CIMC VEHICLES(301039)

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商用车板块10月14日跌0.87%,宇通客车领跌,主力资金净流出4.73亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-14 08:39
证券之星消息,10月14日商用车板块较上一交易日下跌0.87%,宇通客车领跌。当日上证指数报收于3865.23,下跌0.62%。深证成指报收于 12895.11,下跌2.54%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 000957 | 中通客车 | 11.55 | 1.67% | 35.74万 | | 4.17亿 | | 301039 | 中隼车辆 | 9.54 | 1.49% | 14.77万 | | ● 1.41亿 | | 000951 | 中国重汽 | 17.72 | 1.49% | 16.24万 | | 2.88亿 | | 600375 | 汉马科技 | 8.26 | 1.23% | 105.17万 | | 8.82亿 | | 000800 | 一汽解放 | 7.02 | 0.43% | 15.39万 | | 1.09亿 | | 600166 | 福田汽车 | 2.72 | 0.37% | 177.32万 | | 4.87亿 | | 0 ...
中集车辆涨2.02%,成交额1934.40万元,主力资金净流入109.61万元
Xin Lang Cai Jing· 2025-10-14 01:52
Core Viewpoint - CIMC Vehicles has shown a positive stock performance with a year-to-date increase of 9.35% and a recent uptick in trading activity, indicating potential investor interest and market confidence [2]. Group 1: Stock Performance - As of October 14, CIMC Vehicles' stock price rose by 2.02% to 9.59 CNY per share, with a trading volume of 19.34 million CNY and a market capitalization of 17.973 billion CNY [1]. - The stock has increased by 1.48% over the last five trading days and 14.03% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion CNY, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million CNY, down 28.48% compared to the previous year [2]. - The company's main revenue sources include semi-trailers (80.61%), superstructure and chassis (17.14%), and other segments (2.25%) [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for CIMC Vehicles was 35,500, 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 company has distributed a total of 2.664 billion CNY in dividends since its A-share listing, with 1.655 billion CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, Dazheng Gaoxin Stock A (000628) was the sixth largest circulating shareholder, holding 30.0867 million shares, an increase of 5.286 million shares from the previous period [3].
中集车辆跌2.10%,成交额2250.53万元,主力资金净流出122.26万元
Xin Lang Cai Jing· 2025-10-13 15:53
Core Viewpoint - CIMC Vehicles has experienced a decline in stock price and financial performance, with a notable decrease in revenue and net profit year-on-year, indicating potential challenges in the commercial vehicle sector [2][3]. Group 1: Stock Performance - As of October 13, CIMC Vehicles' stock price decreased by 2.10%, trading at 9.33 CNY per share with a market capitalization of 17.486 billion CNY [1]. - Year-to-date, the stock price has increased by 6.39%, with a 3.67% rise over the last five trading days, 1.41% over the last 20 days, and 11.34% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion CNY, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million CNY, down 28.48% year-on-year [2]. - The company's main business revenue composition includes 80.61% from semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for CIMC Vehicles was 35,500, 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 company has distributed a total of 2.664 billion CNY in dividends since its A-share listing, with 1.655 billion CNY distributed over the past three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, Dazheng Gaoxin Stock A (000628) is the sixth largest circulating shareholder, holding 30.0867 million shares, an increase of 5.286 million shares compared to the previous period [3].
