证券之星消息，12月8日商用车板块较上一交易日下跌1.18%，宇通客车领跌。当日上证指数报收于3924.08，上涨0.54%。深证成指报收于 13329.99，上涨1.39%。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) | | --- | --- | --- | --- | --- | --- | | 600303 | 曙光股份 | 3.48 | 1.46% | 16.79万 | 5812.98万 | | 600686 | 全龙汽车 | 16.55 | 0.91% | 22.45万 | - 3.71亿 | | 000957 | 中通客车 | 11.10 | 0.73% | - 10.69万 | 1.18亿 | | 600006 | 东风股份 | 7.36 | -0.14% | 18.23万 | 1.34亿 | | 600375 | 汉马科技 | 6.06 | -0.49% | 23.52万 | 1.43亿 | | 301039 | 中隼车辆 | 10.10 | -0.59% | 11.01万 | 1.11亿 | | 000868 | 安凯客车 | ...

2019-2025年1-10月制造业企业数统计图 上市公司：比亚迪（002594），中集车辆（301039），东风汽车（600006），宇通客车（600066），富 临运业（002357），皖通高速（600012），中原高速（600020），福建高速（600033），同惠电子 （833509），海能技术（430476），新芝生物（430685），基康仪器（830879），天罡股份（832651） 相关报告：智研咨询发布的《2026-2032年中国制造业市场竞争格局分析及投资发展研究报告》 2025年1-10月，制造业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年起，规模以上 工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为487309个，和 上年同期相比，增加了13423个，同比增长2.83%，占工业总企业的比重为93.1%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞 ...

资金流向方面，主力资金净流出149.34万元，特大单买入0.00元，占比0.00%，卖出110.06万元，占比 1.95%；大单买入650.78万元，占比11.53%，卖出690.06万元，占比12.23%。 来源：新浪证券-红岸工作室 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：冷链物流、中盘、新能源 车、融资融券、华为概念等。 12月5日，中集车辆盘中上涨2.03%，截至13:35，报10.04元/股，成交5644.17万元，换手率0.39%，总市 值188.16亿元。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 中集车辆今年以来股价涨14.48%，近5个交易日跌0.20%，近20日涨2.03%，近60日涨10.69%。 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 ...

来源：新浪证券-红岸工作室 12月4日，中集车辆跌0.81%，成交额7829.26万元，换手率0.55%，总市值184.41亿元。 异动分析 氢能源+统一大市场+冷链物流+高端装备+华为概念 1、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。 2、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。 3、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。 区间今日近3日近5日近10日近20日主力净流入-243.82万-1571.46万-1501.80万-3113.08万-7848.49万 主力持仓 主力没有控盘，筹 ...

Core Viewpoint - The article discusses the strategic plan of CIMC Vehicles to debut its EVRT logistics-type pure electric head trailer at the 2026 Hannover Commercial Vehicle Show, following its appearances at the Wuhan Commercial Vehicle Show in 2023 and 2025. This move is part of a long-term vision to revolutionize the new energy heavy truck industry through technological and business model innovations [1][14]. Group 1: Market Context and Challenges - The new energy heavy truck market is experiencing explosive growth, with sales reaching 157,900 units from January to October 2025, a year-on-year increase of 178%, surpassing the total sales of the previous three years [3][4]. - Despite market growth, many manufacturers face a dilemma: not producing new energy heavy trucks risks market elimination, while entering the market often leads to losses due to homogenized competition [4][6]. - The industry is confronted with three systemic challenges: technical bottlenecks, lack of support systems, and an incomplete value cycle for users [4][6]. Group 2: EVRT Ecosystem and Solutions - CIMC Vehicles aims to build the EVRT ecosystem, focusing on user experience and total cost of ownership (TCO), rather than merely replacing traditional fuel with electric power [6][10]. - The EVRT ecosystem includes a fully developed engineering-type pure electric semi-trailer product platform and a collaborative platform architecture that addresses customer pain points in energy replenishment, maintenance, and operational management [6][10]. - The EVRT electric head trailers, EVRT-700 and EVRT-MIX, feature electric drive axles in both the head and trailer, marking a significant advancement over traditional models [8][10]. Group 3: Technological Innovations - The EVRT platform is the first of its kind globally, designed for engineering-type pure electric semi-trailers, enabling deep collaboration between the head and trailer for real-time energy management [10][11]. - The mobile fast-charging vehicle, a core component of the EVRT ecosystem, addresses the lack of charging infrastructure and offers modular energy storage solutions to reduce costs and enhance efficiency [11][13]. - The "3 × 3" TCO value cycle model ensures that the vehicle structure supports over nine years of operational life, with battery replacements scheduled to maintain performance [13][14]. Group 4: Future Plans and Market Expansion - CIMC Vehicles has outlined a clear six-step plan to achieve a closed-loop ecosystem for its pure electric head trailer products, transitioning from electrification to automation and robotics [14][16]. - The company is committed to advancing its product, technology, business model, and regulatory frameworks to enhance the deployment of pure electric head trailers [14][16]. - Recent regulatory changes in China have legalized electric trailers, providing a significant boost to CIMC Vehicles' market expansion efforts [16][17].

