中集车辆（集团）股份有限公司 关于持股 5%以上股东减持 A 股股份预披露的公告 平安资本有限责任公司－上海太富祥中股权投资基金合伙企业（有限合伙）、平安资 本有限责任公司－台州太富祥云股权投资合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 平安资本有限责任公司－上海太富祥中股权投资基金合伙企业（有限合伙）（以下简称 "上海太富"）、平安资本有限责任公司－台州太富祥云股权投资合伙企业（有限合伙）（以 下简称"台州太富"）的基金管理人均为平安资本有限责任公司。上海太富的执行事务合伙人 为平安资本有限责任公司，台州太富的执行事务合伙人为深圳市平安德成投资有限公司。深 圳市平安德成投资有限公司和平安资本有限责任公司均为中国平安保险（集团）股份有限公 司间接持有100%权益的企业。上海太富、台州太富受同一主体控制，为一致行动人。 上海太富、台州太富均为中国证券投资基金业协会备案的私募股权投资基金。 证券代码：301039 证券简称：中集车辆 公告编号：2025-034 截至本公告披露 ...

Group 1 - The commercial vehicle sector increased by 0.37% on August 5, with Shuguang Co. leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] - Key stocks in the commercial vehicle sector showed varied performance, with Shuguang Co. closing at 3.72, up 2.76% [1] Group 2 - The commercial vehicle sector experienced a net outflow of 4.92 billion yuan from institutional investors, while retail investors saw a net inflow of 3.58 billion yuan [2] - Among individual stocks, China National Heavy Duty Truck had a net inflow of 972.34 million yuan from institutional investors, but a net outflow of 1499.16 million yuan from retail investors [3] - Foton Motor and Shuguang Co. also showed mixed fund flows, with Foton Motor seeing a net inflow of 731.12 million yuan from institutional investors [3]

Core Viewpoint - The company, CIMC Vehicles, is a leading global manufacturer of semi-trailers and specialized vehicles, focusing on high-end manufacturing and intelligent logistics solutions. Group 1: Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer, ranking first in global sales and providing production, sales, and after-sales services for seven categories of semi-trailers [2] - The company specializes in the production of refrigerated vehicles, which are widely used in cold chain logistics, fresh food distribution, biopharmaceuticals, and vaccine transportation [3] - As of March 31, the company had 36,600 shareholders, with an average of 39,729 circulating shares per shareholder, reflecting a 4.05% decrease from the previous period [7] Group 2: Financial Performance - For the period from January to March 2025, CIMC Vehicles reported revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit attributable to shareholders of 179 million yuan, down 32.59% year-on-year [8] - 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 [9] Group 3: Strategic Initiatives - The company has launched hydrogen energy refrigerated vehicle products in response to customer demand, indicating a commitment to innovation in the hydrogen energy sector [3] - CIMC Vehicles has signed a cooperation framework agreement with Huawei to enhance digital transformation and intelligent upgrades within the company [3] - The company aims to integrate intelligent manufacturing and logistics vehicle development as a key focus area, leveraging smart equipment and products to enhance production processes [3]

Investment Rating - The report maintains a "Positive" investment rating for the heavy truck industry [1] Core Insights - The heavy truck industry continues to exhibit high prosperity, driven by government policies promoting the replacement of old vehicles [3][5] - In July 2025, approximately 83,000 heavy trucks were sold in China, reflecting a 15% month-on-month decrease but a 42% year-on-year increase [5] - Cumulatively, from January to July 2025, the heavy truck market in China recorded sales of about 622,000 units, representing an 11% year-on-year growth [5] Summary by Sections Market Performance - The heavy truck market experienced a significant year-on-year increase in sales, with July 2025 sales up by 42% compared to the same month last year [5] - The market's performance is influenced by the implementation of policies aimed at phasing out older trucks, which has stimulated demand for new heavy trucks [5] Policy Impact - The introduction of differentiated subsidies for scrapping and replacing old trucks has positively impacted the heavy truck market, particularly in the months of May, June, and July [5] - The "old-for-new" policy has been a key driver for the four consecutive months of sales growth in the heavy truck sector [5] Demand Trends - There has been a recovery in terminal demand for gas trucks, with the penetration rate increasing from below 20% in June to around 24% in July [5] - New energy heavy trucks have seen a significant increase in sales, with July's sales exceeding 15,000 units, marking a year-on-year growth of over 120% and a penetration rate exceeding 26% [5] Investment Recommendations - The report suggests focusing on leading companies in the heavy truck sector, including China National Heavy Duty Truck Group, Weichai Power, and CIMC Vehicles [5]

从资金流向上来看，当日商用车板块主力资金净流入3.16亿元，游资资金净流出2824.19万元，散户资金 净流出2.88亿元。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 | | 3.12 乙 ﮯ | 8.96% | -6625.70万 | -1.90% | -2.45 Z- | -7.06% | | 600166 | 福田汽车 | 958.05万 | 4.83% | 86.85万 | 0.44% | -1044.90万 | -5.27% | | 600006 | 东风股份 | 583.35万 | 3.22% | -487.16万 | -2.69% | -96.19万 | -0.53% | | 600375 汉马科技 | | 442.76万 | 1.93% | -412.21万 | -1.80% | -30.55万 | -0.13% | | 000800 | ...

