Ge Long Hui·2025-12-19 02:38Core Viewpoint - CIMC Group's A-shares and H-shares experienced significant increases, with A-shares rising by 5.7% to a peak of 9.43 yuan and H-shares increasing by over 10% to a peak of 8.48 HKD, following the announcement of a share buyback plan [1] Group 1: Share Buyback Announcement - CIMC Group announced plans to increase the H-share buyback amount by an additional HKD 300 million for the second batch of H-share repurchases [1] - The repurchased H-shares will be held as treasury stock and are expected to be transferred or canceled within three years after the completion of the buyback and the announcement of the results [1] - The funding for the buyback will come from the company's own funds, self-raised funds, or funds that comply with legal regulations [1] Group 2: New Contracts and Deliveries - CIMC Pacific Offshore recently disclosed the signing of contracts for the construction of 6+2 units of 1800 TEU container ships, with 6 confirmed orders and 2 optional orders [1] - The first ship is scheduled for delivery in 2027, with subsequent vessels to be delivered quarterly until all optional ships are delivered by September 2029 [1] Group 3: Commercial Aerospace Industry - The commercial aerospace industry in China is experiencing a dual boost from policy and technology, and CIMC Group has made strategic investments in this sector [1] - CIMC Anrui Technology, a subsidiary of CIMC Group, has substantial technical expertise in low-temperature special equipment, providing critical equipment for fuel transportation, storage, and refueling systems [1] - CIMC Anrui has become a service provider for multiple commercial aerospace companies [1]