经深圳市坪山规划和自然资源研究中心初步测算，乙方享有的本项目留用土地的权益容积约112.82万平 米。 本项目通过土地整备利益统筹方式盘活集团资产，是对集团资产使用效率的提升，有利于持续提升集团 的投资效益和经营效率，不断优化集团的资产结构，实现资产的保值增值，促进集团长期、持续、稳健 发展。 中集集团（000039）(02039)公布，因深圳市坪山区土地整备工作的需要，经各方协商，现公司的全资 子公司深圳南方中集集装箱制造有限公司(南方中集)、深圳中集专用车有限公司(中集专车)与深圳市坪 山区城市更新和土地整备局、深圳市坪山区马峦街道办事处、深圳市坪山区碧岭街道办事处就所属宗地 的补偿安置相关事宜达成一致，拟签署《中集坪山生产基地土地整备项目补偿安置协议书》。上述地块 货币补偿价格总额为约人民币8.28亿元。 2025年4月10日，公司第十届董事会2025年度第8次会议审议通过了《关于拟签署 <中集坪山生产基地土 地整备项目补偿安置协议书> 的议案》，公司董事会同意全资子公司南方中集、中集专车签署《补偿安 置协议书》。 据悉，G11313–0087、G11341–0123、G11341–0100、G1133 ...

中集集团（000039）公告，公司全资子公司深圳南方中集集装箱制造有限公司和深圳中集专用车有限公 司与深圳市坪山区城市更新和土地整备局等相关方就所属宗地的补偿安置事宜达成一致，拟签署《中集 坪山生产基地土地整备项目补偿安置协议书》。该项目涉及7宗地，总面积82.28万平方米，货币补偿价 格总额为人民币8.28亿元。其中，深圳南方中集集装箱制造有限公司补偿额人民币5.66亿元，深圳中集 专车有限公司补偿额人民币2.62亿元。项目留用土地的权益容积约112.82万平方米。 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2025-046 中国国际海运集装箱（集团）股份有限公司 关于拟签署《中集坪山生产基地土地整备项目补偿安置协议书》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、交易情况概述 因深圳市坪山区土地整备工作的需要，经各方协商，现中国国际海运集装箱（集 团）股份有限公司（以下简称"本公司"，与子公司合称"本集团"）的全资子公司 深圳南方中集集装箱制造有限公司（以下简称"南方中集"）、深圳中集专用车有限 公司（以下简称"中集专车"）与深圳市坪山区城市更新和土地整备局、深圳市坪山 区马峦街道办事处、深圳市坪山区碧岭街道办事处就所属宗地的补偿安置相关事宜达 成一致，拟签署《中集坪山生产基地土地整备项目补偿安置协议书》（以下简称 "《补偿安置协议书》"，就相关事项统称"本项目"）。 2025年4月10日，本公司第十届董事会2025年度第8次会议审议通过了《关于拟签 署<中集坪山生产基地土地整备项目补偿安置协议书>的议案》，本公司董事会同意全 资子公司南方中集、中集专车签署 ...

股票代码：000039、299901 股票简称：中集集团、中集 H 代 公告编号：【CIMC】2025-045 中国国际海运集装箱（集团）股份有限公司 关于第十届董事会二〇二五年度第八次会议决议的公告 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"）第十届董事会 2025年度第8次会议通知于2025年4月1日以书面形式发出，会议于2025年4月10日以通讯 表决方式召开。本公司现有董事九人，参加表决董事九人。本公司监事列席会议。 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： 3、同意授权董事长麦伯良先生或其指定的相关人员代表本公司签署或办理与该事 项相关的事宜。 具体内容详见本公司于同日发布的《关于拟签署<中集坪山生产基地土地整备项目 补偿安置协议书>的公告》。 表决结果：同意 ...

