Core Viewpoint - 中集集团's mid-year performance shows a decline in revenue but a significant increase in net profit, indicating effective cost management and strategic focus on profitable segments [1][2]. Financial Performance - In the first half of 2025, 中集集团 reported revenue of 760.90 billion yuan, a year-on-year decrease of 3.82% [1]. - The net profit attributable to shareholders reached 12.78 billion yuan, marking a year-on-year increase of 47.63% [1]. - The company’s interest-bearing debt decreased by over 5 billion yuan compared to the same period last year, leading to lower financing costs [2]. Business Segments - The container business saw a gross profit margin increase of 3.95 percentage points year-on-year, contributing to an overall gross margin increase of 1.94 percentage points [1]. - Container sales volume reached 1.1259 million TEU, a decline of approximately 18.57% year-on-year due to high base effects from the previous year [4]. - Cold container demand grew significantly, with sales of 92,000 TEU, reflecting a year-on-year increase of approximately 105.82% [4]. - The container manufacturing segment generated revenue of 21.735 billion yuan, down 12.88% year-on-year, but net profit increased by 13.20% to 1.444 billion yuan [4]. Market Outlook - The global trade volume is expected to increase by 300 billion USD in the first half of 2025, with 230 billion USD attributed to goods trade growth [4]. - The company anticipates steady development in the container logistics sector, supported by cost advantages from large-scale steel procurement and smart manufacturing initiatives [4]. Marine Engineering Business - The marine engineering segment achieved revenue of 8.014 billion yuan, a year-on-year increase of 2.95%, with a net profit of 281 million yuan, recovering from a loss of 84 million yuan in the previous year [4]. - The segment includes oil and gas equipment manufacturing, offshore wind power installation vessels, and special shipbuilding [5]. - New orders in the marine engineering sector totaled 10.6 million USD, down from 1.79 billion USD in the same period last year [5]. - The company has a backlog of orders amounting to 5.55 billion USD, with projects extending into 2028, indicating strong future demand [7].

2025 Interim Results Announcement Singamas Container Holdings Limited www.singamas.com 29 August 2025 1 按一下以編輯母片標題樣式 (Incorporated in HK with Limited Liability) (HKEx stock code: 00716) Disclaimer The information contained in this presentation is for information purposes only and does not constitute an offer or invitation to sell or the solicitation of an offer or invitation to purchase or subscribe for any ordinary shares ("Shares") or rights to purchase Shares in Singamas Container Holdings Limited ("Sing ...

Core Insights - The company, China International Marine Containers (Group) Co., Ltd. (CIMC), reported strong growth in its overall operating performance for the first half of 2025, transitioning from "scale expansion" to "value cultivation" [1][3] Financial Performance - CIMC's revenue for the first half of 2025 reached 76.09 billion yuan, with a net profit of 1.764 billion yuan; the net profit attributable to shareholders was approximately 1.278 billion yuan, reflecting a year-on-year increase of 47.63% [1] - The net cash flow from operating activities was 7.154 billion yuan, showing a significant year-on-year increase of 594.46% [1] Strategic Focus - In the context of a new technological revolution and industrial transformation, CIMC is focusing on high-end transformation and global expansion, emphasizing core technological breakthroughs and source innovation [3] - The company aims to enhance the resilience and competitiveness of its industrial system by improving its participation in international supply chains [3] Innovation and Development - CIMC has made significant strides in intelligent manufacturing, with 12 of its enterprises recognized as provincial "advanced intelligent factories" [3] - The company has received prestigious awards for its projects, including the first prize for scientific and technological progress in Tianjin and the first prize for technological innovation achievements from the China Association for the Promotion of Industry-University-Research Cooperation [3] Patent and R&D - During the reporting period, CIMC applied for 401 new patents, maintaining a total of 6,331 effective patents by the end of the reporting period [3] Market Expansion - CIMC is strategically expanding into emerging fields such as cold chain and energy storage, while also focusing on modular construction to build a differentiated competitive advantage [6] - The company has delivered a modular data center project in Osaka, Japan, as part of its efforts to achieve breakthroughs in key global markets [6] Global Presence - CIMC's R&D centers and manufacturing bases are distributed across more than 20 countries and regions, with over 30 overseas entities [6]

