香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （H股股份代號：02039） （A股股份代號：000039） 二零二四年度業績公告（年度報告摘要） 1 重要提示 1.1 中國國際海運集裝箱（集團）股份有限公司（「本公司」或「公司」），與其附屬公司合 稱「本集團」或「中集」）董事會（「董事會」）、監事會（「監事會」及董事（「董事」）、監事 （「監事」、高級管理人員保證二零二四年度業績公告（「本公告」）所載數據不存在 虛假記載、誤導性陳述或者重大遺漏，並對該截至2024年12月31日止之年度報 告（「2024年年度報告」）之摘要內容的真實性、準確性和完整性承擔個別及連帶責 任。 本公告刊登在香港聯交所網站 ( www . hkexnews . ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部 份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （股份代號：02039） 二零二四年第三季度報告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」或「本公司」）根據《深 圳證券交易所股票上市規則》（「《深交所上市規則》」）規定在中國境內刊登，並根 據《香港聯合交易所有限公司證券上市規則》（「《香港上市規則》」）第13.09條及第 13.10B條及香港法例第571章《證券及期貨條例》第XIVA部內幕消息條文（如《香 港上市規則》定義者）在香港公佈。 1 重要提示 1.1 本公司董事會（「董事會」）、監事會及其董事、監事、高級管理人員保證2024 年第三季度報告（「本報告」）內容的真實、準確、完整，不存在虛假記載、誤 導性陳述或者重大遺 ...

Financial Performance - The company's operating revenue for the first half of 2024 reached RMB 79,115,043 thousand, representing a 30.61% increase compared to RMB 60,573,968 thousand in the same period of 2023[22]. - Net profit for the first half of 2024 was RMB 1,394,930 thousand, a 40.85% increase from RMB 990,382 thousand in the first half of 2023[22]. - The profit attributable to shareholders of the parent company surged by 117.23% to RMB 865,781 thousand, compared to RMB 398,556 thousand in the previous year[22]. - The company reported a pre-tax profit of RMB 2,215,856 thousand, which is a 34.13% increase from RMB 1,651,971 thousand in the same period last year[22]. - Operating profit for the first half of 2024 was RMB 2,115,476 thousand, up 28.60% from RMB 1,645,039 thousand in the first half of 2023[22]. - The income tax expense for the first half of 2024 was RMB 820,926 thousand, reflecting a 24.08% increase from RMB 661,589 thousand in the same period of 2023[22]. - The company's net profit excluding non-recurring gains and losses decreased by 16.00% to RMB 820,320 thousand from RMB 976,599 thousand in the previous year[22]. - The company reported a significant increase in financial expenses, up 299.24% to RMB 522,940 thousand, mainly due to last year's high net foreign exchange gains[106]. Governance and Compliance - The board meeting that approved the report was attended by all directors, ensuring collective responsibility for the report's content[1]. - The company has outlined its governance structure and compliance with regulatory requirements in the report[4]. - The company emphasizes the importance of legal compliance in its internal control work to ensure sustainable and healthy development[181]. - The company has established a corporate governance structure that ensures checks and balances among the board, supervisory board, and shareholders[181]. - The audit committee held discussions and reviewed the unaudited financial report for the six months ending June 30, 2024, with no dissenting opinions from committee members[188]. - The company is committed to improving corporate governance standards to protect shareholder interests and enhance business performance[191]. Risk Management - The company emphasizes the importance of risk awareness regarding forward-looking statements and future plans[3]. - The company has been closely monitoring foreign exchange risks due to significant revenue in USD and expenses in RMB, indicating potential impacts on financial results[123]. - The company emphasizes comprehensive risk management, focusing on customer credit management and online audit projects[194]. - The company plans to develop training courses for core management and risk control personnel to enhance risk awareness and capabilities[194]. - The company will continue to implement key risk management initiatives in the second half of the year[194]. Investment and Capital Expenditure - The company has committed a total of RMB 158,377.68 million for investment projects, with a cumulative investment of RMB 154,628.74 million, achieving 97.67% of the planned investment[144]. - The company plans to use RMB 46,095.80 million of A-share fundraising for the Starlink semi-trailer high-end manufacturing project and the Strong Crown tank truck high-end production line upgrade project[150]. - The company has achieved a cumulative investment of RMB 15,870.99 million across all revised projects, representing 35.8% of the total planned investment[149]. - The company plans to continue exploring various financing arrangements to support its business development and strategic upgrades[136]. Shareholder Returns - The company plans not to distribute cash dividends for the first half of 2024, consistent with the previous year[3]. - The company repurchased 24,645,550 A-shares for a total of RMB 200 million between January 15 and January 31, 2024, to maintain company value and shareholder interests[73]. Market and Business Strategy - The company is focused on expanding its logistics and energy equipment sectors, with a diverse product range including standard dry containers and specialized equipment[31][32]. - The company aims to enhance operational efficiency through integrated operations and has seen significant growth in logistics service product volumes and profitability[50]. - The company is actively exploring overseas markets, with Australian operations showing a growth trend in the first half of the year[45]. - The company plans to strengthen its presence in overseas markets, particularly in Southeast Asia, Africa, and the Middle East, to capitalize on growing LNG demand[84]. Employee and Talent Development - The total number of employees as of June 30, 2024, is 80,109, an increase from 68,940 on December 31, 2023[170]. - The group has implemented a multi-level talent development system, including new employee onboarding training and leadership development programs[171]. - The group has established a career development pathway for employees aligned with strategic development needs[171]. Financial Position - As of June 30, 2024, the company's cash and cash equivalents amounted to RMB 21,777,817 thousand, an increase of 2.13% compared to RMB 21,324,451 thousand at the end of the previous year[113]. - The total equity of the company reached RMB 66,188,120 thousand as of June 30, 2024, compared to RMB 64,630,350 thousand at the end of 2023, while total liabilities increased to RMB 112,923,839 thousand from RMB 97,132,883 thousand[119]. - The company's asset-liability ratio was 63% as of June 30, 2024, up from 60% at the end of 2023[119]. Research and Development - The company applied for 368 new patents during the reporting period, including 133 invention patents, bringing the total number of effective patents to 5,618[99]. - The company is focused on enhancing its technological R&D capabilities and aims to strengthen its core competitiveness through innovation and digitalization[99].

