Group 1 - On August 12, the financing buy-in amount for CIMC Vehicles was 0.21 billion, ranking 1819th in the two markets, with a financing repayment amount of 0.17 billion, resulting in a net buy-in of 4.1033 million [1] - Over the last three trading days from August 8 to August 12, CIMC Vehicles received financing buy-ins of 0.31 billion, 0.15 billion, and 0.21 billion respectively [1] Group 2 - In terms of securities lending, on the same day, there were no shares sold short, with a net buy-in of 0.0004 million shares [2]

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer of semi-trailers and specialized vehicles, focusing on hydrogen energy and cold chain logistics, with a significant market presence globally [2][6]. Group 1: Company Overview - CIMC Vehicles is headquartered in Hong Kong and Shenzhen, established on August 29, 1996, and 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 semi-trailers accounting for 71.21% of its revenue [6]. - The company is recognized as the world's largest semi-trailer manufacturer, with a strong presence in major markets such as China, North America, and Europe [2][6]. Group 2: Financial Performance - As of March 31, 2025, CIMC Vehicles reported a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59% year-on-year [7]. - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan in the last three years [8]. Group 3: Market Activity - On August 12, the stock price of CIMC Vehicles increased by 0.91%, with a trading volume of 152 million yuan and a turnover rate of 1.18%, bringing the total market capitalization to 16.605 billion yuan [1]. - The main capital inflow for the day was 922,300 yuan, representing 0.01% of the total, with no significant trend in capital movement observed [3][4]. Group 4: Strategic Initiatives - 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].

8月11日，中集车辆今日收盘8.78元，上涨2.09%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到16.47倍，总市值164.55亿元。 从行业市盈率排名来看，公司所处的汽车整车行业市盈率平均34.88倍，行业中值23.23倍，中集车辆排 名第12位。 股东方面，截至2025年3月31日，中集车辆股东户数36558户，较上次增加1451户，户均持股市值35.28 万元，户均持股数量2.76万股。 中集车辆(集团)股份有限公司的主营业务是半挂车、专用车上装及整车、冷藏厢式车厢体及整车的生 产、制造与销售。公司的主要产品是普通半挂车、罐车、上装产品、底盘及牵引车。公司运营着"通 华"、"华骏"、"深扬帆"、"瑞江汽车"、"凌宇汽车"、"梁山东岳"等行业知名品牌；在北美，公司运营 着"Vanguard"、"CIE"等知名品牌；在欧洲，公司运营着"SDC"和"LAG"两个历史悠久的知名品牌。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中集车辆16.4715.161.13164.55亿行业平均 34.8839.834.66925.67亿行业中值23.2326.412.58212.15亿1 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

Market Overview - The Shanghai Composite Index is at 3639.18 points, above the annual line, with a change of 0.11% [1] - The total trading volume of A-shares is 832.786 billion yuan [1] Stocks Breaking Annual Line - A total of 54 A-shares have surpassed the annual line today, with notable stocks including: - Sanwei Co., Ltd. (603033) with a deviation rate of 6.43% and a price increase of 10.00% [1] - Anda Technology (830809) with a deviation rate of 4.47% and a price increase of 5.05% [1] - Tibet City Investment (600773) with a deviation rate of 2.67% and a price increase of 2.98% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the annual line include: - Huayang Group (not specified) with a small deviation rate [1] - Zhejiang Meida (not specified) with a small deviation rate [1] - Guoxin Health (not specified) with a small deviation rate [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Defang Nano (300769) with a price increase of 5.04% and a deviation rate of 2.43% [1] - Tianli Lithium (301152) with a price increase of 3.36% and a deviation rate of 2.27% [1] - Shenzhen City Transportation (301091) with a price increase of 2.91% and a deviation rate of 2.23% [1]

