行业主要上市公司：中集车辆(301039)、中国重汽(000951)、福田汽车(600166)、东风汽车(600006)、江 淮汽车(600418)、江铃汽车(000550)、一汽解放(000800)、动力新科(600841)等 本文核心数据：冷藏车企业数量、冷藏车区域规模 全球冷藏车市场规模逐年递增 根据Maximize Market Research披露的数据显示，2019-2024年全球冷藏车行业市场规模逐年递增，2024 年达到39.3亿美元，同比上涨17.66%。 北美区域市场占比最高 根据Maximize Market Research披露的数据显示，2024年北美区域冷藏车行业市场规模占全球规模的40% 左右，是全球最大的冷藏车市场，亚太市场规模排名第二，占比为26.5%。 转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院冷藏车研究小组发布的《中国冷藏车行业市场需求前景与投资规 划分析报告》 轻卡市场占比接近40% 从全球冷藏车不同类型市场规模占比来看，2024年全球轻卡市场规模占比最高，接近40%，为39%左 右，重卡市场规模占比31.7%，中卡规模占比29.2%，两类卡车市场规模占比 ...

证券日报网讯 12月29日，航天晨光（600501）在互动平台回答投资者提问时表示，公司装备车辆主要 为加油车、运油车、冷藏车等后勤保障车辆。 ...

12月26日，中集车辆跌1.67%，成交额1.73亿元，换手率1.18%，总市值187.97亿元。 异动分析 氢能源+统一大市场+冷链物流+高端装备+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。 3、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。 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、公司旗下凌宇汽车于11月与华为洛阳新基建发展中 ...

来源：新浪证券-红岸工作室 12月17日，中集车辆跌1.14%，成交额1.40亿元，换手率0.92%，总市值195.10亿元。 异动分析 氢能源+统一大市场+冷链物流+高端装备+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。 3、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。 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、公司旗下凌宇汽车于 ...

12月21日，山东重工中国重汽集团2026年合作伙伴大会公众开放日，将于济南国际会展中心正式开启！这不仅是一场"可触摸、可互动、可带走"的品牌开放 之旅，更可以深入感受中国重汽"钢铁巨兽"背后的人文温度。在这里，我们将直面强悍动力与尖端科技带来的极致震撼，沉浸式体验中国卡车文化的独特魅 力，更能触摸到一个企业由内而外传递的温暖。 除了震撼的、深度的文化与知识的体验，本次公众日更是一场充满趣味与惊喜的互动嘉年华。现场设置多项沉浸式互动游戏，无论是大人还是孩子，都能找 到专属乐趣。参与互动即可解锁惊喜礼品，在动手体验中探索卡车奥秘，在欢声笑语中收获满满成就感，全家共享温馨欢乐的参观时光，让科技之旅更具获 得感。 这份温暖，源于中国重汽始终秉持的"以人为本"理念。企业对员工的关怀延伸至家庭，让职工与家属共同感受到尊重与归属；同时，也将真挚温情和厚道之 心向社会传递，积极履行社会责任，在公益之路默默前行。当这份深植于齐鲁文化中的关怀与担当，深深烙印在每一款产品之中，便成为中国重汽塑造卡车 文化、扛起产业使命的精神底色。 这是一封面向公众的温情邀约，也是一次与中国高端制造面对面的珍贵契机。12月21日，期待与您相聚，共 ...

中证报中证网讯(王珞)2025年，中国重汽（000951）以强劲动能，在全球重卡版图铭刻下崭新的中国坐 标：其重卡产销规模突破30万辆，销量超越2021年的历史高点。 在数智化、新能源等核心展区，大会将深入解构前沿技术的底层逻辑与应用潜能，揭示其如何以前瞻布 局驾驭产业变革。通过多个主题展馆的深度联动与场景化体验，展现中国重汽创新技术如何融入实际运 营场景，转化为用户可感知的卓越效率与切实收益。 超越产品与技术展示层面，本届大会的核心立意在于重构产业价值生态。大会将深度聚焦用户"买、 用、管、养、换"的全生命周期价值升维，是一场联动上下游全生态链的价值共创大会。它不仅将展示 引领趋势的新技术、新产品、新服务，更旨在重构与伙伴的合作范式与合作体验，共同探讨如何塑造开 放融合、互利共生的新业态，携手开拓可持续、高质量的价值增长新路径。 12月18日，以"科技引领全链共赢"为主题的山东重工中国重汽集团2026全球合作伙伴大会，即将启幕。 行业目光将聚焦于此：中国重汽将如何诠释"第一"背后的发展逻辑？将发布哪些重塑竞争格局的前瞻技 术与战略？又将如何协同伙伴开拓可持续发展的新格局？从科技引领到生态共建，从绿色转型到全 ...

来源：新浪证券-红岸工作室 12月4日，中集车辆跌0.81%，成交额7829.26万元，换手率0.55%，总市值184.41亿元。 异动分析 氢能源+统一大市场+冷链物流+高端装备+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。 3、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。 区间今日近3日近5日近10日近20日主力净流入-243.82万-1571.46万-1501.80万-3113.08万-7848.49万 主力持仓 主力没有控盘，筹 ...

