星标⭐选址960，第一时间收获最新推送 作者 I 江珊 选址960 全文1170字，约需3分钟 2026伊始，深圳前海一幢高层写字楼大幅折价售出。 中集产城于2024年9月正全面启动了"降负债·调结构"的策略。信息显示，除总部大楼外，中集产城还有数项位于深圳的资产对外整售，包括深圳前海国际 中心现楼，涵盖售价约8.5亿元的1.06万平方米独栋办公楼、1.3-4.93亿元的商墅等多种业态。另有中集大成广场太子湾整栋出售，其销售面积约8000平方 米，整栋售价约5.56亿元。 需要指出的是，2025年中集集团还曾两次出手购买中集产城开发的住宅，共耗资约4.57亿元。其中：6月，购入东莞市松山湖高新技术产业开发区青田路8 号中集智荟园188套住宅，总面积9100.75平方米，单价1.8万元/平方米，总价1.64亿元；12月，再次购入中集智荟园188套住宅，总面积约1.63万平方米， 单价1.8万元/平方米，总价2.93亿元。 分析认为，折价销售既折射出一线城市核心地段写字楼的估值重构，也是债务压顶下开发企业的现金流保卫战。禹振飞在中集产城前述乔迁仪式上表 示，"我们将战斗到底"。 上市公司中集集团（000039）1 ...

Core Insights - The A-share market has seen increased activity and emerging themes following the "opening red" in 2026, with a shift in broker research focus towards AI applications and brain-computer interfaces (BCI) [1][2] Group 1: Broker Research Trends - Broker research is increasingly focusing on high-growth industries, performance certainty, and valuation attractiveness, reflecting three major trends: a balanced investment style, a shift from speculative trading to performance realization, and a focus on domestic self-sufficiency and global competitiveness [2][7] - From January 1 to January 14, 2026, over 260 A-share companies were researched by institutions, with more than 230 receiving broker attention, highlighting a strong interest in companies like 壹网壹创, 成都先导, and 翔宇医疗 [3][4] Group 2: Key Companies and Their Focus - 壹网壹创, a leading company in the GEO concept, received attention from 27 brokers, focusing on its R&D investments and partnerships with platforms like Alibaba [4][5] - Other notable companies include 凯盛科技 and 海天瑞声, which received 22 and 21 broker inquiries respectively, with a focus on technological innovation in their respective fields [4] - Companies like 爱朋医疗, 中集集团, and 振江股份 also garnered significant broker interest, indicating a diverse range of sectors being explored [4] Group 3: Market Performance and Investment Opportunities - The AI application index and GEO index saw increases of 18.30% and 44.14% respectively from January 5 to January 15, 2026, indicating strong market interest in these sectors [8] - The global GEO market is projected to reach $24 billion by 2026 and $100 billion by 2030, with domestic expectations of reaching 11.1 billion yuan in 2026 [10] - Investment opportunities are emerging in the AI marketing sector, with a focus on companies that can leverage marketing technology and content creation [10][11] Group 4: Brain-Computer Interface (BCI) Insights - The BCI sector is expected to see significant growth, with applications in various fields such as healthcare and consumer products, driven by technological advancements and diverse application scenarios [12][13] - The global BCI market is projected to reach $7.63 billion by 2029, highlighting the potential for substantial investment opportunities in this emerging field [13]

