（股份代號：02039） 內幕消息公告 本公告乃根據香港上市規則第13.09(2)條及香港法例第571章證券及期貨條例 第XIVA部項下的內幕消息條文（定義見香港上市規則）而作出。 本公司獲悉，本公司附屬公司中集世聯達（即目標公司）擬通過增資擴股和轉 讓少量老股的方式引入戰略投資者。2025年12月31日，經第十一屆董事會 2025年度第17次會議審議通過，本公司與中集世聯達、現有股東及新股東簽 訂了《股東協議》及《投資協議》，共同約定引入戰略投資者投資中集世聯達。 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） 中集世聯達亦同步計劃以現金收購其旗下兩家重要子公司長江公司及亞聯公 司小股東持有的長江公司和亞聯公司股權、且長江公司及亞聯公司 ...

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） 關於第十一屆董事會二零二五年度第十七次會議決議的公告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「本公司」）根據《深圳證券交 易所股票上市規則》的規定在中國境內刊登，並根據香港聯合交易所有限公司證 券上市規則第13.10B條而在香港同步公佈。 本公司第十一屆董事會（「董事會」）2025年度第17次會議通知於2025年12月19 日以書面形式發出，會議於2025年12月31日以通訊表決方式召開。本公司 現有董事九人，全體董事出席會議。 會議的召集召開符合《中華人民共和國公司法》《中華人民共和國證券法》《中 國國際海運集裝箱（集團）股份有限公司章程》和《中國國際海 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2026-002 中国国际海运集装箱（集团）股份有限公司 关于中集世联达引入战略投资者的公告 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。 一、交易概述 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"）之控股子公司中集世联达物流科技（集团）股份有限公司（以下简称 "中集世联达"）拟通过增资扩股和转让少量老股的方式引入战略投资者。2025年12月31 日，经本公司第十一届董事会2025年度第17次会议审议通过，本公司与中集世联达、集 智共创（天津）企业管理咨询合伙企业（有限合伙）（以下简称"集智共创"）、上海 国际港务（集团）股份有限公司（以下简称"上港集团"）、上海隐山致能企业管理合 伙企业（有限合伙）（以下简称 "上海隐山"）、夸克（天津）企业管理咨询合伙企 业（有限合伙）（以下简称"夸克咨询"）、艾瑞宝迪（天津）企业管理咨询合伙企业 （有限合伙）（以下简称"艾瑞宝迪"）（本公司、集智共创、上港集团、上海隐山、 夸克咨询 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2026-001 中国国际海运集装箱（集团）股份有限公司 关于第十一届董事会二〇二五年度第十七次会议决议的公告 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。 一、董事会会议召开情况 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2025年度第17次会议通知于2025年12月19日以书面形式发出，会议于2025年12月31 日以通讯表决方式召开。本公司现有董事九人，全体董事出席会议。 会议的召集召开符合《中华人民共和国公司法》《中华人民共和国证券法》《中国国 际海运集装箱（集团）股份有限公司章程》和《中国国际海运集装箱（集团）股份有限 公司董事会议事规则》等的有关规定。 二、董事会会议审议情况 经董事认真审议并表决，通过以下决议： 审议并批准《关于对中集世联达物流科技（集团）股份有限公司引入战略投资者及 中集集团同步转让部分股权等相关事项的议案》。 （一）同意中集世联达物流科技（集团）股份有限公司（以下简称"中集世联达"） 进行本次交易中转 ...

