Group 1 - The core point of the article is that CIMC Group has filed an international patent application for a "Low-Temperature Full Container" with the application number PCT/CN2025/073912, which is set to be published internationally on August 7, 2025 [1] Group 2 - CIMC Group has announced a total of three international patent applications this year, which is consistent with the same period last year [5] - In 2024, CIMC Group invested 2.709 billion yuan in research and development, representing a year-on-year increase of 11.52% [5]

中国国际海运集装箱（集团）股份有限公司根据《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》"）规定，在香港联合交易所有限公司披露易 网站（www.hkexnews.hk）刊登了截至2025年7月31日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有关公 告同步披露如下，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 证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2025-076 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 2025年7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。 二〇二五年八月四日 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 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8月4日 I. 法定/註冊股本變動 | 1. 股 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 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8月4日 I. 法定/註冊股本變動 II. 已發行股份及/或庫存股份變動 | 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) | 02039 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 3,088,357,895 | | 1,480,000 | | 3,089,837,895 | | 增加 / 減少 (-) | | | -7,161,100 | | 7,161,100 | | | | 本月底結存 | | | 3,081,196,795 | | 8,641,100 | | 3, ...

Market Overview - A-shares experienced fluctuations this week, with the Shanghai Composite Index peaking at 3636.17 points before closing down 0.94% at 3559.95 points. The Shenzhen Component Index fell 1.58%, and the ChiNext Index decreased by 0.74% [1] - Most sectors entered a correction phase, with notable declines in coal, non-ferrous metals, and real estate, while sectors like biomedicine, communication, and media saw overall gains [1] - 125 listed companies disclosed institutional research reports this week, with nearly 40% of the surveyed stocks achieving positive returns [1] Company Highlights - Defu Technology received the highest number of institutional visits this week, with 144 institutions participating, primarily due to its plan to acquire 100% of Luxembourg Copper Foil for €1.74 billion. This acquisition is expected to enhance its production capacity from 175,000 tons/year to 191,000 tons/year, making it the world's largest producer of electrolytic copper foil [2] - The end-use applications for copper foil include AI servers, 5G base stations, and mobile terminals, indicating significant growth potential in these sectors [2] - Victory Technology, another company that saw substantial gains, announced plans for a Hong Kong IPO to capitalize on global AI opportunities. The funds raised will support high-end capacity expansion and advanced PCB technology development [3] - CIMC reported optimistic demand for its container business, with orders currently scheduled through Q3. The industry anticipates a total production of no less than 3 million TEUs for the year, exceeding initial expectations [4] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of approximately 90% [4] - BOE Technology indicated a slight decline in LCD TV prices due to ongoing inventory destocking, but expects a recovery in demand and stabilization of prices in August [4]

Group 1 - The stock price of China International Marine Containers (CIMC) is reported at 8.17 yuan, down 0.04 yuan or 0.49% from the previous trading day [1] - CIMC's main business includes container manufacturing, offshore engineering equipment, and energy chemical equipment, positioning the company as a global leader in logistics and energy equipment supply [1] - The company has a significant offshore engineering segment, with a backlog of orders amounting to 6.3 billion USD, of which high-end FPSO/FLNG deep-sea oil and gas equipment accounts for two-thirds [1] Group 2 - Container orders are scheduled for production until the third quarter, with an industry expectation of an annual output of no less than 3 million TEU [1] - CIMC aims to enhance quality and efficiency for stable development, optimize asset structure, and promote growth in emerging businesses [1] - On August 1, there was a net outflow of 45.14 million yuan in main funds, with a cumulative net outflow of 299 million yuan over the past five days [1]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOps概念 | 1.50 | 共封装光学(CPO) | -0.71 | 截至8月1日收盘，可燃冰概念下跌1.14%，位居概念板块跌幅榜前列，板块内，中国石化、新锦动力、 德石股份等跌幅居前，股价上涨的有3只，涨幅居前的有潜能恒信、广州发展、海默科技等，分别上涨 1.26%、0.63%、0.48%。 资金面上看，今日 ...

