中集环科8月25日股价报收17.84元，较前一交易日下跌0.15元，跌幅0.83%。当日成交量为8.79万手，成 交金额达1.56亿元，换手率为9.76%。公司总市值107.04亿元，流通市值16.06亿元。 中集环科主营业务为罐式集装箱的设计研发、生产制造和销售，是全球领先的液体、液化气体集装箱化 物流装备制造企业。公司业务还涉及医疗设备部件领域。2025年上半年，公司经营受到美国贸易政策及 全球地缘政治等因素影响。 8月25日，中集环科接待了华泰证券、光大永明资产等多家机构调研。公司管理层就业务发展情况与调 研机构进行了交流。近一年来，公司已累计接待67家机构88次调研。 8月25日主力资金净流入950.52万元，占流通市值比为0.59%。近五日主力资金呈现净流出状态，累计净 流出239.83万元，占流通市值比为0.15%。 风险提示：市场有风险，投资需谨慎。 ...

证券代码：301559 证券简称：中集环科 中集安瑞环科技股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他 ____电话会议___ 活动参与人员 华泰证券 倪正洋 杨云逍 吕佩蕾 李 斐 光大永明资产管理股份有限公司 何博源 上海日胜隆私募基金管理有限公司 乔 玥 壹拾资产管理有限公司 钱纪廷 兴业证券 余小丽 中邮证券 虞洁攀 宁银理财 潘亚洲 国信证券 张苗苗 公司董事、总裁 季国祥 公司副总裁、首席财务官兼董事会秘书 张 毅 公司董事会办公室主任 王延民 公司证券事务代表 孟 阳 时间 2025 年 8 月 25 日 16:00-17:00 地点 中集环科会议室 形式 □现场 □网上 ☑电话会议 交流内容及具体问 答记录 公司基本情况介绍： 公司主要从事罐式集装箱的设计研发、生产制造和销售，是 全球领先的液体、液化气体（常温）集装箱化物流装备制造企业 和全生命周期服务商，并衍生出医疗设备部件业务。 2025 年上半年，受美国贸易政策不确定性以及全球地缘政治 紧张等因素影响 ...

每经AI快讯，"A股绿色报告"项目监控到的数据显示，中远海发（SH601866）间接控股子公司东方国际集装箱（锦州）有限公司产 品升级项目环评审批获同意。该项目总投资额达20万元。该审批信息于2025年7月25日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在让上市公司环境信息更加阳光 透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境监管数据，筛选监控上市公司及其旗下公司（包括分公司、 参股公司和控股公司）的环境表现，加以专业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周 报，定期动态更新上市公司环境风险榜。 上期（总第210期）A股绿色周报显示，共有8家上市公司在近期暴露了环境风险。 | | 建筑装饰 | | | --- | --- | --- | | | | 北京市 | | 环境违法违规 | | | | | 煤炭 | 山西省 | | | 有色金属 | 内蒙古自治区 | | | 电力设备 | 江苏省 | | | 公用事业 | 河北省 | | | 家用电器 | 广东省 | 2024年年报显示 ...

董事会 二〇二五年八月十五日 中国国际海运集装箱（集团）股份有限公司（以下简称"本公司"）董事会将于2025年8月27日（星期 三）在广东省深圳市南山区蛇口港湾大道2号中集集团研发中心举行会议，以批准本公司及其附属公司 截至2025年6月30日止六个月之半年度业绩及其发布，以及其他事项。 特此公告。 中国国际海运集装箱（集团）股份有限公司 证券代码：000039、299901 证券简称：中集集团、中集H 代 公告编号：【CIMC】2025-079 中国国际海运集装箱（集团）股份有限公司关于董事会会议通知的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性陈述或重大遗 漏。 ...

