南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司正积极重塑半挂车全球供应链，海外形 成"当地集采为主，全球保供为辅"的供应模式，稳步提升当地集采比例；同时在多个国家构建核心零部 件工厂，全方位夯实全球半挂车零部件供应链韧性。2024年完成北美控股平台VanguardGTHolding治理 架构升级，2025年上半年完成旗下各法人体治理架构与管理团队迭代，下半年将在"大白熊计划"框架下 持续优化北美组织运营模式和业务转型规划，进一步夯实全球供应链韧性，强化对地缘政治风险的抵抗 能力。 ...

南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司深耕全球南方市场，布局当地组装中心 （LoM）与交付中心（LoD），通过本地化法人实体、模块化标准化产品实现高效配送与本地组装； 2025年前三季度，全球南方半挂车业务营收同比增长15.79%，销量同比增长21.39%，毛利率同比上升 2.6个百分点。 ...

南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司已根据《上市公司监管指引第10号——市 值管理》制定《中集车辆(集团)股份有限公司市值管理制度》，经董事会审议通过；同时于2025年3月 公告《未来三年(2024年-2026年)股东回报规划》，明确实施积极分红政策，推动提升投资价值、增强投 资者回报，实现公司价值和股东利益最大化。 ...

Group 1: Investor Relations Activities - The company participated in multiple one-on-one roadshows and broker strategy meetings from January 7 to January 29, 2026, in Shanghai, Chongqing, and Shenzhen [2][3] - Key participants included major investment firms such as CITIC Securities, Taikang Asset, and Huatai Securities [2][3] Group 2: Supply Chain and Geopolitical Risk Management - The company is actively reshaping its global supply chain for semi-trailers, focusing on local procurement in North America while maintaining global supply support [3] - A governance structure upgrade for the North American holding platform was completed in 2024, establishing a "borderless enterprise" foundation [3] Group 3: Global Market Expansion - The company has identified the global southern market as a core area for expansion, leveraging the "Starlink Plan" to enhance its strategic layout [5] - In the first three quarters of 2025, revenue from the southern market's semi-trailer business grew by 15.79%, with sales increasing by 21.39% and gross margin rising by 2.6 percentage points [5] Group 4: Domestic Market Development - The company is enhancing its domestic market presence through the "Three Good Development" initiative, which focuses on integrated R&D, marketing, and service [6][7] - The company has established 15 "Three Good Centers" and is planning an additional 10 centers to expand its network [7] Group 5: Shareholder Returns and Value Management - The company emphasizes shareholder returns with an active dividend policy and has announced a three-year shareholder return plan for 2024-2026 [7] - A value management system has been established to enhance investment value and ensure compliance with regulatory requirements [7] Group 6: Foreign Exchange Risk Management - The company manages foreign exchange risk through regular assessments and the use of forward foreign exchange contracts [8]

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of CIMC Vehicles, indicating a recent stock price increase and changes in shareholder structure [1][2] - As of February 4, CIMC Vehicles' stock price rose by 10.71% year-to-date, with a 5.85% increase over the last five trading days [1] - The company reported a revenue of 15.012 billion yuan for the first nine months of 2025, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [2] Group 2 - CIMC Vehicles has a market capitalization of 18.985 billion yuan, with a trading volume of 55.1549 million yuan on February 4 [1] - The company’s main business revenue composition includes 80.61% from semi-trailers, 17.14% from superstructure, chassis, and tractors, and 2.25% from other sources [1] - The number of shareholders decreased by 16.07% to 29,800, while the average circulating shares per person increased by 19.17% to 48,786 shares [2]

Group 1 - The core viewpoint of the news is that CIMC Vehicles has experienced fluctuations in its stock price and financial performance, with a recent increase in stock price but a decline in revenue and net profit year-on-year [1][2]. - As of February 3, CIMC Vehicles' stock price rose by 2.13% to 9.61 CNY per share, with a total market capitalization of 18.01 billion CNY [1]. - The company has seen a 5.03% increase in stock price year-to-date, but a 1.94% decline over the last five trading days [2]. Group 2 - CIMC Vehicles' main business includes the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with semi-trailers accounting for 80.61% of its revenue [2]. - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.01 billion CNY, a year-on-year decrease of 5.13%, and a net profit of 622 million CNY, down 26.23% 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 last three years [3].