商用车板块10月13日跌1.35%,江淮汽车领跌,主力资金净流出4.74亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-13 12:38
Market Overview - The commercial vehicle sector experienced a decline of 1.35% on October 13, with Jianghuai Automobile leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Key stocks in the commercial vehicle sector showed mixed performance, with Jinlong Automobile rising by 4.74% to a closing price of 13.49 [1] - Jianghuai Automobile fell by 2.89% to a closing price of 50.39, with a trading volume of 534,300 shares and a transaction value of 2.682 billion [2] - Other notable declines included Foton Motor down 2.87% and JMC down 2.45% [2] Capital Flow - The commercial vehicle sector saw a net outflow of 474 million from institutional investors, while retail investors contributed a net inflow of 310 million [2] - The capital flow data indicates that retail investors were more active in the market despite the overall decline in the sector [2] Individual Stock Capital Flow - Jinlong Automobile had a net inflow of 53.38 million from institutional investors, while it faced a net outflow of 79.41 million from speculative funds [3] - Jianghuai Automobile experienced a significant net outflow of 459.86 million from institutional investors, indicating a lack of confidence among larger investors [3] - The data shows that retail investors were more favorable towards stocks like Ankai Bus, which had a net inflow of 472.44 million [3]
商用车板块10月10日涨0.91%,宇通客车领涨,主力资金净流出4.03亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-10 08:45
Core Viewpoint - The commercial vehicle sector experienced a 0.91% increase on October 10, with Yutong Bus leading the gains, while the overall Shanghai Composite Index fell by 0.94% [1]. Summary by Category Market Performance - The Shanghai Composite Index closed at 3897.03, down 0.94% - The Shenzhen Component Index closed at 13355.42, down 2.7% [1]. Commercial Vehicle Sector - The commercial vehicle sector saw individual stock performances as follows: - Yutong Bus (600066) closed at 29.40, up 5.19% with a trading volume of 436,900 shares and a turnover of 1.29 billion yuan - King Long Automobile (600686) closed at 12.88, up 4.29% with a trading volume of 828,400 shares and a turnover of 1.06 billion yuan - Zhongtong Bus (000957) closed at 11.43, up 3.07% with a trading volume of 292,800 shares and a turnover of 331 million yuan - Other notable performances include Ankai Bus (000868) up 2.40% and Jiangling Motors (000550) up 2.17% [1]. Fund Flow Analysis - The commercial vehicle sector experienced a net outflow of 403 million yuan from institutional investors, while retail investors saw a net inflow of 291 million yuan [3]. - Specific stock fund flows included: - King Long Automobile had a net inflow of 88.14 million yuan from institutional investors - Zhongtong Bus had a net inflow of 31.97 million yuan from institutional investors - China National Heavy Duty Truck (000951) had a net inflow of 31.65 million yuan from institutional investors [4].
中集车辆涨0.42%,成交额1.20亿元,近5日主力净流入3798.47万
Xin Lang Cai Jing· 2025-10-10 07:52
Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the semi-trailer and specialized vehicle sector, focusing on hydrogen energy and cold chain logistics, with a significant market presence globally [2][6]. Company Overview - CIMC Vehicles is headquartered in Hong Kong and was established on August 29, 1996, with its shares listed on July 8, 2021 [6]. - The company's main business includes the production of semi-trailers, specialized vehicle superstructures, and refrigerated truck bodies, with 80.61% of revenue coming from semi-trailers [6]. - As of June 30, 2025, the company reported a revenue of 9.753 billion, a year-on-year decrease of 8.85%, and a net profit of 403 million, down 28.48% year-on-year [6][7]. Market Position - CIMC Vehicles is recognized as the world's largest semi-trailer manufacturer and a leading producer of specialized vehicle superstructures and refrigerated truck bodies [2][4]. - The company operates in major markets including China, North America, and Europe, offering seven categories of semi-trailer production and sales [2][4]. Recent Developments - The company has launched hydrogen energy refrigerated truck body products in response to customer demand [2]. - CIMC Vehicles' subsidiary, Lingyu Automobile, signed a cooperation framework agreement with Huawei to work on digital transformation and intelligent upgrades [2]. Financial Analysis - The stock price of CIMC Vehicles was reported at 8.87, with a recent average trading cost indicating some accumulation, although the buying pressure is not strong [5]. - The stock has a recent pressure point at 9.68, suggesting potential for upward movement if this level is surpassed [5]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.95% to 35,500, with an average of 40,937 shares held per person, an increase of 3.04% [6][7]. - The company has distributed a total of 2.664 billion in dividends since its A-share listing, with 1.655 billion distributed over the past three years [7].
中集车辆10月9日获融资买入1853.38万元,融资余额2.39亿元
Xin Lang Cai Jing· 2025-10-10 01:28
10月9日,中集车辆跌1.25%,成交额1.73亿元。两融数据显示,当日中集车辆获融资买入额1853.38万 元,融资偿还2432.66万元,融资净买入-579.28万元。截至10月9日,中集车辆融资融券余额合计2.40亿 元。 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。 责任编辑:小浪快报 融资方面,中集车辆当日融资买入1853.38万元。当前融资余额2.39亿元,占流通市值的1.73%,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9日融券偿还1300.00股,融券卖出2.53万股,按当日收盘价计算,卖出金额 24.01万元;融券 ...
