证券代码：301039 证券简称：中集车辆 公告编号：2025-039 中集车辆（集团）股份有限公司 关于调整 2025 年中期业绩说明会会议地点的公告 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。 公司已于2025年8月18日在巨潮资讯网（http://www.cninfo.com.cn/）上披露 了《关于举行2025年中期业绩说明会及电话会议的公告》（公告编号：2025-038）。 因会务安排调整，为方便投资者参会，现将2025年中期业绩说明会的会议地点 调整为"广东省深圳市南山区蛇口太子广场18楼1803室"。除线下业绩说明会的 会议地点调整外，其他事项未发生变化。 调整线下业绩说明会的会议地点后，2025年中期业绩说明会及电话会议相 关信息如下： 公司2025年半年度报告将于2025年8月25日（星期一）公布，为了让广大投 资者更加深入、全面了解公司2025年上半年的经营状况、财务状况以及未来展 望等情况，并加强公司与投资者的沟通互动，公司拟于2025年8月26日（星期二） 举办2025年中期业绩说明会及投资者电话会议。 一、会议安排 （一）线下业绩 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600375 | 汉马科技 | 6.97 | -0.71% | 30.32万 | | 2.11亿 | | 600303 | 曙光股份 | 3.70 | -0.27% | 20.60万 | | 7561.15万 | | 600066 | 宇通客车 | 27.26 | 0.04% | 10.91万 | | 2.97亿 | | 000550 | 江铃汽车 | 20.81 | 0.10% | 5.71万 | | 1.19亿 | | 000951 | 中園車汽 | 18.76 | 0.27% | 12.86万 | | 2.40 Z | | 600686 | 金龙汽车 | 12.77 | 0.39% | 21.32万 | | 2.71亿 | | 000800 | 一汽解放 | 7.28 | 0.41% | 48.88万 | | 3.54亿 | | 301039 | 中隼车辆 | 8.94 | 0.45% | 15.90万 | | 1.42亿 | ...

金融界2025年8月22日消息，国家知识产权局信息显示，中集车辆(江门市)有限公司取得一项名为"罐式 运输车及其罐箱"的专利，授权公告号CN111099194B，申请日期为2018年10月。 作者：情报员 天眼查资料显示，中集车辆(江门市)有限公司，成立于2004年，位于江门市，是一家以从事汽车制造业 为主的企业。企业注册资本14421.5315万人民币。通过天眼查大数据分析，中集车辆(江门市)有限公司 共对外投资了2家企业，参与招投标项目9次，专利信息119条，此外企业还拥有行政许可30个。 本文源自：金融界 ...

Core Viewpoint - The article highlights the rapid development and transformation of the Bucun area in Jinan, focusing on the integration of various industries, particularly food and beverage, tourism, and smart manufacturing, to drive high-quality economic growth [2][3][4][6][7]. Group 1: Industrial Development - Bucun is leveraging its strengths in the food and beverage sector, with major companies like Coca-Cola and Silver Eel leading the way, aiming for a production value of over 4.1 billion yuan in 2024, which will account for 53.4% of the total industrial output [3]. - The area is also enhancing its tourism resources, with attractions like the Jinan Wildlife Park and Jinan Botanical Garden revitalizing the local tourism industry, supported by the ongoing construction of the Jinan Bucun International Comprehensive Leisure Resort [3][4]. Group 2: Project Implementation - The successful implementation of quality projects is seen as vital for Bucun's development, with significant investments such as 500 million yuan for the Zhengtai Electric smart equipment project and 1.1 billion yuan for Silver Eel's upgraded production line [4][6]. - The area has adopted innovative mechanisms to streamline project execution, achieving rapid progress in land acquisition and project completion, exemplified by the swift development of the Qian Xuesen High School project [6]. Group 3: Service Optimization - Bucun is committed to providing tailored services to enterprises, ensuring smooth project progress through a "one-on-one" tracking system and proactive problem-solving strategies [6]. - The establishment of a government-business platform has facilitated efficient communication and collaboration among stakeholders, enhancing the overall business environment [6]. Group 4: Innovation and Transformation - Bucun is focusing on innovation as a key driver for high-quality development, with initiatives to create integrated platforms for emerging industries, particularly in biomedicine and digital economy [7]. - Traditional industries are also undergoing transformation through technological upgrades, with 25 ongoing projects aimed at enhancing digitalization and smart manufacturing capabilities [7].

来源：新浪证券-红岸工作室 8月21日，中集车辆跌0.34%，成交额1.16亿元，换手率0.90%，总市值166.80亿元。 异动分析 氢能源+冷链物流+高端装备+华为概念+智能物流 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。 4、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。 5、公司把智能制造，尤其是智能物流车的发展，作为工业化、信息化两化深度融合的主攻方向，充分 利用智能装备和智能产品，推进生产过程智能化，培育新型生产方式，全面提升企业研发、生产、管理 和服务的智能化水平。 (免责声明：分析内容来源于互联网，不 ...

