7月29日，沪深两融数据显示，中集车辆获融资买入额0.13亿元，居两市第2413位，当日融资偿还额0.12 亿元，净买入49.12万元。 最近三个交易日，25日-29日，中集车辆分别获融资买入0.14亿元、0.12亿元、0.13亿元。 本文源自：金融界 作者：智投君 融券方面，当日融券卖出0.12万股，净卖出0.12万股。 ...

资金流向方面，今日主力资金净流出2526.98万元，占比成交额20.28%。其中，超大单净流出2065.13万 元、占成交额16.57%，大单净流出461.85万元、占成交额3.71%，中单净流出流入662.75万元、占成交 额5.32%，小单净流入1864.22万元、占成交额14.96%。 通过天眼查大数据分析，中集车辆(集团)股份有限公司共对外投资了70家企业，参与招投标项目12次， 知识产权方面有商标信息12条，专利信息866条，此外企业还拥有行政许可17个。 中集车辆最新一期业绩显示，截至2025一季报，公司营业总收入45.91亿元、同比减少10.91%，归属净 利润1.79亿元，同比减少32.59%，扣非净利润1.71亿元，同比减少34.94%，流动比率2.107、速动比率 1.515、资产负债率34.44%。 来源：金融界 金融界消息 截至2025年7月29日收盘，中集车辆（301039）报收于8.82元，下跌0.45%，换手率0.98%， 成交量14.22万手，成交金额1.25亿元。 天眼查商业履历信息显示，中集车辆(集团)股份有限公司，成立于1996年，位于深圳市，是一家以从事 汽车制造业为主 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of 中集车辆 (China International Marine Containers) in the automotive industry, indicating a decline in revenue and profit compared to the previous year [1][2] - As of July 28, 中集车辆's closing price was 8.86 yuan, down 1.01%, with a rolling PE ratio of 16.62 times and a total market capitalization of 16.605 billion yuan [1] - The average PE ratio for the automotive manufacturing industry is 43.65 times, with a median of 32.90 times, placing 中集车辆 at the 12th position among its peers [1][2] Group 2 - For the first quarter of 2025, 中集车辆 reported a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59% from the previous year [1] - The company's main business includes the production and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, operating well-known brands such as "通华", "华骏", and "Vanguard" [1] - As of the first quarter of 2025, 11 institutions held shares in 中集车辆, with a total holding of 11.6238 million shares valued at 0.95 billion yuan [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of CIMC Vehicles, indicating a decline in revenue and profit in the latest quarterly report [1][2] - As of July 24, CIMC Vehicles closed at 9.03 yuan, with a PE ratio of 16.94 times, and a total market capitalization of 16.923 billion yuan [1] - The average PE ratio for the automotive manufacturing industry is 44.17 times, with a median of 32.65 times, positioning CIMC Vehicles at 13th place within the industry [1][2] Group 2 - For Q1 2025, CIMC Vehicles reported a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59% year-on-year, with a gross profit margin of 14.30% [1] - The company operates under several well-known brands, including "Tonghua," "Huajun," and "Vanguard," across different regions such as North America and Europe [1] - A total of 11 institutions hold shares in CIMC Vehicles, with a combined holding of 11.6238 million shares valued at 0.95 billion yuan [1]

7月21日，中集车辆今日收盘8.64元，上涨2.98%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到16.21倍，创66天以来新低，总市值161.92亿元。 从行业市盈率排名来看，公司所处的汽车整车行业市盈率平均43.58倍，行业中值32.68倍，中集车辆排 名第12位。 资金流向方面，7月21日，中集车辆主力资金净流入2176.24万元，近5日总体呈流入状态，5日共流入 744.29万元。 中集车辆(集团)股份有限公司的主营业务是半挂车、专用车上装及整车、冷藏厢式车厢体及整车的生 产、制造与销售。公司的主要产品是普通半挂车、罐车、上装产品、底盘及牵引车。公司运营着"通 华"、"华骏"、"深扬帆"、"瑞江汽车"、"凌宇汽车"、"梁山东岳"等行业知名品牌；在北美，公司运营 着"Vanguard"、"CIE"等知名品牌；在欧洲，公司运营着"SDC"和"LAG"两个历史悠久的知名品牌。 最新一期业绩显示，2025年一季报，公司实现营业收入45.91亿元，同比-10.91%；净利润1.79亿元，同 比-32.59%，销售毛利率14.30%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中集 ...