Core Viewpoint - 中集车辆's stock performance shows a slight decline, with a trading volume of 65.30 million yuan and a net financing purchase indicating low investor confidence [1] Financing Summary - On December 1, 中集车辆 had a financing buy amount of 6.15 million yuan and a financing repayment of 4.30 million yuan, resulting in a net financing purchase of 1.85 million yuan [1] - The total financing and securities balance for 中集车辆 reached 19.2 million yuan, with the financing balance accounting for 1.31% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low position [1] Securities Lending Summary - On December 1, 中集车辆 repaid 12,000 shares in securities lending, with no shares sold, resulting in a selling amount of 0.00 yuan; the remaining securities lending volume was 143,000 shares, with a balance of 1.43 million yuan, exceeding the 80% percentile level over the past year, indicating a high position [1] Company Overview - 中集车辆 (Group) Co., Ltd. was established on August 29, 1996, and listed on July 8, 2021, with its main business involving the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [1] - The revenue composition of 中集车辆 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 September 30, 中集车辆 reported a decrease in revenue to 15.01 billion yuan, down 5.13% year-on-year, and a net profit attributable to shareholders of 622 million yuan, down 26.23% year-on-year [2] - 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] Dividend Information - 中集车辆 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] Institutional Holdings - As of September 30, 2025, 中集车辆's sixth largest circulating shareholder, 大成高鑫股票A (000628), held 25.06 million shares, a decrease of 5.03 million shares compared to the previous period [3]

证券日报网讯12月1日，中集车辆（301039）在互动平台回答投资者提问时表示，公司主要经营范围是 全球半挂车业务、EV.DTB上装业务以及EV头挂列车业务，未涉及消防车类的产品。 ...

证券日报网讯12月1日，中集车辆（301039）在互动平台回答投资者提问时表示，根据本公司《2025年 三季度报告》，截至2025年9月30日，中集车辆总户数为29，809户(其中，A股：29，771户，非上市外 资股：38户)。 ...

证券之星消息，12月1日商用车板块较上一交易日上涨1.24%，宇通客车领涨。当日上证指数报收于3914.01，上涨0.65%。深证成指报收于 13146.72，上涨1.25%。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) | | --- | --- | --- | --- | --- | --- | | 600066 | 宇通客车 | 32.00 | 2.86% | 16.38万 | 5.18亿 | | 600418 | 江淮汽车 | 49.86 | 1.76% | 40.37万 | 20.03亿 | | 600166 | 福田汽车 | 2.80 | 1.08% | 109.42万 | 3.06亿 | | 000957 | 中通客车 | 10.97 | 0.83% | 11.87万 | 1.30亿 | | 000951 | 中国重汽 | 16.81 | 0.66% | 12.73万 | 2.13亿 | | 600006 | 东风股份 | 7.46 | 0.40% | 16.35万 | 1.22亿 | | 000868 | 安凯客车 | 5.18 | ...

来源：新浪基金∞工作室 数据显示，泰信基金旗下1只基金重仓中集车辆。泰信智选成长灵活配置混合A（003333）三季度减持 4.49万股，持有股数13.41万股，占基金净值比例为4.61%，位居第一大重仓股。根据测算，今日浮盈赚 取约2.15万元。连续4天上涨期间浮盈赚取6.71万元。 泰信智选成长灵活配置混合A（003333）成立日期2016年12月21日，最新规模2665.38万。今年以来收益 5.91%，同类排名6347/8127；近一年收益7.87%，同类排名5973/8059；成立以来亏损20.91%。 泰信智选成长灵活配置混合A（003333）基金经理为钱栋彪。 截至发稿，钱栋彪累计任职时间116天，现任基金资产总规模2793.95万元，任职期间最佳基金回报 1.02%， 任职期间最差基金回报0.98%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月28日，中集车辆涨1.62%，截至发稿，报10.06元/股，成交1.03亿元，换手率0.71%，总市值1 ...