证券代码：301559 证券简称：中集环科 公告编号：2025-040 中集安瑞环科技股份有限公司 关于部分募投项目调整建设期的公告 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。 公司于 2024 年 3 月 18 日召开第二届董事会第三次会议及第二届监事会第三 次会议，审议通过了《关于使用募集资金置换先期投入募投项目及支付发行费用 的自有资金的议案》，同意公司使用募集资金置换预先已投入募投项目及已支付 发行费用的自有资金 9,292.09 万元。具体内容详见公司于 2024 年 3 月 20 日在巨 潮资讯网（www.cninfo.com.cn）披露的《关于使用募集资金置换先期投入募投项 目及支付发行费用的自有资金的公告》。 公司于 2024 年 8 月 19 日召开第二届董事会第五次会议及第二届监事会第五 次会议，审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》，同意 在确保不影响正常生产经营和募集资金投资计划的情况下，公司及子公司使用不 中集安瑞环科技股份有限公司（以下简称"公司"）于 2025 年 12 月 30 日召 开第二届董事会第十三次 ...

2025 年度持续督导培训情况的报告 深圳证券交易所： 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）根据《深圳 证券交易所上市公司自律监管指引第 13 号——保荐业务》对中集安瑞环科技股 份有限公司（以下简称"中集环科"或"公司"）进行了持续督导培训，报告如下： 一、本次持续督导培训的基本情况 中信证券股份有限公司 关于中集安瑞环科技股份有限公司 （一）保荐人：中信证券股份有限公司 （二）保荐代表人：施丹、王杰 （三）协办人：王磊 （四）培训时间：2025 年 12 月 22 日 （五）培训地点：江苏省南通市城港路 159 号 （六）培训人员：施丹 （七）培训对象：公司董事、监事、高级管理人员、中层以上管理人员及控 股股东等相关人员 （八）培训内容：本次培训结合《证券发行上市保荐业务管理办法》《深圳 证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》等规则要求，重点向培训对象介绍了募集资金使用、关联交易 监管、同业竞争监管、董监高股份减持、上市公司市值管理等相关规定，并辅以 案例说 ...

中信证券股份有限公司 关于中集安瑞环科技股份有限公司部分募投项目调整 建设期的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为中集安瑞环 科技股份有限公司（以下简称"中集环科"或"公司"）首次公开发行股票并在 深圳证券交易所创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第 2 号——创业板上市公司规范运作》及《深圳证券交易所上市公司自律监管 指引第 13 号——保荐业务》及《上市公司募集资金监管规则》等有关规定，对 中集环科部分募投项目调整建设期事项进行了审慎核查，具体情况及核查意见如 下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意中集安瑞环科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2023]1317 号）同意注册，公司首次公开发 行新股 9,000 万股，每股发行价格为 24.22 元，募集资金总额为 217,980.00 万元， 扣除发行费用（不含增值税）15,152.66 万元，募集资金净额为 202,827.34 万元。 中汇会计师事务所（特殊普通合伙）已于 2 ...

Core Insights - The article highlights the significant growth and dominance of China's tank container industry, which now accounts for 92% of global production and sales, establishing itself as a crucial player in the logistics of liquid chemicals, food, and clean energy [1][13]. Industry Overview - Tank containers are specialized logistics equipment for transporting liquid, gas, and bulk materials, recognized for their safety, efficiency, and environmental sustainability [4]. - The industry has evolved through four stages in China, from initial awareness in the 1950s to becoming the world's largest manufacturer by the 21st century [6][7]. Industry Development - China's tank container production is projected to reach 40,000 units in 2024, representing 95% of global output, with CIMC Anruihuan Technology maintaining a leading market share [1][13]. - The industry has developed comprehensive service capabilities, including production, operation, leasing, and inspection, making it indispensable in both international shipping and domestic rail transport [1][13]. Policy Environment - Recent policies have supported the growth of the tank container sector, emphasizing safe and environmentally friendly logistics for chemical products [8][9]. - The Ministry of Transport's initiatives aim to enhance port infrastructure and promote integrated transport solutions, targeting a 15% annual growth in container rail-water intermodal transport by 2027 [8]. Industry Chain - The tank container industry chain includes upstream raw materials, midstream manufacturing, and downstream applications in energy, chemicals, and food sectors [9]. - The steady growth in China's oil and gas production is expected to drive demand for tank containers, facilitating the transport of liquid and gaseous energy products [10]. Current Market Trends - The global tank container market saw a production peak in 2022, but a decline is anticipated in 2024 due to reduced demand and overcapacity, with China's production dominating at 95% [11]. - The global tank container fleet is projected to reach 882,000 units by the end of 2024, reflecting a stable growth trend [11]. Key Companies - Major players in the tank container industry include CIMC Anruihuan Technology, Sifang Technology, and Shengsi Container, which have replaced foreign manufacturers due to their competitive advantages [16]. - CIMC Anruihuan Technology focuses on the design, production, and lifecycle services of tank containers, while Sifang Technology specializes in cold chain equipment and tank containers [16][17]. Future Trends - The industry is expected to evolve towards high-end, green, and intelligent solutions, incorporating advanced materials and technologies to enhance efficiency and sustainability [18][19][20]. - Innovations will include the use of lightweight materials, modular designs, and IoT integration for real-time monitoring and optimization of logistics processes [19][20].