Group 1 - The core viewpoint of the news is that 中集集团 (China International Marine Containers Group) has shown a positive stock performance with a 2.18% increase on January 5, 2023, and a total market capitalization of 555.97 billion yuan [1] - The company has experienced significant stock price increases over various time frames: 2.18% year-to-date, 7.51% over the last 5 trading days, 12.68% over the last 20 days, and 23.03% over the last 60 days [1] - The main business segments of 中集集团 include container manufacturing (28.57%), logistics services (17.85%), energy, chemical and liquid food equipment (17.10%), road transport vehicles (12.82%), and marine engineering (10.53%) [1] Group 2 - 中集集团 is classified under the mechanical equipment industry, specifically in general equipment and metal products, and is associated with concepts such as unmanned driving, robotics, and the Internet of Things [2] - As of September 30, 2025, 中集集团 reported a revenue of 1170.61 billion yuan, a year-on-year decrease of 9.23%, and a net profit attributable to shareholders of 1.566 billion yuan, down 14.35% year-on-year [2] - The company has distributed a total of 186.38 billion yuan in dividends since its A-share listing, with 20.33 billion yuan distributed in the last three years [3]

Investment Rating - The report maintains a "Buy" rating for the mechanical equipment industry, highlighting strong growth potential in semiconductor equipment and humanoid robots [1][20]. Core Insights - The semiconductor equipment sector is expected to see a significant increase in capital expenditure and domestic equipment localization, with new order growth potentially exceeding 30% and reaching over 50% [2][18]. - The humanoid robot industry is approaching mass production, with key events such as the release of Tesla's V3 robot expected to catalyze order growth and market expansion [3][32]. - The engineering machinery sector is anticipated to experience a seasonal surge in Q1, driven by policy support and increased project initiation, with a projected annual growth rate of over 30% for excavators [3][33]. - The demand for optical modules is expected to rise due to increased shipments of AI servers, necessitating automation in production processes [4][35]. - The gas turbine market is poised for growth as AI data centers expand, with domestic manufacturers likely to benefit from increased demand for reliable power solutions [8][31]. Summary by Sections Semiconductor Equipment - Longxin's IPO plans indicate a total investment of 34.5 billion yuan, primarily for technology upgrades in memory chip production, signaling a robust growth trajectory for the sector [2]. - The domestic semiconductor equipment market is projected to reach 495 billion yuan in 2024, with a localization rate expected to rise to 22% by 2025 [18][19]. Humanoid Robots - The humanoid robot industry is set for significant changes with the upcoming release of Tesla's V3 robot, which is expected to drive orders and market standardization [3][32]. - Key companies to watch include Hengli Hydraulic and Top Group, which are positioned to benefit from the anticipated growth in this sector [3]. Engineering Machinery - The engineering machinery sector is entering a recovery phase, with Q1 typically seeing increased activity due to favorable weather and policy support [3][33]. - Major players such as Sany Heavy Industry and XCMG are expected to lead this recovery, with projected sales growth driven by domestic and international demand [33]. Optical Modules - The demand for optical modules is expected to increase significantly due to the rising shipments of AI servers, with automation becoming essential in production processes [4][35]. - Companies like Robotech and Aotewi are highlighted as key players in this space [4]. Gas Turbines - The expansion of AI data centers is driving demand for gas turbines, with domestic manufacturers like Jereh and Yingliu expected to capture significant market share [8][31]. - The gas turbine market is characterized by a shift towards domestic production, with companies forming partnerships with international leaders to enhance capabilities [8].

【#深市上市公司回购增持活跃# 2025年披露计划超400单】#去年深市披露回购增持计划超400单# 近年来，在政策推动、企业积极向市场传递发展信心等因素下，深市上市公司回购股份、重要股东增持 等行为持续常态化。 据统计，2025年全年深市共披露回购与增持计划424单，其中回购计划288单，回购金额上限达827.25亿 元；增持计划136单，增持金额上限达315.21亿元。 自回购增持专项贷款落地以来，383家公司及主要股东取得股票回购增持专项贷贷款承诺函，贷款额度 共计829.81亿元。 从行业分布看，电子、生物医药、机械设备、电力设备领域公司成为回购主力军，合计占比达 40.97%，生物医药、机械设备、基础化工、家用电器领域公司成为增持先锋队，合计占比达37.78%， 充分体现了相关实体产业对发展前景的乐观预期。 各行业龙头企业充分发挥"压舱石"作用，以大额回购、持续增持的实际行动引领市场风向。 家用电器龙头企业美的集团基于对公司未来发展前景的信心和公司价值的认可，先后推出二期回购计 划，用于注销减少注册资本、实施股权激励或员工持股计划，截至目前，公司累计回购超100亿元，既 提升股东权益，又绑定核心团队 ...

