CIMC VEHICLES(301039)

Search documents
中集车辆涨1.12%,成交额1.55亿元,今日主力净流入998.08万
Xin Lang Cai Jing· 2025-09-26 08:06
来源:新浪证券-红岸工作室 9月26日,中集车辆涨1.12%,成交额1.55亿元,换手率1.18%,总市值168.67亿元。 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、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。 2、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。 3、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。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业,在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司旗下凌宇汽车于1 ...
中集车辆涨2.13%,成交额2384.96万元,主力资金净流入309.42万元
Xin Lang Cai Jing· 2025-09-26 01:51
来源:新浪证券-红岸工作室 9月26日,中集车辆盘中上涨2.13%,截至09:42,报9.09元/股,成交2384.96万元,换手率0.18%,总市 值170.36亿元。 资金流向方面,主力资金净流入309.42万元,特大单买入181.55万元,占比7.61%,卖出0.00元,占比 0.00%;大单买入374.94万元,占比15.72%,卖出247.07万元,占比10.36%。 中集车辆今年以来股价涨3.65%,近5个交易日涨0.89%,近20日跌0.11%,近60日涨10.05%。 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,上市日期2021年7月8日,公司主营业务涉及半挂 车、专用车上装、冷藏厢式车厢体等生产。主营业务收入构成为:全球半挂车80.61%,上装、底盘及 牵引车17.14%,其他(补充)2.25%。 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:整车、融资融券、新能源 车、无人驾驶、中盘等。 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 ...
中集车辆跌0.22%,成交额9788.28万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-25 07:53
来源:新浪证券-红岸工作室 9月25日,中集车辆跌0.22%,成交额9788.28万元,换手率0.75%,总市值166.80亿元。 资金分析 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、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。 2、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。 3、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。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业,在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司 ...
2025年8月重卡行业月报:8月重卡同比五连增,天然气迎来复苏-20250924
GUOTAI HAITONG SECURITIES· 2025-09-24 11:53
8 月重卡同比五连增,天然气迎来复苏 [Table_Industry] 汽车 2025 年 8 月重卡行业月报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 刘一鸣(分析师) | 021-23154145 | liuyiming@gtht.com | S0880525040050 | | 张予名(研究助理) | 021-23154145 | zhangyuming@gtht.com | S0880125042241 | 本报告导读: 总量上看,8 月国产重卡销量 9.2 万台,同比增长 47%,环比增长 8%。聚焦天然气 重卡,8 月国产天然气重卡销量 1.6 万台,同比增长 32%,环比增长 30%。 汽车《优必选获新订单,特斯拉发布第四篇章》 2025.09.08 股 票 研 究 究 报 告 投资要点: [Table_Report] 相关报告 汽车《国内乘用车市场价格战持续放缓》 2025.09.21 汽车《L2 强标开启征求意见,智驾商业化更进一 步》2025.09.18 汽车《《汽车行业稳增长工作方案》发布,推动汽 ...
中集车辆涨0.68%,成交额7191.43万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-24 09:05
来源:新浪证券-红岸工作室 5、公司旗下凌宇汽车于11月与华为洛阳新基建发展中心签署合作框架协议,双方围绕企业数字化转 型、智能化升级需求开展工作。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入395.65万,占比0.06%,行业排名5/13,该股当前无连续增减仓现象,主力趋势不明 显;所属行业主力净流入1.82亿,当前无连续增减仓现象,主力趋势不明显。 9月24日,中集车辆涨0.68%,成交额7191.43万元,换手率0.56%,总市值167.17亿元。 异动分析 氢能源+冷链物流+统一大市场+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、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 ...
商用车板块9月24日跌0.25%,汉马科技领跌,主力资金净流入1.95亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-24 08:39
Market Overview - The commercial vehicle sector experienced a decline of 0.25% on September 24, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Jiangling Motors saw a closing price of 21.60, with a rise of 5.11% and a trading volume of 222,100 shares, totaling a transaction value of 486 million [1] - China National Heavy Duty Truck Corporation closed at 17.55, up 3.91%, with a trading volume of 258,800 shares and a transaction value of 447 million [1] - JAC Motors closed at 51.26, increasing by 2.38%, with a trading volume of 693,800 shares and a transaction value of 3.547 billion [1] - Hanma Technology closed at 7.99, down 4.43%, with a trading volume of 1,231,500 shares and a transaction value of 999.7 million [2] Capital Flow Analysis - The commercial vehicle sector saw a net inflow of 195 million from institutional investors, while retail investors experienced a net outflow of 77.42 million [2][3] - Major stocks like JAC Motors had a net inflow of 278 million from institutional investors, while it faced a net outflow of 160 million from retail investors [3] - China National Heavy Duty Truck Corporation had a net inflow of 23.18 million from institutional investors, with retail investors showing a net outflow of 944,800 [3]
中集车辆跌2.11%,成交额7214.12万元,主力资金净流出424.04万元
Xin Lang Cai Jing· 2025-09-22 05:50
Company Overview - CIMC Vehicles (Group) Co., Ltd. is primarily engaged in the production of semi-trailers, special vehicles, and refrigerated truck bodies, with 80.61% of its revenue coming from global semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [2] Stock Performance - As of September 22, CIMC Vehicles' stock price decreased by 2.11% to 8.82 CNY per share, with a total market capitalization of 16.53 billion CNY [1] - Year-to-date, the stock price has increased by 0.57%, but it has declined by 6.86% over the last five trading days and by 1.78% over the last 20 days, while showing an increase of 8.49% over the last 60 days [2] Financial Performance - For the first half of 2025, CIMC Vehicles reported a revenue of 9.753 billion CNY, representing 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] 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] 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]
中集车辆业绩连降后遭平安资管集中减持 “星链计划”能否助力破局?
Xin Lang Cai Jing· 2025-09-19 10:25
Core Viewpoint - The company is experiencing significant revenue and net profit declines, prompting major shareholders to reduce their stakes, indicating potential concerns about the company's future performance and strategic direction [1][3]. Financial Performance - In the first half of 2025, the company reported total revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of 403 million yuan, down 28.48% [1]. - The second quarter of 2025 saw revenue of 5.162 billion yuan, a decline of 6.93%, with a net profit of 224 million yuan, down 24.82% [1]. - For the full year of 2024, total revenue was 20.998 billion yuan, a decrease of 16.30%, and net profit was 1.085 billion yuan, a significant drop of 55.80% [1]. - The company's net profit margin in the first half of 2025 was 4.19%, reflecting a year-on-year decline of 21.98% [1]. Cost Structure and Efficiency - The company's gross margin was 15.01%, showing a slight increase of 0.71 percentage points year-on-year, but operating expenses as a percentage of revenue rose to 6.37%, an increase of 5.07% year-on-year [2]. - The company has been focusing on improving production efficiency and market competitiveness through initiatives like the "Starlink Plan" and "Xiongqi Plan," which have reportedly increased production efficiency by 30% and labor productivity by nearly 30% in 2024 [2]. Market Dynamics - The company's revenue performance is uneven across global markets, with domestic revenue in China for 2024 at 8.676 billion yuan, a slight increase of 0.54%, while North American revenue fell to 6.918 billion yuan, a decline of 36.27% [2]. - The company is actively exploring growth opportunities in the Global South, which represents 24% of global GDP and is expected to contribute 30% of future global economic growth [2]. Shareholder Actions - Major shareholder Ping An Capital began reducing its stake in early 2025, ultimately decreasing its holdings to below 5% after multiple transactions, reflecting concerns over the company's short-term performance and long-term transformation challenges [3].
中集车辆:太富基金减持1.328272%

