Group 1: Business Performance - In Q1 2025, the company's revenue increased by 11% year-on-year to 36 billion RMB, driven by growth in containers, logistics services, energy, and airport sectors [3] - Gross margin improved by 1.92 percentage points to 12.10% [3] - Net profit attributable to shareholders surged by 550% to 544 million RMB, reflecting both performance and operational enhancements [3] Group 2: Share Buyback Plan - The company plans to utilize up to HKD 500 million for the repurchase of H shares in the open market, aiming to boost shareholder confidence and align with national policy [4] Group 3: Impact of US-China Tariffs - Direct revenue from exports to the US is minimal, thus short-term policy changes have limited direct impact on the company [5] - Indirectly, progress in US-China tariff negotiations is expected to release demand for container shipping, leading to increased inquiries and actual orders for containers [5] - Long-term demand for containers is linked to global trade volume, benefiting from China's export resilience and the diversification of supply chains [5][6] Group 4: Global Container Market Insights - Current global container fleet exceeds 53 million TEU, creating stable replacement demand annually [7] - Trends such as green shipping and diversified supply chains are slowing container turnover rates, further supporting container demand [8]

Core Viewpoint - The company is actively managing its market value and responding to market dynamics, with a focus on enhancing shareholder confidence through share buybacks and strategic business developments [2][3][8]. Group 1: Market Performance - As of May 23, 2025, the company's stock closed at 7.92 yuan, with a slight increase of 0.13%, a turnover rate of 1.59%, and a trading volume of 364,800 shares, amounting to a transaction value of 291 million yuan [1]. - On the same day, the net inflow of main funds was 20.33 million yuan, while retail investors experienced a net outflow of 11.14 million yuan [5]. Group 2: Business Developments - The company has established a growth matrix for emerging businesses, including cold chain logistics, modular construction, and green methanol [3]. - The offshore engineering segment turned profitable in 2024, leveraging its strong technical foundation in deep-sea technology [3]. Group 3: Financial Services Agreement - The company’s financial subsidiary signed a financial services framework agreement with Shenzhen CIMC R&D Group, allowing for a maximum deposit balance of 3 billion yuan and a loan principal balance of 1.5 billion yuan, effective until December 31, 2026 [4][6]. - The financial services agreement aims to enhance operational efficiency and support the growth of associated companies [6]. Group 4: Risk Management - A risk management plan has been established to oversee financial services provided to Shenzhen CIMC R&D Group, including the formation of a risk management committee to handle potential financial risks [7][8]. - The plan emphasizes early warning systems and timely responses to financial issues, ensuring that the financial subsidiary can manage risks effectively [7].

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company has announced a share buyback plan of up to HKD 500 million to boost shareholder confidence and respond to national policy directions. The repurchased shares will be held as treasury stock and disposed of within three years [2][6]. - The company demonstrates confidence in its long-term development, as evidenced by its previous A-share buyback and the current H-share buyback plan. The company aims to achieve reasonable growth in quantity while enhancing quality in its strategic planning for the next five years [10]. - The marine engineering business is actively transforming, focusing on oil and gas while gradually expanding into new energy sectors. The company aims to enhance its technical capabilities and order acquisition in the oil and gas platform business [10]. - In container manufacturing, the company plans to maintain a stable and high-quality development approach, enhancing its competitive edge through innovation and efficient production methods [10]. - The company forecasts net profits of CNY 3.48 billion and CNY 4.47 billion for 2025 and 2026, respectively, with corresponding price-to-earnings ratios of 12 and 10 times [10]. Summary by Sections Company Overview - The current stock price is CNY 7.92, with a total share capital of 539,252,000 shares. The net asset value per share is CNY 8.94, and the highest and lowest prices in the last 12 months were CNY 10.79 and CNY 6.83, respectively [8]. Financial Projections - The company expects total revenue of CNY 177.664 billion for 2024, with a projected net profit of CNY 4.195 billion. For 2025, the revenue is estimated at CNY 174.076 billion, with a net profit of CNY 4.975 billion [14].

