Core Viewpoint - On September 26, CIMC Group signed a comprehensive strategic cooperation agreement with Shougang Group in Beijing Shougang Park [1] Group 1: Strategic Cooperation - The agreement establishes a partnership where Shougang will provide material support for CIMC's equipment application scenarios [1] - CIMC will build application platforms for the materials provided by Shougang [1]

中集集团回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.09.26 | 55.24 | 7.890 | 7.640 | 431.68 | | 2025.09.25 | 303.97 | 7.910 | 7.590 | 2336.72 | | 2025.09.24 | 581.37 | 7.830 | 7.600 | 4488.24 | | 2025.09.23 | 112.99 | 7.950 | 7.610 | 878.66 | | 2025.09.22 | 28.54 | 7.930 | 7.810 | 224.71 | | 2025.09.19 | 69.49 | 7.990 | 7.820 | 548.27 | | 2025.09.18 | 124.72 | 8.000 | 7.800 | 989.27 | | 2025.09.17 | 30.30 | 8.000 | 7.900 | 241.74 | | 2025.09.16 | 23.58 | 8.00 ...

狀態： 新提交 公司名稱： 中國國際海運集裝箱（集團）股份有限公司 呈交日期： 2025年9月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第 | 章 | 節 | 一 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

Core Viewpoint - CIMC Group (000039)(02039) announced a share buyback plan, investing HKD 4.317 million to repurchase 552,400 shares [1] Group 1 - The company will execute the buyback on September 26, 2025 [1] - The total amount allocated for the buyback is HKD 4.317 million [1] - The number of shares to be repurchased is 552,400 [1]

Core Viewpoint - China International Marine Containers (Group) Co., Ltd. announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - The company plans to repurchase 552,400 shares at a total cost of HKD 4.317 million [1] - The buyback is scheduled for September 26, 2025, reflecting a strategic move to enhance shareholder value [1]

Group 1 - The company, CIMC Group, announced a share buyback plan on September 26, 2025, involving an expenditure of HKD 4.3168 million to repurchase 552,400 shares [1] - The buyback price per share is set between HKD 7.64 and HKD 7.89 [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 呈交日期： 2025年9月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02039 | 說明 H股 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | ...

Core Insights - The article highlights the advancements in intelligent manufacturing at CIMC's Qingdao Cold Chain Manufacturing Company, focusing on the integration of IoT and machine learning to enhance production efficiency and quality control [1][2][4] Group 1: Manufacturing Process Improvements - The production time for a refrigerated container has been reduced to 220 seconds due to the implementation of advanced foaming technology and real-time data monitoring [1][2] - The use of sensors and IoT devices allows for the collection of critical parameters during the foaming process, leading to improved accuracy and efficiency [1][2] - The amount of foaming liquid used has decreased from 126 kg to 116 kg per top plate, resulting in an 8% reduction in material costs [2] Group 2: Efficiency Gains - The pressure holding time has been reduced from 35 minutes to 28 minutes, achieving a cumulative efficiency improvement of 20% [2] - Labor efficiency has improved significantly, with the manpower required per unit dropping from 9 man-days to 4.5 man-days [2] - Production capacity has increased from 240 units to 300 units per day, demonstrating a substantial enhancement in operational output [2] Group 3: Digital Transformation and Smart Manufacturing - CIMC is actively pursuing digital transformation and smart manufacturing as part of its "14th Five-Year Plan," focusing on integrating new technologies into its manufacturing processes [2][4] - The establishment of a digital twin platform in the painting workshop allows for real-time monitoring and optimization of production processes [2][3] - CIMC has developed 25 provincial-level and 3 national-level smart manufacturing factories, showcasing its leadership in the industrial internet and smart manufacturing sectors [4]

Summary of Key Points Core Viewpoint - Multiple companies, including Tencent Holdings and Anta Sports, conducted share buybacks on September 25, 2025, with Tencent leading in both the number of shares repurchased and the total amount spent [1]. Company Buyback Details - Tencent Holdings (00700) repurchased 844,000 shares for a total of 550 million, with a year-to-date total of 63.29 million shares, representing 0.689% of its total share capital [2]. - Anta Sports (02020) repurchased 1.065 million shares for 99.82 million, with a year-to-date total of 7.31 million shares, accounting for 0.260% of its total share capital [2]. - China Petroleum & Chemical Corporation (00386) repurchased 8.1 million shares for 32.97 million, with a year-to-date total of 92.44 million shares, representing 0.080% of its total share capital [2]. - China Hongqiao Group (01378) repurchased 1 million shares for 24.87 million, with a year-to-date total of 153 million shares, accounting for 1.630% of its total share capital [2]. - CIMC (02039) repurchased 3.04 million shares for 23.37 million, with a year-to-date total of 24.78 million shares, representing 0.800% of its total share capital [2]. - Hang Seng Bank (00011) repurchased 200,000 shares for 23.13 million, with a year-to-date total of 7.93 million shares, accounting for 0.421% of its total share capital [2]. - MGM China (02282) repurchased 1 million shares for 15.75 million, with a year-to-date total of 2.58 million shares, representing 0.680% of its total share capital [2]. - Haier Smart Home (06690) repurchased 600,000 shares for 15.17 million, with a year-to-date total of 1.65 million shares, accounting for 0.058% of its total share capital [2]. - Other companies such as Coolpad Group (02369) and Xinyi International (00732) also engaged in buybacks, with Coolpad repurchasing 1.088 million shares for 1.38 million, representing 7.166% of its total share capital [2].

Core Insights - The overall performance of Shenzhen state-owned enterprises' new media accounts has declined in August, with significant drops in both article output and reading volume compared to July [2][20] - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" evaluates 54 accounts, including 31 primary accounts of state-owned enterprises and 23 listed companies [1][20] Group 1: New Media Performance - In August, 21 out of 31 primary accounts saw a decrease in article output, with notable reductions from Shenzhen Stock Exchange, Shenzhen Anju, and others [2][3] - Reading volume for 21 accounts also declined, with some experiencing drops of over 50%, while the Special Zone Construction Group saw a significant increase of 16,610 in reading volume [2][3] - The top three accounts by article output were Shenzhen Bus Group (71 articles), Shenzhen Energy (64 articles), and Shenzhen Metro (63 articles, with a slight increase of 1 article) [3][4] Group 2: Reading Volume and Engagement - The top three accounts by reading volume were Shenzhen Metro (361,000+), Guoxin Securities (135,000+), and Shenzhen Eastern Bus (133,000+), while some accounts had reading volumes below 1,000 [4][5] - The total number of likes was highest for Shenzhen Metro (4,079), followed by Shenzhen Bus Group (2,881) and Shenzhen Gas (1,957) [6][7] - Recommendation volume was led by Shenzhen Bus Group (1,882), Shenzhen Metro (1,252), and Shenzhen Eastern Bus (513), indicating a positive reception of their content [8][9] Group 3: Listed Companies Performance - Among the 23 listed company accounts, 14 experienced declines in reading volume and article output, indicating instability in content planning [11][20] - Shenzhen Airlines, CIMC, and China Ping An led in reading volume with 110,000+, 50,913, and 43,212 respectively, but many accounts saw significant drops [14][15] - The article output for Shenzhen Airlines was 24, while CIMC maintained a steady output, benefiting from a recent event that boosted its reading volume [14][19] Group 4: Overall Trends and Recommendations - The overall data from August indicates a disparity in performance, with top accounts maintaining strong output and engagement, while lower-tier accounts struggle [20] - Recommendations for improvement include data review, strategy adjustments, content quality enhancement, and better rhythm control to foster a more balanced development across all accounts [20]