截至6月30日，中集车辆股东户数3.55万，较上期减少2.95%；人均流通股40937股，较上期增加3.04%。 2025年1月-6月，中集车辆实现营业收入97.53亿元，同比减少8.85%；归母净利润4.03亿元，同比减少 28.48%。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 机构持仓方面，截止2025年6月30日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股3008.67万股，相比上期增加528.60万股。 融资方面，中集车辆当日融资买入517.77万元。当前融资余额2.35亿元，占流通市值的1.68%，融资余 额低于近一年40%分位水平，处于较低位。 融券方面，中集车辆10月21日融券偿还500.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.96万股，融券余额18.86万元，低于近一年10%分位水平，处于低位。 资料显示，中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号，成立日期1996年8月29日，上市日期2021年7月 ...

证券之星消息，10月21日商用车板块较上一交易日上涨1.33%，福田汽车领涨。当日上证指数报收于3916.33，上涨1.36%。深证成指报收于 13077.32，上涨2.06%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600166 | 福聞汽车 | 2.78 | 3.73% | 241.83万 | 6.68亿 | | 600303 | 曙光股份 | 3.97 | 2.58% | 20.92万 | 8197.16万 | | 600418 | 江淮汽车 | 49.38 | 2.36% | 34.09万 | 16.75亿 | | 600375 | 汉马科技 | 7.87 | 2.21% | 66.90万 | 5.18亿 | | 000868 | 安凯客车 | 5.66 | 1.43% | 11.94万 | 6731.83万 | | 000550 | 江铃汽车 | 21.78 | 1.35% | 8.47万 | 1.84亿 | | 600006 | 东风股份 | 7. ...

证券日报网讯中集车辆（301039）10月20日在互动平台回答投资者提问时表示，本公司北美半挂车业务 聚焦于集装箱骨架车、冷藏半挂车以及厢式半挂车的制造、组装与交付。 ...

Investment Rating - The report assigns an "Overweight" rating for the heavy truck industry [4]. Core Insights - In September, domestic heavy truck sales reached 106,000 units, representing a year-on-year increase of 83% and a month-on-month increase of 15% [2][4]. - The sales of domestic natural gas heavy trucks in September were 21,000 units, showing a year-on-year growth of 258% and a month-on-month increase of 32% [2][4]. - The report anticipates that the heavy truck sales will gradually recover due to economic recovery and the introduction of a "trade-in" policy in 2025, projecting sales of 1.067 million units for 2025, a year-on-year increase of 18% [4]. Summary by Sections Sales Performance - In the first nine months of 2025, cumulative domestic heavy truck sales reached 821,000 units, a year-on-year increase of 20% [4]. - The sales structure in September 2025 showed that semi-trailer trucks accounted for 50.9%, cargo trucks for 27.5%, and non-complete vehicles for 21.6% of total heavy truck sales [4]. Natural Gas Heavy Trucks - The penetration rate of natural gas heavy trucks in September was 20%, with semi-trailer trucks having a penetration rate of 36% [4]. - The report highlights that for annual average mileage exceeding 150,000 kilometers, using natural gas is economically favorable for most time periods [4]. New Energy Heavy Trucks - In September, domestic new energy heavy truck sales were 19,000 units, reflecting a year-on-year increase of 180% and a month-on-month increase of 24% [4]. - The penetration rate for new energy heavy trucks in September was 18%, with a cumulative penetration rate of 15% for the first nine months of 2025 [4]. Company Recommendations - The report recommends several companies for investment, including Weichai Power, China National Heavy Duty Truck Group, CIMC Vehicles, Foton Motor, and FAW Jiefang [4].

Market Overview - The commercial vehicle sector experienced a decline of 3.52% on October 17, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Hanma Technology (600375) closed at 8.11, down 5.81% with a trading volume of 965,400 shares and a turnover of 807 million yuan [1] - King Long Motor (600686) closed at 12.49, down 5.31% with a trading volume of 451,700 shares and a turnover of 578 million yuan [1] - JAC Motors (600418) closed at 48.30, down 4.51% with a trading volume of 479,300 shares and a turnover of 2.349 billion yuan [1] - Ankai Bus (000868) closed at 5.45, down 4.39% with a trading volume of 224,700 shares and a turnover of 12.5 million yuan [1] - Foton Motor (600166) closed at 2.65, down 4.33% with a trading volume of 2.1422 million shares and a turnover of 576 million yuan [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 870 million yuan from institutional investors, while retail investors contributed a net inflow of 697 million yuan [1] - The following stocks had notable capital flows: - JMC (000550) had a net inflow of 2.8502 million yuan from institutional investors but a net outflow of 3.2894 million yuan from retail investors [2] - Yutong Bus (600066) experienced a net outflow of 9.3627 million yuan from institutional investors but a net inflow of 29.0770 million yuan from retail investors [2] - Ankai Bus (000868) had a significant net outflow of 22.1866 million yuan from institutional investors, while retail investors contributed a net inflow of 25.24 million yuan [2]