Group 1 - China International Marine Containers (Group) Co., Ltd. (CIMC) reported a revenue of 76.09 billion yuan and a net profit of 1.764 billion yuan for the first half of 2025, with a year-on-year increase in net profit of 47.63% [2] - The container manufacturing segment generated revenue of 21.735 billion yuan and a net profit of 1.444 billion yuan, reflecting a year-on-year growth of 13.20% [2] - The sales volume of dry cargo containers reached 1.1259 million TEUs, maintaining industry leadership, while refrigerated container sales surged by approximately 105.82% to 92,000 TEUs due to increased market demand [2] Group 2 - The aviation industry has continued to show stable growth since 2025, with CIMC's subsidiary, CIMC Tianda, achieving a revenue increase of 29.83% and a net profit increase of 119.57% in the first half of 2025 [3] - CIMC Tianda aims to strengthen its core advantages in airport equipment and explore cutting-edge demands in the firefighting industry to enhance competitiveness and promote sustainable development [3]

Core Insights - CIMC Group reported a strong performance in the first half of 2025, achieving a revenue of approximately RMB 76.09 billion and a net profit of about RMB 1.28 billion, marking a year-on-year growth of 47.63% [2] Revenue Breakdown - The marine engineering segment generated revenue of RMB 8.01 billion, with a year-on-year increase of 2.95%, and net profit turned positive at RMB 281 million, contributing significantly to overall performance [2] - The container manufacturing business saw a net profit of RMB 1.44 billion, reflecting a notable growth of 13.20% due to product structure optimization and cost control [2] - Driven by strong global demand for cold chain logistics, refrigerated container sales surged by 105.82% year-on-year, reaching 92,000 TEU [2] - The vehicle segment enhanced quality and efficiency through high-end and intelligent transformation, maintaining the top market share in China for six consecutive years [2] - The energy and chemical equipment segment capitalized on global clean energy trends, achieving a profit of RMB 460 million, nearly doubling compared to the previous period [2] Profitability and Efficiency - CIMC Group's overall gross margin improved by 1.94 percentage points year-on-year to 12.67%, demonstrating excellent operational quality and cost control capabilities [2]

Core Viewpoint - CIMC Group reported a decline in revenue for the first half of 2025, but a significant increase in net profit, indicating a mixed performance amid varying demand in different segments [1] Financial Performance - The company achieved an operating revenue of 76.09 billion yuan, a year-on-year decrease of 3.82% [1] - Net profit attributable to shareholders and other equity holders was 1.278 billion yuan, reflecting a year-on-year increase of 47.63% [1] - Basic earnings per share stood at 0.23 yuan [1] Sales Performance - The total sales volume of dry cargo containers was 1.1259 million TEU, down approximately 18.57% from 1.3827 million TEU in the same period last year, influenced by a high base effect [1] - In contrast, the sales volume of refrigerated containers reached 92,000 TEU, a significant year-on-year increase of about 105.82% from 44,700 TEU, driven by strong demand for South American fruit exports and high cold chain freight rates [1]

Group 1 - The core viewpoint of the article indicates that global trade is expected to increase by $300 billion in the first half of 2025, driven primarily by a surge in U.S. imports and growth in EU exports [1] - The growth in global container trade volume is also anticipated, benefiting from improved logistics efficiency and cost control in standardized container transportation [1] - Domestic multimodal transport has shown significant results in terms of scale, hub layout, and channel networks, leading to a notable increase in demand for new standard dry containers [1] Group 2 - China International Marine Containers (Group) Co., Ltd. (CIMC) reported a substantial increase in refrigerated container sales, reaching 92,000 TEUs, which represents a year-on-year growth of 105.82% [1] - For the first half of the year, CIMC's container manufacturing business achieved operating revenue of 21.735 billion yuan and a net profit of 1.444 billion yuan, reflecting a commendable growth of 13.20% despite a high base from the previous year [1]