专家分析指出，回购增持行为既有助于上市公司优化股权结构、提升股东回报，也能有效稳定股价、增 强市场流动性，是市场自我调节机制的重要体现。 龙头引领：标杆效应凸显 护航产业生态 2025年以来，深市上市公司积极回应号召、立足自身发展，持续掀起"真金白银"的回购增持热潮。数据 显示，截至2025年12月31日，深市上市公司共披露回购增持计划424单，回购增持金额上限达1142.46亿 元。 这不仅彰显了公司对自身价值的认可、对长期发展前景的坚定信心，更向市场传递出积极稳健的信号、 增强投资者信心，为资本市场健康发展注入强劲动力。 整体态势：意愿持续高涨 重点行业聚力 2025年，深市上市公司回购增持计划不断涌现，整体呈现"意愿高涨、规模可观、行业集中"的鲜明特 征。 截至2025年12月31日，深市上市公司共披露的424单回购增持计划中，回购计划288单，回购金额上限达 827.25亿元；增持计划136单，增持金额上限达315.21亿元。自回购增持专项贷款落地以来，383家公司 及主要股东取得股票回购增持专项贷贷款承诺函，贷款额度共计829.81亿元。 从行业分布看，电子、生物医药、机械设备、电力设备领域公司成为 ...

Core Viewpoint - The active share buyback and increase in holdings by listed companies since 2025 reflect their recognition of intrinsic value and confidence in long-term development, sending positive signals to the market and enhancing investor confidence, thus injecting strong momentum into the healthy development of the capital market [1][2]. Group 1: Share Buyback and Increase in Holdings - In 2022, a total of 424 share buyback and increase plans were disclosed by listed companies in the Shenzhen market, including 288 buyback plans with a maximum amount of 82.725 billion yuan and 136 increase plans with a maximum amount of 31.521 billion yuan [2]. - Major companies such as CATL, Midea Group, Weichai Power, and Lens Technology have announced their buyback progress, with CATL repurchasing 15.9908 million shares for a total of 4.386 billion yuan, Midea Group repurchasing 20.5646 million shares for 1.51 billion yuan, Weichai Power repurchasing 50.2525 million shares for 0.761 billion yuan, and Lens Technology repurchasing 740.96 million shares for 0.215 billion yuan [1]. Group 2: Industry Trends and Insights - The buyback and increase plans are concentrated in key industries, with electronics, biomedicine, machinery, and power equipment companies accounting for 40.97% of the total, while biomedicine, machinery, basic chemicals, and home appliances account for 37.78% of the increase plans, indicating optimistic expectations for future development in these sectors [2]. - Leading companies in various industries are playing a stabilizing role in the market, with significant buybacks and continuous increases guiding market trends [2][3]. - Cross-border buybacks have emerged as a new highlight, as demonstrated by China International Marine Containers Group's simultaneous buyback of A-shares and H-shares, reflecting recognition of company value [3].

Group 1 - The core viewpoint of the article highlights a decline in the export value of the metal products industry in China, with a notable drop of 12.5% year-on-year in November 2025 [1] - In the period from January to November 2025, the cumulative export value of the metal products industry reached 453 billion yuan, reflecting a year-on-year decrease of 4.8% [1] - The article references a report by Zhiyan Consulting that analyzes the market operation pattern and strategic outlook of the metal products industry in China from 2026 to 2032 [1] Group 2 - The listed companies in the metal products sector include Jingda Co., Ltd. (600577), Jinggong Steel Structure (600496), Southeast Network Frame (002135), CIMC Group (000039), China Railway Industry (600528), Anhui Heli (600761), LiuGong (000528), XCMG Machinery (000425), Yutong Heavy Industry (600817), and Noli Co., Ltd. (603611) [1] - The data source for the export value statistics is the National Bureau of Statistics, with the information compiled by Zhiyan Consulting [2]