来源：新浪证券-红岸工作室 8月14日，中集车辆跌1.91%，成交额1.28亿元，换手率1.00%，总市值163.24亿元。 异动分析 氢能源+高端装备+智能物流+冷链物流+华为概念 1、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。 2、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。 3、公司把智能制造，尤其是智能物流车的发展，作为工业化、信息化两化深度融合的主攻方向，充分 利用智能装备和智能产品，推进生产过程智能化，培育新型生产方式，全面提升企业研发、生产、管理 和服务的智能化水平。 4、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。 5、公司旗下凌宇汽车于11月与华为洛阳新基建发展中心签署合作框架协议，双方围绕企业数字化转 型、智能化升级需求开展工作。 区间今日近3日近5日近10日近20日 ...

来源：新浪证券-红岸工作室 8月13日，中集车辆涨0.23%，成交额1.35亿元。两融数据显示，当日中集车辆获融资买入额831.21万 元，融资偿还1545.49万元，融资净买入-714.28万元。截至8月13日，中集车辆融资融券余额合计3.15亿 元。 截至3月31日，中集车辆股东户数3.66万，较上期增加4.13%；人均流通股39729股，较上期减少4.05%。 2025年1月-3月，中集车辆实现营业收入45.91亿元，同比减少10.91%；归母净利润1.79亿元，同比减少 32.59%。 分红方面，中集车辆A股上市后累计派现26.64亿元。近三年，累计派现16.55亿元。 机构持仓方面，截止2025年3月31日，中集车辆十大流通股东中，大成高鑫股票A（000628）位居第六 大流通股东，持股2480.07万股，为新进股东。 融资方面，中集车辆当日融资买入831.21万元。当前融资余额3.14亿元，占流通市值的2.43%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，中集车辆8月13日融券偿还0.00股，融券卖出500.00股，按当日收盘价计算，卖出金额 4440.00元；融券余量13.63万 ...

Group 1: Stock Performance and Investor Returns - The company's stock price has been rising due to multiple market factors, with a significant increase in business performance across major sectors [3] - The company has completed a cash dividend distribution plan for 2024, amounting to approximately CNY 945 million, which represents about 40% of the total distributable profit for the year [3] - A total of CNY 2 billion in A-share buybacks has been executed, with an additional plan to repurchase H-shares not exceeding HKD 500 million [3] Group 2: Business Growth and Financial Performance - In Q1 2025, the company achieved a revenue growth of 11% year-on-year, reaching CNY 36 billion, driven by increased sales in containers, logistics services, and other sectors [5] - The gross profit margin improved by 1.92 percentage points to 12.10%, while net profit attributable to shareholders surged by 550% to CNY 544 million [5] - The container manufacturing segment benefited from a low base in 2024 and efficient order delivery, contributing to the overall revenue increase [5] Group 3: Industry Outlook and Demand - The container manufacturing industry is optimistic, with expectations of production not falling below 3 million TEU for the year, exceeding initial forecasts [7] - The company’s container orders are currently scheduled for production through Q3 2025, reflecting strong demand influenced by eased US-China tariffs [7] Group 4: Deep Sea Economic Development - The company is actively involved in deep-sea economic sectors, focusing on FPSO and FLNG equipment manufacturing, with significant orders extending to 2027 [8] - The company has developed advanced deep-sea drilling platforms, showcasing its technological capabilities and competitive edge in the global market [9] Group 5: Infrastructure Opportunities - The company is exploring opportunities in large-scale hydropower projects, leveraging its vehicle and modular construction capabilities for infrastructure development [11] - The modular construction business is positioned to support rapid deployment in remote and complex environments, enhancing project efficiency [11]