2024 年 9 月 4 日 中集集团（2039.HK） 集装箱量利齐升，海工板块持续改善 事件：中集集团公布 2024 年中期业绩，上半年公司实现营收 791 亿元，同 比增加 30.6%；实现归母净利润 8.66 亿元，同比增加 117.2%。因为全球集 装箱贸易需求恢复，叠加地缘不确定性因素，集装箱行业快速回暖，板块收 入利润高增；贸易高增及换新周期来临，我们对集装箱需求保持乐观。此外 海工板块盈利能力改善，亏损进一步收窄，订单大幅增加。公司未来整体业 绩预计持续向好，推荐关注。 报告摘要 上半年营收同比增加 30.6% 上半年公司实现营收 791 亿元，同比增加 30.6%； 归母净利润 8.7 亿元，同比增加 117.2%；扣非归母净利润 8.2 亿元，同比下 降 16%。受益于自年初以来的集装箱行业整体回暖复苏公司集装箱板块的收 入大幅增加，以及公司海工板块收入快速增加，两者共同带动营收及利润同 比大幅提升。单季度看 2024 年 Q1/Q2 分别实现营收 324 亿元/467 亿元，环 比增加 43.9%；归母净利润分别为 0.8 亿元/7.8 亿元，环比增加 835%；扣非 归母净利润分别为 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （H股股份代號：02039） （A股股份代號：000039） 2024年半年度業績公告（2024年半年度報告摘要） 1 重要提示 1 1.1 中國國際海運集裝箱（集團）股份有限公司（「本公司」或「中集」，與其附屬公司合 稱「本集團」或「集團」）董事會（「董事會」）、監事會（「監事會」）及董事（「董事」）、 監事（「監事」）、高級管理人員保證2024年半年度業績公告（「本公告」）所載資 料不存在虛假記載、誤導性陳述或者重大遺漏，並對本集團截至2024年6月 30日之半年度報告（「2024年半年度報告」）之內容的真實性、準確性和完整性 承擔個別及連帶責任。本公告摘自2024年半年度報告，並在香港聯 ...