Group 1: Strategic Plans and Market Performance - The "Starlink Plan" and "Xiongqi Plan" are expected to significantly enhance performance, with the North American semi-trailer market experiencing a continuous decline for 18 months [2][3] - In 2023, Starlink semi-trailer sales reached 50,000 units, with a target of 70,000 units in 2024 and continued growth in 2025 [3] - The "Zhao Zilong Plan" initiated in 2024 aims to increase orders by 50% and double market share in the Shanhe Four Provinces [3] - The "Zhuge Liang Project" set to launch in 2025 targets new opportunities along the Yangtze River, aiming for a unified national market strategy [4] Group 2: Production Efficiency and Financial Health - The production efficiency of the Starlink LTP Group improved by 30% in 2024, with labor efficiency also increasing by nearly 30% [4] - The company anticipates that the growth potential in global southern markets will surpass domestic market growth, contributing to 30% of future global economic growth [4] Group 3: Electric Vehicle Development - The company is developing three types of new energy heavy-duty vehicles, including pure electric head-mounted trains [5] - The "Hannover Plan" was established in March 2025 to develop a product platform for pure electric head-mounted trains [5] - The design of pure electric engineering semi-trailers allows for interchangeable chassis and superstructures, reducing manufacturing complexity [6][7] - Collaboration with Karl Power aims to create a highly intelligent logistics model integrating electric head-mounted trains and autonomous trailers [7]

Core Viewpoint - The event "Overseas Investors Entering the Guangdong-Hong Kong-Macao Greater Bay Area Listed Companies" was held in Shenzhen and Dongguan, aiming to enhance engagement between overseas investors and Shenzhen-listed companies [1] Group 1: Event Overview - The event was organized by the Shenzhen Stock Exchange and involved representatives from over 20 overseas sovereign funds and large long-term asset management institutions [1] - Nearly 40 representatives visited three Shenzhen-listed companies: Luxshare Precision, Megmeet, and CIMC Vehicles [1] Group 2: Future Plans - The Shenzhen Stock Exchange plans to steadily expand its openness under the leadership of the China Securities Regulatory Commission [1] - There will be efforts to deepen and broaden services for overseas investors, facilitating more interactions between quality Shenzhen-listed companies and overseas investors [1] - The initiative aims to attract more overseas medium to long-term capital into the market, sharing new opportunities from China's high-quality economic development [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of 中集车辆 (China International Marine Containers) in the automotive industry, particularly its low PE ratio compared to industry averages [1][2] - As of July 16, 中集车辆's closing price was 8.44 yuan, with a rolling PE ratio of 15.83, marking a new low in 27 days, and a total market capitalization of 15.818 billion yuan [1] - The automotive industry average PE ratio is 42.94, with a median of 32.57, placing 中集车辆 in 11th position among its peers [2] Group 2 - As of the first quarter of 2025, 27 institutions held shares in 中集车辆, including 20 funds, with a total holding of 982.67 million shares valued at 8.883 billion yuan [1] - 中集车辆 specializes in the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, operating well-known brands in North America and Europe [1] - The latest financial results for the first quarter of 2025 show 中集车辆 achieved a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]

证券代码：301039 证券简称：中集车辆 公告编号：2025-033 中集车辆（集团）股份有限公司 关于持股 5%以上股东减持计划实施完毕的公告 持股 5%以上股东平安资本有限责任公司－上海太富祥中股权投资基金合伙企业（有 限合伙）、平安资本有限责任公司－台州太富祥云股权投资合伙企业（有限合伙）保证信息 披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、上海太富、台州太富本次减持计划的实施符合《中华人民共和国证券法》 《上市公司收购管理办法》《上市公司股东减持股份管理暂行办法》《深圳证券交 公司于近日收到上海太富、台州太富出具的《关于股份减持计划完成告知函》， 截至2025年7月14日，上述减持计划已实施完毕。根据《上市公司股东减持股份 管理暂行办法》《深圳证券交易所上市公司自律监管指引第18号——股东及董事、 高级管理人员减持股份》等有关规定，现将上述相关情况公告如下： 一、 股东减持情况 1、股东减持股份情况 | 股东 | | | 减持均价 | 减持股数 | | | --- | --- | --- | --- | - ...

Core Viewpoint - The announcement details a reduction in shareholding by major shareholders of CIMC Vehicles, indicating a decrease in their total shareholding from 6.33% to 5.89% due to a sell-off of 8,152,122 A-shares, which represents 0.43% of the company's total shares [1][2]. Group 1: Shareholding Changes - Major shareholders, Shanghai Taifu and Taizhou Taifu, collectively reduced their holdings by 8,152,122 shares from July 4 to July 9, 2025 [1][2]. - The reduction in shareholding was executed through centralized bidding and block trading methods [1][2]. - Post-reduction, Shanghai Taifu holds 55,779,323 shares (2.98% of total shares), while Taizhou Taifu holds 54,668,148 shares (2.92% of total shares) [2]. Group 2: Compliance and Disclosure - The reduction aligns with previously disclosed intentions and plans, ensuring compliance with regulatory requirements [3]. - The company confirmed that the reduction does not violate any laws or regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [4].