Group 1: Container Manufacturing and Export - Container manufacturing companies are shifting from price advantages to technological advantages, increasing the "new" content in container exports [1] - Suzhou Zhongnan Intelligent Equipment Co., Ltd. has introduced intelligent technology and high-end manufacturing processes, resulting in a product value of nearly 15 million yuan in container exports in the first half of the year [1] - Taicang CIMC Refrigerated Logistics Equipment Co., Ltd. reported a 56% year-on-year increase in refrigerated container exports, totaling 22,000 TEUs in the first half of the year [1] Group 2: Sports Equipment Export - Changzhou enterprises are integrating artificial intelligence with sports products, exemplified by the export of 400 robotic tennis ball machines by Changzhou Xinzhi Technology Co., Ltd. [2] - The sports equipment export value from Changzhou reached 240 million yuan in the first half of the year, reflecting a 6.3% year-on-year growth [2] Group 3: High-tech Products Export - Jiangsu Province exported high-tech products worth 598.53 billion yuan in the first half of the year, with a year-on-year growth of 5.6% [4] - Nantong Haixing Electronics Co., Ltd. achieved an export value of over 50 million yuan for electrode foils, marking a 67.23% increase year-on-year [4] - Suzhou Tianfu Optical Communication has a total import and export value of 2.644 billion yuan in the first half of the year, with a significant year-on-year growth of 101.6% [4]

Group 1: Container Manufacturing and Export - The export products of Jiangsu's container manufacturing industry are increasingly incorporating new technologies and features, shifting from price advantages to technological advantages [1] - Suzhou Zhongnan Intelligent Equipment Co., Ltd. has introduced intelligent technology and high-end manufacturing processes, resulting in a product value of nearly 15 million yuan in container exports in the first half of the year [1] - Taicang CIMC Refrigerated Logistics Equipment Co., Ltd. reported a 56% year-on-year increase in refrigerated container exports, totaling 22,000 TEUs in the first half of the year [1] Group 2: Sports Equipment Export - Changzhou's enterprises are integrating artificial intelligence with sports products, exemplified by the export of 400 robotic tennis ball machines by Changzhou Xinzhi Technology Co., Ltd. [2] - The company’s new product features an AI dynamic interaction system and multi-modal control, enhancing the training experience for consumers [2] - In the first half of the year, Changzhou's sports equipment exports reached 240 million yuan, a year-on-year increase of 6.3% [2] Group 3: Battery and High-tech Products Export - Meimiao Environmental Technology Co., Ltd. has exported 512 ball machines, while Jiangsu Weilan New Energy Battery Co., Ltd. reported a twofold increase in export value in the first half of the year [3] - The solid-state lithium batteries produced by Jiangsu Weilan offer higher safety and energy density compared to traditional batteries [3] - The province's high-tech product exports reached 598.53 billion yuan in the first half of the year, with a year-on-year growth of 5.6% [4] Group 4: Electronic Materials and Solutions - Nantong Haixing Electronics Co., Ltd. achieved a 67.23% year-on-year increase in export value, surpassing 50 million yuan, with a market share of over 7% in the global electrode foil market [4] - The company focuses on technology research and development, holding over 260 patents [4] - Suzhou Tianfu Optical Communication has increased its production efficiency through a group processing trade supervision model, achieving a total import and export value of 2.644 billion yuan, a year-on-year increase of 101.6% [4]

Group 1: Market Overview - The A-share market experienced fluctuations last week, with the Shanghai Composite Index declining by 0.94% to close at 3559.95 points, while the Shenzhen Component and ChiNext Index fell by 1.58% and 0.74%, respectively [1] - Most sectors entered a correction phase, with notable declines in coal, non-ferrous metals, and real estate, while the biopharmaceutical, communication, and media sectors showed overall gains [1] - 125 listed companies disclosed institutional research reports, with nearly 40% of the surveyed stocks achieving positive returns [1] Group 2: Individual Company Highlights - Defu Technology (301511) attracted 144 institutional investors for research, the highest number last week, due to its plan to acquire 100% of Luxembourg Copper Foil for €174 million, which is expected to enhance its production capacity from 175,000 tons/year to 191,000 tons/year, making it the world's largest producer of electrolytic copper foil [3] - The acquisition targets high-demand applications in AI servers, 5G base stations, and mobile terminals, with Defu Technology aiming to leverage the acquired company's brand and product advantages to expand into emerging markets [3] - Victory Technology, also in the electronic components sector, announced plans for a Hong Kong IPO to capitalize on global AI opportunities, aiming to enhance its financing capabilities and risk resilience [4] Group 3: Financial Performance - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of approximately 90% [5] - BOE Technology indicated a continued trend of inventory reduction among manufacturers, with slight price declines in certain LCD TV sizes, but expects stabilization in panel prices as demand recovers in August [5]