Group 1: Stock Performance and Investor Returns - The company's stock price has been rising due to multiple market factors, with a significant increase in business performance across major sectors [3] - The company has completed a cash dividend distribution plan for 2024, amounting to approximately CNY 945 million, which represents about 40% of the total distributable profit for the year [3] - A total of CNY 2 billion in A-share buybacks has been executed, with an additional plan to repurchase H-shares not exceeding HKD 500 million [3] Group 2: Business Growth and Financial Performance - In Q1 2025, the company achieved a revenue growth of 11% year-on-year, reaching CNY 36 billion, driven by increased sales in containers, logistics services, and other sectors [5] - The gross profit margin improved by 1.92 percentage points to 12.10%, while net profit attributable to shareholders surged by 550% to CNY 544 million [5] - The container manufacturing segment benefited from a low base in 2024 and efficient order delivery, contributing to the overall revenue increase [5] Group 3: Industry Outlook and Demand - The container manufacturing industry is optimistic, with expectations of production not falling below 3 million TEU for the year, exceeding initial forecasts [7] - The company’s container orders are currently scheduled for production through Q3 2025, reflecting strong demand influenced by eased US-China tariffs [7] Group 4: Deep Sea Economic Development - The company is actively involved in deep-sea economic sectors, focusing on FPSO and FLNG equipment manufacturing, with significant orders extending to 2027 [8] - The company has developed advanced deep-sea drilling platforms, showcasing its technological capabilities and competitive edge in the global market [9] Group 5: Infrastructure Opportunities - The company is exploring opportunities in large-scale hydropower projects, leveraging its vehicle and modular construction capabilities for infrastructure development [11] - The modular construction business is positioned to support rapid deployment in remote and complex environments, enhancing project efficiency [11]

Group 1 - The State Intellectual Property Office of China has granted a patent for a new type of semi-trailer developed by Wuhu CIMC RuiJiang Automobile Co., Ltd., CIMC Vehicles (Group) Co., Ltd., and China International Marine Containers (Group) Co., Ltd. The patent number is CN223174020U, with an application date of October 2024 [1] - The patent describes a semi-trailer that includes a frame, tank body, and discharge valve. The upper surface of the frame is inclined from front to back, allowing for easier unloading of liquid media due to gravity, which reduces the difficulty of cleaning the tank [1] Group 2 - Wuhu CIMC RuiJiang Automobile Co., Ltd. was established in 2007, located in Wuhu City, with a registered capital of 3,790.38 million RMB. The company has invested in one enterprise, participated in 41 bidding projects, and holds 939 patents [2] - CIMC Vehicles (Group) Co., Ltd. was founded in 1996, based in Shenzhen, with a registered capital of 18,741.24 million RMB. The company has invested in 70 enterprises, participated in 12 bidding projects, and holds 870 patents [2] - China International Marine Containers (Group) Co., Ltd. was established in 1980, also located in Shenzhen, with a registered capital of 53,925.20 million RMB. The company has invested in 23 enterprises, participated in 54 bidding projects, and holds 5,000 patents [2]

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 700,000 yuan [1] - In the machinery and equipment industry, the average salary of secretaries in 2024 is approximately 642,500 yuan, with the highest salary being 6.2217 million yuan for Sun Feng, the secretary of Saiteng Co., Ltd. [1] - The average age of secretaries in the machinery and equipment industry is about 47.77 years, with the majority (44%) aged between 40-49 years [1] Group 2 - Among the secretaries in the machinery and equipment industry, 41 individuals received regulatory warnings or criticisms for violations in 2024-2025 [2] - Five individuals had three violations, including Ye Xingbo from Xianheng International and Zhang Xinhai from Dongjie Intelligent [2] - Serious violations were noted for certain secretaries, such as Xiao Yonglin from Haoshi Electromechanical, who was fined 2 million yuan for market manipulation [2]

Summary of Key Points Core Viewpoint - The 2024 A-share Secretary Data Report indicates that the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan, highlighting the significant role of secretaries in connecting investors and companies [1]. Group 1: Salary Distribution - The average salary of secretaries in the machinery equipment industry is approximately 642,500 yuan, with the highest salary being 6.2217 million yuan for Sun Feng, the secretary of Saiteng Co., and the lowest being 115,600 yuan for Shi Shouyi of Huaxi Technology [1]. - A total of 246 secretaries earn below 500,000 yuan, accounting for 42% of the total [1]. Group 2: Age and Education of Secretaries - The average age of secretaries in the machinery equipment industry is about 47.77 years, with the majority (44%) aged between 40-49 years [3]. - The educational background shows a high proportion of secretaries with advanced degrees, including 16 PhDs, 236 Master's degrees, and 288 Bachelor's degrees [5]. Group 3: Violations and Penalties - In the machinery equipment sector, 41 secretaries have faced violations in 2024-2025, receiving regulatory warnings or criticisms [8]. - Notably, five secretaries, including Ye Xingbo from Xianheng International and Zhang Xinhai from Dongjie Intelligent, have each committed three violations, yet their salaries exceed the industry average [8]. - Serious violations include those by Xiao Yonglin of Haoshi Electromechanical, who was fined 2 million yuan for market manipulation, and Zhu Mengyong of Xinlai Materials, who faced a total penalty of 2.1664 million yuan for insider trading [7][9].