Core Insights - The "Nordic Wind" installation vessel, capable of lifting over 3,000 tons, has been delivered in Yantai, Shandong, marking a significant technological advancement in the global offshore wind installation sector [1][6]. Group 1: Vessel Specifications - The "Nordic Wind" measures 146 meters in length and has a maximum displacement of 56,000 tons, equipped with a 3,200-ton main crane and a two-level dynamic positioning system [3]. - The vessel is designed to operate stably in harsh conditions, including 8-level waves in the North Sea and temperatures as low as -15°C, while being compatible with current mainstream 15 MW and 20 MW wind turbines [3]. Group 2: Technological Advancements - The adoption of a full DC power supply system reduces the empty weight of the vessel and enhances its load capacity, contributing to lower carbon emissions from the energy utilization source [3][4]. - The carbon emissions associated with installing wind power equipment using this vessel are only 30% of those from traditional AC supply vessels, with a reduction of over 70% in carbon emissions per megawatt [6]. Group 3: Industry Implications - The successful delivery of the "Nordic Wind" signifies China's mastery of core technologies in the ultra-large wind installation equipment sector, including full DC power supply and large main crane integration [6]. - As global offshore wind energy accelerates towards deep-sea and high-capacity developments, the demand for "large tonnage + low emissions" installation vessels is becoming increasingly stringent [6].

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15, indicating strong market performance [1] Group 2 - Qibin Group has seen substantial institutional interest, with Invesco Great Wall New Energy Industry Fund increasing its holdings by 5.57 million shares, while GF Advanced Manufacturing Fund entered the top ten shareholders [2] - China Life Insurance's products have increased their stake in CIMC Group by 223,000 shares, reflecting a growing interest in companies benefiting from the "anti-involution" policy [2] - The "anti-involution" policy is expected to reshape the industry ecosystem, with significant implications for sectors like new energy, cement, and glass [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand for silicon materials, aiming to stabilize prices [3]

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15 [1] Group 2 - Qibin Group's major shareholders include fund managers from Invesco and GF Fund, with significant increases in their holdings, indicating strong institutional interest [2] - The "anti-involution" policy is benefiting industries such as cement and glass, with a government directive prohibiting new production capacity in these sectors [2] - Recent institutional research indicates a focus on "anti-involution" companies across various sectors, including steel, coal, chemicals, and photovoltaics, with 31 companies being investigated [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand by eliminating outdated production capacity [3]

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： 新提交 公司名稿： 中圄圄隙海逼集装箱（集圈）股份有限公司 呈交日期： 2025年10月 15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 | | | | | | | 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 ...

今天（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"号在山东烟台交付，填补了全球超大型全直流风电安装船的技 术空白。 烟台中集来福士海洋工程有限公司"北欧之风"项目技术经理赵亮介绍，交流发电机需要燃油发电机不间断地供电，直流供电可以通过燃油发电机给蓄电池充 电，然后通过蓄电池供应所有的设施。一旦蓄电池电力不足，再间歇通过燃油发电机供电，可以最大程度减少燃油消耗。 根据测算，该船安装风电设备所需的碳排放量，仅为传统交流供电船舶的30%，单兆瓦碳排放可减少70%以上。 （总台央视记者 王世玉 张伟） 眼下，全球海上风电正加速向深远海、大容量方向发展，对风电安装船的"大吨位+低排放"要求日益严格。"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。 "北欧之风"号全长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。与传统风电安装船相比，通过采用全直流供 ...

中集集团（000039）(02039)发布公告，该公司于2025年10月15日斥资1498.3万元人民币回购182.47万股 A股，每股回购价格为8.16-8.27元人民币。 ...

智通财经APP讯，中集集团(02039)发布公告，该公司于2025年10月15日斥资1498.3万元人民币回购 182.47万股A股，每股回购价格为8.16-8.27元人民币。 ...

格隆汇10月15日丨中集集团(02039.HK)发布公告，2025年10月15日耗资人民币1498.30万元回购182.47万 股A股，回购价格每股8.16-8.27元。 ...

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15日 第 1 頁 共 6 頁 v 1.3.0 FF305 確認 不適用 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 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 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本通告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本通告全部或任何部 份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） （股份代號：02039） 2025年第二次臨時股東大會通告 茲通告中國國際海運集裝箱（集團）股份有限公司（「本公司」，與其附屬公司，統 稱「本集團」）將於2025年11月6日（星期四）下午2時55分假座中國廣東省深圳市南 山區蛇口港灣大道2號中集集團研發中心舉行2025年第二次臨時股東大會（「臨時 股東大會」），藉以考慮、酌情批准及╱或授權下列事項。除另有註明外，本通 告所用專用詞彙，涵義與(1)本公司日期為2025年8月27日關於第十一屆董事會 2025年度第8次會議決議的公告；(2)本公司日期為2025年8月27日關於2025年度 擔保計劃額度調劑的公告；(3)本公司日期為2025年9月1 ...