Core Viewpoint - On October 15, 2023, CIMC Vehicles experienced a 2.62% increase in stock price, with a trading volume of 185 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On the same day, CIMC Vehicles had a financing buy-in amount of 22.72 million yuan and a financing repayment of 15.15 million yuan, resulting in a net financing buy of 7.57 million yuan [1]. - As of October 15, the total financing and securities lending balance for CIMC Vehicles was 245 million yuan, with the financing balance accounting for 1.71% of the circulating market value, which is above the 50th percentile level over the past year [1]. - In terms of securities lending, CIMC Vehicles repaid 300 shares and sold 500 shares, with a selling amount of 4,895 yuan based on the closing price [1]. Company Overview - CIMC Vehicles (Group) Co., Ltd. was established on August 29, 1996, and listed on July 8, 2021. The company is located in Hong Kong and Shenzhen, focusing on the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [1]. - The main business revenue composition includes 80.61% from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other supplementary sources [1]. Financial Performance - As of June 30, 2023, CIMC Vehicles reported a total of 35,500 shareholders, a decrease of 2.95% from the previous period, while the average circulating shares per person increased by 3.04% to 40,937 shares [2]. - For the first half of 2023, CIMC Vehicles achieved an operating income of 9.75 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% year-on-year [2]. Dividend Information - Since its A-share listing, CIMC Vehicles has distributed a total of 2.664 billion yuan in dividends, with 1.655 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2023, among the top ten circulating shareholders of CIMC Vehicles, Dazheng Gaoxin Stock A (000628) ranked as the sixth largest, holding 30.09 million shares, an increase of 5.29 million shares compared to the previous period [3].

从资金流向上来看，当日商用车板块主力资金净流入4.28亿元，游资资金净流出9260.71万元，散户资金 净流出3.36亿元。商用车板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 1.50 Z | 8.20% | -8143.49万 | -4.44% | -6896.98万 | -3.76% | | 000957 | 中通客车 | 7847.16万 | 7.80% | -3250.56万 | -3.23% | -4596.60万 | -4.57% | | 600686 | 金龙汽车 | 5430.85万 | 7.58% | -5656.51万 | -7.90% | 225.66万 | 0.32% | | 000951 | 中国重汽 | 4441.70万 | 9.82% | 112.86万 | 0.25% | -4554.56万 | -10.07% | | 600 ...

来源：新浪证券-红岸工作室 截至6月30日，中集车辆股东户数3.55万，较上期减少2.95%；人均流通股40937股，较上期增加3.04%。 2025年1月-6月，中集车辆实现营业收入97.53亿元，同比减少8.85%；归母净利润4.03亿元，同比减少 28.48%。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 机构持仓方面，截止2025年6月30日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股3008.67万股，相比上期增加528.60万股。 融资方面，中集车辆当日融资买入1586.70万元。当前融资余额2.36亿元，占流通市值的1.70%，融资余 额低于近一年50%分位水平，处于较低位。 融券方面，中集车辆10月14日融券偿还3100.00股，融券卖出1600.00股，按当日收盘价计算，卖出金额 1.53万元；融券余量11.87万股，融券余额113.24万元，超过近一年50%分位水平，处于较高位。 资料显示，中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号，成立日 ...

Core Viewpoint - CIMC Vehicles has shown a positive stock performance with a year-to-date increase of 11.06% and a market capitalization of 18.254 billion yuan as of October 15 [1] Group 1: Stock Performance - As of October 15, CIMC Vehicles' stock price increased by 2.10% to 9.74 yuan per share, with a trading volume of 27.2645 million yuan and a turnover rate of 0.19% [1] - The stock has experienced a 1.35% increase over the last five trading days, a 0.62% increase over the last 20 days, and a 16.65% increase over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% year-on-year [2] - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, CIMC Vehicles had 35,500 shareholders, a decrease of 2.95% from the previous period, with an average of 40,937 circulating shares per shareholder, an increase of 3.04% [2] - The sixth largest circulating shareholder, Dazheng Gaoxin Stock A, holds 30.0867 million shares, an increase of 5.286 million shares compared to the previous period [3] Group 4: Business Overview - CIMC Vehicles, established on August 29, 1996, and listed on July 8, 2021, primarily engages in the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [1] - The company's main business revenue composition includes 80.61% from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [1]

Core Viewpoint - The A-share automotive sector experienced an initial surge, with notable gains in several companies, indicating positive market sentiment in the industry [1] Company Performance - Haima Automobile reached the daily limit up, reflecting strong investor interest [1] - GAC Group saw an increase of over 4%, suggesting robust performance and market confidence [1] - Jinlong Automobile, Hanma Technology, Dongfeng Motor, and CIMC Vehicles also experienced upward movement, indicating a broader positive trend in the sector [1]