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。 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%。 来源：新浪证券-红岸工作室 9月8日，中集车辆涨2.72%，成交额2.22亿元。两融数据显示，当日中集车辆获融资买入额1494.79万 元，融资偿还1926.77万元，融资净买入-431.98万元。截至9月8日，中集车辆融资融券余额合计2.71亿 元。 融资方面，中集车辆当日融资买入1494.79万元。当前融资余额2.70亿元，占流通市值的1.96%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，中集车辆9月8日融券偿还100.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 945.00元；融券余量17.0 ...

Group 1 - Company CIMC Vehicles (SZ 301039) announced that it will accept investor research from Southern Fund and other investors on August 27 and August 29, 2025, with the company's investor relations director Chen Wanxing responding to investor inquiries [1] - For the year 2024, CIMC Vehicles' revenue composition is entirely from road transportation, accounting for 100.0% [2] - As of the report date, CIMC Vehicles has a market capitalization of 17.7 billion yuan [3]

证券代码：301039 证券简称：中集车辆 中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-17 | 投资者关系活 | □特定对象调研 | | | □分析师会议 | | | | --- | --- | --- | --- | --- | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | | | | | | □新闻发布会 √路演活动 | | | | | | | | □现场参观 □其他 | | | | | | | 参与单位名称 | 2025 年 9 月 1 日： | | | | | | | 及人员姓名 | 中金公司、华泰资管、交银施罗德 | | | | | | | | 2025 年 9 月 2 日： | | | | | | | | 中金公司、太平资管、平安养老、中欧基金、中信建投自营 | | | | | | | | 2025 年 9 月 3 日： | | | | | | | | 中金公司、太平洋保险、东方证券、国投瑞银、平安养老、 | | | | | | | | 海富通基金、国海证券、泰信基金、中庚基金 | | | | | | | | 2025 年 9 月 4 日： ...

中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-16 证券代码：301039 证券简称：中集车辆 2. 欧洲市场 2025 年上半年的半挂车行业情况如何？公 司对欧洲市场有什么展望？ 答：根据欧洲汽车工业协会 ACEA 发布的数据，2025 年 1-6 月，欧盟新卡车注册量为 15.5 万辆，同比下降 15.4%。 主要经济体需求放缓，半挂车行业仍处于弱复苏阶段。 2025 年上半年欧洲半挂车业务在一个"弱复苏"的市场 环境下，展现出强大的韧性，聚焦运营效率提升，发挥全球半 挂车供应链优势，仍保持稳步增长，报告期内，本公司子公司 英国 SDC 营收同比增长 8.7%。 基于对欧洲市场中长期走向需求复苏的研判，本公司在 2025 年上半年开始升级欧洲半挂车高端部件生产工厂，构建 面向第三次创业阶段的欧洲半挂车高端底架部件工厂 （DS11）和欧洲半挂车高端上装部件工厂（DS10）。 | 投资者关系活 □特定对象调研 | √分析师会议 | | --- | --- | | 动类别 □媒体采访 | □业绩说明会 | | □新闻发布会 | √路演活动 | | □现场参观 | □其他 | | 参与单位名 ...

来源：新浪证券-红岸工作室 9月8日，中集车辆涨2.72%，成交额2.22亿元，换手率1.63%，总市值177.10亿元。 异动分析 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、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、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。 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 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of CIMC Vehicles, indicating a significant net financing outflow on September 5, 2023, with a net buy of -10.74 million yuan [1] - As of September 5, 2023, the total margin balance for CIMC Vehicles was 276 million yuan, with a financing balance of 274 million yuan, accounting for 2.05% of the circulating market value, which is above the 80th percentile of the past year [1] - The company had a margin balance of 1.57 million yuan with a short selling volume of 17,080 shares, indicating a high level of short selling activity compared to the past year [1] Group 2 - As of June 30, 2025, CIMC Vehicles reported a 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% year-on-year [2] - The number of shareholders for CIMC Vehicles decreased by 2.95% to 35,500, while the average circulating shares per person increased by 3.04% to 40,937 shares [2] - CIMC Vehicles 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] Group 3 - As of June 30, 2025, the sixth largest circulating shareholder of CIMC Vehicles is Dazheng Gaoxin Stock A, holding 30.0867 million shares, an increase of 5.286 million shares compared to the previous period [3]

