金吾财讯 | 东风集团股份(00489)午后走强，截至发稿，涨4.67%，报4.48港元，成交额3.8亿港元。消息面上，2月17日，周治平正式履新中国兵器装备集团董事、总经理、党组副书记职务。在中国汽车行业深度调整背景下，此次人事变动被视为长安与东风联合重组的重要信号。国泰君安指出，作为国内央企龙头车企，东风与长安的重组将拉开央企改革序幕，加速汽车业务转型升级。摩根士丹利维持东风集团股份"与大市同步"评级，目标价3.9港元。该行测算显示，当前股价显著低于其净有形流动资产价值，认为若母公司层面重组成功，上市公司经营效率提升将逐步释放内在价值。但因重组细节尚未披露，预计股价短期仍将受人事变动等消息面影响。
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