H 股股份代號：02039 CIMC (在中華人民共和國註冊成立的股份有限公司) 中國國際海運集裝箱（集團）股份有限公司 A 股股份代號：000039 | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-----------|------------------------|-------| | | | | | | | | | | | | 液 氢 保温肤体贴验中设 | | | | | | cimc 3060 | | | 重 大 風險提示 本 報 告 載 有 若 干 涉 及 本 集 團 財 務 狀 況、經 營 成 果 及 業 務 的 前 瞻 性 聲 明。由 於 相 關 聲 明 所 述 情 況 的 發 生 與 否 非 為 本 集 團 所 能 控 制，因 此，此 等 前 瞻 性 聲 明 在 本 質 上 具 有 高 度 風 險 與 不 確 定 性。該 等 前 瞻 性 聲 明 乃 本 集 團 對 未 來 事 件 的 現 有 預 期，並 非 對 未 來 業 績 表 現 的 保 證。實 際 業 績 可 能 與 前 瞻 性 聲 明 所 包 含 的 內 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部 份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （股份代號：02039） 二零二四年第一季度報告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」或「本公司」，與其子 公司合稱「本集團」）根據《深圳證券交易所股票上市規則》規定在中國境內刊登， 並根據《香港聯合交易所有限公司證券上市規則》（「上市規則」）第13.09條及第 13.10B條及香港法例第571章《證券及期貨條例》第XIVA部內幕消息條文（如上市 規則定義者）在香港公佈。 1 重要提示 1 1.1 本公司董事會、監事會及其董事、監事、高級管理人員保證2024年第一季 度報告（「本報告」）所載資料的真實、準確和完整，不存在虛假記載、誤導性 陳述或者重大遺漏，並承擔個別及連帶的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （H股股份代號：02039） （A股股份代號：000039） 二零二三年度業績公告（年度報告摘要） 1 重要提示 1.1 中國國際海運集裝箱（集團）股份有限公司（「本公司」或「公司」），與其附屬公司合 稱「本集團」或「中集」）董事會（「董事會」）、監事會（「監事會」及董事（「董事」）、監事 （「監事」、高級管理人員保證二零二三年度業績公告（「本公告」）所載數據不存在 虛假記載、誤導性陳述或者重大遺漏，並對該截至2023年12月31日止之年度報 告（「2023年年度報告」）之摘要內容的真實性、準確性和完整性承擔個別及連帶責 任。 本公告刊登在香港聯交所網站 ( www . hkexnews . ...

Investment Rating - The report assigns a "Buy" rating to the company [1]. Core Views - The company is a leader in the container industry and is involved in multiple sectors such as energy equipment and logistics equipment. The report anticipates a recovery in the container, energy equipment, and logistics transportation industries, leading to growth in the company's performance [4][20]. - The expected net profit for the years 2023-2025 is projected to be 3.19 billion, 24.03 billion, and 42.93 billion RMB, respectively, with corresponding EPS of 0.06, 0.45, and 0.80 RMB [4][12]. Summary by Sections 1. Investment Recommendations - The company is expected to benefit from the recovery of multiple business sectors, leading to improved profitability. The target price is set at 10.73 HKD, based on a comprehensive evaluation of PE and PB ratios [4][19]. 2. Container Manufacturing Business - The container industry is currently at its lowest point since the 2011 financial crisis, but a recovery is expected by 2025. The company holds a market share of 42%-50% in container manufacturing, which is anticipated to benefit from the industry's recovery [7][20]. - Revenue from container manufacturing is projected to grow steadily from 32.93 billion RMB in 2023 to 54.46 billion RMB in 2025, with a gross margin expected to recover to 20% by 2025 [7][12]. 3. Road Transportation Vehicles - The demand for semi-trailers is increasing due to the rapid growth of e-commerce and logistics. The company maintains a leading market share of 14.5% in the semi-trailer sector [8][12]. - Revenue growth for this segment is expected to be 0.5%, 3.0%, and 10.0% for the years 2023-2025, with gross margins improving to 22% by 2025 [8][12]. 4. Energy, Chemical, and Liquid Food Equipment - The domestic economic recovery is driving demand for natural gas and LNG equipment, with expected revenue growth of 10% for 2024 and 2025 [9][12]. - The gross margin for this segment is projected to remain stable at around 16.5% from 2023 to 2025 [9][12]. 5. Marine Engineering Business - The marine engineering market is expected to see significant growth, with revenue projections of 72.1%, 45.0%, and 45.0% for 2023-2025 [10][12]. - The gross margin for this segment is anticipated to improve from 10.5% in 2023 to 16.0% by 2025 [10][12]. 6. Logistics Services - The logistics service sector is recovering, with expected revenue growth of -38.73%, 5%, and 5% for 2023-2025. The gross margin is projected to stabilize around 6% [9][12]. 7. Other Innovative Businesses - The company is expanding into innovative sectors such as cold chain logistics and energy storage, with expected revenue growth of 104.5% in 2023, followed by more modest growth in subsequent years [12][12].

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部 份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 1 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （股份代號：2039） 二零二三年第三季度報告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」或「本公司」）根據《深 圳證券交易所股票上市規則》（「《深交所上市規則》」）規定在中國境內刊登，並根 據《香港聯合交易所有限公司證券上市規則》（「《香港上市規則》」）第13.09條及第 13.10B條及香港法例第571章《證券及期貨條例》第XIVA部內幕消息條文（如《香 港上市規則》定義者）在香港公佈。 1 重要提示 1.1 本公司董事會（「董事會」）、監事會及其董事、監事、高級管理人員保證2023 年第三季度報告（「本報告」）內容的真實、準確、完整，不存在虛假記載、誤 導性陳述或者重大 ...