Xin Lang Cai Jing·2025-08-27 01:32Company Overview - 中集车辆 (China International Marine Containers (Group) Co., Ltd.) was established on August 29, 1996, and listed on July 8, 2021. The company is primarily engaged in the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies [2] - The main business revenue composition includes: global semi-trailers 71.21%, of which ordinary semi-trailers account for 59.32%, superstructures, chassis, and tractors 14.44%, tankers 11.89%, semi-trailers and special vehicle components 10.00%, superstructure products 8.54%, chassis and tractors 5.90%, and others 4.28% [2] Financial Performance - For the first half of 2025, 中集车辆 achieved operating revenue of 9.753 billion yuan, a year-on-year decrease of 8.85%. The net profit attributable to shareholders was 403 million yuan, down 28.48% year-on-year [2] - As of June 30, 2025, the number of shareholders was 35,500, a decrease of 2.95% from the previous period, while the average circulating shares per person increased by 3.04% to 40,937 shares [2] Market Activity - On August 26, 中集车辆's stock rose by 1.00%, with a trading volume of 171 million yuan. The margin trading data indicated a financing buy-in of 13.9392 million yuan and a financing repayment of 20.727 million yuan, resulting in a net financing buy of -6.7878 million yuan [1] - The total margin trading balance for 中集车辆 as of August 26 was 298 million yuan, with the current financing balance of 296 million yuan accounting for 2.25% of the circulating market value, indicating a high level compared to the past year [1] - In terms of securities lending, 中集车辆 had no shares repaid on August 26, with 700 shares sold short, amounting to 6,349 yuan at the closing price. The remaining short-selling volume was 135,000 shares, with a balance of 1.2244 million yuan, also indicating a high level compared to the past year [1] Dividend Distribution - Since its A-share listing, 中集车辆 has distributed a total of 2.664 billion yuan in dividends, with 1.655 billion yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, 大成高鑫股票A (Dacheng Gaoxin Stock A) was the sixth largest circulating shareholder of 中集车辆, holding 30.0867 million shares, an increase of 5.286 million shares compared to the previous period [3]