Investment Rating - The report maintains an "Overweight" rating for the machinery equipment industry, particularly highlighting opportunities in semiconductor equipment due to tariff impacts [1]. Core Insights - The report emphasizes the impact of tariffs on the machinery equipment sector, particularly the 34% tariff on U.S. imports, which raises the total export tariff to the U.S. for engineering machinery to 79%. However, the actual impact on major companies is limited due to their low exposure to the U.S. market [1][2]. - The report identifies potential growth in domestic demand and the electric vehicle transition as key factors for the forklift segment, while also noting the limited impact of tariffs on exports [3]. - The semiconductor equipment sector is expected to benefit from increased domestic production due to tariffs, with a focus on both mature and advanced process equipment [4]. Summary by Sections Engineering Machinery - The report highlights that major engineering machinery companies have minimal exposure to the U.S. market, with SANY Heavy Industry at approximately 3% and XCMG at about 1% [1][2]. - Companies with overseas factories, particularly in North America and Mexico, are better positioned to mitigate tariff risks [2]. - The report recommends companies like SANY Heavy Industry, XCMG, and LiuGong for their strategic factory locations [2]. Forklifts - The report notes that domestic forklift manufacturers have limited exposure to the U.S. market, and the impact of tariffs is manageable due to pre-stocked inventory [3]. - It suggests that the domestic forklift market will see growth driven by the electric vehicle transition and government policies supporting domestic demand [3]. Semiconductor Equipment - The report indicates that the 34% tariff on U.S. imports will accelerate the domestic production of semiconductor equipment, particularly in mature processes where price sensitivity is higher [4]. - It recommends focusing on companies involved in both front-end and back-end semiconductor equipment, highlighting firms like North China Innovation and Zhongwei Company [4]. General Automation - The report suggests that the general automation sector will see limited impact from tariffs, with a focus on domestic demand for tools and automation products [5][8]. - It highlights the recovery in manufacturing and logistics sectors as potential growth drivers for the general automation market [8]. Investment Recommendations - The report provides a list of recommended companies across various segments, including semiconductor equipment, engineering machinery, and general automation, emphasizing their potential for growth in the current market environment [1][16].

截至2025年3月28日收盘，中集集团（000039）报收于9.0元，较上周的9.56元下跌5.86%。本周，中集 集团3月24日盘中最高价报10.15元。3月28日盘中最低价报8.95元。中集集团当前最新总市值451.89亿 元，在通用设备板块市值排名1/214，在两市A股市值排名299/5140。 本周关注点 公司公告汇总：中集集团公布2025年3月份证券变动月报表，显示法定/注册股本总额为人民币 5,392,520,385元。 公司公告汇总 中集集团根据《香港联合交易所有限公司证券上市规则》，在香港联交所披露易网站刊登了截至2025年 3月31日的证券变动月报表，并根据深交所要求同步披露。报表显示，公司法定/注册股本总额为人民币 5,392,520,385元。其中H股普通股数量保持不变，为3,089,837,895股，每股面值人民币1元；A股普通股 数量同样保持不变，为2,302,682,490股，每股面值人民币1元。已发行H股总数为3,089,837,895股，无库 存股；已发行A股总数为2,302,682,490股，其中包括库存股24,645,550股。公司于2024年1月15日至2024 年1月3 ...

受益于集运市场的景气度，2024年中集集团营收和利润双双增长。 根据中集集团发布的年度业绩报告，2024年公司营业收入1776.64亿元，同比增长39.01%；归母净利润 29.72亿元，同比大增605.60%。其中，海外与国内市场的营收占比分别为54%和46%。 近日，中集集团董事长麦伯良在业绩会上接受21世纪经济报道等媒体采访时说道："中集很多业务都有 周期性，我们不怕外部环境变化，应变能力非常强。整体来说，中集是沿着高质量发展的方向走，不一 定每年都会增长，但整体是往上走。中集培育了很多年新兴业务，有机会较好地平衡周期问题。" 集装箱需求去年猛增、今年大概率回落 2024年1-12月，中集集装箱制造业务营收622.05亿元，同比提升105.89%；净利润40.88亿元，同比提升 127.84%， 去年全球商品贸易需求回升，分析机构克拉克森（CLARKSONS）2025年2月报告显示，2024年全球集 装箱贸易量同比增长5.9%至2.13亿TEU；同时，红海危机导致欧线绕航、码头工人罢工导致港口拥堵等 事件降低了集运运输效率，集装箱需求提升。 受此影响，2024年中集集团集装箱制造业务产销量创下历史高峰， ...