Market Overview - The commercial vehicle sector experienced a decline of 0.19% on September 4, with Dongfeng Motor leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable stock performances include: - Shuguang Co. (600303) closed at 3.74, up 0.81% with a trading volume of 265,900 shares [1] - Jiangling Motors (000550) closed at 20.83, up 0.53% with a trading volume of 60,600 shares [1] - Dongfeng Motor (600006) closed at 7.42, down 2.62% with a trading volume of 514,400 shares and a transaction amount of 383 million yuan [2] - Anhui Ankai Automobile (000868) closed at 5.69, down 0.70% with a trading volume of 179,100 shares [2] Capital Flow Analysis - The commercial vehicle sector saw a net inflow of 202 million yuan from institutional investors, while retail investors experienced a net inflow of 32.54 million yuan [2][3] - Key capital flows for individual stocks include: - Jianghuai Automobile (600418) had a net inflow of 335 million yuan from institutional investors [3] - Foton Motor (600166) experienced a net outflow of 12.92 million yuan from institutional investors [3] - Ankai Bus (000868) had a net outflow of 251,240 yuan from institutional investors [3]

Sales Performance - In August, the total retail sales of passenger cars in China reached 1.952 million units, a year-on-year increase of 3% and a month-on-month increase of 7% [3] - The retail sales of new energy vehicles (NEVs) in August amounted to 1.079 million units, showing a year-on-year growth of 5% and a month-on-month increase of 9% [3] - The penetration rate of NEVs in the retail market reached 55.3% in August, marking a new monthly high and surpassing 50% for six consecutive months [3] Company Sales Data - BYD sold 373,600 vehicles in August, a slight increase of 543 units year-on-year [5] - SAIC Group's sales reached 363,400 units, with a significant year-on-year growth of 41.04% [2] - Changan Automobile reported sales of 233,900 units, reflecting a year-on-year increase of nearly 25% [5] - Geely Automobile sold 250,200 units, with a year-on-year increase of 38% [2] - Chery Group's sales were 242,700 units, up 14.6% year-on-year [5] - NIO delivered 31,300 vehicles, a year-on-year increase of 55.2%, surpassing Li Auto [5] - Leap Motor achieved a delivery volume of 57,100 units, marking an impressive year-on-year growth of over 88% [5] Market Outlook - The automotive market is expected to perform better in September due to the traditional peak season and the implementation of national and local purchase subsidies [5] - The cumulative retail sales of passenger cars for the year reached 14.698 million units, with a year-on-year increase of 9% [3] Stock Performance - The average stock price of automotive companies has increased by 7.02% year-to-date, with Qianli Technology showing the highest increase of 51.76% [6] - BYD reported a total revenue of 371.3 billion yuan for the first half of the year, a year-on-year increase of 23.3% [6] - Ankai Bus experienced the highest growth in net profit, with a year-on-year increase of 153.5% [6]

Market Overview - The commercial vehicle sector experienced a decline of 0.32% on September 3, with Ankai Bus leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Hanma Technology saw an increase of 1.77%, closing at 6.90 with a trading volume of 591,100 shares and a turnover of 409 million yuan [1] - Ankai Bus reported a decrease of 3.37%, closing at 5.73 with a trading volume of 240,400 shares and a turnover of 141 million yuan [2] - Other notable declines included Jianghuai Automobile down 2.41% to 51.93 and Foton Motor down 2.51% to 2.72 [2] Capital Flow Analysis - The commercial vehicle sector experienced a net outflow of 210 million yuan from institutional investors, while retail investors saw a net inflow of 215 million yuan [2] - The main capital inflow and outflow for individual stocks showed that Hanma Technology had a net inflow of 44.72 million yuan from institutional investors [3] - Ankai Bus had a minor net inflow of 1.15 million yuan from institutional investors, while retail investors had a net outflow of 397,840 yuan [3]

Core Viewpoint - The automotive sector is experiencing significant growth, with several companies reporting record sales and increased institutional investment in their stocks. Group 1: Company Announcements and Stock Performance - Dongxin Co., Ltd. announced a stock suspension due to abnormal trading fluctuations, with a cumulative stock increase of 207.85% since July 29 [1][4] - The company plans to invest approximately 5 billion RMB in Shanghai Lishuan, acquiring about 35.87% of its equity [4] - The average stock price of automotive companies has risen by 8.47% this year, with Qianli Technology showing the highest increase of 53.86% [7] Group 2: Sales Data and Market Trends - Several new energy vehicle companies, including Xiaopeng Motors and Li Auto, reported record monthly delivery numbers in August [5] - Leap Motor achieved a delivery volume of 57,100 units in August, a year-on-year increase of over 88% [5] - Chery Group sold 242,700 vehicles in August, with exports reaching 129,500 units, marking a 32.3% year-on-year increase [6] Group 3: Institutional Investment - In the second quarter, 80% of automotive concept stocks saw increased institutional holdings, with 13 stocks showing a rise of over 1 percentage point [10] - Notable companies with increased institutional holdings include Foton Motor, Jianghuai Automobile, and China National Heavy Duty Truck [10][11] - Foton Motor's stock price increased by 11.16%, while Jianghuai Automobile's stock rose by 41.89% this year [11]