格隆汇11月24日丨中集集团(000039.SZ)公布，截至2025年11月21日，公司通过集中竞价交易方式回购 公司A股股份54,644,390股，占公司截至本公告日总股本的比例为1.0133%，购买的最高价为人民币9.08 元/股，最低价为人民币7.85元/股，已使用的资金总额为人民币446,286,588.97元（不含交易费用）。上 述回购符合公司既定的回购股份方案。 ...

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11月24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 。 第一章節註釋： 若股份曾以超過一個每股價格發行/出售/購回/贖回，則須提供每股成交量加權平均價格。 若購回/贖回股份將於期終結存日期之後購回/贖回結算完成之時予以註銷，則該等購回/贖回股份仍屬A部所述期終結存當日的已發行股份的一部分。該等購回/贖回股份的詳情應在B部作 出披露。 第 2 頁 共 6 頁 v 1.3.0 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上 ...

Core Viewpoint - The company is enhancing its production capacity and efficiency through fixed asset investments, project management improvements, and digital transformation initiatives [1] Production Capacity Enhancement - The company invests in fixed assets annually and collaborates with external partners to boost production capacity while improving construction efficiency in shipbuilding processes [1] - Specific measures include compressing dock time, enhancing management capabilities, and increasing capacity utilization [1] Project Management Improvements - The company conducts thorough feasibility assessments during the project initiation phase and leverages extensive pre-research and resource reserves to support project acquisition [1] - Establishing long-term stable partnerships with key equipment suppliers ensures advantages in critical equipment procurement, effectively safeguarding overall project timelines [1] Digital Transformation and Innovation - The company is actively pursuing digital transformation and the application of AI technologies, focusing on continuous optimization of existing technologies and deep integration with practical scenarios [1] - Initiatives include the introduction of collaborative robots in shipbuilding and semi-automated process improvements, showcasing strong situational application capabilities [1] - The establishment of the "Zhongji Zero Carbon Intelligent Manufacturing Industrial Park" aims to attract leading global enterprises, fostering collaborative innovation and reducing operational costs across the supply chain [1]

（编辑 袁冠琳） 证券日报网讯 中集集团11月24日发布公告，在公司回答调研者提问时表示，集装箱整体订单排产较为 正常，但第四季度通常为集运淡季。储能业务是公司重点发展的新兴战略领域之一，近年来业务持续进 阶壮大，已成为公司高质量发展的重要动能之一。今年以来，受益于储能放量，市场对公司储能箱体及 储能系统集成的需求也有显著增长。公司储能业务立足"制造集成+全链服务"优势，坚持传统客户深化 与新客户拓展并举，出货规模稳步提升，体现出良好的发展势头和韧劲。当前，中集储能装备已广泛交 付至亚洲、北美、欧洲等全球主要市场，储能装备累计出货量超60GWh，处于全球领先地位；同时， 中集储能持续拓展多元化应用场景，推进新技术研发与产品创新，已成功在城市超充、绿色交通、港口 岸电、数据中心、高耗能工业等场景落地示范性项目，产品力与交付力获市场认可。 ...

（编辑 袁冠琳） 证券日报网讯 中集集团11月24日发布公告，在公司回答调研者提问时表示，2024年中集来福士揽获2艘 FPSO船体总包订单（"P-84"号和"P-85"号），2025年8月交付FPSOP-83船体，目前为巴西国油交付和在 建的浮式平台达到六艘。公司是国内唯二获巴西国油FPSO总包资质的企业，同时项目管理能力突出， 在交付期管理、质量管控上都具有优势，在全球FPSO建造领域处于领先地位。关于后续新项目进展， 公司会按规定及时履行信息披露义务。 ...

Core Viewpoint - CIMC Group announced a strong order reserve in the offshore oil and gas sector, with a focus on high-quality and high-end equipment orders, indicating a positive outlook for revenue and profit growth through efficient delivery [1] Order Reserve - As of June 30, 2025, the offshore engineering hand-held orders amount to approximately $5.55 billion, with production scheduled until 2027/2028 [1] - The company is primarily focusing on FPSO/FLNG projects for oil and gas orders, while non-oil and gas orders are being tracked through existing customer collaborations [1] Market Conditions - Offshore oil and gas project investments have been delayed this year due to macroeconomic uncertainties and high interest rates, with industry forecasts suggesting that delayed projects will be released in 2026 [1] - Investment in deep-sea projects is expected to peak for at least three consecutive years from 2026 to 2028 [1] Financial Outlook - The company anticipates strong growth in both revenue and profit for the year, supported by a high level of orders on hand and efficient delivery capabilities [1]

南财智讯11月24日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工手持订单约55.5亿 美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主，非 油气订单主要跟踪已有合作客户。得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及 利润有望保持较强的增长趋势。 ...

