日前，由中集集团（000039）旗下中集模块化建筑打造的中非地区首个模块化建筑——喀麦隆雅温得 Bastos区办公楼项目正式发运，标志着中集首个海外模块化办公楼项目将进入现场集成装配的关键阶 段。 在项目发运仪式上，中集模块化建筑(MBS)总经理助理、中集建筑设计院及中集建造副总经理王博表 示，喀麦隆雅温得Bastos区办公楼项目是中集全流程把控，集研发、设计、制造、运输、建造于一体的 EPC工程，印证了中集已具备在国际市场打造领先标杆项目的实力。中集将以此项目为新起点，继续深 化内部协同，不断打磨产品与服务。 据了解，喀麦隆雅温得Bastos区办公楼项目位于喀麦隆首都雅温得，总建筑面积约3000平方米，遵循永 久性建筑规范。项目由78个在中国完成高标准制造的模块化单元构建，预计将于2026年下半年正式投入 使用。相比传统建筑模式，项目工期可缩短50%以上，建成后可满足近200人的办公、会议及餐饮需 求。 当前，非洲中部经济走廊发展蓬勃，喀麦隆正迎来城市建设的加速期。随着经济结构持续优化，金融、 科技与贸易产业快速集聚，当地市场对现代化办公与居住空间的需求持续攀升，基础薄弱的办公环境亟 待改善。而传统建筑模式 ...

Core Viewpoint - CIMC Group, through its subsidiary CIMC Construction Technology, is innovating in the modular building sector, providing high-quality, efficient, and sustainable construction solutions to address challenges in high-density IT energy consumption and demand fluctuations [1] Group 1: Market Demand and Project Delivery - The European and Asia-Pacific markets have shown sustained demand in recent years [1] - In 2024, the company will deliver the world's first ultra-large modular data center project, the Malaysia 2312 Data Center, which includes 833 modules and approximately 60MW of IT load [1] - The design, manufacturing, integration, transportation, and construction cycle for this project is less than 10 months, compared to the traditional 18 to 24 months [1] Group 2: Energy Efficiency and Innovation - The annual Power Usage Effectiveness (PUE) of the Malaysia 2312 Data Center is less than 1.4, significantly enhancing construction speed and energy efficiency [1] - The company has introduced an industry-first 7-meter high module solution that combines air cooling and chilled water liquid cooling for high-density computing applications [1] - Additional solutions include Skids and PTU block solutions that integrate with traditional civil construction, offering more diverse options for data center construction [1] Group 3: Technological Capabilities - The company possesses innovative and mature production technology capabilities in prefabricated cooling sources, modular design, industrial production, and global professional logistics deployment [1] - This showcases the leading strength of the group's modular building business in the industrial construction of data centers, providing high-quality, low-carbon, and highly reliable digital energy solutions for global clients [1]

调研基本情况 中集集团旗下中集建科专注模块化建筑领域创新，在数据中心建设方面具备显著优势。其为客户提供的 模块化数据中心解决方案，包含833个模块、约60MW的IT负荷等配置，设计、制造、集成、运输和建 设周期不到10个月（传统需18～24个月），且全年PUE仅不足1.4，大幅提升建造速度和能效水平。同 时，中集建科针对高密度计算应用场景，首创风冷+冷冻水液冷相结合的7米高模块解决方案，以及与 传统土建相结合的Skids、PTU撬块解决方案，为行业提供多元化选择。公司在预制冷源、模块化设 计、工业化生产和全球专业物流投放等领域的创新与成熟技术能力，彰显了其在数据中心工业化建设方 面的领先实力，可向全球客户提供高质量、低碳、高可靠的数字能源解决方案。 集装箱业务：长期需求有望向更高规模迈进 关于集装箱业务中长期展望，中集集团对行业发展充满信心。其指出，集装箱需求核心挂钩全球商品贸 易量，随着全球人口增长、人均财富提升，以及技术推动下商品购物便利性增强，只要要素禀赋差异、 区域发展不平衡依然存在，国际分工及全球贸易将持续增长。因此，长期来看，未来行业集装箱年度需 求量有望从近年来400万左右的基准向更高规模迈进。 ...

