证券代码：301559 证券简称：中集环科 2025 年，国务院常务会议指出要持续推动物流降本提质增效， 加快建设供需适配、内外联通、安全高效、智慧绿色的现代物流体系， 深化货物运输结构调整，加强多式联运管理制度、规则标准协调衔接。 罐式集装箱与传统的装载运输方式相比，具有安全可靠、运输灵 活、快捷便利、经济实用、绿色环保等方面的优势，促进了化工物流 的高效运输。 2025 年前三季度，公司罐式集装箱业务保持发展韧性，市场份 额稳居首位，罐式集装箱营业收入 131,324.42 万元。 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：2025-013 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 _________ | | 活动参与人员 | 上海赢仕投资管理有限公司 李柯兵 | | | 蜂投财富管理有限公司 陈正标 | | | 上海国科龙晖私募基金管理有限公司 姜俊峰 | | | 北京疆亘星能国际投资有限公司 胡保才 | | | 九一私募基金 ...

Group 1: Company Overview - The company specializes in the design, research and development, manufacturing, and sales of tank containers, being a global leader in liquid and liquefied gas container logistics equipment and lifecycle services [1] - In 2025, the company faced challenges due to uncertainties in U.S. trade policies and global geopolitical tensions, leading to a complex economic situation impacting the downstream chemical industry [2] Group 2: Market Performance - The tank container business maintained the top market share, with revenue of CNY 1,313.24 million in the first three quarters of 2025 [2] - The after-market services generated revenue of CNY 112.45 million, reflecting a year-on-year increase of 3.52% [4] - The medical equipment components business achieved revenue of CNY 181.44 million, up 5.92% year-on-year [5] Group 3: Product Offerings - The company offers a full range of tank containers, including standard stainless steel liquid tanks, special stainless steel liquid tanks, carbon steel gas tanks, and carbon steel powder tanks [2] - Standard stainless steel liquid tanks are designed for bulk chemical transportation, while special tanks are customized based on client needs [2] Group 4: Future Development Strategy - The company aims to diversify its business to ensure sustainable growth and enhance risk resistance, focusing on high-end equipment and intelligent manufacturing [6][7] - Plans include expanding into high-end medical equipment and smart equipment sectors, leveraging advanced technologies and market opportunities [6][7] Group 5: Dividend Policy - The company has established a shareholder dividend return plan for 2024-2026, committing to distribute at least 50% of the annual distributable profits as cash dividends [7] - In 2024, the company plans to distribute CNY 4.4 per 10 shares, totaling CNY 264 million [7]

Group 1 - The core viewpoint of the article is that CIMC Group is focusing its operations in Fujian primarily on the container sector, with specific production bases for dry containers and special containers in Zhangzhou [1] - The company is also engaged in energy storage business activities in the Fujian region [1]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有参与福建自贸区建设吗？有在自贸区都 成立布局了哪些子公司？ 中集集团（000039.SZ）12月9日在投资者互动平台表示，公司当前在福建的布局主要围绕集装箱板块， 在福建漳州地区拥有集装箱干箱、特箱生产基地，并开展储能业务。 （文章来源：每日经济新闻） ...

Group 1: Offshore Engineering Outlook - As of June 2025, the offshore engineering segment holds approximately $5.55 billion in orders, scheduled for production until 2027/2028 [2][3] - The company focuses on high-quality, high-end equipment orders, primarily in oil and gas projects like FPSO/FLNG [3] - Economic uncertainties and high interest rates have delayed some projects, but industry forecasts predict a release of delayed projects in 2026, with continued investment peaks through 2028 [3] Group 2: Competitive Advantages - The company boasts a strong design capability with nearly 4,000 employees, including a dedicated R&D team of about 1,200, and four research centers located in China and Europe [4] - A one-stop delivery capability is established through a robust manufacturing and supply chain system, enhancing efficiency in modular construction and cost control [4][5] - A highly responsive global supply chain allows for real-time data sharing with clients, ensuring transparency and collaboration throughout the construction process [5][6] Group 3: Container Manufacturing and Storage Business - Long-term confidence in container manufacturing is based on the correlation with global trade volume, which is expected to grow due to population increase and wealth elevation [7] - The storage business has become a key growth area, with a cumulative shipment of over 60 GWh of storage equipment, positioning the company as a global leader [8] Group 4: Data Center Innovations - The company has developed a modular data center project in Malaysia, featuring 833 modules and a total IT load of approximately 60 MW, completed in under 10 months [9][10] - Innovative cooling solutions and modular designs enhance construction speed and energy efficiency, showcasing the company's leadership in industrialized data center solutions [10]

