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中集集团:首次回购约241万股
Mei Ri Jing Ji Xin Wen· 2025-10-09 11:55
截至发稿,中集集团市值为452亿元。 每经头条(nbdtoutiao)——与美元脱钩后,暴涨102倍,揭秘黄金疯涨背后神秘的"无形之手"!专家: 推动金价上涨的逻辑没有变 每经AI快讯,中集集团(SZ 000039,收盘价:8.38元)10月9日晚间发布公告称,2025年10月9日,公 司通过集中竞价交易方式首次回购公司A股股份约241万股,占公司截至本公告日总股本的比例为 0.0447%,购买的最高价为人民币8.37元/股,最低价为人民币8.25元/股,已使用的资金总额为人民币约 2000万元。 2025年1至6月份,中集集团的营业收入构成为:集装箱占比27.7%,物流服务业务占比17.68%,能源和 化工和液态食品装备占比16.88%,道路运输车辆占比11.15%,海洋工程占比10.44%,其他行业占比 6.87%。 (记者 曾健辉) ...
中集集团:截至2025年9月29日前十大流通股东持股占比71.88%
Mei Ri Jing Ji Xin Wen· 2025-10-08 07:42
每经AI快讯,中集集团(SZ 000039,收盘价:8.29元)10月8日晚间发布公告称,中国国际海运集装箱 (集团)股份有限公司于2025年9月29日召开了第十一届董事会2025年度第10次会议,审议通过了《关 于回购部分A股股份方案的议案》。现将公司2025年9月29日前十大无限售条件股东披露如下:香港中 央结算(注3)持约31.41亿股,占比58.25%;深圳市立业工业集团有限公司持约2.75亿股,占比5.1%; 深圳市资本运营集团有限公司持约2.5亿股,占比4.64%;中国人寿保险股份有限公司-传统-普通保险 产品-005L-CT001沪持约4740万股,占比0.88%;苗艳芬持约4512万股,占比0.84%;中信保诚人寿 保险有限公司-分红账户持约2960万股,占比0.55%;付璇持约2814万股,占比0.52%;中国农业银行 股份有限公司-中证500交易型开放式指数证券投资基金持约2678万股,占比0.5%;上海伊洛私募基金 管理有限公司-君行风和1号私募基金持约1766万股,占比0.33%;上海伊洛私募基金管理有限公持约 1433万股,占比0.27%。前十大流通股东合计持股约38.75亿股,占比 ...
中国国际海运集装箱(集团)股份有限公司 关于第十一届董事会二〇二五年度第十次 会议决议的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-10-01 05:19
登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:000039、299901 股票简称:中集集团、中集H代 公告编号:【CIMC】2025-088 中国国际海运集装箱(集团)股份有限公司 关于第十一届董事会二〇二五年度第十次 会议决议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,不存在虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 中国国际海运集装箱(集团)股份有限公司(以下简称"本公司"或"公司")第十一届董事会2025年度第 10次会议通知于2025年9月23日以书面形式发出,会议于2025年9月29日以通讯表决方式召开。本公司现 有董事九人,参加表决董事九人。本公司监事列席会议。 会议的召集召开符合《中华人民共和国公司法》《中华人民共和国证券法》《中国国际海运集装箱(集 团)股份有限公司章程》和《中国国际海运集装箱(集团)股份有限公司董事会议事规则》等的有关规 定。 二、董事会会议审议情况 为维护公司价值及股东权益所需,经董事认真审议并表决,批准《关于回购部分A股股份方案的议 案》: 1、同意本次公司回购部分A股股份方案; 2、同意授权董事长或其授权人士,在法律法规 ...