Core Insights - As of August 8, a total of 160 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Huicheng Environmental, which has seen net buying for 20 trading days [1] - Other notable stocks with significant consecutive net inflows include China Baowu, Jichuan Pharmaceutical, Taijing Technology, Sairun Bio, Tanshan, Hengsheng Electronics, China High-Tech, Xinjin Steel, Limin Co., and CIMC Vehicles, with net inflows for 14, 13, 11, 11, 11, 11, 11, 10, 10, and 10 trading days respectively [1]

（文章来源：证券日报） 证券日报网讯 8月8日晚间，中集车辆发布公告称，公司于2025年8月8日召开了第三届董事会2025年第 五次会议及第三届监事会2025年第四次会议，审议通过了《关于使用部分A股闲置募集资金进行现金管 理的议案》。公司及子公司拟使用部分A股闲置募集资金人民币不超过63，000.00万元（含本数）进行 现金管理，单笔投资产品期限不超过12个月，使用期限为自公司董事会审议通过之日起生效，不超过12 个月。在上述额度及使用期限范围内，资金可循环滚动使用。 ...

Group 1 - The third meeting of the supervisory board of CIMC Vehicles (Group) Co., Ltd. was held on August 5, 2025, and chaired by Mr. Ma Tianfei [1][2] - The supervisory board approved the use of part of the idle raised funds from A-shares for cash management, ensuring it does not affect the construction and use of the raised funds for investment projects [1][2] - The decision aims to generate certain financial returns while safeguarding the interests of all shareholders, particularly minority shareholders [1][2] Group 2 - The voting results showed 3 votes in favor, with no votes against or abstentions [2] - The announcement was made on August 8, 2025, and further details were disclosed on the official website [2]

Core Viewpoint - The company intends to utilize part of its idle A-share fundraising for cash management to enhance fund efficiency and returns for shareholders while ensuring that it does not affect the ongoing investment projects funded by the A-share fundraising [6][11]. Summary by Sections A-share Initial Public Offering Fundraising Overview - The company raised a total of RMB 175,809.60 million from the issuance of 25,260,000 A-shares at a price of RMB 6.96 per share, with a net amount of RMB 158,377.68 million after deducting issuance costs [1]. A-share Fundraising Investment Project Status - The company has terminated several projects, including the "Coating Line Upgrade Project" and "New Marketing Construction Project," reallocating RMB 46,095.80 million of the A-share fundraising to new high-end manufacturing projects [2][3]. Cash Management of Idle A-share Fundraising - The company plans to use up to RMB 63,000.00 million of idle A-share funds for cash management, investing in low-risk, high-liquidity financial products such as time deposits and structured deposits [6][7][9]. Approval Process - The cash management proposal has been approved by the company's board of directors, supervisory board, and independent directors, confirming that it will not harm the interests of shareholders, especially minority shareholders [9][10][11]. Impact on the Company - The cash management initiative is expected to improve fund utilization efficiency without affecting the normal implementation of A-share fundraising investment projects, thereby potentially increasing returns for the company and its shareholders [6][11].

中集车辆（集团）股份有限公司 第三届董事会 2025 年第五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：301039 证券简称：中集车辆 公告编号：2025-035 中集车辆（集团）股份有限公司（以下简称"公司"或"本公司"）第三届董事 会2025年第五次会议通知于2025年8月5日以电子邮件的方式发出，于2025年8月8 日以通讯会议的方式召开。会议应出席董事9名，实际出席董事9名。会议由董事 长李贵平先生主持。本次会议的召开符合《中华人民共和国公司法》等有关法律 法规和《公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，会议通过了以下议案： 1、审议通过《关于使用部分A股闲置募集资金进行现金管理的议案》 同意在不影响A股募集资金投资项目建设和募集资金使用，并有效控制风险 的前提下，公司及子公司拟使用部分A股闲置募集资金人民币不超过63,000.00万 元（含本数）进行现金管理，用于购买包括协定存款、通知存款、定期存款、保 本型结构性存款、大额存单、保本型银行理财等满足安全性高、流动性好要求的 产品。单笔投资产品期限不 ...