证券时报·数据宝统计显示，中集车辆今日收盘价为10.33元，下跌0.77%，日换手率为0.87%，成交额为 1.31亿元，全天主力资金净流出1662.57万元，近5日该股累计上涨2.18%，近5日资金合计净流出1801.33 万元。 两融数据显示，该股最新融资余额为1.78亿元，近5日减少704.74万元，降幅为3.80%。 中集车辆12月18日大宗交易平台共发生24笔成交，合计成交量1091.50万股，成交金额1.03亿元。成交价 格均为9.47元，相对今日收盘价折价8.33%。从参与大宗交易营业部来看，机构专用席位共出现在22笔 成交的买方或卖方营业部中，合计成交金额为9455.75万元，净买入9455.75万元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 326.00 | 3087.22 | 9.47 | -8.33 | 机构专用 | 平安证券股份有限公司深圳 | | | | | | | 金田路证券营业部 ...

Group 1 - A total of 78 stocks in the A-share market experienced block trading today, with a total transaction value of 3.755 billion yuan [1] - The top three stocks by transaction value were Minsheng Bank (2.149 billion yuan), WuXi AppTec (430 million yuan), and Luxin Technology (119 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 67 at a discount; the highest premium rates were for AVIC Optoelectronics (8.04%), Zhongke Shuguang (7.92%), and Haowei Group (2.07%) [1] Group 2 - The top buying amounts from institutional special seats were led by WuXi AppTec (251 million yuan) and Minsheng Bank (108 million yuan) [2] - The top selling amounts from institutional special seats included Jintian Titanium Industry (18.74 million yuan) and Huilong New Materials (9.97 million yuan) [2]

Core Viewpoint - The company, CIMC Vehicles, is experiencing a decline in stock performance and has seen a reduction in main capital inflow, indicating potential challenges in the market environment [1][3]. Group 1: Company Overview - CIMC Vehicles is a leading global manufacturer of semi-trailers, with a significant market presence in China, North America, Europe, and other regions, focusing on seven categories of semi-trailer production and sales [2][6]. - The company specializes in refrigerated truck bodies and has developed hydrogen energy refrigerated truck products based on customer demand [2][6]. - As of September 30, the company reported a revenue of 15.01 billion yuan, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [6][7]. Group 2: Market Activity - On December 17, the stock price of CIMC Vehicles fell by 1.14%, with a trading volume of 140 million yuan and a turnover rate of 0.92%, leading to a total market capitalization of 19.51 billion yuan [1]. - The main capital inflow for the day was negative at 5.39 million yuan, with the industry ranking at 10 out of 13, indicating a trend of capital reduction over the past three days [3][4]. Group 3: Technical Analysis - The average trading cost of the stock is 9.25 yuan, with the current stock price fluctuating between resistance at 10.70 yuan and support at 10.06 yuan, suggesting potential for range trading [5].

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 有投资者在互动平台向中集集团提问："董秘您好！我们集团不断发展壮大，可喜可贺，有两个问题请 教，第一，我们的子公司中集车辆的年收入和净利润纳入我们母公司？中集车辆净利润每年贡献母公司 多少？第二个，中集集团分红和股价为什么没有中集车辆高？是不是行成母子倒挂?" 针对上述提问，中集集团回应称："您好，1）截止2025年6月30日，本集团持股中集车辆比例约为 61.13%，中集车辆为本公司旗下控股子公司。根据企业会计准则，其年度营业收入及净利润均纳入本 公司合并财务报表范围。2）分红方面，公司一直采取稳定的派息政策，2024年度公司现金分红金额 9.45亿元，占当年可分配利润的33%，履行了公司对于 2022-2024 年连续三年以现金方式累计分配的利 润不少于该三年实现的年均可分配利润30%的承诺。今年以来，公司又相继推出不超过5亿港元的H股 回购，以及3-5亿人民币（含）的A股股份回购计划，通过多种形式提升投资者回报。3）股价受多种因 素影响。未来在公司经营上，我们将继续围绕提质增效稳发展、构建增长 ...

