（编辑 袁冠琳） 证券日报网讯 中集集团11月24日发布公告，在公司回答调研者提问时表示，集装箱整体订单排产较为 正常，但第四季度通常为集运淡季。储能业务是公司重点发展的新兴战略领域之一，近年来业务持续进 阶壮大，已成为公司高质量发展的重要动能之一。今年以来，受益于储能放量，市场对公司储能箱体及 储能系统集成的需求也有显著增长。公司储能业务立足"制造集成+全链服务"优势，坚持传统客户深化 与新客户拓展并举，出货规模稳步提升，体现出良好的发展势头和韧劲。当前，中集储能装备已广泛交 付至亚洲、北美、欧洲等全球主要市场，储能装备累计出货量超60GWh，处于全球领先地位；同时， 中集储能持续拓展多元化应用场景，推进新技术研发与产品创新，已成功在城市超充、绿色交通、港口 岸电、数据中心、高耗能工业等场景落地示范性项目，产品力与交付力获市场认可。 ...

（编辑 袁冠琳） 证券日报网讯 中集集团11月24日发布公告，在公司回答调研者提问时表示，2024年中集来福士揽获2艘 FPSO船体总包订单（"P-84"号和"P-85"号），2025年8月交付FPSOP-83船体，目前为巴西国油交付和在 建的浮式平台达到六艘。公司是国内唯二获巴西国油FPSO总包资质的企业，同时项目管理能力突出， 在交付期管理、质量管控上都具有优势，在全球FPSO建造领域处于领先地位。关于后续新项目进展， 公司会按规定及时履行信息披露义务。 ...

Core Viewpoint - CIMC Group announced a strong order reserve in the offshore oil and gas sector, with a focus on high-quality and high-end equipment orders, indicating a positive outlook for revenue and profit growth through efficient delivery [1] Order Reserve - As of June 30, 2025, the offshore engineering hand-held orders amount to approximately $5.55 billion, with production scheduled until 2027/2028 [1] - The company is primarily focusing on FPSO/FLNG projects for oil and gas orders, while non-oil and gas orders are being tracked through existing customer collaborations [1] Market Conditions - Offshore oil and gas project investments have been delayed this year due to macroeconomic uncertainties and high interest rates, with industry forecasts suggesting that delayed projects will be released in 2026 [1] - Investment in deep-sea projects is expected to peak for at least three consecutive years from 2026 to 2028 [1] Financial Outlook - The company anticipates strong growth in both revenue and profit for the year, supported by a high level of orders on hand and efficient delivery capabilities [1]

南财智讯11月24日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工手持订单约55.5亿 美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主，非 油气订单主要跟踪已有合作客户。得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及 利润有望保持较强的增长趋势。 ...

Core Viewpoint - CIMC Raffles has secured contracts for two FPSO hulls to be delivered in August 2025, highlighting its leading position in the global FPSO construction sector and its unique qualification as the only company in China to obtain FPSO total package qualification from Petrobras [1] Group 1 - CIMC Raffles has won contracts for two FPSO hulls, with a total package order for delivery in August 2025 [1] - The company currently has six floating platforms under delivery and construction for Petrobras [1] - CIMC Raffles possesses advantages in project management, delivery time control, and quality management [1]

Group 1: Project Developments - CIMC Raffles has secured 2 FPSO hull total package orders for "P-84" and "P-85" in 2024, with the delivery of FPSO P-83 scheduled for August 2025, bringing the total to six floating platforms for Petrobras [1][2] - CIMC is one of only two companies in China with FPSO total package qualifications from Petrobras, showcasing strong project management capabilities and a leading position in the global FPSO construction sector [2] Group 2: Container and Energy Storage Business - Container orders are stable, but Q4 is typically a slow season for shipping [3] - The energy storage business has become a key growth driver, with a significant increase in demand for energy storage boxes and system integration, leading to a cumulative shipment of over 60 GWh, positioning CIMC as a global leader [3] - CIMC is expanding its energy storage applications across various sectors, including urban supercharging, green transportation, and data centers, with successful demonstration projects [3] Group 3: Compensation and Land Development - The compensation agreement for the CIMC Pingshan production base land preparation project has been signed, covering 7 plots with a total area of 822,800 square meters, and the total monetary compensation is expected to reach RMB 828 million [4] Group 4: Market Value Management - CIMC emphasizes market value management as a crucial aspect of high-quality development, focusing on enhancing return rates and promoting emerging strategic business growth [5] - The company has initiated share repurchase plans of up to HKD 500 million for H shares and RMB 300-500 million for A shares to boost investor confidence and reflect the company's intrinsic value [5]