投资者关系活动记录表 编号：2026-01 | | | □特定对象调研 □分析师会议 | | --- | --- | --- | | 投 资 者 关 | 系 活 | □媒体采访 □业绩说明会 | | | | □新闻发布会 √路演活动 | | 动类别 | | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | | 策略会：东方证券策略会 | | | | 一对一：广发基金、睿远基金、汇丰晋信、Citi 花旗、仁桥资产、 | | 参 与 单 位 | 名 称 | 前海开源、大家资产、景顺长城、JP Morgan、中庚基金、聚鸣投 | | 及人员姓名 | | 资、高毅投资、圆信永丰、恒越基金、永赢基金、平安资管、中 | | | | 欧基金、兴业基金、平安养老、大成基金、鹏华基金 | | 时间 | 2025 | 年 月 12 | | 地点 | | 中集集团总部、北京、上海 | | 上市公司 | | 中集集团董事会秘书 吴三强 | | 接待人员 | | 中集集团证券事务代表 何林滢 | | | | 中集集团投资者关系高级经理 巫 娜 | | 姓名 | | 中集集团投资者关系经理 韩晓娜 | | | ...

2026年，"十五五"开局之年。开局关系全局，起步决定后势。 习近平总书记在中央经济工作会议上殷殷嘱托："定了就要落实，各级各部门都要有大局观、执行 力。"二〇二六年新年贺词中，总书记深情勉励："我们要锚定目标任务，坚定信心、乘势而上"。 开年以来，各地区各部门担当作为、奋勇争先，沉下心来抓落实、办实事。神州大地，热气腾腾、 蒸蒸日上。 在全国大局中找准定位 开局之年，当有开局之识。 大国之大，体现在各地差异之大。"生物有多样性，地区有差异性，有老年人，有青年人，有的年 幼有的年长，为什么都选择干一样的活呢？" 习近平总书记叮嘱各地区各部门要"自觉在大局下行动，下好全国一盘棋"。中央经济工作会议要 求"在大局中把握"2026年经济工作的关键着力点。 在全国大局中找准定位，有效结合国家战略、市场需求、地区优势，各地持续探索高质量发展新模 式。 南海之滨，开放潮涌。 1月3日9时许，一架来自哈萨克斯坦的客机降落在海南三亚凤凰国际机场。只要1分钟，国际旅客即 可"无感通关"、便捷入境。 海南自贸港全岛封关运作以来，政策红利持续释放。发挥叠加优势，海南从全局谋一域，以一域服 务全局。 "开局之年，海南将主动对接国际高 ...

开栏的话 "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期。今年是"十五五"开局之年， 习近平总书记强调"确保'十五五'开好局、起好步"。 前路迢迢，阔步而行。人民日报今起推出"'十五五'开好局起好步"专栏，聚焦各地区各部门锚定目标任 务、扎实推动高质量发展的有力举措和积极探索，展现广大干部群众坚定信心、乘势而上，不断开创中 国式现代化建设新局面的生动实践。 2026年，"十五五"开局之年。开局关系全局，起步决定后势。 习近平总书记在中央经济工作会议上殷殷嘱托："定了就要落实，各级各部门都要有大局观、执行 力。"二〇二六年新年贺词中，总书记深情勉励："我们要锚定目标任务，坚定信心、乘势而上"。 开年以来，各地区各部门担当作为、奋勇争先，沉下心来抓落实、办实事。神州大地，热气腾腾、蒸蒸 日上。 在全国大局中找准定位 开局之年，当有开局之识。 大国之大，体现在各地差异之大。"生物有多样性，地区有差异性，有老年人，有青年人，有的年幼有 的年长，为什么都选择干一样的活呢？" 习近平总书记叮嘱各地区各部门要"自觉在大局下行动，下好全国一盘棋"。中央经济工作会议要求"在 大局中把握"2026年经济工作的 ...

