Investment Rating - The report maintains a "Buy" rating for the company [7]. Core Views - The company is expected to benefit significantly from the ongoing recovery in the container industry, with an anticipated increase in the average settlement price for container business throughout the year, leading to further profit release [5][6]. - The marine engineering business is also performing well, with a substantial increase in orders and revenue expected to continue rising [6][7]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company reported revenue of 128.97 billion yuan, a year-on-year increase of 35.58%, and a net profit attributable to shareholders of 1.828 billion yuan, up 268.87% [5]. - In Q3 2024 alone, revenue reached 49.856 billion yuan, reflecting a 44.30% year-on-year increase and a 6.82% quarter-on-quarter increase, while net profit was 962 million yuan, soaring 891.78% year-on-year and 23.03% quarter-on-quarter [5]. Container Business - The container segment saw both volume and price increases, with a total of 2.4863 million TEUs of dry containers sold in the first three quarters, a staggering growth of approximately 421.78% compared to the same period last year [6]. - The sales margin for containers improved significantly, with a gross margin of 13.60% and a net margin of 2.67% in Q3 2024, reflecting increases of 2.49 percentage points and 0.15 percentage points respectively [5][6]. Marine Engineering Business - The marine engineering sector experienced a revenue growth of 77.75% year-on-year in the first three quarters, with new orders amounting to 3.25 billion USD, a 121% increase [6]. - The company holds a backlog of orders valued at 7.4 billion USD, a 42% increase year-on-year, with a strong demand for drilling platforms and other marine equipment [6]. Energy and Chemical Equipment - The energy and chemical equipment segment achieved revenue of 17.969 billion yuan, a year-on-year increase of 8.0%, with new orders from a subsidiary totaling 20.761 billion yuan, up 5.1% [7]. - The clean energy sector is expected to see significant growth due to increased natural gas consumption and imports, contributing positively to the company's performance in the long term [7].

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2024-095 中国国际海运集装箱（集团）股份有限公司 关于利润分享计划结余资金信托计划之第一期及第二期信托计划 存续期延长的公告 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。 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 2020 年 6 月 1 日召开的 2019 年度股东大会审议通过了《中集集团利润分享计划结余资金信托计划 暨运作方案》（以下简称"运作方案"），同意本公司以利润分享计划奖金结余资金设立 信托计划并注资到合伙企业后，由合伙企业用于在二级市场购买本公司 H 股股票。运 作方案下共设立了两期信托计划（即第一期信托计划和第二期信托计划），分别已于 2021 年 1 月 19 日及 2021 年 9 月 27 日完成股票购买。截至本公告日，该两期信托计划 均未进行分配。 特此公告。 中国国际海运集装箱（集团）股份有限公司 董事会 二〇二四年十一月二十一日 2024 年 11 月 21 日，本公司收到运作方案项下第一期信托计划受益人大会理 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2024-094 中国国际海运集装箱（集团）股份有限公司 2024 年第二次临时股东大会决议公告 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。 特别提示： 1、2024年第二次临时股东大会（以下简称"本次股东大会"）没有出现否决议案 的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议的召开情况 1、会议通知情况：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"）召开 2024 年第二次临时股东大会的通知/通告于 2024 年 10 月 24 日 刊登在巨潮资讯网（www.cninfo.com.cn）、本公司网站（www.cimc.com）（公告编号： 【CIMC】2024-089）及香港联交所披露易网站（www.hkexnews.hk）。 2、召开时间： （1）现场会议召开时间：2024 年 11 月 12 日（星期二）下午 2:50 召开 2024 年第 二次临时股东大会。 （2）A 股网络投票时间：2024 年 11 月 ...

广东省深圳市南山区南山街道阳光棕榈社区枢纽大街 66 号前海周大福金融大厦（一期）1001 单元（HyQ 前坊） 10/F, HyQ, Chow Tai Fook Finance Tower, No. 66 Shu Niu Avenue, Qian Hai, Shenzhen 电话 Tel: +86 755 8351 7570 传真 Fax: +86 755 8351 5502 电邮 Email: shenzhen@tongshang.com 网址 Web: www.tongshang.com 北京市通商（深圳）律师事务所 关于中国国际海运集装箱（集团）股份有限公司 2024 年第二次临时股东大会的 法律意见书 致：中国国际海运集装箱（集团）股份有限公司 北京市通商（深圳）律师事务所(以下简称"本所")接受中国国际海运集装 箱（集团）股份有限公司(以下简称"公司")的委托，委派胡燕华律师和汪雅筠 律师出席了公司 2024 年第二次股东大会(以下简称"本次股东大会")，并根据 《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》等中国境内法律、法规及规范性文件(以下简称"相关法律、法规 ...

