kho EV qauv tshiab raws li nws lub npe eπ.

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