来源：新浪证券-红岸工作室 融券方面，中集车辆9月26日融券偿还1100.00股，融券卖出7.02万股，按当日收盘价计算，卖出金额 63.18万元；融券余量8.79万股，融券余额79.11万元，低于近一年20%分位水平，处于低位。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 融资方面，中集车辆当日融资买入983.32万元。当前融资余额2.47亿元，占流通市值的1.89%，融资余 额超过近一年50%分位水平，处于较高位。 机构持仓方面，截止2025年6月30日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股3008.67万股，相比上期增加528.60万股。 资料显示，中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号，成立日期1996年8月29日，上市日期2021年7月8日，公司主营业务涉及半挂 车、专用车上装、冷藏厢式车厢体等生产。主营业务收入构成为：全球半挂车80.61%，上装、底盘及 牵引车17.14%，其他(补充)2.25%。 9月26日，中集车辆涨1.12%，成交 ...

Group 1 - The core viewpoint of the news is that CIMC Vehicles has shown a positive stock performance with a year-to-date increase of 5.36% and a recent rise of 2.67% in intraday trading [1][2] - As of September 29, the stock price reached 9.24 yuan per share, with a total market capitalization of 17.317 billion yuan [1] - The company reported a revenue of 9.753 billion yuan for the first half of 2025, reflecting a year-on-year decrease of 8.85%, and a net profit of 403 million yuan, down 28.48% year-on-year [2] Group 2 - CIMC Vehicles specializes in the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with 80.61% of its revenue coming from global semi-trailer sales [2] - The company has a total of 35,500 shareholders as of June 30, 2025, which is a decrease of 2.95% from the previous period [2] - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [3]

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle industry, particularly known for its refrigerated trucks and semi-trailers, with a strong presence in cold chain logistics and hydrogen energy solutions [2][3]. Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer and a prominent producer of specialized vehicle bodies and refrigerated truck bodies in China [2][3]. - The company operates in major markets including China, North America, and Europe, focusing on seven categories of semi-trailer production, sales, and after-sales services [3][4]. - As of June 30, 2025, CIMC Vehicles reported a revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit of 403 million yuan, down 28.48% year-on-year [7][8]. Product and Market Position - The company has introduced hydrogen energy refrigerated truck body products in response to customer demand [3]. - CIMC Vehicles' refrigerated trucks are utilized in various applications, including cold chain logistics, fresh food distribution, biopharmaceuticals, and vaccine transportation [2][3]. Financial Performance - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [8]. - As of June 30, 2025, the number of shareholders decreased by 2.95% to 35,500, while the average circulating shares per person increased by 3.04% to 40,937 shares [7][8]. Recent Developments - CIMC Vehicles' subsidiary, Lingyu Automobile, signed a cooperation framework agreement with Huawei's Luoyang New Infrastructure Development Center to work on digital transformation and intelligent upgrades [3].

Core Viewpoint - CIMC Vehicles has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and net profit for the first half of 2025 compared to the previous year [2][3]. Group 1: Stock Performance - As of September 26, CIMC Vehicles' stock price increased by 2.13% to 9.09 CNY per share, with a trading volume of 23.84 million CNY and a market capitalization of 17.036 billion CNY [1]. - Year-to-date, CIMC Vehicles' stock price has risen by 3.65%, with a 0.89% increase over the last five trading days, a slight decline of 0.11% over the past 20 days, and a 10.05% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion CNY, representing a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million CNY, down 28.48% year-on-year [2]. - The company has distributed a total of 2.664 billion CNY in dividends since its A-share listing, with 1.655 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, CIMC Vehicles had 35,500 shareholders, a decrease of 2.95% from the previous period, with an average of 40,937 circulating shares per shareholder, an increase of 3.04% [2]. - Among the top ten circulating shareholders, Dazheng Gaoxin Stock A (000628) is the sixth largest, holding 30.867 million shares, an increase of 5.286 million shares from the previous period [3].

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle industry, particularly known for its semi-trailer production and cold chain logistics solutions, with a focus on hydrogen energy and digital transformation partnerships. Group 1: Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer and a leading producer of specialized vehicle bodies and refrigerated truck bodies in China [2][3] - The company has a significant market presence in major regions including China, North America, and Europe, engaging in the production and sales of seven categories of semi-trailers [3][4] - As of June 30, the company reported a revenue of 9.753 billion yuan for the first half of 2025, a year-on-year decrease of 8.85%, with a net profit of 403 million yuan, down 28.48% [8] Group 2: Product and Market Focus - The company specializes in cold chain logistics, providing refrigerated vehicles that are utilized in various sectors such as fresh food distribution, biopharmaceuticals, and vaccine transportation [2][3] - CIMC Vehicles has introduced hydrogen energy refrigerated truck bodies in response to customer demand, aligning with industry trends towards sustainable energy solutions [3] Group 3: Financial and Market Performance - On September 25, the stock price of CIMC Vehicles decreased by 0.22%, with a trading volume of 97.8828 million yuan and a market capitalization of 16.68 billion yuan [1] - The average trading cost of the stock is 8.83 yuan, with the current price near a support level of 8.77 yuan, indicating potential volatility [6]