证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2025-044 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3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》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3月31日的证券变动月报表。 截至月份: 2025年3月31日 狀態: 新提交 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 二〇二五年四月二日 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 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4月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - In 2024, the company reported a continuous profit release in its container segment and an upward trend in the offshore engineering sector. Looking ahead to 2025, the offshore segment is expected to remain in a favorable cycle, with overall performance across other business segments also improving, benefiting from advancements in deep-sea technology [2][6]. Summary by Relevant Sections Financial Performance - In 2024, the company achieved a revenue of 177.664 billion yuan, representing a year-on-year increase of 39.01%. The net profit attributable to shareholders was 2.972 billion yuan, a significant year-on-year growth of 605.60%. In Q4 2024, revenue reached 48.693 billion yuan, up 48.98% year-on-year, with a net profit of 1.144 billion yuan, reversing a loss from Q4 2023 [6][12]. Container Segment - The container manufacturing business generated a revenue of 62.205 billion yuan in 2024, a year-on-year increase of 105.89%, with a net profit of 4.088 billion yuan, up 127.84%. The demand for containers surged due to global trade recovery and disruptions in shipping efficiency caused by various events. The company achieved record production and sales volumes, with dry cargo container sales reaching 3.4336 million TEU, a year-on-year increase of approximately 417.03% [12][6]. Offshore Engineering Segment - The offshore engineering business saw a revenue of 16.556 billion yuan in 2024, a year-on-year increase of 58.41%, with a net profit of 0.224 billion yuan, compared to a loss in 2023. The global shipbuilding and offshore market conditions improved, driven by high international oil prices and increased marine operations, leading to higher utilization rates and rental prices for offshore equipment. The company secured new orders worth 3.25 billion USD, nearly doubling year-on-year, with a backlog of orders amounting to 6.92 billion USD by the end of 2024 [12][6]. Product Business Layout - The company has a diverse product business layout and is expected to benefit from the development of deep-sea technology. The government has prioritized deep-sea technology in its strategic development plans, and the company is well-positioned in deep-sea oil and gas and renewable energy sectors, with strong capabilities in constructing FPSO and FLNG equipment [12][6]. Future Profit Projections - The company is projected to achieve net profits of 3.48 billion yuan and 4.46 billion yuan in 2025 and 2026, respectively, corresponding to price-to-earnings ratios of 14 and 11 times [12][6].

Core Viewpoint - The global shipbuilding and offshore engineering market is expected to continue improving in 2024, leading to significant growth in the performance of CIMC Group, with a reported revenue of 177.664 billion yuan and a net profit of 2.972 billion yuan, marking year-on-year increases of 39.01% and 605.60% respectively [2][3]. Group 1: Financial Performance - In 2024, CIMC Group achieved a revenue of 177.664 billion yuan, a year-on-year increase of 39.01%, setting a new record [2]. - The net profit reached 2.972 billion yuan, reflecting a substantial year-on-year growth of 605.60% [2]. - The container manufacturing segment generated revenue of 62.205 billion yuan, with a year-on-year increase of 105.89%, and a net profit of 4.088 billion yuan, up 127.84% [5]. Group 2: Business Segments and Orders - The offshore engineering division of CIMC Group turned profitable for the first time, with a significant reduction in losses from the asset pool platform [3]. - CIMC Raffles achieved a record high in new offshore engineering orders, totaling 3.25 billion USD, nearly doubling year-on-year [3]. - The company holds nearly 7 billion USD in backlog orders, with production scheduled through 2027, indicating a locked-in growth trajectory [9]. Group 3: Technological Advancements - CIMC Raffles made significant technological breakthroughs, including the first total package order for FLNG retrofitting, enhancing its position in the offshore engineering sector [6]. - The company is the first in China to use high manganese steel for the construction of liquefied natural gas vessels, showcasing its innovation capabilities [6]. Group 4: Strategic Outlook - The company plans to reassess and upgrade its five-year strategic plan by 2025, focusing on quality and efficiency improvements [9]. - CIMC Group is committed to optimizing its asset portfolio and enhancing resource allocation efficiency through various measures [9]. Group 5: Shareholder Engagement - In 2024, CIMC Group allocated approximately 200 million yuan for an A-share repurchase plan, demonstrating confidence in its value and commitment to shareholder rights [10]. - CIMC Vehicles completed a privatization of H-shares, spending over 1 billion HKD, reflecting a proactive approach to shareholder returns [10].