Core Viewpoint - The company has significantly improved its research and manufacturing capabilities for high-end medical imaging equipment components over the past decade, leading to an expanding product range and an increasing customer base [1] Group 1: Company Performance - The medical device components business has shown continuous growth in recent years [1] - For the first three quarters of 2025, the company's operating revenue reached 181.44 million yuan, representing a year-on-year increase of 5.92% [1]

Core Viewpoint - The company, CIMC Enric (301559), highlights the promising development prospects of tank containers, driven by the scale advantages of the domestic chemical industry and the promotion of multimodal transport policies [1] Group 1: Industry Insights - The State Council's executive meeting in 2025 emphasizes the need to continuously reduce logistics costs while improving quality and efficiency, aiming to build a modern logistics system that is safe, efficient, and environmentally friendly [1] - Tank containers offer advantages over traditional loading and transportation methods, including safety, flexibility, convenience, cost-effectiveness, and environmental friendliness, thereby enhancing the efficiency of chemical logistics [1] Group 2: Company Performance - In the first three quarters of 2025, the company's tank container business demonstrated resilience, maintaining the top market share with tank container revenue reaching 1,313.2442 million yuan [1] - The company has been enhancing its tank manufacturing capacity and improving order delivery speed [1] - The company is actively expanding its merger and acquisition team and exploring emerging fields such as high-end equipment to drive long-term value growth through diversification [1]

Core Viewpoint - The company emphasizes that focusing on related diversification is a key strategy for achieving sustainable growth and enhancing risk resistance [1] Group 1: Market Position and Strategy - The company has established a solid market position and scale advantage in the tank container manufacturing sector [1] - To further enhance competitiveness, the company is actively seeking new business opportunities in strategically related fields such as high-end equipment [1] Group 2: Growth and Revenue Sources - The company aims to effectively expand revenue sources and cultivate scalable emerging business segments [1] - The strategy involves promoting scale effects, business breadth, and deep collaboration with advanced technologies to drive quality development [1]

Core Viewpoint - The company, CIMC Enric (301559), emphasizes its commitment to the "manufacturing + services + intelligence" business development direction, aiming to provide high-quality and reliable products and services for the tank container industry and its adjacent fields [1] Group 1: Business Strategy - The company focuses on offering professional after-market services such as cleaning, maintenance, inspection, and storage for tank containers, addressing various practical issues faced by customers [1] Group 2: Financial Performance - In the first three quarters of 2025, the after-market business generated revenue of 112.45 million yuan, reflecting a year-on-year increase of 3.52% [1]

Core Viewpoint - The company, CIMC Enric (301559), specializes in manufacturing a wide range of tank containers, including standard stainless steel liquid tank containers, special stainless steel liquid tank containers, carbon steel gas tank containers, and carbon steel powder tank containers [1] Product Overview - The main products include: - **Standard Stainless Steel Liquid Tank Containers**: Designed according to international standards, typically 20 feet in size, primarily used for transporting bulk chemical products [1] - **Special Stainless Steel Liquid Tank Containers**: Customized based on client needs in terms of size and functionality, including large-capacity railway tank containers and specialized containers for transporting specific chemicals and food products [1] - **Carbon Steel Tank Containers**: Used for the storage and transportation of gases and powders, known for their high strength, corrosion resistance, excellent pressure performance, and long service life [1] Market Demand - The demand for special tank containers arises from regional transportation needs, such as inland transport in Europe and railway transport in China [1] - Carbon steel tank containers are primarily used for transporting products like refrigerants and high-purity liquid ammonia [1]

Group 1: Company Overview - The company specializes in the design, research and development, manufacturing, and sales of tank containers, being a leading manufacturer of liquid and liquefied gas logistics equipment globally [2] - In 2025, the company faced challenges due to uncertainties in U.S. trade policies and geopolitical tensions, leading to a decline in market demand for tank containers [2][3] Group 2: Market Position and Performance - The company maintains the top market share in the tank container business, with revenue from this segment reaching CNY 131,324.42 million in the first three quarters of 2025 [3] - The medical equipment components business has shown growth, with revenue of CNY 18,144.26 million in the first three quarters of 2025, a year-on-year increase of 5.92% [5] - The aftermarket services segment generated revenue of CNY 11,245.14 million in the first three quarters of 2025, reflecting a year-on-year increase of 3.52% [5] Group 3: Industry Outlook and Strategic Direction - The domestic market for tank containers is expected to grow, supported by the scale advantages of the chemical industry and policies promoting multimodal transport [3] - The company is focusing on diversification as a key strategy for sustainable growth and risk mitigation, aiming to explore new business opportunities in high-end equipment and related fields [5]