格隆汇11月14日丨中集集团(02039.HK)公告，11月14日耗资715.8万港元回购97.2万股。 ...

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]

Core Viewpoint - CIMC (China International Marine Containers) has shown strong performance in the stock market, with significant increases in both A-shares and H-shares, driven by share buybacks and positive developments in its business segments [1][2]. Group 1: Stock Performance - CIMC's A-shares (000039.SZ) surged to a limit-up price of 8.94 RMB, marking a new high in over seven months, with a market capitalization of 48.2 billion RMB [1]. - CIMC's H-shares (2039.HK) rose by 11.83% to 8.13 HKD, achieving a new high in over a month, with a market capitalization of 43.5 billion HKD [1]. Group 2: Share Buybacks - Recently, CIMC has been actively repurchasing its shares, spending 20 million RMB to buy back 2.46 million A-shares at prices between 8.12 and 8.14 RMB per share [1]. - On the same day, the company also repurchased 280.5 thousand H-shares for 20 million HKD, with prices ranging from 6.98 to 7.27 HKD per share [1]. Group 3: Energy Storage Sector - CIMC is enhancing its energy storage capabilities, covering various systems including power generation, grid-side, and commercial energy storage, and has established strong partnerships with major overseas wind power operators [1]. - Since 2020, CIMC's subsidiary, Shijiazhuang Anruike, has made significant advancements in gas storage, leading the industry with solutions for compressed air, hydrogen, and carbon dioxide storage [1]. Group 4: Container and Marine Engineering Business - In the first three quarters of this year, CIMC's container dry box sales exceeded expectations [2]. - UBS has upgraded CIMC's rating to "Buy," anticipating that the marine engineering segment will contribute approximately 1.9 billion RMB in incremental gross profit from 2026 to 2027, supported by stable growth in China's exports and global trade [2].

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]