智通财经APP讯，中集集团(02039)发布公告，该公司于2025年11月14日斥资715.78万港元回购97.17万股 股份，每股回购价格为7.13-7.52港元。 ...

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 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11月14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（ ...

Core Viewpoint - The company is focusing on the energy storage business as a key emerging strategic area, which has shown significant growth and is becoming an important driver of high-quality development [1] Group 1: Business Development - The energy storage business has been continuously advancing and expanding, reflecting a strong development momentum and resilience [1] - The company emphasizes a dual approach of deepening relationships with traditional customers while also expanding to new customers, resulting in a steady increase in shipment scale [1] Group 2: Market Position - The company's energy storage equipment has been widely delivered to major global markets including Asia, North America, and Europe, with a cumulative shipment volume exceeding 60 GWh, placing it in a leading position globally [1] Group 3: Innovation and Applications - The company is actively expanding diverse application scenarios and promoting new technology research and product innovation, successfully implementing demonstration projects in urban supercharging, green transportation, port shore power, data centers, and high-energy-consuming industries [1] - The product strength and delivery capability have been recognized by the market [1]

Group 1 - UBS has a positive outlook on deep-sea resource development, predicting global capital expenditure for deep-sea resource extraction to reach $2.7 trillion over the next decade, which will drive growth in orders for floating production storage and offloading units (FPSO) [1] - CIMC's marine engineering business has successfully transformed from traditional equipment manufacturing to a high-end marine equipment supplier, with expected incremental gross profit contribution exceeding 1.9 billion yuan in 2026-2027, leading to an upgraded rating to "Buy" and a target price of 10.50 yuan [1] - CIMC is also making strides in the energy storage sector, building integrated capabilities across the energy storage industry chain, with products covering generation, grid, and commercial energy storage systems, and establishing solid partnerships with large overseas wind power operators [1] Group 2 - CIMC's stock performance has been strong, with A-shares hitting the daily limit, a net inflow of 647 million yuan in main funds, and a trading volume of 1.866 billion yuan, while H-shares saw an intraday increase of over 10%, reflecting optimistic market expectations for the company [1]

港A股主要指数今日全线飘绿，中集集团AH股逆势走强，其中，中集集团A股(000039.SZ)午后强势涨停，报8.94元，封单逾6万手，股价创逾7个月新高，最 新A股市值482亿元；中集集团H股(2039.HK)亦大涨11.83%报8.13港元，股价创逾一个月新高，最新H股市值435亿港元。 资金面上，中集集团近日持续回购公司股份，11月13日再度耗资人民币2000万元回购246万股A股，回购价格每股人民币8.12-8.14元。同日，公司耗资2000 万港元回购280.5万股H股，每股回购价6.98-7.27港元。 储能板块方面，中集集团近日在互动平台回复投资者提问时表示，公司不断构建储能产业链集成能力，产品覆盖发电侧、电网侧及工商业储能系统，并与海 外大型风力发电运营商建立稳固合作。此外，自2020年起石家庄安瑞科在气体储能领域率先实现新突破，引领行业发展，储能产品涵盖了压缩空气、氢气、 二氧化碳等多种储能方式，并为国内多个大型储能项目提供解决方案和批量储能容器。 此外，在集装箱和海洋工程业务方面，中集集团今年前三季度集装箱干箱销量好于预期。瑞银近日发研报指，预计公司海洋工程相关业务2026-27利润贡献 将 ...

Group 1 - CIMC's A-shares surged to a new high of 8.94 yuan, with a market capitalization of 48.2 billion yuan, while H-shares rose by 11.83% to 8.13 HKD, with a market capitalization of 43.5 billion HKD [1] - The company has been actively repurchasing shares, spending 20 million RMB to buy back 2.46 million A-shares at prices between 8.12-8.14 RMB per share, and 20 million HKD to repurchase 280.5 thousand H-shares at prices between 6.98-7.27 HKD per share [1] - CIMC is building an integrated energy storage industry chain, covering power generation, grid-side, and commercial energy storage systems, and has established solid partnerships with large overseas wind power operators [1] Group 2 - Since 2020, Shijiazhuang Anruike has made breakthroughs in gas storage, leading the industry with products covering compressed air, hydrogen, and carbon dioxide storage, providing solutions for large domestic storage projects [2] - CIMC's container sales exceeded expectations in the first three quarters of this year, and UBS has upgraded the company's rating to "Buy," expecting significant profit contributions from marine engineering business by 2026-27, estimated to bring an additional gross profit of about 1.9 billion RMB [2] - The stable growth of China's exports and global trade is expected to support container demand, with high-quality orders in marine engineering and sustained container demand contributing to profit growth [2]

