（文章来源：证券日报） 证券日报网讯 2月6日，中集环科在互动平台回答投资者提问时表示，公司对星环聚能项目投资股权占 比较小，对公司财务状况不构成重大影响。公司不存在应披露而未披露的信息。 ...

截至2026年1月30日收盘，中集环科(301559)报收于17.74元，上涨0.51%，换手率3.06%，成交量2.75万 手，成交额4871.46万元。 交易信息汇总资金流向 公司公告汇总2025年度业绩预告 中集安瑞环科技股份有限公司发布2025年度业绩预告，预计归属于上市公司股东的净利润为9,200万元 至13,300万元，比上年同期下降56.23%-69.72%；扣除非经常性损益后的净利润为7,000万元至10,100万 元，同比下降68.49%-78.16%。业绩下降主要因下游化工行业开工不足，罐式集装箱市场需求下降，价 格和销量下滑，营业收入减少，产能利用率不足，毛利率下降，叠加人民币升值影响。本次业绩预告未 经注册会计师预审计，最终数据以2025年年度报告为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月30日主力与游资资金均呈净流出，散户资金净流入588.3万元。 来自业绩披露要点：中集环科预计2025年全年归属净利润为9,200万元至13,300万元，同比下滑超 五成。 来自公司公告汇 ...

Core Viewpoint - The company, CIMC Enric Holdings Co., Ltd. (中集环科), forecasts a net profit of between 92 million to 133 million yuan for the year 2025, with a net profit excluding non-recurring gains and losses expected to be between 70 million to 101 million yuan [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's after-market services generated revenue of 112 million yuan, reflecting a year-on-year growth of 3.52% [1] - The medical equipment components business achieved revenue of 181 million yuan in the first three quarters of 2025, marking a year-on-year increase of 5.92% [1] Group 2: Business Strategy and Market Position - CIMC Enric is a leading manufacturer in the global tank container industry and the first domestic manufacturer of tank containers, maintaining a strong core advantage in this field with a consistent global market share [1] - The company adheres to a "manufacturing + service + intelligence" business development direction, providing various after-market services such as cleaning, maintenance, inspection, and storage to meet customer needs [1] Group 3: Expansion into New Markets - Recently, CIMC Enric has expanded its growth boundaries by entering the controlled nuclear fusion sector, having invested in Shanghai Xinghuan Juheng Technology Co., Ltd. and aims to become an important part of its supply chain [2] - The company is actively exploring business opportunities in strategic emerging fields such as high-end equipment, focusing on building new growth avenues [2]

证券代码：301559 证券简称：中集环科 公告编号：2026-001 中集安瑞环科技股份有限公司 2025 年度业绩预告 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。 四、其他相关说明 2、业绩预告情况：预计净利润为正值且属于同向下降情形 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：9,200 万元-13,300 万元 | 盈利：30,387.02万元 | | | 比上年同期下降：56.23%-69.72% | | | 扣除非经常性损 益后的净利润 | 万元 盈利：7,000 万元-10,100 | 盈利：32,052.40万元 | | | 比上年同期下降：68.49%-78.16% | | 二、与会计师事务所沟通情况 本次业绩预告未经过注册会计师预审计。公司就业绩预告有关事项与会计师 事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动主要原因说明 2025年，公司下游化工行业开工不足，罐式集装箱市场需求下降，行业竞争 加剧，罐式集装箱价格和销量都 ...

Market Overview - The A-share market experienced a "steady rise" from January 19 to 23, with the Shanghai Composite Index increasing by 0.84% to reach 4100 points, marking a new high since 2015 [2] - The Shenzhen Component Index and the Sci-Tech Innovation 50 Index rose by 1.11% and 2.62%, respectively, indicating a trend of "moderate index growth and accelerated capital inflow" [2] - The core driving force behind this market rally is identified as a combination of "policy support, capital inflow, and industrial trends" [2] Sector Performance - Cyclical and technology stocks acted as "dual drivers," with sectors such as building materials, steel, and chemicals seeing gains of over 5% [2] - Commercial aerospace concept stocks led the market due to favorable industry developments, while banking and non-bank financial sectors experienced declines [2] Policy and Regulation - The China Securities Regulatory Commission and the Asset Management Association of China jointly released performance benchmark guidelines aimed at addressing issues like "style drift" and "fund blind boxes," marking the beginning of a reshaping of the public fund ecosystem [2] Investment Trends - Institutional research focused on three main areas: commercial aerospace, metal mining, and storage chips, with significant interest in companies like Daikin Heavy Industries and Naipu Mining [3] - The MSCI Metals and Mining Index has surged nearly 90% year-to-date, driven by soaring global metal demand and tightening supply of key minerals [3] - Gold prices are projected to rise further, with Goldman Sachs forecasting a price of $5,400 per ounce by the end of 2026, indicating an 8% upside from current levels [3] Commercial Aerospace Developments - The commercial aerospace sector saw a resurgence after a volatile January, with significant domestic and international positive developments [4] - The financing total for the industry is expected to reach 18.6 billion yuan in 2025, a 32% year-on-year increase, as multiple companies initiate their IPO processes [4] - The global satellite count exceeds 12,000, with China's commercial aerospace sector aiming to capture technological transformation opportunities through "new space infrastructure" [4] Market Outlook - Institutions generally expect a "slow bull" market to continue, although caution is advised regarding short-term valuation correction risks [4] - Analysts predict that the A-share market will maintain a trend of oscillating upward, with accelerated sector rotation focusing on cyclical recovery and hard technology growth [4]

证券日报网讯1月22日，中集环科（301559）在互动平台回答投资者提问时表示，作为全球容积最大、 承载能力最强的罐式集装箱，52尺SWAPBODY罐箱容积的创新设计大幅提升了化工物流的运输效率与 装载能力，为大宗流体物料的集约化运输提供了全新解决方案。而真空环保集运罐箱则是国际首套应用 于工业危废储运的集装箱式真空装备，不仅填补了行业在危废绿色储运领域的技术空白，更构建起安 全、高效、环保的危废物流新范式。面向未来，公司深耕绿色智能物流装备赛道，以自主创新驱动产业 升级，践行高质量发展的核心路径。 ...

