Core Viewpoint - The company, CIMC Group, announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Categories Company Actions - CIMC Group plans to repurchase 1.8246 million A-shares at a total cost of approximately 14.9996 million yuan [1] - The buyback price per share is set between 8.19 and 8.26 yuan [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 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10月16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 | A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 000039 | 說明 | A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 ...

Core Viewpoint - CIMC Group indicates that the container supply chain prosperity index will remain in a prosperous range in the first half of 2025, with good production scheduling in the third quarter and a need for further observation in the fourth quarter [1] Industry Summary - Long-term container demand is closely linked to global commodity trade volume, driven by population growth, increased per capita wealth, ongoing regional division of labor, supply chain diversification, and decarbonization trends [1] - The turnover rate of containers is decreasing, meaning that the same trade volume will require more containers to support it [1] - With over 50 million TEUs in global inventory, there is an annual replacement demand of 2 to 3 million TEUs, suggesting that future annual demand in the industry is expected to increase from the current baseline of 4 million TEUs to a higher scale [1]

Group 1: Financial Performance - The company's net profit attributable to shareholders significantly increased in the first half of 2025, driven by improved profitability in energy-related and logistics-related businesses [3][4]. - The gross margin for the offshore engineering segment rose by 5.84 percentage points to 10.88%, while the energy chemical segment's gross margin increased by 1.91 percentage points to 15.12% [3]. - Despite a slight decline in revenue compared to the previous year, the overall profitability and net profit saw substantial growth [3]. Group 2: Order and Revenue Outlook - The offshore engineering segment's order intake decreased compared to the previous year due to delays, but the focus remains on high-quality orders, particularly FPSO projects [4]. - As of June 2025, the offshore engineering segment had a backlog of approximately $5.55 billion, with production scheduled through 2027/2028, indicating strong revenue and profit growth potential [4]. - The company anticipates a stable and clear medium to long-term market demand for FPSO and FLNG contracts, with an expected average of 10 new FPSO contracts awarded annually from 2025 to 2029 [6]. Group 3: Container Industry Trends - The container supply chain index remains in a healthy range, supported by global trade resilience and domestic market dynamics [6]. - Long-term demand for container manufacturing is expected to rise, potentially exceeding the recent annual demand of around 4 million TEUs, driven by global population growth and increased wealth [6]. - The global container fleet of over 50 million TEUs will lead to an annual potential renewal demand of 200,000 to 300,000 TEUs, further supporting steady growth in the container industry [6]. Group 4: Investor Relations and Market Confidence - The company's stock repurchase program has positively impacted investor confidence, with ongoing efforts to enhance shareholder returns through effective market communication and value transmission [7]. - The company is committed to maintaining high-quality growth and exploring various market-driven strategies to enhance its market value management [7]. - The A-share and H-share price discrepancies have been narrowing, reflecting the market's increasing recognition of the company's value [7].

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15, indicating strong market performance [1] Group 2 - Qibin Group has seen substantial institutional interest, with Invesco Great Wall New Energy Industry Fund increasing its holdings by 5.57 million shares, while GF Advanced Manufacturing Fund entered the top ten shareholders [2] - China Life Insurance's products have increased their stake in CIMC Group by 223,000 shares, reflecting a growing interest in companies benefiting from the "anti-involution" policy [2] - The "anti-involution" policy is expected to reshape the industry ecosystem, with significant implications for sectors like new energy, cement, and glass [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand for silicon materials, aiming to stabilize prices [3]

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15 [1] Group 2 - Qibin Group's major shareholders include fund managers from Invesco and GF Fund, with significant increases in their holdings, indicating strong institutional interest [2] - The "anti-involution" policy is benefiting industries such as cement and glass, with a government directive prohibiting new production capacity in these sectors [2] - Recent institutional research indicates a focus on "anti-involution" companies across various sectors, including steel, coal, chemicals, and photovoltaics, with 31 companies being investigated [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand by eliminating outdated production capacity [3]

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） 表格颊别： 股票 报锺： 新提交 公司名稿： 中圄圄隙海逼集装箱（集圈）股份有限公司 呈交日期： 2025年10月 15日 如上市赣行人的巴赣行股份或库存股份出珉蟹勤而须根掠《香港聊合交易所有限公司（「香港聊交所」）器券上市规则》（「《主板上市规则》」）第13.25A倏／《香港聊合交易所有限公司GEM器券 上市姐则》（「《GEM上市姐剧》」）第17.27A储作出披露， 必须填妥第一章筒。 | 第一章筒 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分颊 | 普通股 | 股份颓别 A | | ｜於香港聊交所上市 | ｜否 | | 日 | | 器券代唬（如上市） | 000039 | 就明 A股 | | | | | | | 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 ...

中集集团（000039）(02039)发布公告，该公司于2025年10月15日斥资1498.3万元人民币回购182.47万股 A股，每股回购价格为8.16-8.27元人民币。 ...

Core Viewpoint - CIMC Group (02039) announced a share buyback plan, intending to repurchase 1,824,700 A-shares at a total cost of 14.983 million RMB, with a per-share price range of 8.16 to 8.27 RMB [1] Summary by Category - **Company Actions** - CIMC Group plans to repurchase 1,824,700 A-shares [1] - The total expenditure for the buyback is set at 14.983 million RMB [1] - The buyback price per share is between 8.16 and 8.27 RMB [1]

Core Viewpoint - China International Marine Containers Group (CIMC) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1 - CIMC plans to repurchase 1,824,700 A-shares at a total cost of RMB 14.983 million [1] - The buyback price per share is set between RMB 8.16 and RMB 8.27 [1] - The buyback is scheduled for October 15, 2025, reflecting a strategic move to enhance shareholder value [1]