证券代码：301559 证券简称：中集环科 公告编号：2025-016 中集安瑞环科技股份有限公司 关于使用暂时闲置募集资金进行现金管理到期赎回并继续 进行现金管理的进展公告 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。 中集安瑞环科技股份有限公司（以下简称"公司"）于 2024 年 8 月 19 日召开 第二届董事会第五次会议、第二届监事会第五次会议，于 2024 年 9 月 6 日召开 2024 年第二次临时股东大会审议通过了《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超过人民币 60,000 万元的暂时闲置募集资金（含超募资金） 进行现金管理，用于购买安全性高、流动性好的投资产品，该额度自公司股东大 会审议通过后 12 个月内可循环滚动使用。保荐机构中信证券股份有限公司对该 事项出具了明确的核查意见。具体详见公司于巨潮资讯网（www.cninfo.com.cn） 披露的《关于使用暂时闲置募集资金进行现金管理的公告》。 近日，公司使用暂时闲置募集资金在授权范围内进行现金管理 ...

Group 1 - The conference emphasized the significant role of tank containers in modern logistics, highlighting their safety, efficiency, and environmental benefits, aligning with the trend of digitalization in the industry [2][4] - The first comprehensive report on the tank container industry in China was released, indicating that the production volume of tank containers in 2024 is expected to reach approximately 40,000 units, capturing 95% of the global market share [2] - The report also projected a 10.7% year-on-year increase in total tank container throughput for major Chinese operators, reaching 606,000 TEU in 2024 [2] Group 2 - CIMC Enric, as a leading enterprise in the tank container sector, showcased its technological leadership, holding a 50% global market share in the tank container field [3] - The company reported a 17% year-on-year increase in new orders, totaling 444 million yuan in the first quarter of 2025 [3] - CIMC Enric is committed to green and intelligent development, having established the industry's first fully automated powder coating line, which significantly reduces pollution [3] Group 3 - The conference aimed to foster collaboration between logistics and cargo owner enterprises, promoting the application of tank containers in multimodal transport [1] - The future market for tank containers is expected to shift towards Asia, with a focus on high-end service categories such as new energy and semiconductors [2] - CIMC Enric plans to integrate resources to create a global high-end equipment core technology platform, aiming for a strategic transition from a tank container leader to a core technology platform for high-end equipment [3]

Investment Rating - The report maintains an "Add" rating for the company [2][8] Core Views - The company, CIMC Enric (301559), is a global leader in tank containers with a market share of approximately 50%. It is primarily engaged in the design, research and development, manufacturing, and sales of tank containers, serving the chemical logistics sector [5][6] - The demand for tank containers is under pressure due to the global macro environment and challenges in the downstream chemical industry. However, the company has signed new orders worth 444 million yuan in Q1 2025, reflecting a year-on-year growth of 17% [6][8] - The high-end medical imaging equipment segment is expected to become a significant growth driver for the company, with Q1 2025 revenue from medical equipment components reaching approximately 54.41 million yuan, a year-on-year increase of 21% [7][8] Financial Summary - The company is projected to achieve revenues of 3.672 billion yuan, 4.368 billion yuan, and 5.621 billion yuan for the years 2025, 2026, and 2027, respectively, representing year-on-year growth rates of 9.63%, 18.97%, and 28.67% [8][9] - The estimated net profit attributable to the parent company for the same years is expected to be 288.88 million yuan, 388.01 million yuan, and 582.32 million yuan, with growth rates of -4.93%, 34.32%, and 50.08% respectively [8][9] - The company's price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 33.27, 24.77, and 16.51, respectively [8][9]

Group 1: Company Overview - CIMC Enric is a subsidiary of CIMC Group, primarily engaged in the design, research and development, manufacturing, and sales of tank containers, making it a global leader in liquid and liquefied gas container logistics equipment manufacturing and lifecycle services [1] - In Q1 2025, the company achieved operating revenue of CNY 611.23 million, a decrease of 1.31% year-on-year [1] - Revenue from tank containers was CNY 480.76 million, down 2.57% year-on-year; medical device components revenue was CNY 54.41 million, up 20.98% year-on-year; aftermarket business revenue was CNY 36.08 million, up 0.15% year-on-year [1] Group 2: Business Performance - The tank container business maintained its market position, while the medical device components business continued to show double-digit growth [2] - The company reported a significant improvement in operating cash flow and a double-digit growth in new orders year-on-year [2] Group 3: Product and Market Insights - The main products include a full range of tank containers, such as standard stainless steel liquid tanks, special stainless steel liquid tanks, carbon steel gas tanks, and carbon steel powder tanks [2] - The standard stainless steel liquid tank is designed according to international standards and is primarily used for transporting bulk chemical products [2] - The company anticipates challenges in 2025 due to geopolitical uncertainties and new trade policies affecting global economic recovery [2][3] Group 4: Future Outlook - In Q1 2025, new orders increased by 17.27% year-on-year, indicating a positive market demand [3] - The medical device components business is expected to continue its growth trajectory, with plans for increased R&D and investment in this sector [3]

