人民财讯1月7日电，中集集团（000039）1月7日公告，近期，为进一步加快现金回笼、保障流动性安 全，本集团联营公司中集产城主动调整价格策略，对外整售旗下物业前海中集国际商务中心东塔项目， 合同金额约25.34亿元。根据初步测算，由于中集产城该项目出售价格和账面成本存在差异，该项交易 预计间接减少本集团归母净利润约10.80亿元(未经审计)，对本集团2025年年度净利润造成重大不利影 响。 ...

在商业航天领域，集团子公司中集安瑞科已成功切入多个头部商业航天企业供应链，核心提供低温液氧 / 液氢储罐、燃料储运加注系统等关键装备，不仅与中国航天科技集团六院 165 所达成深度合作项目， 更实现航天装备业务收入超亿元，成为国内商业航天配套装备的重要供应商。 在数字基建领域，中集集团凭借模块化技术抢占全球数据中心建设高地。旗下中集建科承建的全球首个 超大型模块化数据中心 —— 马来西亚 2312 项目，已正式投入运行并斩获 "DCD 全球最佳数据中心案 例" 奖项。该项目总建筑面积达 2.93 万平方米，包含 833 个预制模块，配置 3168 个标准机柜，IT 负荷 高达 60MW，可满足东南亚地区未来 5-10 年的高密度算力需求。为解决 AI 数据中心的高能耗痛点，项 目创新采用 "风冷 + 冷冻水液冷" 双冷却方案，将全年 PUE（能源使用效率）控制在 1.4 以下，建设周 期从传统 18 个月压缩至 1 年，单瓦建造成本却与传统方案持平，实现效率、能效与成本的三重优化。 此外，中集建科还具备数据中心 "设计 - 制造 - 运输 - 调试" 全链条服务能力，目前正加速开拓国内外市 场，以模块化技术承 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2026-004 中国国际海运集装箱（集团）股份有限公司 关于联营公司重大事项的风险提示性公告 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。 中国国际海运集装箱（集团）股份有限公司 董事会 二〇二六年一月七日 1 中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"，与其子公司合 称"本集团"）通过全资子公司中集申发建设实业有限公司持有深圳市中集产城发展集 团有限公司（以下简称"中集产城"）45.92%股权，为本集团联营公司。截至2025年9 月30日，本集团合并报表中中集产城对应的长期股权投资账面价值人民币64.61亿元（未 经审计）。 近年来，中集产城努力克服房地产行业调整的外部环境压力，日常经营平稳有序。 近期，为进一步加快现金回笼、保障流动性安全，中集产城主动调整价格策略，对外整 售旗下物业前海中集国际商务中心东塔项目，合同金额约人民币25.34亿元。根据初步 测算，由于中集产城该项目出售价格和账面成本存在差异，该项交易预计间接减少本集 团归母净利润约人 ...

Group 1 - The core viewpoint of the news is that China International Marine Containers (Group) Co., Ltd. (CIMC) is optimistic about its business prospects across various sectors, including offshore engineering, container business, commercial aerospace, and data centers, with strong order reserves and growth potential anticipated for 2025 [1][2][3][4][5] Group 2 - In the offshore engineering sector, CIMC reported a backlog of approximately 55.5 billion yuan in orders as of June 2025, with expectations for revenue and profit growth despite some project delays due to macroeconomic uncertainties [2] - The container business is projected to see long-term demand growth linked to global trade volume, with annual demand potentially increasing from around 4 million units to higher levels due to factors like population growth and wealth increase [3] - In the commercial aerospace sector, CIMC's subsidiary, CIMC Anrui, has achieved over 100 million yuan in revenue and orders, with significant contributions from international markets and innovative products like temperature-controlled aviation boxes [4] - The data center business, led by CIMC JianKe, focuses on modular construction, offering solutions that significantly reduce construction time and enhance energy efficiency, showcasing the company's competitive advantage in the industry [5]