中集集团:9月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-29 11:50
Group 1 - The core point of the article is that 中集集团 (China International Marine Containers Group) announced a share buyback plan during its board meeting held on September 29, 2025, and provided a breakdown of its revenue composition for the first half of 2025 [1] - 中集集团's revenue composition for the first half of 2025 is as follows: containers accounted for 27.7%, logistics services for 17.68%, energy and chemical equipment and liquid food equipment for 16.88%, road transport vehicles for 11.15%, marine engineering for 10.44%, and other industries for 6.87% [1] - As of the report, 中集集团's market capitalization stands at 43.4 billion yuan [1] Group 2 - The article also mentions a competitive situation in the beverage industry, where 农夫 (Nongfu Spring) has launched a new green bottle product, leading to a significant decline in market share for 怡宝 (Yibao), which dropped nearly 5 percentage points [1] - The competitive dynamics suggest that while 农夫 is gaining market share, the overall impact is felt more broadly in the industry, particularly affecting 怡宝's performance [1]
“我在‘十四五’这五年 上市公司在行动”系列报道—— 中集集团:锚定数智升级 220秒造一台“大冰箱”
Ren Min Wang· 2025-09-26 04:26
丰富的实践也让越来越多的数字智能化、工业机器人和物联网技术融入现有制造体系和产品中,实现高 端化、数智化、绿色化转型——走进中集环科智能工厂,数字技术正重塑传统制造:数字孪生/仿真模 拟在建新车间实时动态,连RGV是否走最优路径都能预警。射线检测室内,AI辅助工程师进行焊缝无 损检测评片。在危化品区域,AI如同严格的"安全教官",发现未完成静电释放者会"点名"警告。这样的 智能场景像精密咬合的齿轮,通过物联网、大数据、AI、5G等技术,实现交期缩短30%、一次性装配 合格率提升10%,检验效率提升50%。 过去,庄兴民需要拿着小木棒敲打冷藏箱,"闻声辨病",观测发泡工艺的重要参数。不仅耗时,准确度 也依赖于经验。后来,青岛冷箱通过在生产线上部署传感器和物联网设备,采集整个发泡工艺过程中各 项参数。这些设备可以与生产设备和系统进行实时连接,并传输动态数据到云平台。工程师们对采集的 数据进行处理和分析,以获得生产过程中的关键指标和参数。 当数据积累到了可观量级之后,青岛冷箱进一步推动工艺智能化升级。通过机器学习算法来推动工艺改 善,预测给定生产条件下的不良品概率。例如,通过自动学习和识别复杂的条件变化,可预测生产 ...
中集环科分析师会议-20250917
Dong Jian Yan Bao· 2025-09-17 15:26
Group 1: Report Basic Information - The research date is September 17, 2025 [1] - The research object is CIMC Envirotech, and the reception time is September 17, 2025 [17] - The listed company's reception staff includes the company's vice - president, chief financial officer, board secretary Zhang Yi, the director of the company's board office Wang Yanmin, and the company's securities affairs representative Meng Yang [17] Group 2: Research Institutions - The research institutions include Rongtong (a fund management company) and Guojin Securities Co., Ltd. (a securities company). The relevant personnel are Lu Wenjie from Rongtong and Fang Lingcong from Guojin Securities [18] Group 3: Core Views and Business Analysis Tank Container Business - In the first half of 2025, the company's tank container business maintained development resilience, with a stable leading market share and tank container operating income of 924.2463 million yuan. The business is currently at a historical low, seen as a market restructuring opportunity [23] - The change in the gross profit margin of the company's tank container products in the first half of 2025 was mainly due to factors such as the pressure on the chemical industry, intensified competition in the tank container market, and a decline in market demand [25] - The company has scale, brand, scope, and synergy advantages in the tank container industry. It can meet customer requirements in equipment investment, product upgrade, cost control, and production and sales; has built a high - quality supply chain and cultivated the domestic market; offers a full - range of tank container products and services; and has a stable and intelligent supply chain [27] Medical Business - After more than a decade of R & D and improvement, the company's R & D and manufacturing capabilities for key components of high - end medical imaging equipment have gradually improved, the product range has expanded, and the number of customers has increased. The medical equipment component business has been growing, with a 12.88% year - on - year increase in 2024 and a 16.12% year - on - year increase in the first half of 2025 [28] After - market Business - The after - market business mainly includes tank container cleaning, maintenance, refurbishment, modification, storage, and parts sales. In the first half of 2025, the business's operating income was 74.922 million yuan, a year - on - year increase of 0.95% [29] Future Development Direction - The company's key strategy is to focus on related diversification. It is building a second growth curve by exploring new business opportunities in high - end equipment and other strategic related fields [30] - The company will expand its high - end medical equipment business, deliver more advanced high - end medical imaging equipment components, and expand into broader industries; expand its intelligent equipment business to support the digital transformation of the chemical logistics and intelligent manufacturing fields; and use capital market means such as mergers, acquisitions, and investments to expand in key areas, aiming to achieve a strategic leap from a global tank container leader to a global high - end equipment core technology platform in the next three to five years [31]