Market Performance - The ChiNext Index fell by 1.92%, closing at 2043.25 points, with a total trading volume of 315.82 billion yuan, a decrease of 53.65 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 314 stocks closed higher, with 11 stocks hitting the daily limit up, including Qingsong Co., Chuaning Bio, and Meinong Bio [1] - A total of 1043 stocks closed lower, indicating a broad market decline [1] Trading Activity - The average turnover rate for the ChiNext today was 3.42%, with 46 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was for Zhongji Huankai, which closed up 0.97% with a turnover rate of 52.37% and a trading volume of 944 million yuan [1] - Other notable stocks with high turnover rates included Xinlei Co. (down 7.60%, 47.71% turnover) and Honggong Technology (45.93% turnover) [1] Sector Analysis - The mechanical equipment sector had the most stocks with turnover rates exceeding 20%, totaling 7 stocks, followed by basic chemicals and computers with 6 and 5 stocks, respectively [2] - Among the high turnover stocks, 11 were listed on the Dragon and Tiger List, with 8 stocks showing institutional activity [2] Fund Flow - In terms of capital flow, 18 high turnover stocks experienced net inflows, with Chuaning Bio, Chenxi Aviation, and Qingsong Co. seeing the highest net inflows of 558 million yuan, 138 million yuan, and 68.54 million yuan, respectively [3] - Conversely, stocks like Tuosida, Feilida, and Zhongji Huankai had significant net outflows of 155 million yuan, 117 million yuan, and 978.39 million yuan, respectively [3] Earnings Forecast - Among high turnover stocks, only one stock released a half-year earnings forecast, with Zhongjie Automotive expecting a net profit of 48 million yuan, representing a year-on-year increase of 4.72% [3]

创业板指今日上涨1.01%，报收2083.14点，创业板全日成交额3694.73亿元，比上个交易日增加12.43亿 元。今日可交易创业板股中，490只股收盘上涨，涨幅超过10%的有13只，其中，飞力达、恒而达、捷 安高科等5股涨停，涨幅在5%至10%之间的有36只，收盘下跌的有843只。 高换手率个股中，公布上半年业绩预告的共有1只。业绩预告类型来看，预增有1只。以净利润增幅中值 来看，净利润增幅最高的是众捷汽车，预计净利润中值为4800.00万元，同比增幅为4.72%。（数据宝） 证券时报·数据宝统计显示，换手率方面，创业板今日平均换手率为3.74%，换手率区间分布显示，换手 率超过20%的有42只，换手率10%~20%之间的有118只，换手率5%~10%的有236只，换手率1%~5%的有 888只，换手率不足1%的有96只。 换手率最高的是鑫磊股份，该股今日收盘上涨8.62%，全天换手率61.73%，成交额11.14亿元；其次是长 华化学，该股今日收盘上涨6.99%，全天换手率53.66%，成交额8.11亿元；换手率居前的还有宏工科 技、酷特智能、恒鑫生活等，换手率分别为39.93%、39.66%、38. ...

Group 1 - The macroeconomic consensus reached between China and the US has positively impacted the container shipping index (European route), leading to a significant price increase in the futures contracts, with a cumulative rise of 32% this week, surpassing the 1700-point mark, reaching a one-month high [2] - The A-share shipping and logistics sectors have seen a continuous rise, with companies like COSCO Shipping Holdings hitting the daily limit, and several others experiencing significant gains, indicating a strong market response [5] - There is a sense of urgency among shipping companies to capitalize on a 90-day window before potential trade policy uncertainties arise, leading to a new wave of shipping demand [5][6] Group 2 - The shipping market is experiencing tight capacity, particularly on the US route, with many shipping companies having previously reduced their capacity due to high tariffs, resulting in a current state of near "full capacity" [8] - Analysts predict that the easing of tariffs may trigger a backlog of exports, with many companies preparing for a surge in shipping demand, especially ahead of significant retail events like Amazon's membership day in July [9] - The European route is facing oversupply pressure due to the reallocation of vessels from the US route, which has led to a decline in freight rates during the off-peak season [10][11] Group 3 - The potential for a rebound in freight rates on the European route is contingent on the recovery of shipping demand on the US route and the overall market dynamics, with current forecasts suggesting that the average capacity for June to August will still be higher than the previous year [11] - The shipping industry is closely monitoring port congestion as a key indicator for future capacity adjustments and pricing strategies, with expectations that the movement of vessels between routes will depend on actual demand and operational efficiencies [11]