中国国际海运集装箱（集团）股份有限公司公告称，2025年12月5日，公司回购67.99万股H股，占已发 行股份（不包括库存股份）的0.02%，每股回购价为8.4757港元，付出总代价576.26万港元。回购后， 公司于2025年12月5日的已发行股份（不包括库存股份）为30.31亿股，库存股份为5904.73万股。 ...

Group 1 - The company announced a share buyback plan, repurchasing approximately 60.42 million A-shares, which represents 1.1204% of the total share capital as of the announcement date [1] - The highest purchase price for the shares was RMB 9.09 per share, while the lowest was RMB 7.85 per share, with a total expenditure of approximately RMB 498 million [1] - For the first half of 2025, the company's revenue composition was as follows: containers accounted for 27.7%, logistics services for 17.68%, energy and chemical equipment for 16.88%, road transport vehicles for 11.15%, marine engineering for 10.44%, and other industries for 6.87% [1] Group 2 - The company's market capitalization is currently valued at RMB 48.5 billion [2]

相关报告：智研咨询发布的《2026-2032年中国集装箱制造行业市场运营态势及发展趋向研判报告》 数据来源：中国海关，智研咨询整理 根据中国海关数据显示：2025年10月中国集装箱出口数量为26万个，同比下降47%，出口金额为9.08亿 美元，同比下降45.5%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国集装箱出口情况统计图 ...

Core Viewpoint - CIMC Group announced on November 24 that overall container order production is normal, but the fourth quarter is typically a low season for shipping [1] Group 1: Business Development - The energy storage business is a key emerging strategic area for the company, showing significant growth and becoming an important driver of high-quality development [1] - Benefiting from the increase in energy storage demand, the company has seen a notable rise in the market demand for energy storage containers and system integration [1] - The company maintains a dual approach of deepening relationships with traditional customers while expanding to new clients, resulting in steady growth in shipment scale [1] Group 2: Market Position and Achievements - CIMC's energy storage equipment has been widely delivered to major global markets including Asia, North America, and Europe, with cumulative shipments exceeding 60 GWh, placing the company in a leading position globally [1] - The company continues to diversify application scenarios and advance new technology research and product innovation, successfully implementing demonstration projects in urban supercharging, green transportation, port shore power, data centers, and high-energy-consuming industries [1] - The product strength and delivery capability of CIMC have been recognized by the market [1]

Group 1: Project Developments - CIMC Raffles has secured 2 FPSO hull total package orders for "P-84" and "P-85" in 2024, with the delivery of FPSO P-83 scheduled for August 2025, bringing the total to six floating platforms for Petrobras [1][2] - CIMC is one of only two companies in China with FPSO total package qualifications from Petrobras, showcasing strong project management capabilities and a leading position in the global FPSO construction sector [2] Group 2: Container and Energy Storage Business - Container orders are stable, but Q4 is typically a slow season for shipping [3] - The energy storage business has become a key growth driver, with a significant increase in demand for energy storage boxes and system integration, leading to a cumulative shipment of over 60 GWh, positioning CIMC as a global leader [3] - CIMC is expanding its energy storage applications across various sectors, including urban supercharging, green transportation, and data centers, with successful demonstration projects [3] Group 3: Compensation and Land Development - The compensation agreement for the CIMC Pingshan production base land preparation project has been signed, covering 7 plots with a total area of 822,800 square meters, and the total monetary compensation is expected to reach RMB 828 million [4] Group 4: Market Value Management - CIMC emphasizes market value management as a crucial aspect of high-quality development, focusing on enhancing return rates and promoting emerging strategic business growth [5] - The company has initiated share repurchase plans of up to HKD 500 million for H shares and RMB 300-500 million for A shares to boost investor confidence and reflect the company's intrinsic value [5]