证券代码：301039 证券简称：中集车辆 3. 随着电动化的关注度提升，中集车辆 EVRT 业务目前 进行到什么阶段？ 答：目前，中集车辆"汉诺威计划"已经完成工程型纯电 动头挂列车的产品技术平台定义，并实现纯电动头挂渣土车、 纯电动头挂搅拌车两个车型的原型车研发、验证和制造；EV- ALFA+运营保障基站也完成了产品原型的制造，并于今年的 中国国际商用车展进行了全球首发。 本公司将继续推动 EV-RT 和 EV-ALFA+运营保障基站的 全面构建。在此之后，本公司将尝试 EV-Trailer 上装的自动 化和机器人化，在"六步法"的框架下继续来实现纯电动头挂 列车产品生态的闭环。 未来，我们将坚定逐梦"纯电动头挂一体化产品"，通过 "跨生命周期的产品"满足全生命周期的用户需求。沿着这 一征程，我们也将从"商业模式"、"技术"、"应用场景"三大 维度着手，与同道之人同行，共同推进纯电动头挂列车生态 的构建和闭环。 中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-20 | 投资者关系活 | □特定对象调研 √分析师会议 | | | | | | | | | | | | --- | --- | ...

证券代码：301039 证券简称：中集车辆 中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-19 | 投资者关系活 | □特定对象调研 √分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 √路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 2025 年 10 月 28 日至 2025 年 11 月 7 日期间，参与的反路 | | 及人员姓名 | 演沟通： | | | 易方达基金、南方基金、大成基金、景顺长城基金、富国基 | | | 金、中国太平、新华资产、兴全基金、长江资管、中庚基金 | | | 2025 年 11 月 5 日至 2025 年 11 月 6 日期间，参与的券商 | | | 策略会： | | | 第一场：国泰海通 2026 年度策略会 | | | 国泰海通、华泰保险、幸福人寿、东方基金 | | | 第二场：华泰证券 2026 | | | 华泰证券、中国人寿资管、上海慎知资管、泓德基金 | | | 第三场：东吴证券上海策略会 | | | 东吴证券、华泰资产、平安养老保险、招商基金、中庚基 | | | ...

Core Viewpoint - The company is actively engaging with investors and stakeholders to discuss its performance and strategic direction, particularly in the electric vehicle (EV) segment and North American operations, amidst geopolitical challenges. Group 1: Company Performance - In Q1 2025, the company's EV·DTB mounted business achieved sales of 6,000 units, generating revenue of 660 million yuan, with a gross profit contribution of 20 million yuan, reflecting a year-on-year sales growth of 11.6% [3][4] - The North American platform, VanguardGT, sold 4,156 semi-trailers in Q1 2025, resulting in revenue of 180 million USD and a profit of 9.68 million USD despite a challenging market environment [4][5] Group 2: Strategic Initiatives - The company is launching a research and development project for a pure electric head-mounted train technology platform, focusing on two models: the EV-RT2.0-7A and EV-RT2.0-MIX, with ongoing market research and production base establishment [5][6] - To ensure stable operations in North America amid geopolitical challenges, the company is enhancing its global supply chain strategy, emphasizing local procurement and backup supply from Thailand and Canada [4][6] Group 3: Future Outlook - The company aims to evolve into a full-value chain operator for star chain semi-trailers, leveraging initiatives like the "Star Chain Plan" and "Heroic Rise Plan" to explore value across all segments [6] - The focus for growth opportunities is on the unified national market and global southern markets, with plans to deepen the "good horse with good saddle" business model and become a preferred partner for new energy heavy-duty truck chassis [6]

Group 1: Investor Relations Activities - The company participated in multiple roadshows and strategy meetings from May 7 to May 9, 2025, in Shanghai, Hangzhou, and Beijing [2][3] - Key participants included various securities firms and investment funds such as Huafu Securities, Vanguard Fund, and others [2][3] Group 2: Q1 2025 Performance Highlights - The EV·DTB superstructure business achieved sales of 6,000 units, a year-on-year increase of 11.6%, with revenue reaching 660 million CNY and contributing a gross profit of 20 million CNY [3][4] - In North America, the company sold 4,156 semi-trailers, generating revenue of 18 million USD, despite a declining market with a fifth consecutive quarter of decreased trailer registrations [4] Group 3: Strategic Developments - The company is focusing on enhancing its supply chain resilience in North America by increasing local procurement and establishing backup supplies in Thailand and Canada [4] - The development of the pure electric head-mounted train (EV-RT2.0) is underway, with market research and product testing already initiated [5][6] Group 4: Future Growth Opportunities - The company identifies significant growth opportunities in the unified national market and global southern markets, planning to leverage initiatives like the "Starlink Plan" and "Xiongqi Plan" to maximize value across the semi-trailer value chain [6] - The company aims to transform into a preferred partner for new energy heavy-duty truck chassis, focusing on innovation and strategic partnerships [6]