于 2024 年 10 月 8 日至 2024 年 11 月 7 日期间，本公司进一步于公开市场以平均价 格约每股 6.7855 港元继续购买合计 21,664,000 股中集安瑞科股份（以下简称"股份"， "本次增持股份"，与前次增持合称"两次增持"），占中集安瑞科已发行股份总数约 1.068%。于本次增持股份前，本公司通过中集香港及其全资子公司合计持有中集安瑞科 1,379,352,211 股股份，占中集安瑞科已发行股份总数约 68.006%。于本次增持股份后， 本公司通过中集香港及其全资子公司合计持有中集安瑞科 1,401,016,211 股股份，占中 集安瑞科已发行股份总数约 69.074%。本公司两次增持合计 30,000,000 股，占中集安瑞 科已发行股份总数的 1.48%。 股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2024-093 中国国际海运集装箱（集团）股份有限公司 关于增持子公司股份的自愿性信息披露公告 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。 本公告乃由中国国际海运集装箱（集团） ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for the stock [2][4]. Core Insights - The company reported significant growth in its third-quarter performance, with revenue reaching 128.97 billion yuan, a year-on-year increase of 35.58%. The net profit attributable to shareholders was 1.83 billion yuan, up 268.87% year-on-year [2][4]. - The growth is primarily driven by the container business and the recovery in the offshore engineering sector, with container sales volume increasing significantly [3][4]. - The company has a healthy order backlog, particularly in the container segment, with orders extending into December [3]. - The offshore equipment segment saw a 121% increase in new orders, reaching a record high of 3.25 billion USD [4]. Financial Summary - Revenue projections for 2024-2026 are 158.91 billion yuan, 170.01 billion yuan, and 181.91 billion yuan, representing year-on-year growth rates of 24.33%, 6.99%, and 7.00% respectively [4][5]. - The forecasted net profit attributable to shareholders for the same period is 2.44 billion yuan, 3.30 billion yuan, and 4.37 billion yuan, with growth rates of 478.02%, 35.62%, and 32.22% respectively [4][5]. - The company’s PE ratios for 2024-2026 are projected to be 19.53, 14.40, and 10.89 [4][5].

证券时报e公司讯，企查查APP显示，近日，天津津南海河泰达中集先进制造产业股权投资基金合伙企 业（有限合伙）成立，出资额5亿元，经营范围为以私募基金从事股权投资、投资管理、资产管理等活 动。 企查查股权穿透显示，该企业由中集集团旗下中集资本控股有限公司等共同持股。 ...

Investment Rating - The report maintains a "Buy" rating for the company, with an expected price increase of over 20% within the next six months [6][14]. Core Insights - The company reported strong performance in Q3 2024, with significant year-over-year growth in revenue and net profit, indicating a recovery in core business lines [2][5]. - The container manufacturing business showed remarkable growth, with dry cargo container sales increasing by approximately 421.78% year-over-year [4]. - The marine engineering segment also experienced substantial growth, with revenue up 77.75% year-over-year and new orders increasing by 121% [4]. - The company adjusted its profit forecasts for 2024-2026, expecting net profits of 26.4 billion, 35.1 billion, and 42.6 billion yuan respectively, reflecting a positive outlook on core business trends [5]. Financial Data Summary - Revenue for 2023 is projected at 127,809.52 million yuan, with a growth rate of -9.70% compared to 2022 [8]. - The net profit attributable to the parent company for 2023 is expected to be 421.25 million yuan, a decrease of 86.91% from 2022 [8]. - The company’s EBITDA for 2023 is forecasted at 10,317.12 million yuan, down from 13,330.59 million yuan in 2022 [8]. - The earnings per share (EPS) for 2023 is projected at 0.08 yuan, significantly lower than 0.60 yuan in 2022 [8]. - The price-to-earnings (P/E) ratio for 2023 is notably high at 111.24, indicating a potential overvaluation based on current earnings [8]. Performance Metrics - Gross margin and net margin for Q3 2024 were reported at 13.6% and 2.67% respectively, showing improvements compared to previous periods [3]. - The company’s operating expenses as a percentage of revenue decreased, indicating better cost management [2][3]. - The total assets of the company are projected to reach 169,829.33 million yuan by 2024, reflecting growth in asset base [8].

证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号【CIMC】2024-091 中国国际海运集装箱（集团）股份有限公司 关于按照《香港上市规则》公布 2024年 10 月份证券变动月报表的公告 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。 根据《香港联合交易所有限公司证券上市规则》（简称"《香港上市规则》"）13.25B 条关于披露股份发行人的证券变动月报表的要求及《深圳证券交易所股票上市规则》 11.2.1 条关于境内外同步披露的要求，特此披露中国国际海运集装箱（集团）股份有限 公司在香港联交所披露易网站（www.hkexnews.hk）刊登的截至2024年10月31日的证券 变动月报表，供参阅。 特此公告。 中国国际海运集装箱（集团）股份有限公司 董事会 二〇二四年十一月四日 FF301 | | | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) ...