关于中集集团财务有限公司为深圳市中集产城发展集团有限公司 提供金融服务的风险处置预案 第一章 总则 第一条 中集集团财务有限公司（以下简称"中集财务公司"）作为加强中国国际海 运集装箱（集团）股份有限公司（以下简称"本公司"，与其子公司合称"本集团"）资 金集中管理和提高本集团资金使用效率及效益为目的、经国家金融监督管理总局批准设 立的非银行金融机构。为有效防范、及时控制和化解中集财务公司为本公司关联方深圳 市中集产城发展集团有限公司（以下简称"中集产城"）及其合并报表范围内的相关子 公司提供存款、贷款等金融服务的风险，维护本集团资金安全，结合国家金融监督管理 总局等监管机构的相关要求，特制定本应急处置预案。 第二章 风险处置机构及处置原则 中国国际海运集装箱（集团）股份有限公司 第二条 中集财务公司负责对中集产城金融服务风险进行管控。风险预防处置工作 由中集财务公司董事会下设风险管理委员会负责，经营管理层下设贷款审查委员会负 责日常风险管控、预防及处置工作。 第三条 中集财务公司按照《中集集团财务有限公司风险管理制度》、《中集集团 财务有限公司贷后管理办法》等规定采取风险管理措施。 第四条 风险的应急处理应 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2025-067 中国国际海运集装箱（集团）股份有限公司 关于子公司中集财务公司与中集产城日常关联交易预计情况的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误 导性陈述或重大遗漏。 一、关联交易情况介绍 （一）关联交易背景概述 中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"或"公司"，与 其子公司合称"本集团"）已于 2024 年 6 月 4 日召开第十届董事会 2024 年度第 10 次 会议，同意本公司全资子公司中集集团财务有限公司（以下简称"中集财务公司"）与 本公司的关联方深圳市中集产城发展集团有限公司（以下简称"中集产城"）签署《金 融服务框架协议》。中集财务公司向中集产城及其下属子公司提供金融服务，包括吸收 存款服务和贷款服务等。交易额度为：中集产城及其下属子公司在中集财务公司的每 日最高存款余额（不含利息和手续费）不超过人民币 30 亿元；中集财务公司为中集产 城及其下属子公司提供的贷款本金余额（不含利息和手续费）不超过人民币 15 亿元； 且同意《关于中集集 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2025-066 中国国际海运集装箱（集团）股份有限公司 关于第十一届董事会二〇二五年度第三次会议决议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误 导性陈述或重大遗漏。 一、董事会会议召开情况 中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"或"公司"）第十一 届董事会2025年度第3次会议通知于2025年5月16日以书面形式发出，会议于2025年5月 22日以通讯表决方式召开。本公司现有董事九人，参加表决董事九人。本公司监事列席 会议。 会议的召集召开符合《中华人民共和国公司法》《中华人民共和国证券法》《中国国 际海运集装箱（集团）股份有限公司章程》（以下简称"《公司章程》"）和《中国国际海 运集装箱（集团）股份有限公司董事会议事规则》等的有关规定。 二、董事会会议审议情况 经董事认真审议并表决，通过以下决议： （一）审议并批准《关于中集集团财务有限公司与深圳市中集产城发展集团有限公 司签署<金融服务框架协议>的议案》 1、同意本公司下属子公司中集集团财务有限公司（以下 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误 导性陈述或重大遗漏。 证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2025-065 中国国际海运集装箱（集团）股份有限公司 关于H股复牌及境内同步披露公告 中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"）于2025年5月19 日午间披露有关H股短暂停牌的公告，因可能需要更改除净日和暂停办理股份过户登记期 间，本公司H股自2025年5月19日下午13时起暂停在香港联合交易所有限公司（以下简称 "香港联交所"）买卖直至本公司发出有关该事项的相关公告。本公司A股正常交易。具 体内容详见本公司于2025年5月19日在巨潮资讯网（www.cninfo.com.cn）、本公司网站 （www.cimc.com）披露的公告（公告编号：【CIMC】2025-064）及香港联交所披露易网站 （www.hkexnews.hk）发布的公告。 本公司于2025年5月19日收市后在香港联交所披露易网站（www.hkexnews.hk）刊登了 《（1）内幕消息 有关更改H股除净日和暂停办理股份过户登记期间 ...