来源：新浪证券-红岸工作室 2月3日，中集车辆涨5.53%，成交额2.22亿元，换手率1.57%，总市值186.10亿元。 异动分析 统一大市场+冷链物流+氢能源+高端装备+华为概念 1、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 3、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 区间今日近3日近5日近10日近20日主力净流入1329.72万383.01万-559.03万-1866.54万1346.18万 主力持仓 主力没有控盘，筹码分布非常分散， ...

来源：新浪证券-红岸工作室 2月2日，中集车辆跌3.19%，成交额1.33亿元。两融数据显示，当日中集车辆获融资买入额1700.58万 元，融资偿还1288.13万元，融资净买入412.44万元。截至2月2日，中集车辆融资融券余额合计2.03亿 元。 融资方面，中集车辆当日融资买入1700.58万元。当前融资余额2.03亿元，占流通市值的1.48%，融资余 额低于近一年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。 机构持仓方面，截止2025年9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2505.78万股，相比上期减少502.89万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，中集车辆2月2日融券偿还2100.00股，融券卖出1300.00股，按当日收盘价计算，卖出金额 1.22万元；融券余量2.22万股 ...

Group 1 - The core viewpoint of the news is that 中集车辆 (China International Marine Containers) is experiencing a decline in both revenue and net profit, alongside low financing and margin trading levels, indicating potential challenges in its financial performance [1][2][3] Group 2 - As of January 30, 中集车辆's stock price decreased by 0.72%, with a trading volume of 121 million yuan [1] - The financing buy-in amount on January 30 was 15.14 million yuan, while the financing repayment was 9.27 million yuan, resulting in a net financing buy of 5.87 million yuan [1] - The total financing and margin trading balance for 中集车辆 reached 199 million yuan, which is 1.41% of its circulating market value, indicating a low level compared to the past year [1] - On the same day, 中集车辆 had no shares repaid in margin trading, with 6,000 shares sold, amounting to 58,300 yuan, and a margin balance of 223,600 yuan, also at a low level [1] - The company was established on August 29, 1996, and listed on July 8, 2021, focusing on the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [1] - The main business revenue composition includes 80.61% from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [1] Group 3 - As of September 30, 中集车辆 had 29,800 shareholders, a decrease of 16.07% from the previous period, while the average circulating shares per person increased by 19.17% to 48,786 shares [2] - For the period from January to September 2025, 中集车辆 reported operating revenue of 15.01 billion yuan, a year-on-year decrease of 5.13%, and a net profit attributable to shareholders of 622 million yuan, down 26.23% year-on-year [2] - Since its A-share listing, 中集车辆 has distributed a total of 2.664 billion yuan in dividends, with 1.655 billion yuan distributed over the past three years [3] - As of September 30, 2025, 大成高鑫股票A (000628) was the sixth largest circulating shareholder of 中集车辆, holding 25.06 million shares, a decrease of 5.03 million shares from the previous period [3]

图为活动现场 强强联合，共建智能物流新生态 本次合作不仅标志着中集车辆、陕重汽、崇左城建三方在跨境运输物流领域战略合作的进一步深化，更 为广西崇左公水联运科技化、无人化、智能化运输指引了新的方向。 转自：中集车辆 【新华企业资讯1月30日】1月29日，由中集车辆（集团）股份有限公司（股票代码：301039.SZ）、陕 西重型汽车有限公司（以下简称"陕重汽"）和崇左市城建物流有限责任公司（以下简称"崇左城建物 流"）联合筹办的"南疆启新程 智联向东盟｜中集•陕汽&崇左城建物流移动能源与无人智驾生态发布 会"在广西崇左港隆重举行。活动中，中集车辆全球首家EV-RT体验中心正式开业，成为推动智能物流 高质量发展的重要举措，引发行业广泛关注。 崇左城建集团党委书记、董事长尹泉，中集车辆集团助理总裁舒磊，陕重汽销售公司副总经理田明，崇 左交投公司董事、总经理刘驾宇，崇左交投公司常务副总经理、城建物流公司董事兼总经理李艳香，中 集车辆汉诺威计划执行总监刘啸峰等领导出席活动，共同见证三方战略合作的深化与新能源智能物流生 态的落地。 李艳香在致辞中表示，作为广西物流行业绿色转型企业，崇左城建物流通过技术赋能、开放合作，向无 ...