Xin Lang Cai Jing· 2025-09-18 11:44
中集车辆公告,股东上海太富、台州太富于2025年7月4日至9月17日通过集中竞价和大宗交易合计减持 2489.35万股,减持比例1.328272%;其中竞价减持1874.12万股,价格9.06元/股至9.45元/股,大宗交易 减持615.22万股,价格8.44元/股至8.5元/股。减持后合计持股9370.61万股,占总股本4.999995%,低于 5%。 ...
中集车辆(301039) - 简式权益变动报告书

2025-09-18 11:38
中集车辆(集团)股份有限公司 简式权益变动报告书 上市公司名称:中集车辆(集团)股份有限公司 股票上市地点:深圳证券交易所 股票简称:中集车辆 股票代码:301039 信息披露义务人 1:上海太富祥中股权投资基金合伙企业(有限合伙) 住所:上海市虹口区东大名路 687 号 1 幢 447 室 通讯地址:深圳市福田区益田路 5033 号平安金融中心 32 楼 股份变动性质:股份减少 信息披露义务人 2:台州太富祥云股权投资合伙企业(有限合伙) 住所:浙江省台州市椒江区白云街道开投金融大厦 1 幢 1001 室-55 通讯地址:深圳市福田区益田路 5033 号平安金融中心 32 楼 股份变动性质:股份减少 签署日期:二〇二五年九月十八日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券公司信息披露内容与格式准则第 15 号——权益变 动报告书》及其他相关的法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其程序履行亦不违反信息披 露义务人章程或内部规则中的任何条款,或与之相冲突。 三、依据 ...