Group 1 - The core viewpoint of the article highlights the growth in the number of automotive manufacturing enterprises in China, which reached 20,572 in 2025, an increase of 803 enterprises compared to the previous year, representing a year-on-year growth of 4.06% [1] - The automotive manufacturing sector accounts for 3.91% of the total industrial enterprises in China [1] - The data referenced is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating the reliability of the statistics presented [2] Group 2 - The report titled "2026-2032 China Automotive Manufacturing Industry Market Panorama Survey and Investment Prospects Analysis" by Zhiyan Consulting provides insights into the automotive industry [1] - The threshold for scale industrial enterprises has been raised from an annual main business income of 5 million to 20 million yuan since 2011, which reflects a significant change in the criteria for enterprise classification [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive industry solutions [2]

（记者 胡玲） 每经AI快讯，中集车辆发布公告称，2026年1月7日至1月29日，中集车辆接受金鹰基金等投资者调研， 公司投资者关系总监陈婉婞女士等参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——基金经理个人炒股合法吗？我们调查了多家头部公募，答案出人意料 ...

南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司正积极重塑半挂车全球供应链，海外形 成"当地集采为主，全球保供为辅"的供应模式，稳步提升当地集采比例；同时在多个国家构建核心零部 件工厂，全方位夯实全球半挂车零部件供应链韧性。2024年完成北美控股平台VanguardGTHolding治理 架构升级，2025年上半年完成旗下各法人体治理架构与管理团队迭代，下半年将在"大白熊计划"框架下 持续优化北美组织运营模式和业务转型规划，进一步夯实全球供应链韧性，强化对地缘政治风险的抵抗 能力。 ...

南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司深耕全球南方市场，布局当地组装中心 （LoM）与交付中心（LoD），通过本地化法人实体、模块化标准化产品实现高效配送与本地组装； 2025年前三季度，全球南方半挂车业务营收同比增长15.79%，销量同比增长21.39%，毛利率同比上升 2.6个百分点。 ...

南财智讯2月6日电，中集车辆在投资者关系活动中表示，公司已根据《上市公司监管指引第10号——市 值管理》制定《中集车辆(集团)股份有限公司市值管理制度》，经董事会审议通过；同时于2025年3月 公告《未来三年(2024年-2026年)股东回报规划》，明确实施积极分红政策，推动提升投资价值、增强投 资者回报，实现公司价值和股东利益最大化。 ...

Group 1: Investor Relations Activities - The company participated in multiple one-on-one roadshows and broker strategy meetings from January 7 to January 29, 2026, in Shanghai, Chongqing, and Shenzhen [2][3] - Key participants included major investment firms such as CITIC Securities, Taikang Asset, and Huatai Securities [2][3] Group 2: Supply Chain and Geopolitical Risk Management - The company is actively reshaping its global supply chain for semi-trailers, focusing on local procurement in North America while maintaining global supply support [3] - A governance structure upgrade for the North American holding platform was completed in 2024, establishing a "borderless enterprise" foundation [3] Group 3: Global Market Expansion - The company has identified the global southern market as a core area for expansion, leveraging the "Starlink Plan" to enhance its strategic layout [5] - In the first three quarters of 2025, revenue from the southern market's semi-trailer business grew by 15.79%, with sales increasing by 21.39% and gross margin rising by 2.6 percentage points [5] Group 4: Domestic Market Development - The company is enhancing its domestic market presence through the "Three Good Development" initiative, which focuses on integrated R&D, marketing, and service [6][7] - The company has established 15 "Three Good Centers" and is planning an additional 10 centers to expand its network [7] Group 5: Shareholder Returns and Value Management - The company emphasizes shareholder returns with an active dividend policy and has announced a three-year shareholder return plan for 2024-2026 [7] - A value management system has been established to enhance investment value and ensure compliance with regulatory requirements [7] Group 6: Foreign Exchange Risk Management - The company manages foreign exchange risk through regular assessments and the use of forward foreign exchange contracts [8]

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of CIMC Vehicles, indicating a recent stock price increase and changes in shareholder structure [1][2] - As of February 4, CIMC Vehicles' stock price rose by 10.71% year-to-date, with a 5.85% increase over the last five trading days [1] - The company reported a revenue of 15.012 billion yuan for the first nine months of 2025, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% year-on-year [2] Group 2 - CIMC Vehicles has a market capitalization of 18.985 billion yuan, with a trading volume of 55.1549 million yuan on February 4 [1] - The company’s main business revenue composition includes 80.61% from semi-trailers, 17.14% from superstructure, chassis, and tractors, and 2.25% from other sources [1] - The number of shareholders decreased by 16.07% to 29,800, while the average circulating shares per person increased by 19.17% to 48,786 shares [2]

Group 1 - The core viewpoint of the news is that CIMC Vehicles has experienced fluctuations in its stock price and financial performance, with a recent increase in stock price but a decline in revenue and net profit year-on-year [1][2]. - As of February 3, CIMC Vehicles' stock price rose by 2.13% to 9.61 CNY per share, with a total market capitalization of 18.01 billion CNY [1]. - The company has seen a 5.03% increase in stock price year-to-date, but a 1.94% decline over the last five trading days [2]. Group 2 - CIMC Vehicles' main business includes the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with semi-trailers accounting for 80.61% of its revenue [2]. - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.01 billion CNY, a year-on-year decrease of 5.13%, and a net profit of 622 million CNY, down 26.23% year-on-year [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].

来源：新浪证券-红岸工作室 2月3日，中集车辆涨5.53%，成交额2.22亿元，换手率1.57%，总市值186.10亿元。 异动分析 统一大市场+冷链物流+氢能源+高端装备+华为概念 1、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 3、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 区间今日近3日近5日近10日近20日主力净流入1329.72万383.01万-559.03万-1866.54万1346.18万 主力持仓 主力没有控盘，筹码分布非常分散， ...

来源：新浪证券-红岸工作室 2月2日，中集车辆跌3.19%，成交额1.33亿元。两融数据显示，当日中集车辆获融资买入额1700.58万 元，融资偿还1288.13万元，融资净买入412.44万元。截至2月2日，中集车辆融资融券余额合计2.03亿 元。 融资方面，中集车辆当日融资买入1700.58万元。当前融资余额2.03亿元，占流通市值的1.48%，融资余 额低于近一年20%分位水平，处于低位。 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。 机构持仓方面，截止2025年9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2505.78万股，相比上期减少502.89万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，中集车辆2月2日融券偿还2100.00股，融券卖出1300.00股，按当日收盘价计算，卖出金额 1.22万元；融券余量2.22万股 ...