来源：新浪证券-红岸工作室 9月25日，中集车辆跌0.22%，成交额9788.28万元，换手率0.75%，总市值166.80亿元。 资金分析 异动分析 冷链物流+氢能源+统一大市场+高端装备+华为概念 1、公司属于专用汽车制造行业，是全球销量排名第一的半挂车生产企业 ，亦是中国领先的专用车上装 和冷藏厢式车厢体生产企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流运输、冷 藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 2、2023年12月1日互动易回复：氢能源方面，本公司根据客户需求已推出氢能源冷藏车厢体产品。 3、公司作为全球排名第一的半挂车生产企业， 在全球主要民用领域的主要市场，包括中国、北美、欧 洲及其他地区开展 7大类的半挂车生产与销售及售后市场服务，主要应用场景为道路物流运输。同时也 是知名的冷藏厢式车厢体的制造企业。公司生产的冷藏车产品，凭借出色可靠的产品品质，在冷链物流 运输、冷藏生鲜配送、生物制药及疫苗运输场景中被客户应用。 4、公司是全球领先的半挂车及专用车高端制造企业、全球销量排名第一的半挂车生产企业，在全球主 要市场开展七大类半挂车的生产、销售和售后市场服务。 5、公司 ...

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle sector, particularly in semi-trailers and refrigerated vehicles, and is focusing on hydrogen energy and smart logistics as key growth areas [2][6]. Company Overview - CIMC Vehicles is headquartered in Hong Kong and was established on August 29, 1996, with its shares listed on July 8, 2021 [6]. - The company's main business includes the production of semi-trailers, specialized vehicle superstructures, and refrigerated vehicle bodies [6]. - The revenue composition shows that 71.21% comes from global semi-trailer sales, with ordinary semi-trailers accounting for 59.32% [6]. Recent Developments - On December 1, 2023, the company announced the launch of hydrogen energy refrigerated vehicle products based on customer demand [2]. - CIMC Vehicles is recognized as the world's largest semi-trailer manufacturer and a leading producer of specialized vehicle superstructures and refrigerated vehicle bodies in China [2]. - The company signed a cooperation framework agreement with Huawei in November to work on digital transformation and smart upgrades [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 in the last three years [8]. Market Activity - On August 21, 2023, CIMC Vehicles' stock price decreased by 0.34%, with a trading volume of 116 million yuan and a market capitalization of 16.68 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 11.1129 million yuan on the same day [3][4].