开栏的话 "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期。今年是"十五五"开局之年， 习近平总书记强调"确保'十五五'开好局、起好步"。 前路迢迢，阔步而行。本报今起推出"'十五五'开好局起好步"专栏，聚焦各地区各部门锚定目标任务、 扎实推动高质量发展的有力举措和积极探索，展现广大干部群众坚定信心、乘势而上，不断开创中国式 现代化建设新局面的生动实践。 2026年，"十五五"开局之年。开局关系全局，起步决定后势。 习近平总书记在中央经济工作会议上殷殷嘱托："定了就要落实，各级各部门都要有大局观、执行 力。"二〇二六年新年贺词中，总书记深情勉励："我们要锚定目标任务，坚定信心、乘势而上"。 开年以来，各地区各部门担当作为、奋勇争先，沉下心来抓落实、办实事。神州大地，热气腾腾、蒸蒸 日上。 在全国大局中找准定位 开局之年，当有开局之识。 南海之滨，开放潮涌。 1月3日9时许，一架来自哈萨克斯坦的客机降落在海南三亚凤凰国际机场。只要1分钟，国际旅客即 可"无感通关"、便捷入境。 海南自贸港全岛封关运作以来，政策红利持续释放。发挥叠加优势，海南从全局谋一域，以一域服务全 局。 "开局之年，海南将主 ...

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]

Group 1 - Nanshan Holdings (002314.SZ) announced on October 10 that Changshu Yazhi Modular Building Co., Ltd. is a wholly-owned subsidiary, focusing on business transformation and internal management optimization [1] - Changshu Yazhi is recognized as a national high-tech enterprise, specializing in modular space business, including new integrated buildings and special containers, with products such as modular buildings and packing boxes [1] - Despite its achievements, including being awarded "Top Ten Brands in China's Energy Storage Industry - Top Ten Energy Storage Supporting Suppliers" in 2023, the revenue contribution from this business remains limited [1] Group 2 - Since 2020, Changshu Yazhi has increased investments in the new energy sector, establishing integrated production lines and charging/discharging testing platforms, with an annual production capacity of 8,000 energy storage containers [3] - From 2020 to date, the shipment volume of energy storage containers has reached 20 GWh, with major clients including State Power Investment Corporation, BYD, Sungrow, Schneider, Canadian Solar, and Trina Solar [3] - The inquiry from investors regarding the subsidiary's transformation and market prospects for energy storage containers indicates a growing interest in this sector [3]

Core Viewpoint - Shenzhen's Housing Construction Bureau has issued the "Shenzhen Modular Building Development Action Plan (2026-2028)", aiming to implement a cumulative area of no less than 3 million square meters of modular building projects by the end of 2028, promoting the integration of three major industrial clusters in modular construction [1][2] Group 1 - The plan focuses on "one key point, two drivers, and three systems" to create a Shenzhen model for modular buildings and promote high-quality development in the construction industry [2] - Key tasks include promoting modular building applications in residential projects such as commercial housing, affordable housing, and dormitories, as well as encouraging the use of modular technology for the renovation of old neighborhoods [2] - The plan emphasizes the role of quality enterprises in driving industrial upgrades and aims to cultivate a group of enterprises that master core modular construction technologies [2] Group 2 - The plan aims to precisely layout advantageous industrial clusters to promote collaborative development, focusing on R&D, design services, and production [2] - It highlights the need for innovative management systems and strengthened product regulation to align with modular construction [2] - The plan supports the development of a technical system for modular construction, including the establishment of relevant standards and norms [2] Group 3 - Shenzhen has been continuously promoting modular building development through policy guidance, standard support, project demonstration, and industrial cultivation, resulting in over 1.6 million square meters of implemented modular construction area to date [3]