Core Viewpoint - The stock price of CIMC Vehicles has been on an upward trend, increasing by 5.69% over the past four days, with a current price of 10.59 CNY per share and a market capitalization of 19.847 billion CNY [1] Group 1: Company Overview - CIMC Vehicles (Group) Co., Ltd. was established on August 29, 1996, and listed on July 8, 2021 [1] - The company is primarily engaged in the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [1] - The revenue composition of CIMC Vehicles is as follows: 80.61% from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [1] Group 2: Fund Holdings - Two funds under Guotou Ruijin have significant holdings in CIMC Vehicles, totaling 1.1348 million shares [2] - The Guotou Ruijin Ruisheng Mixed Fund (LOF) A holds 974,800 shares, accounting for 2.68% of the fund's net value, and has seen a floating profit of approximately 14.62 thousand CNY today [2] - The Guotou Ruijin Zhaocai Mixed Fund A holds 160,000 shares, representing 3.33% of the fund's net value, with a floating profit of about 2.4 thousand CNY today [2]

Group 1 - The core point of the article highlights the recent performance of CIMC Vehicles, which has seen its stock price increase by 1.44% to 10.59 CNY per share, with a total market capitalization of 19.847 billion CNY and a cumulative increase of 5.69% over the past four days [1] - 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-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [1] Group 2 - Xin Yuan Fund has a significant holding in CIMC Vehicles, with its Xin Yuan Digital Economy Mixed Fund A increasing its stake by 271,200 shares to a total of 990,500 shares, representing 4.57% of the fund's net value [2] - The Xin Yuan Digital Economy Mixed Fund A has achieved a year-to-date return of 22.53% and a one-year return of 17.42%, ranking 3874 out of 8180 and 3952 out of 8135 respectively [2] - The fund manager, Lu Yang, has a tenure of 2 years and 145 days, with the fund's total asset size at 319 million CNY and a best return of 48.04% during his tenure [2]

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。 来源：新浪证券-红岸工作室 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。 12月10日，中集车辆涨0.70%，成交额1.54亿元。两融数据显示，当日中集车辆获融资买入额1310.16万 元，融资偿还858.30万元，融资净买入451.85万元。截至12月10日，中集车辆融资融券余额合计1.87亿 元。 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%。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入 ...

Core Viewpoint - The company, CIMC Vehicles, has experienced a decline in performance since its listing in July 2021, primarily due to geopolitical tensions and trade wars affecting the North American market, but remains committed to strategic adaptation and growth in the global market [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's net profit attributable to shareholders, excluding non-recurring gains and losses, was 622 million yuan, indicating a year-on-year decline [1] - The decline in performance is attributed to structural changes in the market caused by geopolitical issues related to North America [1] Group 2: Strategic Response - The company aims to maintain strategic focus and adapt to changes by enhancing supply chain resilience in North America and expanding its operations in global southern markets [1] - CIMC Vehicles plans to build differentiated core competencies and explore the full value chain of its Starlink semi-trailer products [1] Group 3: Future Outlook - The company is committed to optimizing its North American operational model and business transformation to strengthen its global supply chain resilience against geopolitical risks [1] - CIMC Vehicles is focused on developing integrated pure electric head-trailer products to meet user needs across their entire lifecycle, emphasizing collaboration in building a closed-loop ecosystem for electric head-train products [1]

Group 1 - The stock price of CIMC Vehicles has increased by 14.48% year-to-date, with a slight decline of 0.20% over the last five trading days, a rise of 2.03% over the last 20 days, and an increase of 10.69% over the last 60 days [2] - CIMC Vehicles primarily engages in the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with its main business revenue composition being 80.61% from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [2] - As of September 30, 2025, CIMC Vehicles reported a revenue of 15.012 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] Group 2 - CIMC Vehicles 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] - As of September 30, 2025, the number of shareholders of CIMC Vehicles decreased by 16.07% to 29,800, while the average circulating shares per person increased by 19.17% to 48,786 shares [2] - The top ten circulating shareholders include Dazheng Gaoxin Stock A, which holds 25.058 million shares, a decrease of 5.0289 million shares compared to the previous period [3]

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer of semi-trailers and specialized vehicles, focusing on hydrogen energy, cold chain logistics, and high-end equipment, with a recent partnership with Huawei for digital transformation [2][6]. Group 1: Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer, with a significant presence in major markets including China, North America, and Europe, producing seven categories of semi-trailers [2][6]. - The company specializes in cold chain logistics, providing reliable refrigerated vehicles for various applications such as fresh food delivery, biopharmaceuticals, and vaccine transportation [2][6]. - As of September 30, the company reported a revenue of 15.012 billion yuan, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [6][7]. Group 2: Market Activity - On December 4, CIMC Vehicles' stock fell by 0.81%, with a trading volume of 78.2926 million yuan and a turnover rate of 0.55%, resulting in a total market capitalization of 18.441 billion yuan [1]. - The stock has seen a net outflow of 2.4382 million yuan from major investors today, with a continuous reduction in holdings over the past three days [3][4]. - The average trading cost of the stock is 9.16 yuan, with the current price approaching a resistance level of 9.95 yuan, indicating potential for upward movement if this level is surpassed [5]. Group 3: Strategic Partnerships - CIMC Vehicles has entered into a cooperation framework agreement with Huawei's Luoyang New Infrastructure Development Center to work on digital transformation and intelligent upgrades [2].