2026年开年，A股热钱持续席卷可控核聚变领域。数据显示，1月22日，核聚变指数本月最高上涨 20.5%,截至目前则上涨12.91%，板块月度成交额接近7800亿元，接近12月全月8200亿成交总额。 去年下半年来，我国核聚变行业开始步入快车道。 位于安徽合肥的紧凑型聚变能实验装置（BEST）取得重大进展，装置主机关键部件的杜瓦底座研制成 功并顺利完成交付。该装置预计2027年竣工，有望成为人类历史上首个实现聚变发电的装置。 从技术原理上来说，可控核聚变是指在一定条件下，控制原子核聚变反应的速度和规模，使其能够安 全、持续、平稳地输出能量。其基本原理是模仿太阳发光发热的过程，将轻原子核在极端高温高压条件 下聚合成较重的原子核，并在此过程中释放出巨大能量。 被当成概念爆炒的部分涉核聚变业务公司，"顺水推舟"披露更多相关进展；部分公司则急于"划清界 限"或澄清业务规模较小，以正视听。 据21世纪经济报道记者不完全统计，近期已经有包括中集环科（301559）、安泰科技（000969）、天工 国际、旭光电子（600353）等多家公司明确涉足可控核聚变。 与此同时，诸多企业也向市场投资者发出相关业务体量较小、对公司短期 ...

Group 1 - The core viewpoint of the article highlights the investment in controllable nuclear fusion technology by China International Marine Containers (Group) Ltd. (CIMC) and its collaboration with Shanghai Xinghuan Fusion Technology Co., Ltd. [1][2] - CIMC hosted an investment project exchange meeting on January 21, where over 60 institutions, including Ningyin Wealth Management and Changxin Fund, engaged with the company's management on investment logic, technological advantages, and industrial synergy [1]. - The controllable nuclear fusion technology involves advanced fields such as high-temperature superconductors, plasma physics, and advanced materials, with significant commercial application prospects and a potentially vast future market [1]. Group 2 - CIMC has invested 30 million yuan in the Xinghuan Fusion project, indicating confidence in its market potential and technological value [2]. - The company aims to continue strengthening its position in the tank container manufacturing market while expanding into high-end medical equipment and exploring new business areas, including controllable nuclear fusion [2]. - Xinghuan Fusion focuses on developing compact, commercial, and rapidly iterative controllable fusion devices, with a mission to build a commercial controllable fusion reactor [1].

Group 1 - On January 21, a total of 37 companies were investigated by institutions, with 25 companies being surveyed by funds, including notable interest in Tongfu Microelectronics (002156), CIMC Enric (301559), and Taili Technology (301595) [1] - Among the surveyed companies, 11 are from the Shenzhen Main Board, 11 from the ChiNext, 2 from the Shanghai Main Board, and 1 from the Sci-Tech Innovation Board, covering 11 different industries, with the electronics and machinery equipment sectors having the most companies [1] - The total market capitalization of the surveyed A-share companies includes 3 companies with a market cap over 50 billion yuan and 9 companies with a market cap under 10 billion yuan, such as Kuntai Co., Ltd. (001260), Tianlu Technology (301045), and Heshun Technology (301237) [1] Group 2 - In market performance, 21 of the surveyed stocks increased in the last 5 days, with Tongfu Microelectronics leading at a 37.12% increase, followed by Taili Technology at 16.35% and Hongfu Technology (301086) at 11.46% [2] - Among the surveyed stocks, 10 experienced net capital inflows in the last 5 days, with Tongfu Microelectronics seeing a net inflow of 3.01 billion yuan, the highest among them [2] - Four companies released annual performance forecasts, with three expecting profit increases; Tongfu Microelectronics anticipates a net profit of 1.225 billion yuan, representing a year-on-year increase of 80.79% [2]

新环聚能计划在 2028 年完成工程验证，2032 年建成发电示范堆，中 集环科对其团队充满信心，并积极关注核聚变领域，但具体投资将视项 目情况而定。 Q&A 中集环科为何选择投资可控核聚变项目？ 可控核聚变是全球能源科技领域最具战略价值的新兴赛道之一，也是国家重点 支持的行业。中集环科投资团队进行了大量调研，最终选定了投资新环聚能。 可控核聚变具有燃料丰富、环境友好、安全性高、能量密度惊人等优势，是未 来民用发电的终极能源。技术路线越来越清晰，各国纷纷加码投入，预计 2030 至 2035 年间全球核聚变装置市场规模将达到 2.26 万亿元。此外，中集 环科与新环聚能在工程领域专用储罐等装备设施方面能够产生协同效应，符合 国家政策方向。 可控核聚变的原理和优势是什么？ 中集环科 20260121 摘要 可控核聚变被视为未来民用发电的终极能源，具有环境友好、安全性高、 能量密度惊人的优势，预计 2030-2035 年全球市场规模将达 2.26 万亿 元。 实现可控核聚变的关键在于满足等离子体密度、温度和约束时间三个条 件，Q 值大于 10 是商业化的重要指标，托卡马克装置是目前研究最广 泛的技术路线。 新环聚 ...