Group 1: Market Outlook and Order Status - As of June 2025, the offshore engineering segment has a backlog of approximately $5.55 billion, with production scheduled until 2027/2028 [3] - The company focuses on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects, while non-oil and gas orders are pursued through existing client relationships [3] - Investment in offshore oil and gas projects has been delayed due to macroeconomic uncertainties and high interest rates, with a forecasted release of delayed projects in 2026 and sustained investment peaks through 2027-2028 [3] Group 2: Capacity Planning and Efficiency - The company enhances capacity utilization through fixed asset investments and external collaborations, aiming to improve construction efficiency in segment cutting and welding assembly [3] - A proactive approach in project initiation includes thorough feasibility assessments and leveraging pre-researched project resources to support order acquisition [3] - Establishing long-term partnerships with key equipment suppliers ensures advantages in procurement, safeguarding project timelines [3] Group 3: Digital Transformation and Innovation - The company is advancing digital transformation and AI applications, introducing collaborative robots in shipbuilding and achieving semi-automated process improvements [4] - A comprehensive smart manufacturing plan is being developed to enhance operational efficiency across all processes [4] Group 4: Competitive Advantages - The company boasts a design capability with nearly 4,000 employees, including a dedicated R&D team of about 1,200, and four research centers located in key regions [5] - A one-stop delivery capability is supported by a robust manufacturing and supply chain system, enabling significant advantages in modular construction and cost control [5] - A responsive global supply chain system allows for real-time data sharing with clients, ensuring transparency and collaboration throughout the project lifecycle [6] Group 5: Asset Management and Market Strategy - The offshore asset management business has successfully executed lease contracts, with the sixth-generation semi-submersible drilling platform "Xianjing Yantai" signing five well leases [7] - Future bidding for drilling platforms will focus on global hotspots such as the North Sea, Australia, Brazil, and the Middle East, while also monitoring emerging markets in Asia-Pacific and Latin America [7] - The company aims to leverage its strengths in core equipment, asset management, and market resources to secure high-quality orders and promote healthy business growth [7]

在智能装备领域，国家级专精特新"小巨人"企业震兑工业智能科技有限公司表现亮眼。其为全球首艘10 万吨级智慧渔业养殖工船"国信1号"打造的智能系统，通过2108个测点实现养殖舱内水、氧、光、饲、 鱼的全流程控制与监测，借助数字链路实现远程监控。 深圳船舶产业正不断以全球首创产品为标签，为全市海洋经济高质量发展树立了标杆。数据显示，2024 年海洋经济规模达5409亿元，深圳拥有11万家涉海经营主体、2500余家高新技术涉海企业，成为大湾区 海洋产业高质量发展的核心区域。 2025年上半年，中集海洋工程业务营收达80.14亿元，船舶建造业务是海洋工程业务的重要组成。以中 集来福士为核心载体，船舶产业今年以来更持续刷新全球纪录，形成密集成果矩阵。 今年1月，全球最大风电安装船"BOREAS"交付，作为全球首艘油电混动+甲醇双燃料风电安装船，实现 中国在深远海装备领域"从跟跑到领跑"的跨越；9月，为国际航运巨头Zodiac Maritime建造的10艘7000 车位双燃料汽车运输船完成交付，彰显规模化建造实力；10月，全球首座3000吨级全直流风电安装 船"北欧之风"号交付，全直流供电系统实现国产化，能耗较传统船舶降 ...

| 2025.11.11 | 200.00 | 7.230 | 7.010 | 1425.09 | | --- | --- | --- | --- | --- | | 2025.11.10 | 17.92 | 7.300 | 7.210 | 130.29 | | 2025.11.07 | 45.22 | 7.270 | 7.160 | 327.04 | | 2025.11.06 | 39.17 | 7.260 | 7.060 | 281.47 | | 2025.11.05 | 54.33 | 7.060 | 6.950 | 381.54 | | 2025.11.04 | 85.69 | 7.190 | 6.990 | 606.05 | | 2025.11.03 | 37.53 | 7.170 | 7.030 | 267.63 | | 2025.10.31 | 123.21 | 7.170 | 7.000 | 874.48 | | 2025.09.29 | 46.44 | 7.990 | 7.770 | 369.39 | | 2025.09.26 | 55.24 | 7.890 | 7.640 | 431.68 ...

FF305 翌日披露辑表 ｛股份赣行人一一己费行股份或库存服份蟹勤、 股份睛回及／或在墙内出售库存股份） | 第一章筒 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分颊 | 普通股 | H 股份颓别 | | ｜於香港聊交所上市 | ｜是 | 日 | | 器券代唬（如上市） | 02039 | H股 就明 | | | | | | A. 巴赣行股份或库存股份蟹勤 | | | | | | | | | | 已臻行股份（不包括库存股份）蟹勤 | | 库存服份蟹勤 | | | | | 事件 | 己赣行股份（不包括库存股份）敦 目 | f占有嗣事件前的琪有己赣 行股份（不包括库存股 份）数目百分比｛桂3) | 库存服份敦目 | 每股赣行／出售僵｛桂4) | 巳赣行股份锦敷 | | 於下列日期周始睛的结存｛盐1) | 2025年11月20日 | 3,048,572,695 | | 41,265,200 | | 3,089,837,895 | | 1 ). 瞩目股份（股份被持f'F库存股份｝ | | -1,251,400 | 0.04 % | ...