Core Viewpoint - CIMC Group (000039) reported significant growth in net profit attributable to shareholders in the first half of the year, driven by strong performance in energy-related and logistics-related businesses [1] Group 1: Energy-Related Business - The energy-related business saw a substantial increase in order turnover prices, coupled with improved production efficiency, leading to a notable enhancement in profitability [1] - The gross profit margin for the offshore engineering segment increased by 5.84 percentage points year-on-year to 10.88% [1] - The gross profit margin for the energy and chemical segment rose by 1.91 percentage points year-on-year to 15.12% [1] Group 2: Logistics-Related Business - The logistics-related business benefited from strengthened cost control over production materials, resulting in a more significant decrease in material costs, which contributed to gross margin growth [1] - The gross profit margin for the container manufacturing segment improved by 3.95 percentage points to 16.15% in the first half of 2025 [1] Group 3: Overall Performance - Despite a slight decline in revenue compared to the same period last year, the net profit attributable to shareholders and overall profitability experienced substantial growth [1] - All segments, including container manufacturing, offshore engineering, energy and chemical, liquid food, airport and firefighting, financial and asset management, and circular vehicles, reported performance growth in the first half of the year [1]

Core Viewpoint - CIMC Group (000039) reported a decrease in new orders compared to the same period last year due to delays in order fulfillment in the first half of the year, but remains focused on high-quality orders moving forward [1] Group 1: Order and Revenue Outlook - The company aims to focus on high-quality orders, with oil and gas orders primarily centered around FPSO projects, while non-oil and gas orders will follow existing customer collaborations to actively secure new orders [1] - As of the end of June 2025, the offshore engineering segment holds approximately $5.55 billion in orders, with production scheduled through 2027/2028 [1] - The company expects strong growth in both revenue and profit for the year, supported by a high level of orders on hand and efficient delivery [1]

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： 呈交日期： 2025年10月 16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 | | | | | | 巴赣行股份或库存股份蟹勤 A. | | | | | | | | | | 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) | ...

"北欧之风"号是中集集团（000039）旗下中集来福士为比利时海洋工程领域的领军企业德米(简称：DEME)建造的全直流供电风电安装船，全长146米，最 大排水量5.6万吨，配备3200吨主吊机和2级动力定位系统，能在欧洲北海8级风浪、零下15℃低温的恶劣海况下稳定作业，同时兼容当前主流15兆瓦和20 兆瓦风机的运输与安装，可满足欧洲北海恶劣工况的大陆架作业需求。 与过往船型相比，"北欧之风"号配备了最新的电池混合动力驱动系统技术，克服了传统交流供电模式效率低、能耗大等缺点，通过智能控制发电机转速， 来降低油耗，提高效率，兼具环保属性。 通讯员房欣第齐鲁晚报.齐鲁壹点闫丽君 从中集来福士获悉，10月15日，全球首座吊装能力突破三千吨级的全直流供电风电安装船——"北欧之风"号在烟台如期交付，填补了全球超大型全直流风 电安装船的技术空白，标志着我国海工装备制造在国际高端市场持续领先。 "北欧之风"号的成功交付，标志着我国在超大型风电安装装备领域，掌握了全直流供电、超大型主吊集成等核心技术，为我国海工装备参与国际竞争增添 关键筹码。 下一步，该风电安装船将投入德国NordseeCluster风场使用，为世界送去更多清 ...

中集集团（000039）(02039)发布公告，于2025年10月16日，该公司斥资1499.96万元回购182.46万股A 股，每股回购价格为8.19-8.26元。 ...

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 ...

南财智讯10月16日电，中集集团在投资者关系活动中表示，2025年上半年集装箱供应链景气指数处于景 气区间，下半年三季度排产良好，四季度需进一步观察。长期来看，集装箱需求与全球商品贸易量紧密 挂钩，在人口增长、人均财富提升、区域分工持续及供应链多元化、降碳等趋势推动下，集装箱周转速 度降低，相同贸易量需要更多箱量支撑。叠加全球超5000万TEU保有量带来的年均200-300万TEU更新 需求，未来行业年度需求有望从当前400万TEU基准向更高规模迈进。 ...

Core Insights - CIMC Group's subsidiary, CIMC Raffles, successfully delivered the Norse Wind offshore wind installation vessel to Belgian company DEME on October 15, marking a significant achievement in China's high-end marine equipment manufacturing sector [1] Group 1: Project Details - The Norse Wind project is the first vessel of the NG20000X series, featuring a fully direct current (DC) power supply design [1] - The design reduces the number of required cables, decreases equipment weight, and minimizes space occupation while enhancing compatibility [1] Group 2: Benefits and Implications - The new design is expected to lower costs and energy consumption while improving efficiency, showcasing environmental benefits [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].