| 上市公司 | 行业(申万一级) | 重事会秘书 | 年龄 | 学历 | 薪酬(万) | 新酬变化 | | --- | --- | --- | --- | --- | --- | --- | | 比亚迪 | 汽车 | 李黔 | 52 | 硕士 | 532.5 | -0.5 | | 九号公司-WD | 汽车 | 徐鵬 | 46 | 本科 | 458.0 | 265.5 | | 常熟汽饰 | 汽车 | 罗喜芳 | 48 | 本科 | 316.8 | 18.3 | | 降霧通用 | 汽车 | 叶珂伽 | 43 | 本科 | 263.7 | 20.1 | | 中国汽研 | 汽车 | 刘安民 | 56 | 本科 | 248.6 | -47.3 | | 中集车辆 | 汽车 | ਵੰਦ | 50 | 博士 | 230.4 | 39.3 | | 凌云股份 | 汽车 | 李超 | 59 | 本科 | 192.2 | 114.2 | | 长城汽车 | 汽车 | 李红栓 | 41 | - | 185.1 | 12.0 | | 长安汽车 | 汽车 | 张德重 | 50 | 硕士 | 181.8 | -128.6 | | 赛力斯 | ...

专利摘要显示，本公开属于半挂车技术领域，具体涉及一种半挂车。半挂车包括车架、罐体和卸料阀。 车架的上表面由前至后向下倾斜；罐体内设有用于装载液态介质的容置空间，罐体设置于车架上；卸料 阀设置于罐体后端的底部。本公开通过使车架的上表面由前至后向下倾斜的同时，在罐体的后端设置卸 料阀，从而车架无论是处于连挂状态还是脱挂状态下，均可保证车架上的罐体整体处于前向后倾斜的状 态，在打开卸料阀时，罐体内的液态介质在重力的作用下朝罐体后端流动，并通过卸料阀从罐体内部排 出，进而可以降低清洗罐体的难度，以减少罐体内残留的液态介质。 天眼查资料显示，芜湖中集瑞江汽车有限公司，成立于2007年，位于芜湖市，是一家以从事汽车制造业 为主的企业。企业注册资本37903.811214万人民币。通过天眼查大数据分析，芜湖中集瑞江汽车有限公 司共对外投资了1家企业，参与招投标项目41次，财产线索方面有商标信息114条，专利信息939条，此 外企业还拥有行政许可228个。 金融界2025年8月1日消息，国家知识产权局信息显示，芜湖中集瑞江汽车有限公司、中集车辆（集团） 股份有限公司、中国国际海运集装箱（集团）股份有限公司取得一项名为"半挂车 ...

截至3月31日，中集车辆股东户数3.66万，较上期增加4.13%；人均流通股39729股，较上期减少4.05%。 2025年1月-3月，中集车辆实现营业收入45.91亿元，同比减少10.91%；归母净利润1.79亿元，同比减少 32.59%。 机构持仓方面，截止2025年3月31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2480.07万股，为新进股东。 来源：新浪证券-红岸工作室 7月31日，中集车辆跌1.59%，成交额1.03亿元。两融数据显示，当日中集车辆获融资买入额1125.21万 元，融资偿还739.18万元，融资净买入386.03万元。截至7月31日，中集车辆融资融券余额合计3.06亿 元。 融资方面，中集车辆当日融资买入1125.21万元。当前融资余额3.05亿元，占流通市值的2.42%，融资余 额超过近一年90%分位水平，处于高位。 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。 融券方面，中集车辆7月31日融券偿还100.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 864.00元；融券余量14.07 ...

中集车辆最新一期业绩显示，截至2025一季报，公司营业总收入45.91亿元、同比减少10.91%，归属净 利润1.79亿元，同比减少32.59%，扣非净利润1.71亿元，同比减少34.94%，流动比率2.107、速动比率 1.515、资产负债率34.44%。 天眼查商业履历信息显示，中集车辆(集团)股份有限公司，成立于1996年，位于深圳市，是一家以从事 汽车制造业为主的企业。企业注册资本187412.442万人民币，实缴资本150000万人民币。公司法定代表 人为李贵平。 金融界消息 截至2025年7月31日收盘，中集车辆（301039）报收于8.64元，下跌1.59%，换手率0.81%， 成交量11.85万手，成交金额1.03亿元。 资金流向方面，今日主力资金净流出1786.36万元，占比成交额17.38%。其中，超大单净流出1839.28万 元、占成交额17.9%，大单净流入52.92万元、占成交额0.51%，中单净流出流入1220.67万元、占成交额 11.88%，小单净流入565.69万元、占成交额5.5%。 通过天眼查大数据分析，中集车辆(集团)股份有限公司共对外投资了70家企业，参与招投标项目1 ...

7月29日，沪深两融数据显示，中集车辆获融资买入额0.13亿元，居两市第2413位，当日融资偿还额0.12 亿元，净买入49.12万元。 最近三个交易日，25日-29日，中集车辆分别获融资买入0.14亿元、0.12亿元、0.13亿元。 本文源自：金融界 作者：智投君 融券方面，当日融券卖出0.12万股，净卖出0.12万股。 ...