中集环科(301559) - 2025年9月17日投资者关系活动记录表
2025-09-17 09:10
Group 1: Tank Container Business - The tank container business maintained resilience in H1 2025, with revenue of CNY 924.25 million, holding the top market share [1] - The current tank container business is considered to be at a historical low, presenting a market restructuring opportunity [1] - The company is enhancing its manufacturing capacity and order delivery speed while actively expanding its acquisition team to explore high-end equipment and emerging fields [1] Group 2: Profit Margin and Market Conditions - The change in gross profit margin for tank container products in H1 2025 was primarily due to pressure in the chemical industry, intensified market competition, and declining market demand [2] Group 3: Competitive Advantages - The company possesses scale, brand, scope, and synergy advantages, enabling timely equipment investment, product upgrades, and cost control [2] - With over 20 years of high-quality development, the company has established a robust supply chain and cultivated the domestic application market for tank containers [2] - The company offers a comprehensive one-stop solution for the entire lifecycle of tank containers, with a diverse product line including standard, special, gas, and powder tank containers in various sizes [2] Group 4: Medical Equipment Business - The high-end medical imaging equipment component business has seen continuous growth, with a 12.88% increase in 2024 and a 16.12% increase in H1 2025 [3] Group 5: Aftermarket Business - The aftermarket business, which includes cleaning, maintenance, refurbishment, and parts sales for tank containers, generated revenue of CNY 74.92 million in H1 2025, a 0.95% year-on-year increase [3] Group 6: Future Development Directions - The company aims to achieve sustainable growth and enhance risk resistance through diversification, focusing on high-end equipment and related fields [4] - Plans include expanding high-end medical equipment business and intelligent equipment capabilities, responding to national policies through mergers and investments [5] - The goal is to transition from a global leader in tank containers to a core technology platform for high-end equipment within three to five years [5]
中远海发:9月16日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-16 12:36
截至发稿,中远海发市值为347亿元。 每经AI快讯,中远海发(SH 601866,收盘价:2.63元)9月16日晚间发布公告称,公司第七届第三十一 次董事会会议于2025年9月16日以书面通讯表决方式召开。会议审议了《关于调整公司高级管理人员的 议案》等文件。 2025年1至6月份,中远海发的营业收入构成为:集装箱制造占比89.43%,航运及相关产业租赁占比 29.8%,金融投资占比0.13%,分部间抵销占比-19.36%。 (记者 王晓波) 每经头条(nbdtoutiao)——海拔4306米现"秦始皇密令",获官方"身份认定"!古文字学家刘钊:秦人 寻仙采药足迹确至青藏高原 ...
经济聚焦·扩大双向投资|中企“出海” 为全球市场“上新”
Ren Min Ri Bao· 2025-09-11 01:37
Group 1 - China is a major player in attracting foreign investment and is also a significant source of outbound investment, with a projected outbound direct investment flow of $192.2 billion in 2024, maintaining a global share of 11.9% [1][2] - The structure of China's outbound investment is evolving, focusing on high-tech products, high-end equipment, and green low-carbon products, reflecting the resilience and vitality of "Chinese investment" [1][8] - By the end of 2024, China's outbound direct investment stock is expected to reach $3.14 trillion, ranking among the top three globally for eight consecutive years [1] Group 2 - The "Belt and Road" initiative is driving Chinese enterprises to expand into emerging markets, with a significant portion of investments directed towards Southeast Asia and the Middle East [5][6] - In 2024, Chinese outbound investment is projected to boost merchandise exports by $211 billion, representing a 13% increase and accounting for 5.9% of total merchandise exports [4] - Chinese companies are increasingly establishing overseas enterprises, with 52,000 set up across 190 countries, and 70% of these enterprises are either profitable or breaking even [6] Group 3 - The development of new technologies is a key focus for Chinese companies expanding abroad, with projects like the 100 MW photovoltaic project in Hungary showcasing a commitment to sustainable practices [7][8] - Companies are leveraging their long-term R&D capabilities and industrial clusters to transition from merely exporting products to establishing brands and technologies in global markets [8] - The "Silk Road Maritime" initiative has expanded to 148 named routes, connecting 150 ports in 48 countries, enhancing the global influence of Chinese enterprises [3][4]
中企“出海” 为全球市场“上新”(经济聚焦·扩大双向投资)
Ren Min Ri Bao· 2025-09-10 22:13
数据来源:《2024年度中国对外直接投资统计公报》 核心阅读 中国是吸引外资的大国,也是对外投资大国。2024年中国对外直接投资流量为1922亿美元,连续13年列 全球前三。随着产业结构升级,高新技术产品、高端装备、绿色低碳产品成为中国制造"出海"新增长 点。中国企业"出海"持续向新向绿,"中国投资"展现出强大的韧性和活力。 9月8日,商务部、国家统计局和国家外汇管理局在福建厦门联合发布《2024年度中国对外直接投资统计 公报》。公报指出,2024年中国对外直接投资流量为1922亿美元,占全球份额的11.9%,较上年提升0.5 个百分点,连续13年列全球前三,连续9年占全球份额超过一成。2024年末,中国对外直接投资存量为 3.14万亿美元,连续8年排名全球前三。 中国对外投资平稳健康发展,展现出强大的韧性和活力。 坚定"走出去",为世界经济发展作出积极贡献 一声长笛鸣响,9月9日下午,"江远远吉"号货轮从厦门港海天码头起航,满载纺织制品等出口货物,驶 往越南胡志明市。这艘万吨货轮,已成为"丝路海运"航线的明珠。 海运在扩大双向开放中发挥着重要作用。第二十五届投洽会上,"丝路海运"国际合作论坛发布了港航贸 一 ...