Group 1: Offshore Engineering Outlook - As of June 2025, the offshore engineering segment has a backlog of approximately $55.5 billion, with production scheduled until 2027/2028 [2][3] - The company focuses on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects, while non-oil and gas orders are tracked through existing partnerships [3] - Industry forecasts suggest that delayed offshore oil and gas projects will be released in 2026, with significant investments in deep-sea projects expected to peak for at least three consecutive years [3] Group 2: Container Manufacturing Prospects - Long-term confidence in container manufacturing is based on the correlation with global trade volumes, driven by population growth and increased wealth [4] - The annual demand for containers is projected to rise from the recent baseline of approximately 4 million units to higher levels [4] Group 3: Commercial Aerospace Developments - The subsidiary CIMC Enric has established itself as a key supplier in the aerospace storage equipment sector, with expected revenue and backlog exceeding 100 million RMB in 2025, half of which comes from overseas [5] - The company has launched China's first RAP active temperature-controlled air cargo container, filling a market gap and initiating commercial operations with major domestic airlines [5] Group 4: Data Center Business Advantages - CIMC JianKe is innovating in modular construction, providing efficient and sustainable solutions for high-density IT deployments [6][7] - The first ultra-large modular data center in Malaysia, delivered in 2024, features 833 modules and approximately 60MW of IT load, with a construction cycle of less than 10 months [7] - The company has developed a unique cooling solution combining air cooling and chilled water for high-density computing applications, enhancing construction speed and energy efficiency [7]

证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2026-003 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12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。 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12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 二〇二六年一月六日 FF301 本月底法定/註冊股本總額： RMB 5,392,520,385 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: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | ...

FF301 本月底法定/註冊股本總額： RMB 5,392,520,385 | | | 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12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: 2026年1月6日 | 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 | | | 3,033,646,195 | 56,191,700 | | 3,089,837,895 | | 增加 / 減少 (-) | | | -4,509,100 | 4,509,100 | | | | 本月底結存 | | | 3,029,137,095 | 60,700,800 | | 3,089,837,8 ...

Group 1 - The core point of the announcement is that CIMC Group's subsidiary, CIMC Shilian Da, plans to introduce strategic investors through capital increase and transfer of a small number of existing shares [1] - The shareholding of CIMC Group in CIMC Shilian Da will decrease from 62.70% to 45.04% after the completion of the transaction [1] - To ensure continued consolidation of CIMC Shilian Da after the transaction, CIMC Group signed a shareholder agreement with the management shareholding platforms [1] Group 2 - The necessity of the transaction is highlighted as CIMC Shilian Da is at a critical stage of business upgrade and development, aiming to expand its business scale and enhance profitability [2] - The introduction of strategic investors with quality resources is expected to support the strategic implementation of CIMC Shilian Da and help consolidate its market position and increase market share [2] - The equity value of the small shareholders in the subsidiaries will require further assessment, and CIMC Group will fulfill its information disclosure obligations accordingly [2]

Group 1 - The core point of the article is that CIMC Group's subsidiary, CIMC Silianda, plans to introduce strategic investors through capital increase and transfer of a small amount of existing shares [1] - The shareholding of CIMC Group in CIMC Silianda will decrease from 62.70% to 45.04% after the transaction is completed [1] - CIMC Silianda aims to strengthen internal collaboration by acquiring shares from minority shareholders of its two important subsidiaries, Changjiang Company and Yalian Company [1] Group 2 - The necessity of this transaction is highlighted as CIMC Silianda is at a critical stage of business upgrade and development, requiring support to expand its business scale and enhance profitability [2] - By introducing strategic investors with quality resources, CIMC Silianda aims to consolidate its market position and improve market share and profitability [2] - The minority shareholder equity rollover of CIMC Silianda's subsidiaries will require a separate valuation of the equity, and the company will fulfill its information disclosure obligations accordingly [2]

Core Viewpoint - The company is introducing strategic investors through capital increase and minor share transfer in its subsidiary, CIMC Shilian Da, to support its business upgrade and expansion plans [1][2] Group 1: Transaction Details - CIMC Shilian Da plans to acquire minority stakes in its subsidiaries, Changjiang Company and Yalian Company, from existing minority shareholders, who will also invest in the newly issued shares of CIMC Shilian Da [1] - Post-transaction, the company's shareholding in CIMC Shilian Da will decrease from 62.70% to 45.04% [1] - To maintain consolidated financial statements after the transaction, the company signed a shareholder agreement with management platforms holding 8.22% and 1.89% of CIMC Shilian Da's shares [1] Group 2: Rationale for the Transaction - The transaction is deemed necessary as CIMC Shilian Da is at a critical stage of business upgrade, aiming to enhance its scale and profitability by attracting strategic investors with quality resources [2] - The expansion of financing channels is expected to strengthen CIMC Shilian Da's market position, increase market share, and maximize shareholder value [2] - The valuation of the minority stakes in the subsidiaries will require further assessment, and the company will fulfill its information disclosure obligations accordingly [2]