截至发稿，中集集团市值为452亿元。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，中集集团（SZ 000039，收盘价：8.38元）10月9日晚间发布公告称，2025年10月9日，公 司通过集中竞价交易方式首次回购公司A股股份约241万股，占公司截至本公告日总股本的比例为 0.0447%，购买的最高价为人民币8.37元/股，最低价为人民币8.25元/股，已使用的资金总额为人民币约 2000万元。 2025年1至6月份，中集集团的营业收入构成为：集装箱占比27.7%，物流服务业务占比17.68%，能源和 化工和液态食品装备占比16.88%，道路运输车辆占比11.15%，海洋工程占比10.44%，其他行业占比 6.87%。 （记者 曾健辉） ...

Group 1 - The core point of the article is that 中集集团 (China International Marine Containers Group) announced a share buyback plan during its board meeting held on September 29, 2025, and provided a breakdown of its revenue composition for the first half of 2025 [1] - 中集集团's revenue composition for the first half of 2025 is as follows: containers accounted for 27.7%, logistics services for 17.68%, energy and chemical equipment and liquid food equipment for 16.88%, road transport vehicles for 11.15%, marine engineering for 10.44%, and other industries for 6.87% [1] - As of the report, 中集集团's market capitalization stands at 43.4 billion yuan [1] Group 2 - The article also mentions a competitive situation in the beverage industry, where 农夫 (Nongfu Spring) has launched a new green bottle product, leading to a significant decline in market share for 怡宝 (Yibao), which dropped nearly 5 percentage points [1] - The competitive dynamics suggest that while 农夫 is gaining market share, the overall impact is felt more broadly in the industry, particularly affecting 怡宝's performance [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 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company reported a strong performance in Q1 2025, with revenue reaching 36.026 billion yuan, a year-on-year increase of 11%, and a net profit attributable to shareholders of 544 million yuan, up 550% year-on-year [6][9]. - The container segment continues to see profit release, while the offshore engineering segment is experiencing an upward cycle [2][6]. - The company is expected to benefit from the development of deep-sea technology, with a strong order backlog in various business segments [2][11]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 36.026 billion yuan, a year-on-year increase of 11%, and a net profit of 544 million yuan, which is a significant increase of 550% year-on-year. The net profit excluding non-recurring items was 523 million yuan, up 132% year-on-year [6][9]. - The sales volume of dry cargo containers reached 531,200 TEU, a year-on-year growth of approximately 7.44%, while refrigerated container sales surged to 36,400 TEU, a year-on-year increase of about 291.40% [11]. Business Segments - The offshore engineering segment is performing steadily, with new effective orders amounting to 60 million USD in Q1 2025, and a total order value of 6.3 billion USD, with oil and gas business orders accounting for two-thirds [11]. - The energy, chemical, and liquid food equipment business saw a revenue increase of 24.2% to 5.765 billion yuan, driven by strong delivery capabilities and a robust order backlog [11]. Future Outlook - The company is well-positioned to benefit from the growth in deep-sea oil and gas and renewable energy sectors, with a comprehensive layout in offshore engineering and special ship manufacturing [11]. - The forecast for net profit attributable to shareholders is 3.48 billion yuan and 4.47 billion yuan for 2025 and 2026, respectively, corresponding to PE ratios of 12 and 9 times [11].