证券代码：301559 证券简称：中集环科 公告编号：2025-015 中集安瑞环科技股份有限公司 2024 年年度权益分派实施公告 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。 中集安瑞环科技股份有限公司（以下简称"公司"）2024 年年度利润分配方 案已获公司 2024 年年度股东会审议通过。现将有关情况公告如下： 一、股东会审议通过利润分配情况 1、公司于 2025 年 4 月 14 日召开 2024 年年度股东会审议通过了《关于 2024 年度利润分配预案的议案》，同意公司 2024 年度利润分配预案如下： 以截至 2024 年 12 月 31 日公司总股本 60,000 万股为基数，向全体股东每 10 股派发现金红利 4.4 元（含税），合计派发现金红利 2.64 亿元人民币（含税）， 不送红股，不以资本公积金转增股本，剩余未分配利润结转至以后年度。 2024 年度公司预计现金分红总额为 2.64 亿元（含税），占 2024 年度公司实 现归属于上市公司股东的净利润的 86.88%。 按照《公司法》和《公司章程》规定，公司不存在需要弥补亏损、提取任 ...

Group 1: Company Overview - CIMC Enric is a subsidiary of CIMC Group, primarily engaged in the design, research and development, manufacturing, and sales of tank containers, making it a global leader in liquid and liquefied gas container logistics equipment manufacturing and lifecycle services [1] - The company also has a medical equipment components business [1] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 611.23 million, a decrease of 1.31% compared to the same period last year [2] - Revenue breakdown: - Tank container revenue: CNY 480.76 million, down 2.57% year-on-year - Medical equipment components revenue: CNY 54.41 million, up 20.98% year-on-year - Aftermarket business revenue: CNY 36.08 million, up 0.15% year-on-year [2] - The company reported a net profit of CNY 22.02 million in Q1 2025, a decline attributed to intensified competition, changes in product structure, and exchange rate fluctuations [3] Group 3: Market Outlook and Orders - The company anticipates challenges in 2025 due to geopolitical uncertainties and new trade policies affecting global economic recovery [2] - In Q1 2025, new orders totaled CNY 444 million, a year-on-year increase of 17.27% - As of March 31, 2025, the backlog of orders was CNY 791 million, a decrease of 17.87% compared to the same period last year [2] Group 4: Future Plans and Dividends - The company plans to expand its medical equipment components business, focusing on product range and scale through increased R&D and investment [3] - A dividend plan for 2024-2026 has been established, proposing a cash dividend of CNY 4.40 per 10 shares, with a total distribution of CNY 264 million based on a total share capital of 600 million shares as of December 31, 2024 [4]

Investment Rating - The report maintains an "Accumulate" rating for the company [8] Core Views - The company reported Q1 2025 revenue of 611 million RMB, a year-over-year decrease of 1.31% and a quarter-over-quarter decrease of 38.57%. The net profit attributable to the parent company was 22 million RMB, down 56.99% year-over-year and 81.92% quarter-over-quarter. The company signed new orders worth 444 million RMB in Q1 2025, representing a year-over-year increase of 17.27% [1][2] - Despite short-term challenges in the tank container industry due to macroeconomic uncertainties, the company is expected to leverage its scale and brand advantages to enhance cost control and increase market share [1][4] - The company's gross margin in Q1 2025 was 14.56%, a decrease of 2.76 percentage points year-over-year and 1.84 percentage points quarter-over-quarter, primarily due to short-term demand pressure in the downstream chemical industry and intensified competition [3] Summary by Sections Financial Performance - In Q1 2025, the tank container business generated revenue of 481 million RMB, down 2.57% year-over-year, while the medical equipment components business saw revenue growth of 20.98% to 54 million RMB. The aftermarket business revenue was 36 million RMB, a slight increase of 0.15% year-over-year [2] - The company plans to increase product innovation in tank containers and strengthen manufacturing cost control to further enhance market share [4] Profitability and Costs - The company's expense ratio in Q1 2025 was 8.09%, an increase of 4.73 percentage points year-over-year and 8.72 percentage points quarter-over-quarter. The financial expense ratio was -1.00%, reflecting an increase of 5.11 percentage points year-over-year, mainly due to increased foreign exchange losses [3] Market Outlook - The long-term outlook for the tank container industry remains positive despite short-term challenges. The company, as a market leader with approximately 50% market share, is expected to benefit from the rapid development of multimodal transport and stricter environmental regulations [4] Earnings Forecast and Valuation - The company’s projected net profits for 2025-2027 are 445 million RMB, 543 million RMB, and 609 million RMB, respectively. The target price is set at 19.94 RMB, based on a 2.4 times price-to-book (PB) ratio for 2025 [5][9]