Zhi Tong Cai Jing·2025-09-09 07:07Group 1 - The core viewpoint of the report is that China International Marine Containers (CIMC) Anrui Technology maintains a "buy" rating, with performance meeting expectations [1] - The forecast for net profit attributable to shareholders for 2025-2027 is set at 1.29 billion, 1.51 billion, and 1.75 billion RMB, corresponding to EPS of 0.63, 0.74, and 0.86 RMB [1] - In the first half of 2025, the company achieved operating revenue of 12.61 billion RMB, a year-on-year increase of 9.9%, and a net profit of 560 million RMB, up 15.6% year-on-year [1] Group 2 - The clean energy segment generated revenue of 9.63 billion RMB in the first half of 2025, reflecting a year-on-year growth of 22.2% [1] - The chemical environment segment reported revenue of 1.11 billion RMB, a decline of 14.3% year-on-year, while the liquid food segment saw revenue drop to 1.88 billion RMB, down 18.6% year-on-year [1] - The company signed new contracts worth 10.74 billion RMB in the first half of 2025 [1] Group 3 - The company is focusing on developing comprehensive service businesses based on its key equipment and core processes [2] - The completion of the Lingang CIMC coke oven gas comprehensive utilization project in July 2025 will produce 147,000 tons of LNG and 20,000 tons of hydrogen annually [2] - The company maintains a leading global share in LNG refueling vessels, with new shipbuilding orders amounting to 2.34 billion RMB in the first half of 2025 [2]