Core Viewpoint - CIMC Group (000039) shares surged over 7%, currently trading at 7.72 HKD with a transaction volume of 170 million HKD, following a strategic partnership announcement with CATL for a ten-year collaboration to procure no less than 200 GWh of electricity between 2026 and 2028 [1] Group 1: Company Developments - CIMC Group has established a strategic partnership with CATL, focusing on a long-term supply of electricity, which is expected to enhance its market position in the energy sector [1] - The company is integrating its energy storage container and system integration business to provide a comprehensive "container + energy storage system" solution, which is becoming a mainstream approach for energy storage projects [1] - CIMC Group leverages its scale and technological advantages in container manufacturing, giving it strong cost competitiveness in the energy storage container market [1] Group 2: Industry Trends - Energy storage containers are increasingly recognized as a mainstream solution for both generation-side and grid-side energy storage projects [1] - CIMC Group is actively building its integrated energy storage industry chain capabilities, with products covering generation-side, grid-side, and commercial and industrial energy storage systems [1] - The company has established solid partnerships with large overseas wind power operators, indicating a strategic expansion in the renewable energy sector [1]

Core Viewpoint - CIMC Group's stock surged over 7%, currently trading at 7.72 HKD, following a strategic partnership announcement with CATL for a decade-long collaboration in energy procurement [1] Group 1: Strategic Partnership - Haibos Technology and CATL have established a ten-year strategic cooperation, committing to procure no less than 200 GWh of electricity between 2026 and 2028 [1] - The partnership aims to integrate energy storage containers with system integration, providing a comprehensive "container + energy storage system" solution [1] Group 2: Market Position and Competitive Advantage - CIMC Group possesses strong cost competitiveness in the energy storage container sector due to its scale effects and technological advantages in container manufacturing [1] - The company is actively building its integrated energy storage industry chain capabilities, with products covering generation-side, grid-side, and commercial industrial energy storage systems [1] - CIMC Group has established solid partnerships with large overseas wind power operators, enhancing its market presence [1]

Group 1 - The core point of the news is that China International Marine Containers (Group) Co., Ltd. (CIMC) experienced a stock price increase of 5.17%, reaching 8.55 CNY per share, with a trading volume of 350 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 46.106 billion CNY [1] - CIMC's main business segments include container manufacturing (28.57%), logistics services (17.85%), energy, chemical and liquid food equipment (17.10%), road transport vehicles (12.82%), marine engineering (10.53%), and others [1] - The company was established on January 14, 1980, and was listed on April 8, 1994, with its headquarters located in Shenzhen, Guangdong Province [1] Group 2 - Among CIMC's top ten circulating shareholders, a fund under Southern Fund, the Southern CSI 500 ETF (510500), reduced its holdings by 561,400 shares in the third quarter, now holding 26.7752 million shares, which accounts for 0.5% of circulating shares [2] - The Southern CSI 500 ETF has a current scale of 140.098 billion CNY and has achieved a year-to-date return of 30.41%, ranking 1830 out of 4216 in its category [2] - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has a tenure of 12 years and 210 days, with the fund's total asset scale at 170.445 billion CNY [3]

Core Points - CIMC's stock price increased by 2.34% on November 14, reaching 8.32 CNY per share, with a total market capitalization of 44.866 billion CNY [1] - The company has seen a year-to-date stock price increase of 9.53%, with recent trading performance showing a 3.61% rise over the last five days [1] Financial Performance - For the period from January to September 2025, CIMC reported a revenue of 117.061 billion CNY, a year-on-year decrease of 9.23%, and a net profit attributable to shareholders of 1.566 billion CNY, down 14.35% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 18.638 billion CNY, with 2.033 billion CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, CIMC had 115,900 shareholders, a decrease of 13% from the previous period, with an average of 19,866 circulating shares per shareholder, an increase of 14.94% [2] - The Southern CSI 500 ETF is the eighth largest circulating shareholder, holding 26.7752 million shares, a decrease of 561,400 shares from the previous period [3] Business Segments - CIMC's main business revenue composition includes: container manufacturing (28.57%), logistics services (17.85%), energy, chemical and liquid food equipment (17.10%), road transport vehicles (12.82%), and marine engineering (10.53%) [1]