证券代码：301559 证券简称：中集环科 中集安瑞环科技股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他 ____电话会议___ 活动参与人员 华泰证券 倪正洋 杨云逍 吕佩蕾 李 斐 光大永明资产管理股份有限公司 何博源 上海日胜隆私募基金管理有限公司 乔 玥 壹拾资产管理有限公司 钱纪廷 兴业证券 余小丽 中邮证券 虞洁攀 宁银理财 潘亚洲 国信证券 张苗苗 公司董事、总裁 季国祥 公司副总裁、首席财务官兼董事会秘书 张 毅 公司董事会办公室主任 王延民 公司证券事务代表 孟 阳 时间 2025 年 8 月 25 日 16:00-17:00 地点 中集环科会议室 形式 □现场 □网上 ☑电话会议 交流内容及具体问 答记录 公司基本情况介绍： 公司主要从事罐式集装箱的设计研发、生产制造和销售，是 全球领先的液体、液化气体（常温）集装箱化物流装备制造企业 和全生命周期服务商，并衍生出医疗设备部件业务。 2025 年上半年，受美国贸易政策不确定性以及全球地缘政治 紧张等因素影响 ...

"2025贵在一心大湾区贵商首发大会"将于9月7日在广州举行。大会旨在搭建高端平台，促进黔粤两地产 业、资本、人才、技术的深度协同。 相关附件 据大会总策划、广州市贵州商会会长赵辉表示，本次大会将聚焦人工智能、新能源、高端装备、新一代 通信技术、生物科技、新型商业模式等战略性新兴产业。大会精心策划的"TOP20首发路演项目"，将集 中展示大湾区贵商在科技创新、产业转型、商业模式上的突破性成果。其中"具身智能机器人灵巧 手""无人机智能应用"等多项全球首发项目更是这场首发大会中闪耀夺目的亮点。 ...

Group 1 - The core viewpoint of the article is the successful establishment of the Gengzhi Fund, which aims to leverage cross-provincial resources for investment in Hubei, focusing on new materials and high-end equipment sectors [1] - The Gengzhi Fund has a total scale of 3 billion yuan, with an initial phase of 500 million yuan, initiated by the Changjiang Industrial Group in collaboration with Shandong Land Development Group and Qingshan Investment Group [1] - The fund management will enhance investment management capabilities and resource integration to support high-quality industrial development in Hubei, while deepening strategic cooperation with Shandong Land Development Group [1]

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the semi-trailer and specialized vehicle sector, focusing on hydrogen energy, intelligent logistics, and cold chain logistics, while facing recent stock price fluctuations and funding challenges [2][3][4]. Group 1: Company Overview - CIMC Vehicles is a global leader in the semi-trailer manufacturing industry, ranking first in global sales of semi-trailers [2]. - The company specializes in the production of semi-trailers, specialized vehicle superstructures, and refrigerated truck bodies, with a revenue composition where semi-trailers account for 71.21% of total revenue [6]. - The company has launched hydrogen energy refrigerated truck body products in response to customer demand [2]. Group 2: Financial Performance - For the period from January to March 2025, CIMC Vehicles reported a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit attributable to shareholders of 179 million yuan, down 32.59% year-on-year [6][7]. - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [8]. Group 3: Market Activity - On August 14, the stock price of CIMC Vehicles fell by 1.91%, with a trading volume of 128 million yuan and a turnover rate of 1.00%, resulting in a total market capitalization of 16.324 billion yuan [1]. - The main capital flow showed a net outflow of 18.9795 million yuan today, with a continuous reduction in main capital over the past three days [3][4].

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the semi-trailer and specialized vehicle sector, focusing on hydrogen energy and cold chain logistics, with a significant market presence globally [2][6]. Group 1: Company Overview - CIMC Vehicles is a global leader in the production of semi-trailers, ranking first in global sales, and operates in major markets including China, North America, and Europe [2][6]. - The company specializes in the production of cold chain logistics vehicles, which are utilized in various applications such as fresh food delivery and biopharmaceutical transport [2][6]. - As of March 31, the company had 36,600 shareholders, with an average of 39,729 circulating shares per person, indicating a slight decrease in individual shareholding [7]. Group 2: Financial Performance - For the first quarter of 2025, CIMC Vehicles reported a revenue of 4.591 billion yuan, representing a year-on-year decrease of 10.91%, while the net profit attributable to shareholders was 179 million yuan, down 32.59% year-on-year [7]. - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [8]. Group 3: Market Activity - On August 13, CIMC Vehicles' stock rose by 0.23%, with a trading volume of 135 million yuan and a turnover rate of 1.05%, leading to a total market capitalization of 16.642 billion yuan [1]. - The main capital inflow for the stock was negative at 6.6863 million yuan, with the industry ranking 7th out of 13, indicating a lack of clear trends in major capital movements [3][4]. Group 4: Strategic Initiatives - The company has launched hydrogen energy refrigerated truck products in response to customer demand, aligning with trends in sustainable transportation [2]. - CIMC Vehicles' subsidiary, Lingyu Automobile, signed a cooperation framework agreement with Huawei to enhance digital transformation and intelligent upgrades [2].