Group 1 - Two stocks, Defu Technology and Shenghong Technology, surged over 20% this week, reaching new highs for the year [1] - The A-share market saw a decline in major indices, with the Shanghai Composite Index down 0.94% and the Shenzhen Component down 1.58% [1] - Defu Technology received the highest number of institutional visits this week, with 144 institutions participating in a research meeting [2] Group 2 - Defu Technology plans to acquire 100% of Luxembourg Copper Foil for €174 million, which is the only non-Japanese leader in high-end IT copper foil technology [2] - The acquisition will increase Defu Technology's electrolytic copper foil capacity from 175,000 tons per year to 191,000 tons per year, making it the world's largest producer [2] - Shenghong Technology announced plans for a Hong Kong IPO to capitalize on global AI opportunities, positioning itself as a leading player in the AI hardware supply chain [3] Group 3 - CIMC reported optimistic demand for its container business, with orders currently scheduled through the third quarter, and expects industry production to exceed 3 million TEU for the year [4] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of around 90% [4] - BOE Technology indicated a slight decline in LCD TV prices but anticipates a recovery in demand and stabilization of prices in August [4]

Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index peaking at 3636.17 points before closing down 0.94% for the week at 3559.95 points [1] - The Shenzhen Component and ChiNext Index also saw declines of 1.58% and 0.74% respectively [1] - Most sectors entered a correction phase, with notable gains in biomedicine, communication, and media, while coal, non-ferrous metals, and real estate sectors faced significant declines [1] Company Highlights - Defu Technology (301511) attracted the highest number of institutional investors this week, with 144 participating in a recent survey, driven by its plan to acquire 100% of Luxembourg Copper Foil for €174 million [3] - The acquisition is expected to enhance Defu Technology's production capacity from 175,000 tons/year to 191,000 tons/year, solidifying its position as the world's largest producer of electrolytic copper foil [3] - The company aims to leverage the acquisition to expand into emerging markets and improve profitability through resource integration and brand advantages [3] Victory Technology - Victory Technology, also in the electronic components sector, announced plans for a Hong Kong IPO to capitalize on global AI opportunities [4] - The company positions itself as a leading player in the AI hardware supply chain, with backing from internationally recognized strategic investors to enhance its financing and risk management capabilities [4][6] - Proceeds from the IPO will be used for high-end capacity expansion, smart upgrades, and R&D in advanced PCB technologies to meet global expansion needs [6] Industry Insights - CIMC Group reported optimistic demand in the container business, with orders extending into Q3, and expects the industry to produce no less than 3 million TEUs this year, exceeding initial forecasts [6] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of approximately 90% [6] - BOE A indicated a continued trend of inventory reduction in the LCD TV sector, with slight price declines, but anticipates a recovery in demand and stabilization of panel prices in August [7]

Market Overview - A-shares experienced fluctuations this week, with the Shanghai Composite Index peaking at 3636.17 points before closing down 0.94% at 3559.95 points. The Shenzhen Component Index fell 1.58%, and the ChiNext Index decreased by 0.74% [1] - Most sectors entered a correction phase, with notable declines in coal, non-ferrous metals, and real estate, while sectors like biomedicine, communication, and media saw overall gains [1] - 125 listed companies disclosed institutional research reports this week, with nearly 40% of the surveyed stocks achieving positive returns [1] Company Highlights - Defu Technology received the highest number of institutional visits this week, with 144 institutions participating, primarily due to its plan to acquire 100% of Luxembourg Copper Foil for €1.74 billion. This acquisition is expected to enhance its production capacity from 175,000 tons/year to 191,000 tons/year, making it the world's largest producer of electrolytic copper foil [2] - The end-use applications for copper foil include AI servers, 5G base stations, and mobile terminals, indicating significant growth potential in these sectors [2] - Victory Technology, another company that saw substantial gains, announced plans for a Hong Kong IPO to capitalize on global AI opportunities. The funds raised will support high-end capacity expansion and advanced PCB technology development [3] - CIMC reported optimistic demand for its container business, with orders currently scheduled through Q3. The industry anticipates a total production of no less than 3 million TEUs for the year, exceeding initial expectations [4] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of approximately 90% [4] - BOE Technology indicated a slight decline in LCD TV prices due to ongoing inventory destocking, but expects a recovery in demand and stabilization of prices in August [4]