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle sector, particularly in semi-trailers and refrigerated vehicles, with a focus on hydrogen energy and cold chain logistics [2][6]. Company Overview - CIMC Vehicles is headquartered in Hong Kong and was established on August 29, 1996, with its shares listed on July 8, 2021. The company primarily engages in the production of semi-trailers, specialized vehicle superstructures, and refrigerated vehicle bodies [6]. - The revenue composition of CIMC Vehicles includes 80.61% from global semi-trailer sales, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [6]. - As of June 30, 2025, the company reported a revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% year-on-year [7]. Market Position - CIMC Vehicles is recognized as the world's largest manufacturer of semi-trailers and is a prominent player in the specialized vehicle manufacturing industry, with operations in major markets including China, North America, and Europe [2][4]. - The company has launched hydrogen energy refrigerated vehicle products in response to customer demand, indicating a strategic move towards sustainable energy solutions [2]. Recent Developments - CIMC Vehicles' subsidiary, Lingyu Automobile, signed a cooperation framework agreement with Huawei's Luoyang New Infrastructure Development Center to work on digital transformation and intelligent upgrades [2]. - The stock performance on September 24 showed a slight increase of 0.68%, with a trading volume of 71.9143 million yuan and a market capitalization of 16.717 billion yuan [1]. Investment and Shareholder Information - As of June 30, 2025, the number of shareholders in CIMC Vehicles was 35,500, a decrease of 2.95% from the previous period, with an average of 40,937 circulating shares per person, an increase of 3.04% [6]. - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [7].

Company Overview - CIMC Vehicles (Group) Co., Ltd. is primarily engaged in the production of semi-trailers, special vehicles, and refrigerated truck bodies, with 80.61% of its revenue coming from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [2] Stock Performance - As of September 22, CIMC Vehicles' stock price decreased by 2.11% to 8.82 CNY per share, with a total market capitalization of 16.53 billion CNY [1] - Year-to-date, the stock price has increased by 0.57%, but it has declined by 6.86% over the last five trading days and by 1.78% over the last 20 days, while showing an increase of 8.49% over the last 60 days [2] Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion CNY, representing a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million CNY, down 28.48% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for CIMC Vehicles was 35,500, a decrease of 2.95% from the previous period, with an average of 40,937 circulating shares per shareholder, an increase of 3.04% [2] - The company has distributed a total of 2.664 billion CNY in dividends since its A-share listing, with 1.655 billion CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Dazheng Gaoxin Stock A (000628) was the sixth largest circulating shareholder, holding 30.0867 million shares, an increase of 5.286 million shares from the previous period [3]

Core Viewpoint - The company is experiencing significant revenue and net profit declines, prompting major shareholders to reduce their stakes, indicating potential concerns about the company's future performance and strategic direction [1][3]. Financial Performance - In the first half of 2025, the company reported total revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% [1]. - The second quarter of 2025 saw revenue of 5.162 billion yuan, a decline of 6.93%, with a net profit of 224 million yuan, down 24.82% [1]. - For the full year of 2024, total revenue was 20.998 billion yuan, a decrease of 16.30%, and net profit was 1.085 billion yuan, a significant drop of 55.80% [1]. - The company's net profit margin in the first half of 2025 was 4.19%, reflecting a year-on-year decline of 21.98% [1]. Cost Structure and Efficiency - The company's gross margin was 15.01%, showing a slight increase of 0.71 percentage points year-on-year, but operating expenses as a percentage of revenue rose to 6.37%, an increase of 5.07% year-on-year [2]. - The company has been focusing on improving production efficiency and market competitiveness through initiatives like the "Starlink Plan" and "Xiongqi Plan," which have reportedly increased production efficiency by 30% and labor productivity by nearly 30% in 2024 [2]. Market Dynamics - The company's revenue performance is uneven across global markets, with domestic revenue in China for 2024 at 8.676 billion yuan, a slight increase of 0.54%, while North American revenue fell to 6.918 billion yuan, a decline of 36.27% [2]. - The company is actively exploring growth opportunities in the Global South, which represents 24% of global GDP and is expected to contribute 30% of future global economic growth [2]. Shareholder Actions - Major shareholder Ping An Capital began reducing its stake in early 2025, ultimately decreasing its holdings to below 5% after multiple transactions, reflecting concerns over the company's short-term performance and long-term transformation challenges [3].

中集车辆公告，股东上海太富、台州太富于2025年7月4日至9月17日通过集中竞价和大宗交易合计减持 2489.35万股，减持比例1.328272%；其中竞价减持1874.12万股，价格9.06元/股至9.45元/股，大宗交易 减持615.22万股，价格8.44元/股至8.5元/股。减持后合计持股9370.61万股，占总股本4.999995%，低于 5%。 ...

中集车辆（集团）股份有限公司 简式权益变动报告书 上市公司名称：中集车辆（集团）股份有限公司 股票上市地点：深圳证券交易所 股票简称：中集车辆 股票代码：301039 信息披露义务人 1：上海太富祥中股权投资基金合伙企业（有限合伙） 住所：上海市虹口区东大名路 687 号 1 幢 447 室 通讯地址：深圳市福田区益田路 5033 号平安金融中心 32 楼 股份变动性质：股份减少 信息披露义务人 2：台州太富祥云股权投资合伙企业（有限合伙） 住所：浙江省台州市椒江区白云街道开投金融大厦 1 幢 1001 室-55 通讯地址：深圳市福田区益田路 5033 号平安金融中心 32 楼 股份变动性质：股份减少 签署日期：二〇二五年九月十八日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券公司信息披露内容与格式准则第 15 号——权益变 动报告书》及其他相关的法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其程序履行亦不违反信息披 露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据 ...