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][12]. Group 1: ESG Development and Awards Overview - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][12]. - The award selection attracted over 5,000 companies, with results based on ESG performance, online voting, and professional evaluations [2][12]. Group 2: Award Categories and Winners - The award categories include Excellent Environmental Responsibility Award, Excellent Social Responsibility Award, Excellent Corporate Governance Responsibility Award, Excellent Responsibility Initiative Award, Excellent Sustainable Development Award, and various responsibility investment awards [1][12]. - Notable winners of the Excellent Environmental Responsibility Award include Great Wall Motors, Hikvision, and China Petroleum [7][24]. - The Excellent Social Responsibility Award was awarded to companies such as YF Communication, ZTE, and Ningde Times [7][24]. - Winners of the Excellent Corporate Governance Responsibility Award include China Petroleum, Hikvision, and WuXi AppTec [7][24]. - The Excellent Responsibility Initiative Award was given to companies like ZTE, Sunlight Power, and Industrial and Commercial Bank of China [7][24]. - The Excellent Sustainable Development Award included companies such as WanHua Chemical, China Bank, and China Petroleum [7][24]. Group 3: Responsibility Investment Awards - The Responsibility Investment Excellent Bank Award was given to institutions like CITIC Bank and Minsheng Bank [5][21]. - The Responsibility Investment Excellent Securities Company Award included firms such as Shenwan Hongyuan and CITIC Securities [5][22]. - The Responsibility Investment Excellent Insurance Company Award recognized companies like New China Life and AIA [5][26]. - The Responsibility Investment Excellent Fund Company Award included firms such as Xinhua Fund and Harvest Fund [5][27]. - The Responsibility Investment Excellent Asset Management Institution Award recognized institutions like Ping An Asset Management and Sunshine Asset Management [5][28]. Group 4: Call to Action and Future Directions - The award committee encourages more Chinese enterprises to integrate ESG principles into their operations and strategic planning, emphasizing the importance of balancing commercial and social values [10][29].

人民财讯1月14日电，据中集集团（000039）消息，1月12日，中集来福士与Van Oord船东成功签署第二 条海底铺石船建造合同。该Van Oord新一代海底铺石船(SRI)入级法国船级社(BV)，在设计、性能和环 保方面均处于行业顶尖水平。该船总长199米、型宽32.2米，具备DP2动力定位能力，其设计装石能力 高达35000吨。 ...

Group 1 - The core focus of the company is to provide one-stop solutions in the semiconductor wet processing equipment sector, achieving full process coverage for 28nm technology and advancing towards more sophisticated processes [1][36] - The company aims to transition from being a "backup" option to a "primary" choice by leveraging domestic opportunities and establishing deep partnerships with clients to offer comprehensive lifecycle services from equipment to materials [2][31] - The equipment business has low gross margins primarily due to low delivery volumes, high fixed costs, and initial cost losses in the domestic supply chain, with improvements dependent on increasing delivery volumes and supply chain maturity [3][31] Group 2 - The system integration business has a gross margin exceeding 30% initially, but faces cash flow pressure due to high upfront costs and long payment cycles, with market shares in gas and chemical systems at nearly 50% and 30% respectively [4][31] - The bulk gas station business serves as a stabilizing cash flow source, enhancing overall financial quality, with measures in place to improve profit margins and cash flow through better receivables management and operational efficiency [5][31] - The company has seen significant growth in contract liabilities and inventory, indicating robust order volumes and ongoing business expansion, with contract liabilities reaching 741 million yuan, a year-on-year increase of 34.63% [9][36] Group 3 - The company reported a revenue of 2.367 billion yuan for the first three quarters of 2025, a year-on-year decrease of 10.33%, and a net profit attributable to shareholders of 85 million yuan, down 56.08% [9][36] - The third quarter gross margin improved to 35.07%, reflecting an increase of 8.24 percentage points quarter-on-quarter, driven by product structure optimization and effective cost control [9][36] - The company has increased R&D investment, with expenditures reaching 166 million yuan in the first three quarters of 2025, a year-on-year increase of 8.77%, enhancing product competitiveness [9][36]

Core Viewpoint - The demand for green methanol is expected to grow diversely, driven by factors such as shipping decarbonization, the EU's Carbon Border Adjustment Mechanism (CBAM), green chemicals, and sustainable aviation fuel (SAF) applications [1] Group 1: Demand Drivers - Shipping decarbonization is a core driver for the demand for green methanol [1] - The export manufacturing sector is increasingly seeking green methanol to meet decarbonization needs due to the impact of the EU's CBAM [1] - Green methanol serves as a fundamental raw material in the green chemicals sector, indicating broad application prospects [1] - Green methanol can also be utilized as a raw material for sustainable aviation fuel (SAF) in the aviation industry [1] Group 2: Industry Outlook - The industry is entering a verification and integration phase, with 2025-2026 being critical for validating various technological routes and equipment [1] - The market is expected to undergo a "survival of the fittest" phase, where only those capable of producing stable, low-cost green methanol that meets international standards will dominate [1] - Long-term development relies on technological advancements and cost reductions, with production costs of green methanol expected to optimize continuously [1] Group 3: Environmental Impact - The lifecycle carbon reduction contribution of green methanol is projected to increase from approximately 65% to over 85% or even 90% [1] - The dual drivers of "cost reduction" and "carbon reduction and efficiency enhancement" will collectively promote the economic viability and expansion of application scenarios for green methanol [1]