Core Insights - The company reported a mid-year revenue of approximately 76.09 billion yuan, with an operating profit of about 2.817 billion yuan, reflecting a year-on-year growth of 33.15% [1] - The net profit attributable to shareholders and other equity holders was around 1.278 billion yuan, marking a year-on-year increase of 47.63% [1] - Basic earnings per share stood at 0.23 yuan [1] Business Segment Performance - The container manufacturing segment achieved a revenue of 21.735 billion yuan, with a net profit of 1.444 billion yuan, showing a year-on-year increase of 13.20% [1] - The sales volume of dry cargo containers was 1.1259 million TEU, a decrease of approximately 18.57% compared to the previous year's 1.3827 million TEU, influenced by a high base from the previous year [1] - In contrast, the demand for refrigerated containers surged, with sales reaching 92,000 TEU, up about 105.82% from 44,700 TEU in the same period last year, driven by strong export demand for South American fruits and high cold chain freight rates [1] Global Strategy and Market Position - The company continues to strengthen its global layout strategy, with R&D centers and manufacturing bases distributed across nearly 20 countries and regions, and over 30 overseas entities, primarily in Europe and North America [1] - The company’s domestic revenue accounted for approximately 51%, while international revenue made up about 49%, maintaining a balanced market position [1]

Core Viewpoint - CIMC Group (02039) reported a strong performance for the first half of 2025, with significant increases in revenue and net profit, indicating robust growth in its operations and strategic positioning in the global market [1] Financial Performance - The company achieved an operating revenue of approximately 76.09 billion yuan, with an operating profit of about 2.817 billion yuan, reflecting a year-on-year growth of 33.15% [1] - The net profit attributable to shareholders and other equity holders was around 1.278 billion yuan, marking a year-on-year increase of 47.63% [1] - Basic earnings per share stood at 0.23 yuan [1] Business Segments - The container manufacturing segment generated operating revenue of 21.735 billion yuan, with a net profit of 1.444 billion yuan, showing a year-on-year increase of 13.20% [1] - The sales volume of dry cargo containers was 1.1259 million TEU, a decrease of approximately 18.57% compared to the previous year due to high base effects [1] - In contrast, the demand for refrigerated containers surged, with sales reaching 92,000 TEU, a significant year-on-year growth of about 105.82% [1] Global Strategy - The company continues to strengthen its global layout strategy, with R&D centers and manufacturing bases distributed across nearly 20 countries and regions, and over 30 overseas entities primarily in Europe and North America [1] - The balanced revenue distribution, with approximately 51% from domestic operations and 49% from international markets, reflects a solid market position and risk mitigation strategy [1]

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 中國國際海運集裝箱（集團）股份有限公司 CHINA INTERNATIONAL MARINE CONTAINERS (GROUP) CO., LTD. （於中華人民共和國註冊成立之股份有限公司） (股份代號：02039) 海外監管公告 本公告乃中國國際海運集裝箱（集團）股份有限公司（「公司」）根據香港聯合交易所有 限公司證券上市規則第 13.10B 條作出。 茲載列公司在公司網站（www.cimc.com）以及巨潮資訊網（www.cninfo.com.cn）刊登 的《中國國際海運集裝箱（集團）股份有限公司 2025 年半年度報告摘要》，僅供參閱。 特此公告。 承董事會命 中國國際海運集裝箱（集團）股份有限公司 吳三強 公司秘書 香港，2025 年 8 月 27 日 本集团已按中国企业会计准则编制财务报告。本报告所载自 2025 年 1 月 1 日至 2025 年 6 月 30 日止期 ...