公告表格所披露有关「除净日」、「为符合获取股息分派而递交股份过户」、「暂停办理股份过户登记 手续之日期」、「记录日期」修改如下： 「除净日」改为2025年5月30日，「为符合获取股息分派而递交股份过户」改为 2025年6月2日，「暂停 办理股份过户登记手续之日期」改为2025年6月3日(星期二)至2025年6月6日(星期五)，「记录日期」改 为2025年6月6日。 除上文所披露者外派息公告及公告表格所载的所有其他资料及内容维持不变。 智通财经APP讯，中集集团(02039)发布公告，派息公告及公告表格所载的分派末期股息的安排不符合香 港上市规则第13.66条，当中载有发行人于暂停办理其香港上市证券的过户或股东登记手续前，须按至 少10个营业日前公告有关安排。因此，本公司要求将本公司H股自2025年5月19日(星期一)下午13时正起 暂停在香港联交所买卖直至本公司作出本公告;此外，本公司谨此更改有关派付末期股息的暂停办理股 份过户登记手续的日期及除净日，从而遵守香港上市规则第13.66条的相关规定。 本公司谨此澄清，派息公告第3页所披露有关「暂停办理股份过户登记」一段须修改如下： 为确定有权收取末期股息的H股股 ...

智通财经5月19日电，中集集团在港交所公告，因可能需要更改除净日和暂停办理股份过户登记期间， 将于2025年5月19日下午13时起在香港联合交易所有限公司短暂停止买卖，待本公司后续发出有关该事 项的澄清公告。本公司A股将正常交易。 中集集团H股：下午13时起在联交所短暂停止买卖 ...

Core Viewpoint - The shipping sector is experiencing a significant rebound due to the recent reduction in tariffs between China and the U.S., leading to increased stock prices and a surge in shipping demand [1][6]. Group 1: Market Performance - Several listed companies in the shipping sector have seen their stock prices rise sharply, with China National Aviation's stock increasing over 19% on May 15, and its price doubling over four trading days [1]. - The average booking volume for container shipments from China to the U.S. has surged by 277% as of May 14, indicating strong market demand [1]. - In Q1 2025, the shipping sector's top 10 companies reported an average revenue of 8.89 billion yuan, a year-on-year increase of 14.5%, and an average net profit of 1.56 billion yuan, up 35.3% [2][3]. Group 2: Company Performance - Leading companies like China COSCO Shipping Holdings reported a net profit of 11.695 billion yuan in Q1 2025, a 73.12% increase year-on-year, while Jinjiang Shipping's net profit surged by 187.07% to 357 million yuan [2][3]. - China Merchants Port has expanded its global port layout, completing a 51% equity transfer for an Indonesian project and signing an agreement for a Brazilian oil terminal project [5]. Group 3: Operational Trends - The shipping sector is witnessing a diversification in operations, with companies like China COSCO Shipping Ports reporting a 367% increase in overseas terminal profits, driven by contributions from the Mediterranean and Middle East regions [4][5]. - The trend towards green and low-carbon transformation is notable, with several companies investing in methanol-powered vessels and reducing carbon emissions [5]. Group 4: Future Outlook - The recent tariff reductions are expected to lead to a surge in shipping demand, particularly in the Asia-Europe and trans-Pacific routes, as companies rush to mitigate costs and meet delivery deadlines [6][10]. - Analysts predict that the shipping sector is at a turning point, with potential for significant growth as traditional shipping seasons approach and demand rebounds [10].