Core Viewpoint - CIMC Raffles has secured contracts for two FPSO hulls to be delivered in August 2025, highlighting its leading position in the global FPSO construction sector and its unique qualification as the only company in China to obtain FPSO total package qualification from Petrobras [1] Group 1 - CIMC Raffles has won contracts for two FPSO hulls, with a total package order for delivery in August 2025 [1] - The company currently has six floating platforms under delivery and construction for Petrobras [1] - CIMC Raffles possesses advantages in project management, delivery time control, and quality management [1]

证券代码：000039、299901 证券简称：中集集团、中集 H 代 中国国际海运集装箱（集团）股份有限公司 储能业务是我们重点发展的新兴战略领域之一，近年来业务持续 进阶壮大，已成为公司高质量发展的重要动能之一。今年以来， 受益于储能放量，市场对公司储能箱体及储能系统集成的需求也 有显著增长。公司储能业务立足"制造集成+全链服务"优势，坚 持传统客户深化与新客户拓展并举，出货规模稳步提升，体现出 良好的发展势头和韧劲。当前，中集储能装备已广泛交付至亚洲、 北美、欧洲等全球主要市场，储能装备累计出货量超 60GWh，处 于全球领先地位；同时，中集储能持续拓展多元化应用场景，推 进新技术研发与产品创新，已成功在城市超充、绿色交通、港口 岸电、数据中心、高耗能工业等场景落地示范性项目，产品力与 交付力获市场认可。感谢您的关注！ 投资者关系活动记录表 编号：2025-16 投 资 者 关 系 活 动类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参 与 单 位 名 称 及人员姓名 投资者网上提问 时间 2025 年 11 月 ...

Group 1: Market Outlook and Order Status - As of June 2025, the offshore engineering segment has a backlog of approximately $5.55 billion, with production scheduled until 2027/2028 [3] - The company focuses on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects, while non-oil and gas orders are pursued through existing client relationships [3] - Investment in offshore oil and gas projects has been delayed due to macroeconomic uncertainties and high interest rates, with a forecasted release of delayed projects in 2026 and sustained investment peaks through 2027-2028 [3] Group 2: Capacity Planning and Efficiency - The company enhances capacity utilization through fixed asset investments and external collaborations, aiming to improve construction efficiency in segment cutting and welding assembly [3] - A proactive approach in project initiation includes thorough feasibility assessments and leveraging pre-researched project resources to support order acquisition [3] - Establishing long-term partnerships with key equipment suppliers ensures advantages in procurement, safeguarding project timelines [3] Group 3: Digital Transformation and Innovation - The company is advancing digital transformation and AI applications, introducing collaborative robots in shipbuilding and achieving semi-automated process improvements [4] - A comprehensive smart manufacturing plan is being developed to enhance operational efficiency across all processes [4] Group 4: Competitive Advantages - The company boasts a design capability with nearly 4,000 employees, including a dedicated R&D team of about 1,200, and four research centers located in key regions [5] - A one-stop delivery capability is supported by a robust manufacturing and supply chain system, enabling significant advantages in modular construction and cost control [5] - A responsive global supply chain system allows for real-time data sharing with clients, ensuring transparency and collaboration throughout the project lifecycle [6] Group 5: Asset Management and Market Strategy - The offshore asset management business has successfully executed lease contracts, with the sixth-generation semi-submersible drilling platform "Xianjing Yantai" signing five well leases [7] - Future bidding for drilling platforms will focus on global hotspots such as the North Sea, Australia, Brazil, and the Middle East, while also monitoring emerging markets in Asia-Pacific and Latin America [7] - The company aims to leverage its strengths in core equipment, asset management, and market resources to secure high-quality orders and promote healthy business growth [7]