商用车板块10月9日涨0.02%,金龙汽车领涨,主力资金净流出4.47亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-09 08:53
Core Insights - The commercial vehicle sector experienced a slight increase of 0.02% on October 9, with Jinlong Automobile leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Jinlong Automobile (600686) closed at 12.35, with a rise of 9.00% and a trading volume of 713,600 shares, amounting to a transaction value of 863 million [1] - Yutong Bus (600066) closed at 27.95, up 2.72%, with a trading volume of 238,000 shares, totaling 660 million [1] - China National Heavy Duty Truck Group (000951) closed at 17.52, increasing by 1.80%, with a trading volume of 134,200 shares, amounting to 23.4 million [1] - Hanma Technology (600375) closed at 8.24, up 1.73%, with a trading volume of 1,994,300 shares, totaling 814 million [1] - Other notable performances include FAW Jiefang (000800) at 7.09 (+1.14%) and Foton Motor (600166) at 2.77 (+1.09%) [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 447 million from institutional investors, while retail investors contributed a net inflow of 214 million [2] - The main capital inflow and outflow for key stocks include: - Jinlong Automobile: Net inflow of 14.56 million from main capital, but net outflows from both retail and speculative capital [3] - FAW Jiefang: Net inflow of 21.27 million from main capital, with outflows from speculative and retail investors [3] - Yutong Bus: Net inflow of 11.79 million from main capital, with a significant net inflow from speculative capital [3]
中集车辆董事长兼CEO李贵平:以星链计划破局 发力纯电动头挂列车
Zhong Guo Zheng Quan Bao· 2025-10-09 00:43
中集车辆灯塔工厂产线 公司供图 星链计划重构全价值链竞争力 "内卷的本质是同质化竞争,而反内卷的核心是创造差异化价值。"李贵平说,早在2023年,中集车辆便 率先在行业内提出反内卷战略,宣布公司进行第三次创业。 记者了解到,中集车辆的第一次创业缘起2002年中集集团进入半挂车赛道,并引领国内半挂车产业告别 非标化,逐渐走向正规化、工业化、规模化。中集车辆的第二次创业则以2010年中集车辆开启业务出海 为标志,公司以"跨洋经营,当地制造"为核心战略,构建了覆盖全球25家"灯塔工厂"的网络。 在全球商用车行业持续调整的背景下,中国半挂车龙头中集车辆正通过第三次创业,冲破行业内卷困 局。近日,中集车辆董事长兼CEO李贵平在接受中国证券报记者专访时详细阐述了公司以星链计划为核 心的全价值链运营战略。从半挂车市场的反内卷实践,到全球化供应链的重塑与本土化深耕,再到新能 源重卡与纯电动头挂列车的赛道布局……一幅中国智造高端突围的路线图逐渐清晰。 李贵平表示,公司第三次创业是管理层在全新市场竞争格局下,对公司未来8至10年的发展所制定的战 略决策。第三次创业以新质生产力为战略方向,以星链计划、雄起计划为战略落地,针对半挂车 ...
中集车辆董事长兼CEO李贵平: 以星链计划破局 发力纯电动头挂列车
Zhong Guo Zheng Quan Bao· 2025-10-08 21:53
李贵平表示,公司第三次创业是管理层在全新市场竞争格局下,对公司未来8至10年的发展所制定的战 略决策。第三次创业以新质生产力为战略方向,以星链计划、雄起计划为战略落地,针对半挂车、液罐 车在全国统一大市场及全球南方市场布局,旨在重塑行业赛道、引领行业新发展。 在李贵平看来,半挂车产业可以通过三大路径构建新的发展格局:一是创新半挂车的设计与生产技术; 二是推动领先半挂车企业生产组织结构性改革;三是将行业内过剩的产能资源在内循环和外循环下进行 重新配置。 "中集车辆在第二次创业的过程中基本构建了半挂车业务的高端制造体系和管理新基建,但这并不足以 帮助我们摆脱日益严峻的内卷局面。在2023年8月公司中期董事会上,我陈述了第三次创业的发展愿景 和分三阶段实施的路线图,正式开启反内卷的征程。"李贵平回忆,彼时中集车辆旗下有十余家半挂车 及液罐车生产企业,各主体独立运营却因同质化竞争一度陷入内卷。这些企业就像互不隶属的"小院", 亟需打破"小院高墙"。 中集车辆在第三次创业第一阶段展开的星链计划,便聚焦半挂车生产组织结构性改革,目标是将这些分 散的业务单元串联成互联互补的整体——如同夜空中的星辰,通过链接爆发更大能量。 ...