异动解读 | 国企重组预期提振,东风集团股份盘中大涨5.53%

异动解读
31 Mar

3月31日周一盘中,东风集团股份(00489)股价出现显著上涨,涨幅达5.53%,引发市场关注。

此次股价上涨主要受以下几个因素推动:首先,国务院国资委副主任苟坪在"中国电动汽车百人会论坛2025"上表示,将对整车央企进行战略性重组,提高产业集中度。这一表态为东风集团股份等央企带来了积极影响。其次,东风集团股份近期公布的2024年度业绩显示公司实现扭亏为盈,营收达1061.97亿元,同比增长6.9%,归属于上市公司股东净利润0.58亿元,相比上年同期亏损38.87亿元的状况有明显改善。

值得注意的是,东风集团股份在业绩说明会上透露,公司正在推进与长安汽车(000625)的整合,控股股东已启动对长安旗下汽车板块的重组筹划。这一战略举措进一步增强了投资者对公司未来发展前景的信心。国企重组预期、业绩改善以及与长安汽车的整合进展等多重利好因素叠加,推动东风集团股份股价强劲上涨。

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