证券日报网讯中集车辆（301039）10月20日在互动平台回答投资者提问时表示，本公司北美半挂车业务 聚焦于集装箱骨架车、冷藏半挂车以及厢式半挂车的制造、组装与交付。 ...

"凭借电子纸绿色显示技术出海，多年来持续深耕欧美及日韩市场，我们赢得了亚马逊、三星等国际头 部客户的认可。"日前，在厦门举办的第二十五届中国国际投资贸易洽谈会上，扬州经开区外贸骨干企 业川奇光电分享了其全球化战略布局及海外市场拓展成果。 作为全球电子纸显示技术的领军企业，川奇光电今年1—7月累计实现进出口总额达57.8亿元，较去年同 期增长36%。公司总经理刘书延言语中透着自豪，"全球首块75英寸彩色电子墨水屏投产后，迅速获得 市场认可。从黑白到彩色，从小尺寸到大尺寸，正是凭借这一颠覆性创新，川奇光电撬动了国内外市场 增量。" 川奇光电的业绩，正是扬州经开区外贸进出口逆势飘红的生动注脚。今年1—7月，该区进出口总额达 168.68亿元，同比增长16.6%，占全市比重23.1%。在全球贸易环境复杂多变的背景下，这份成绩单的背 后，是经开区"两主多强"产业体系的硬核支撑与政府服务的精准赋能。扬州市委常委、经开区党工委书 记张利日前在调研企业时表示，持续优化服务机制，经开区要为企业提供更广阔的发展空间和更精准的 政策支持，助力外资、外贸企业更好发展。 □ 本报记者汪滢李鑫津 通讯员杨开轩 "全区外贸高度依赖制造业企 ...

Core Viewpoint - The company has demonstrated robust growth in the first half of 2025, evolving into a "full value chain operator" for Starlink semi-trailers, with significant increases in revenue and profitability across various business segments [1][2][3] Financial Performance - The company achieved a revenue of 9.75 billion yuan and a gross profit of 1.46 billion yuan in the first half of 2025, with total assets reaching 23.15 billion yuan, a year-on-year increase of 2.1%, and net assets of 14.41 billion yuan [1] - Operating cash flow for the period was 930 million yuan [1] Global Semi-Trailer Business - The global semi-trailer business generated revenue of 6.924 billion yuan, contributing a gross profit of 1.129 billion yuan, with a total production of 53,000 semi-trailers [1] - In China, semi-trailer sales increased by 10% year-on-year, with revenue up by 11% and a gross margin improvement of 2.4% [1] - The profitability of Starlink semi-trailers in the Chinese market surged by 74% year-on-year [1] Regional Performance - The Southern global semi-trailer business maintained a high-quality development trend, with sales up by 13% year-on-year and a gross margin increase of 4.6% [1] - The European semi-trailer business showed resilience in a "weak recovery" market, with the UK subsidiary SDC reporting an 8.7% revenue increase [2] - Despite challenges in North America due to tariff policies and demand decline, the semi-trailer business sold 7,888 units, showcasing strong resilience [2] EV and New Product Development - The company is focusing on building new productive capabilities in its EV.DTB business, achieving revenue of 868 million yuan and expanding sales of new energy products [2] - Significant growth was noted in specific EV-DTB products, with dump trucks increasing by 142.55%, concrete mixers by 86.26%, and refrigerated trucks by 69.8% [2] - The company delivered 1,704 units of well-matched products, a 25% year-on-year increase [2] Future Outlook - The company aims to enhance its role as a "full value chain" operator for Starlink semi-trailers while maintaining profitability and increasing market share [3] - Plans include evolving cross-ocean operations into a "borderless enterprise" and advancing towards integrated pure electric head trailers [3] - The company is committed to automating and robotizing the EV-Trailer assembly and promoting global standardization of its products [3]