Core Viewpoint - The news highlights the recent trading activity and financial performance of CIMC Vehicles, indicating a significant level of financing and a decline in revenue and profit for the first quarter of 2025 [1][2]. Financing Activity - On August 20, CIMC Vehicles experienced a financing buy-in amounting to 18.94 million yuan, with a net financing purchase of 5.03 million yuan after repayments [1]. - The total financing and securities balance reached 318 million yuan, representing 2.44% of the circulating market value, which is above the 90th percentile of the past year [1]. - The company had a securities lending activity where 5,200 shares were repaid and 2,500 shares were sold, with a total selling amount of 22,300 yuan [1]. Company Overview - CIMC Vehicles, established on August 29, 1996, and listed on July 8, 2021, is primarily engaged in the production of semi-trailers, special vehicles, and refrigerated truck bodies [2]. - The company's revenue composition shows that semi-trailers account for 71.21% of total revenue, with ordinary semi-trailers making up 59.32% [2]. - As of March 31, 2025, the company 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 [2]. Dividend and Shareholder Information - 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 last three years [3]. - As of March 31, 2025, the number of shareholders increased by 4.13% to 36,600, while the average circulating shares per person decreased by 4.05% to 39,729 shares [2][3]. - Among the top ten circulating shareholders, Dazheng Gaoxin Stock A is the sixth largest, holding 24.8007 million shares as a new shareholder [3].

8月20日，沪深两融数据显示，中集车辆获融资买入额0.19亿元，居两市第2327位，当日融资偿还额0.14 亿元，净买入503.32万元。 最近三个交易日，15日-20日，中集车辆分别获融资买入0.06亿元、0.25亿元、0.19亿元。 融券方面，当日融券卖出0.25万股，净买入0.27万股。 本文源自：金融界 作者：智投君 ...

8月20日，中集车辆今日收盘8.93元，上涨1.71%，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16.75倍，创19天以来新低，总市值167.36亿元。 本文源自：金融界 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37.76倍，行业中值23.67倍，中集车辆排 名第11位。 作者：行情君 最新一期业绩显示，2025年一季报，公司实现营业收入45.91亿元，同比-10.91%；净利润1.79亿元，同 比-32.59%，销售毛利率14.30%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)4中集车辆16.7515.421.15167.36亿行业平均 37.7643.004.88969.38亿行业中值23.6726.912.78216.97亿1江铃汽车13.1411.751.56180.58亿2中国重汽 14.3114.671.39217.00亿3宇通客车14.3514.694.27604.85亿5长安汽车17.4017.861.671307.67亿6长城汽车 18.0116.952.612151.72亿7比亚迪22.0124.524.529869.37亿8中通客车23.6 ...

证券之星消息，8月20日商用车板块较上一交易日上涨4.48%，江淮汽车领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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) | | --- | --- | --- | --- | --- | --- | | 600418 | 江淮汽车 | 49.66 | 7.00% | 109.39万 | 52.88 Z | | 000800 | 一汽解放 | 7.54 | 6.65% | 142.98万 | 10.83 乙 | | 600066 | 宇通客车 | 27.32 | 4.51% | 24.68万 | 6.62亿 | | 600686 | 金龙汽车 | 12.91 | 2.87% | - 40.13万 | 5.13亿 | | 600006 | 东风股份 | 7.89 | 2.87% | 89.51万 | 7.00亿 | | 000868 | 安凯客车 | 5.98 | 2.40% | 34.58万 | 2.04亿 | | 000957 | 中通客车 | 1 ...

Core Viewpoint - In July, domestic heavy truck sales reached 85,000 units, representing a year-on-year increase of 46% but a month-on-month decline of 13% [1][2]. Sales Performance - Cumulative sales of domestic heavy trucks from January to July totaled 624,000 units, showing an 11% year-on-year growth [1][2]. - The sales structure indicates that in July, the proportions of semi-trailer trucks, cargo trucks, and incomplete vehicles in the overall heavy truck sales were 50.1%, 28.0%, and 21.9% respectively, compared to 51.9%, 25.3%, and 22.7% in 2024 [2]. - In July, semi-trailer truck sales were 43,000 units (up 29% year-on-year, down 12% month-on-month), while heavy cargo truck sales were 25,000 units (up 83% year-on-year, down 11% month-on-month) [2]. - Heavy incomplete vehicle sales in July reached 17,000 units, marking a 50% year-on-year increase but a month-on-month decline of 18% [2]. Natural Gas Heavy Trucks - In July, domestic natural gas heavy truck sales were 12,000 units, down 7% year-on-year and 3% month-on-month [3]. - Cumulative sales of natural gas heavy trucks from January to July were 100,000 units, reflecting a 14% year-on-year decline [3]. - The penetration rates for natural gas in heavy trucks and semi-trailer trucks were 14% and 27% respectively in July [3]. New Energy Heavy Trucks - In July, domestic new energy heavy truck sales reached 13,000 units, showing a significant year-on-year increase of 159% but a month-on-month decline of 10% [3]. - Cumulative sales of new energy heavy trucks from January to July were 88,000 units, representing a 172% year-on-year growth [3]. - The penetration rate for new energy heavy trucks was 16% in July, with a cumulative rate of 14% for the first seven months [3]. Investment Strategy and Recommendations - With economic recovery and the introduction of the "old-for-new" policy for heavy trucks in 2025, domestic heavy truck sales are expected to gradually rebound, with a forecast of 1.067 million units in 2025, an 18% year-on-year increase [4]. - The technology for domestic new energy heavy trucks has matured, and costs have decreased rapidly, indicating significant potential for penetration rate growth, expected to reach 15% by 2025 [4]. - The heavy truck industry still has growth potential, driven by domestic recovery and continuous export growth [4]. - Recommended stocks include Weichai Power (000338.SZ), China National Heavy Duty Truck Group (000951.SZ, 03808), CIMC Vehicles (301039.SZ), and Foton Motor (600166.SH), with FAW Jiefang (000800.SZ) identified as a beneficiary [4].