Core Viewpoint - CIMC Group emphasizes the importance of strict lifecycle carbon footprint certification and management for its green methanol products, ensuring the authenticity and reliability of emission reduction benefits [1] Group 1: Certification and Management - CIMC Anrui's certification covers the entire supply chain, from raw material collection to factory production and end consumption [1] - The emission reduction effect is significant, meeting high standard requirements, with a lifecycle GHG reduction rate exceeding 85% [1] - The entire supply chain has received EU ISCC EU certification, enhancing credibility [1] Group 2: Market Implications - The concept of "costing carbon regulation" is becoming mainstream in the shipping financial model [1] - For shipowners and cargo owners evaluating long-term fuel strategies, quantifiable emission reduction value will gradually replace previous conceptual discussions [1] - This shift provides a clear commercialization window for green methanol [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 投资者关系活动记录表 编号：2026-02 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 HSBC、花旗、中信证券、中金公司、华泰证券、招商证券、长 江证券、中信建投、广发证券、兴业证券、光大证券、申万宏源、 国盛证券、国金证券、西南证券、华福证券、天风证券、中银国 际、中泰国际、国元国际、华源证券、国投证券； 博时基金、富国基金、广发基金、大成基金、永赢基金、兴证全 球基金、宝盈基金、国投瑞银基金、朱雀基金、前海人寿、太平 养老保险、宁银理财、光大资管、新华资产、高毅、和谐汇一、 国华兴益、国调基金； 中国石油集团昆仑资本有限公司、南通产控集团、宁波宁电投资 发展有限公司、观富资产、玄元私募、涌铧投资、深圳创富兆业 基金、深圳市华安合鑫私募证券基金有限公司、深圳南方祥瑞投 资有限公司、三和创赢资产管理有限公司、上海少伯资产管理有 限公司、HAO C ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2026-007 中国国际海运集装箱（集团）股份有限公司 关于召开2026年第一次临时股东会的通知 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。 特别提示： 本通知按照《深圳证券交易所股票上市规则》要求编制。本公司H股股东参加本次股东会，请参见本公 司于香港联合交易所有限公司（以下简称"香港联交所"）披露易网站（www.hkexnews.hk）及本公司网 站（www.cimc.com）向H股股东另行发出的《2026年第一次临时股东会通告》。涉及融资融券、约定购 回、转融通业务相关账户、合格境外机构投资者（QFII）、深股通投资者的投票，应按照《深圳证券交 易所上市公司股东会网络投票实施细则》和《香港中央结算有限公司参与深股通上市公司网络投票实施 指引》等有关规定执行。 根据2026年1月12日中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"）第十一届董事会 2026年度第1次会议审议并通过的《关于提请召开2026年第一次临时股东会的议案》，现就本公司2026 ...

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」）對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公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) 海外監管公告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」）根據香港聯合交易所有 限公司證券上市規則第 13.10B 條作出。 茲載列公司在公司網站（www.cimc.com）以及巨潮資訊網（www.cninfo.com.cn）刊登 的《中國國際海運集裝箱（集團）股份有限公司獨立董事提名人聲明與承諾（謝家偉）》， 僅供參閱。 特此公告。 承董事會命 中國國際海運集裝箱（集團）股份有限公司 吳三強 公司秘書 香港，2026 年 1 月 12 日 於本公告日期，本公司董事會成員包括：執行董事麥伯良先生（董事長），非執行董事 朱志強先生（副董事長）、梅先志先生（ ...