东风集团(00489)续涨2.2% 市场预期分拆岚图对集团股价影响正面

金吾财讯
Oct 06, 2025

金吾财讯 | 东风集团(00489)股价延续升势,截至发稿,涨2.2%,报9.77港元,成交额4222.51万港元。受岚图汽车递表影响,上周五该股收涨4.71%。

中泰国际指出,今年8月集团宣布将向股东派发旗下岚图汽车股份,岚图将以介绍形式在港股上市,而集团大股东将会私有化东风集团的剩余业务,市场预期分拆岚图对东风集团的股价影响正面。

今年前7个月,岚图销量为6.7万,收入达157.8亿元,同比+90.2%,毛利率21.3%,在业内属于中高位水平;期内扭亏为盈,录得盈利4.3亿元。岚图的业务进展健康,上市后盈利仍具上修空间。

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