从指数持仓来看，中证国新央企现代产业引领指数十大权重分别为：海康威视（9.58%）、中国电信 （8.62%）、中国移动（8.2%）、中国中车（6.48%）、中国船舶（6.38%）、中国联通（5.69%）、中 国重工（4.06%）、三峡能源（3.99%）、深南电路（3.47%）、中芯国际（2.92%）。 数据统计显示，中证国新央企现代产业引领指数近一个月上涨4.94%，近三个月上涨5.11%，年至今上 涨1.61%。 据了解，中证国新央企现代产业引领指数由国新投资有限公司定制，主要选取国资委下属央企中业务涉 及新一代移动技术、新能源、新材料、高端装备等领域的50只代表性上市公司证券作为指数样本，反映 央企在上述产业中龙头上市公司的整体表现。该指数以2016年12月30日为基日，以1000.0点为基点。 金融界8月8日消息，上证指数低开震荡，中证国新央企现代产业引领指数 (央企现代产业，931837)下跌 0.05%，报1234.32点，成交额516.86亿元。 从中证国新央企现代产业引领指数持仓的市场板块来看，上海证券交易所占比68.18%、深圳证券交易 所占比31.82%。 从中证国新央企现代产业引领指数持仓 ...

中证报中证网讯（王珞）近日，徐工推出的亚洲最大吨位风电正面吊--XCS100在某港口基地正式投 用。标志着中国在能源核心物流环节实现了自主可控，并向全球能源物流领域贡献了"中国力量"。 据了解，随着风电组件日益"巨无霸"化，传统港口转运面临调度复杂、成本攀升、安全管控难等痛点。 徐工XCS100S风电专用正面吊应时而生，集百吨级起重能力、毫米级定位精度、多场景稳定输出三大核 心优势于一体，破解行业痛点。 某徐工客户表示，XCS100S的使用效率较以往提升了三倍以上，单月节省的费用超过50万元。真正做到 了安全、精准、省地、省钱。 从70吨级到如今登顶百吨巅峰，徐工风电正面吊的每一次吨位跃升，都是对产业脉搏的精准把握。作为 高端装备"链主"，徐工深谙大国能源转型的脊梁，需要大吨位、高精度、智能化的"铁肩膀"来扛，多年 潜心磨砺核心技术，筑就行业领先平台。 ...

Core Viewpoint - Chuangyuan Technology (000551.SZ) is focusing on expanding its product development and customer base in the fields of new energy vehicles, defense, aerospace, robotics, industrial automation, and high-end equipment [1] Product Segmentation - The company's subsidiary, Suzhou Bearing, produces various types of needle bearings, including radial needle bearings, thrust needle bearings, cylindrical roller bearings, roller needle bearings, and unidirectional bearings [1] - These products are widely used in critical automotive systems such as steering systems, active safety systems, transmission systems, torque management systems, new energy electric drive systems, intelligent seating systems, gearboxes, engines, and air conditioning compressors [1] Industry Applications - The applications of the products extend beyond automotive to include industrial automation, high-end equipment, robotics, construction machinery, reducers, hydraulic transmission systems, electric tools, textile machinery, agricultural machinery, aerospace, and defense industries [1] Future Development Plans - The company plans to increase its efforts in customer development and product research and development in the new energy vehicle sector and other high-tech fields [1]

Group 1: Main Business Overview - The company operates in the bearing and abrasive tools industries, focusing on five major business segments: new materials, basic components, machine tools, high-end equipment, and supply chain management [1] - Special bearings and superhard material tools are the main sources of profit, with wind power bearings being the fastest-growing segment [1] Group 2: Bearing Business - Special bearings are used in aerospace, aviation, weaponry, naval, and nuclear industries, with a leading domestic technology level [1] - Wind power bearings have seen significant advancements, including the development of the first domestic 8 MW, 18 MW, and the world's first 26 MW series main shaft bearings and gear box bearings [1] Group 3: Abrasive Tools Business - Superhard material tools have a strong market competitive advantage, primarily serving the semiconductor, automotive, optoelectronic, and mold industries [2] - The diamond functional application products are recognized for their exceptional properties and are expected to play a crucial role in major national projects and emerging industries [2] - The revenue from superhard tools is projected to be around 580 million yuan in 2024, with significant growth in the semiconductor sector [2] Group 4: Future Prospects and Challenges - The recovery of special bearing product volumes has not met expectations, while wind power bearings are growing rapidly [2] - The company plans to focus on high-value-added products in the robotics bearing sector, although no direct business relationships with humanoid robot companies have been established yet [2]

Group 1 - The "Bank of China Cup: First Central South University Alumni Innovation and Entrepreneurship Competition" will officially open registration on July 28 and the final will be held on October 24 [1][3] - The competition focuses on the "4x4" modern industrial system, emphasizing fields such as artificial intelligence, high-end equipment, healthcare, information technology, new materials, new energy, and cultural creativity [1][3] - The theme of the competition is "Upholding Integrity and Innovation, Entrepreneurship for the Country," leveraging the alumni resources of Central South University to promote the integration of technological innovation and industrial development [3] Group 2 - Registration for the competition will last until September 19, and participating teams must include at least one core member who is a graduate of Central South University [3] - The competition will consist of project online evaluations, semi-finals, and finals, awarding 2 first prizes of 30,000 yuan each, 4 second prizes of 20,000 yuan each, and 6 third prizes of 10,000 yuan each [3] - Projects that settle in the Changsha Economic Development Zone may receive additional support under the "Starry Sky Plan," including up to 500 square meters of free space, a maximum of 50,000 yuan in competition rewards, and one-time entrepreneurial subsidies ranging from 50,000 to 200,000 yuan [3] Group 3 - Outstanding projects will enter the due diligence phase of the Hunan University Student Entrepreneurship Investment Fund, with a chance to receive up to 1 million yuan in investment support [3] - All shortlisted projects will be included in the Changsha Economic Development Zone's "Starry Sky" project investment database and will be added to the Construction Bank's list of innovative enterprises for priority loan services [3][4] - The competition is guided by several organizations, including Central South University, Hunan Provincial Education Department, and China Construction Bank Hunan Branch, and is co-organized by various alumni and educational institutions [4]