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中集集团(000039) - 000039中集集团投资者关系管理信息20251124
2025-11-24 01:50
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]
中集全球首艘符合国际新标准的汽车运输船完工 深圳船舶产业刷新多项全球纪录
Shen Zhen Shang Bao· 2025-11-22 23:15
在智能装备领域,国家级专精特新"小巨人"企业震兑工业智能科技有限公司表现亮眼。其为全球首艘10 万吨级智慧渔业养殖工船"国信1号"打造的智能系统,通过2108个测点实现养殖舱内水、氧、光、饲、 鱼的全流程控制与监测,借助数字链路实现远程监控。 深圳船舶产业正不断以全球首创产品为标签,为全市海洋经济高质量发展树立了标杆。数据显示,2024 年海洋经济规模达5409亿元,深圳拥有11万家涉海经营主体、2500余家高新技术涉海企业,成为大湾区 海洋产业高质量发展的核心区域。 2025年上半年,中集海洋工程业务营收达80.14亿元,船舶建造业务是海洋工程业务的重要组成。以中 集来福士为核心载体,船舶产业今年以来更持续刷新全球纪录,形成密集成果矩阵。 今年1月,全球最大风电安装船"BOREAS"交付,作为全球首艘油电混动+甲醇双燃料风电安装船,实现 中国在深远海装备领域"从跟跑到领跑"的跨越;9月,为国际航运巨头Zodiac Maritime建造的10艘7000 车位双燃料汽车运输船完成交付,彰显规模化建造实力;10月,全球首座3000吨级全直流风电安装 船"北欧之风"号交付,全直流供电系统实现国产化,能耗较传统船舶降 ...
中集集团(02039.HK)连续16日回购,累计回购1672.24万股

Zheng Quan Shi Bao Wang· 2025-11-21 13:45
| 2025.11.11 | 200.00 | 7.230 | 7.010 | 1425.09 | | --- | --- | --- | --- | --- | | 2025.11.10 | 17.92 | 7.300 | 7.210 | 130.29 | | 2025.11.07 | 45.22 | 7.270 | 7.160 | 327.04 | | 2025.11.06 | 39.17 | 7.260 | 7.060 | 281.47 | | 2025.11.05 | 54.33 | 7.060 | 6.950 | 381.54 | | 2025.11.04 | 85.69 | 7.190 | 6.990 | 606.05 | | 2025.11.03 | 37.53 | 7.170 | 7.030 | 267.63 | | 2025.10.31 | 123.21 | 7.170 | 7.000 | 874.48 | | 2025.09.29 | 46.44 | 7.990 | 7.770 | 369.39 | | 2025.09.26 | 55.24 | 7.890 | 7.640 | 431.68 ...
中集集团(000039) - H股公告-翌日披露报表

2025-11-21 11:16
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) | 第一章筒 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分颊 | 普通股 | H 股份颓别 | | |於香港聊交所上市 | |是 | 日 | | 器券代唬(如上市) | 02039 | H股 就明 | | | | | | 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(不包括库存股份)敦 目 | f占有嗣事件前的琪有己赣 行股份(不包括库存股 份)数目百分比{桂3) | 库存服份敦目 | 每股赣行/出售僵{桂4) | 巳赣行股份锦敷 | | 於下列日期周始睛的结存{盐1) | 2025年11月20日 | 3,048,572,695 | | 41,265,200 | | 3,089,837,895 | | 1 ). 瞩目股份(股份被持f'F库存股份} | | -1,251,400 | 0.04 % | ...
中集集团(02039.HK)11月21日耗资954.68万港元回购125.14万股

Ge Long Hui· 2025-11-21 09:52
格隆汇11月21日丨中集集团(02039.HK)发布公告,2025年11月21日耗资954.68万港元回购125.14万股, 回购价格每股7.35-7.86港元。 ...
中集集团11月21日斥资954.68万港元回购125.14万股

Zhi Tong Cai Jing· 2025-11-21 09:50
中集集团(000039)(02039)发布公告,于2025年11月21日斥资954.68万港元回购125.14万股;斥资 1999.96万元回购241.92万股A股。 ...
中集集团(02039)11月21日斥资954.68万港元回购125.14万股

智通财经网· 2025-11-21 09:48
智通财经APP讯,中集集团(02039)发布公告,于2025年11月21日斥资954.68万港元回购125.14万股;斥资 1999.96万元回购241.92万股A股。 ...
中集集团(02039) - 翌日披露报表

2025-11-21 09:42
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21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 ...
中集集团11月20日回购509.84万港元,已连续15日回购
Zheng Quan Shi Bao· 2025-11-21 02:14
Core Viewpoint - CIMC Group has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and potentially signal confidence in its future performance [1][2]. Summary by Category Share Buyback Activity - On November 20, CIMC Group repurchased 652,800 shares at a price range of HKD 7.720 to HKD 8.010, totaling HKD 5.0984 million [1]. - The stock closed at HKD 7.810 on the same day, reflecting a decline of 1.76% with a total trading volume of HKD 17.398 million [1]. - Since October 31, the company has conducted buybacks for 15 consecutive days, acquiring a total of 15.471 million shares for a cumulative amount of HKD 113 million [1]. - During this period, the stock price has increased by 5.83% [1]. Year-to-Date Buyback Summary - Year-to-date, CIMC Group has executed 70 buybacks, acquiring a total of 93.4904 million shares for a total expenditure of HKD 730 million [1][2].
中集集团(02039.HK)11月20日回购509.84万港元,已连续15日回购
Zheng Quan Shi Bao Wang· 2025-11-21 01:12
| 2025.09.24 | 581.37 | 7.830 | 7.600 | 4488.24 | | --- | --- | --- | --- | --- | | 2025.09.23 | 112.99 | 7.950 | 7.610 | 878.66 | | 2025.09.22 | 28.54 | 7.930 | 7.810 | 224.71 | | 2025.09.19 | 69.49 | 7.990 | 7.820 | 548.27 | | 2025.09.18 | 124.72 | 8.000 | 7.800 | 989.27 | | 2025.09.17 | 30.30 | 8.000 | 7.900 | 241.74 | | 2025.09.16 | 23.58 | 8.000 | 7.890 | 187.24 | | 2025.09.15 | 39.56 | 7.990 | 7.930 | 314.89 | | 2025.09.11 | 39.15 | 8.000 | 7.950 | 313.11 | | 2025.09.10 | 74.29 | 8.000 | 7.940 | 592.8 ...