Core Viewpoint - The company, CIMC Vehicles, is a leading manufacturer in the specialized vehicle sector, particularly in semi-trailers and refrigerated vehicles, with a focus on hydrogen energy and cold chain logistics [2][6]. Company Overview - CIMC Vehicles is the world's largest semi-trailer manufacturer, with a significant market presence in China, North America, Europe, and other regions, producing seven categories of semi-trailers [2][6]. - The company was established on August 29, 1996, and went public on July 8, 2021, with its main business activities including the production of semi-trailers, specialized vehicle superstructures, and refrigerated vehicle bodies [6]. Financial Performance - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.012 billion yuan, a year-on-year decrease of 5.13%, and a net profit attributable to shareholders of 622 million yuan, down 26.23% year-on-year [6][7]. - The company's revenue composition includes 80.61% from semi-trailers, 17.14% from superstructures, chassis, and tractors, and 2.25% from other sources [6]. Market Activity - On November 12, the stock price of CIMC Vehicles fell by 0.92%, with a trading volume of 84.8659 million yuan and a turnover rate of 0.60%, resulting in a total market capitalization of 18.198 billion yuan [1]. - The company has seen a net outflow of 988,500 yuan from major funds today, with a ranking of 5 out of 13 in its industry, indicating a trend of reduced holdings by major investors over the past three days [3][4]. Strategic Developments - CIMC Vehicles has launched hydrogen energy refrigerated vehicle products in response to customer demand, aligning with trends in hydrogen energy and cold chain logistics [2]. - The company signed a cooperation framework agreement with Huawei's Luoyang New Infrastructure Development Center to work on digital transformation and intelligent upgrades [2].

Core Viewpoint - China National Heavy Duty Truck Group (CNHTC) is actively exploring future development through its 2025 Global Partner Conference, emphasizing the integration of technology and global commercial vehicle ecosystems [1][3]. Group 1: Event Overview - The 2025 Global Partner Conference will showcase technological achievements and foster connections within the commercial vehicle ecosystem, themed "We leap We link We lead" [1]. - The conference will focus on seven core application scenarios: end-to-end logistics, infrastructure, mining, comprehensive logistics, comfortable living, special operations, and new energy [3]. Group 2: Technological Innovations - CNHTC leverages its large group R&D platform to tackle technical challenges in commercial vehicles, achieving significant autonomous and collaborative innovation results [3]. - In the end-to-end logistics sector, CNHTC aims to balance efficiency and low carbon emissions, addressing the industry's ongoing challenges [3]. - The infrastructure sector will see CNHTC's vehicles designed for high load capacity, strong stability, and adaptability to all working conditions, positioning them as essential for large-scale construction projects [3]. Group 3: Product Development - In the mining sector, CNHTC is redefining reliability through continuous technological iterations, providing clients with sustainable solutions [3]. - The comprehensive logistics area will feature modular technology and customized solutions to address fragmented demand and variable scenarios [3]. - The comfortable living section will highlight human-centered design, integrating comfort, intelligence, and personalization into product development [3]. Group 4: Special Operations and New Energy - CNHTC's special operations vehicles are designed to meet extreme challenges, offering unique solutions for various demanding environments [3]. - The new energy section represents CNHTC's commitment to green transformation, showcasing a diverse matrix of new energy solutions for mining, short-distance transport, and urban delivery [4]. Group 5: Strategic Vision - CNHTC's approach combines the spirit of the Yellow River with global market leadership, transitioning from single products to a comprehensive matrix and focusing on technological breakthroughs and ecological collaboration [4].

Core Insights - The cold chain logistics market is experiencing significant growth, driven by increasing consumer demand for fresh products and the expansion of cold storage and refrigerated transport capabilities [1][5][6]. Market Demand and Growth - The total demand for food cold chain logistics reached 192 million tons in the first half of the year, representing a year-on-year increase of 4.35% [5]. - The total revenue of food cold chain logistics service companies was 279.94 billion yuan, up 3.84% year-on-year [5]. - The investment in cold storage projects amounted to 22.306 billion yuan in the first half of the year, reflecting a year-on-year growth of 7.67% [6][8]. Cold Storage and Infrastructure - The total capacity of cold storage facilities reached 26 million cubic meters by the end of June, equivalent to approximately 10.4 million tons, marking a 6.12% increase year-on-year [7]. - A new "super cold storage" facility with an investment of 920 million yuan and a capacity of over 150,000 tons was launched in Guangdong, enhancing the cold chain logistics infrastructure in the region [6][7]. Refrigerated Transport - The sales of refrigerated vehicles reached 29,474 units in the first half of the year, showing an 18.19% increase year-on-year, with new energy refrigerated vehicle sales soaring by 119.61% to 10,548 units [8][9]. - The penetration rate of new energy refrigerated vehicles reached 35.8%, an increase of 16.5 percentage points compared to the previous year [8]. Technological Advancements - Cold storage facilities are increasingly utilizing IoT technology for real-time monitoring and dynamic control of temperature and humidity, ensuring optimal conditions for perishable goods [7]. - The introduction of automation in operations has led to faster processing times for incoming and outgoing goods, enhancing overall efficiency in cold chain logistics [7].