Core Viewpoint - CIMC Group celebrates its 43rd anniversary and releases its first "Technology Innovation White Paper," highlighting its commitment to technological innovation as a driver for high-quality development and national strategy service [1] Group 1: Company Overview - Since producing its first container in 1982, CIMC Group has evolved from a small container manufacturer to a multinational enterprise with operations in over 100 countries and annual revenue exceeding 100 billion yuan [2] - The company has implemented a "champion product leading strategy," developing over 30 star products across key sectors such as logistics equipment and energy chemicals [2] - CIMC Group has cultivated 8 national-level manufacturing single champion products and operates 16 national-level specialized "little giant" enterprises, forming a sustainable innovation ecosystem [2] Group 2: Strategic Transformation - CIMC Group has established "high-end, digital, and green" as the core strategies for its transformation and upgrade, contributing over 100 billion yuan in revenue from more than 30 businesses and products aligned with these strategies [3] - The "Blue Whale No. 1" semi-submersible drilling platform, built by CIMC Raffles, represents a leading level in the global field and aids in the successful trial extraction of combustible ice [3] - The company has initiated a digital transformation since 2018, integrating industrial internet, artificial intelligence, and 5G technologies to significantly enhance manufacturing automation [3] - CIMC Anrui's bio-green methanol demonstration plant in Zhanjiang is expected to start production in Q4 this year, with an initial capacity of 50,000 tons/year and a future total capacity of 250,000 tons/year [3] Group 3: Future Outlook - CIMC Group aims to embrace global technological innovation with an open attitude, implementing a technology-driven enterprise strategy and advancing its high-end, digital, and green transformation [4] - The company plans to consolidate its advantages in logistics and energy equipment while actively exploring new fields and accelerating the construction of new productive forces [4]

Core Insights - CIMC Group has launched its "Technology Innovation White Paper," establishing "high-end, digital, and green" as the core strategies for transformation and upgrade, with over 30 new business initiatives contributing to revenue exceeding 100 billion yuan [1] - The year 2025 is identified as a critical year for the implementation of CIMC's new five-year strategic plan and the acceleration of new productive forces [1] - CIMC aims to enhance its global influence in high-end equipment sectors through technological innovation and product upgrades, alongside increased R&D investment and international cooperation [1] High-End Transformation - CIMC's subsidiary, CIMC Raffles, constructed the "Blue Whale No. 1" semi-submersible drilling platform, aiding China's first successful trial extraction of combustible ice [2] - The company has developed the latest generation of deep-sea integrated large wind power installation vessel "Boqiang 3060" and has undertaken the EPC general contracting project for the first FPSO upper core module, breaking foreign market monopolies [2] - CIMC Qinglong has independently developed the first RAP active temperature-controlled air cargo box in China, ensuring precise temperature control for pharmaceutical transport [2] Digital Transformation - Since 2018, CIMC has initiated a comprehensive digital transformation, integrating industrial internet, AI, and 5G technologies [2] - The company has established a national-level intelligent manufacturing demonstration factory and multiple intelligent factories, achieving a leap from Industry 3.0 to 4.0 [2][3] - CIMC has implemented AI solutions across various business scenarios, significantly reducing response times for maintenance issues [3] Green Development - CIMC Anruike is constructing South China's first bio-green methanol demonstration plant, expected to produce 50,000 tons per year, with a future total capacity of 250,000 tons [4] - The collaboration with Ansteel on a coke oven gas hydrogen production project aims to produce 15,000 tons of hydrogen and 100,000 tons of LNG annually, reducing carbon emissions by 470,000 tons [4] - CIMC is actively involved in clean energy sectors, including hydrogen, offshore wind power, and energy storage, contributing to national low-carbon initiatives [4] Innovation Ecosystem - CIMC has established a unique "small team operations, large platform support" innovation system, with an annual R&D investment growth rate of 18.2% since 2018 [5] - The company collaborates with top universities and research institutions to create joint R&D platforms, achieving breakthroughs in several core technologies [5] - CIMC has set up 20 overseas R&D centers, building a global innovation network [5]

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）股份有限公司自 2025 年 1 月 1 日至 2025 年 6 月 30 日止期間財務報表》，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 於本公告日期，本公司董事會成員包括：執行董事麥伯良先生（董事長），非執 ...

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]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) International Cooperation Dialogue and Matching Conference for Equipment Manufacturing Technology aims to enhance international collaboration in the equipment manufacturing sector, providing a platform for domestic and foreign enterprises to connect and cooperate [1]. Group 1: Industry Opportunities - Shandong province is a major player in the equipment manufacturing industry, attracting multinational companies such as Volvo and Panasonic, leading to significant achievements [3]. - The high-end equipment industry presents vast cooperation opportunities, particularly in automotive parts, agricultural machinery, engineering machinery, and food processing equipment [3]. - The global mining industry is undergoing a transformation towards scale, intelligence, and low-carbon practices, making the upgrade of mining equipment manufacturing technology a key area for addressing resource exploration and environmental protection conflicts [3]. Group 2: Technological Innovation - Shandong Province's Sci-Tech Innovation Group has developed leading companies in high-end equipment manufacturing, focusing on smart equipment and green manufacturing through collaboration with research institutions and universities [4]. - The SCO Demonstration Zone is leveraging its international cooperation platform to align China's equipment manufacturing technology with the market demands of SCO member states [4]. Group 3: Regional Development - The SCO Demonstration Zone has gathered 458 large-scale equipment manufacturing enterprises, forming specialized industrial clusters in various sectors such as plastic machinery, textile machinery, and renewable energy equipment [5]. - Notable companies in the zone include Qingdao CIMC Refrigerated Container Manufacturing Co., Ltd. and Qingdao Soft Control Electromechanical Engineering Co., Ltd., which are leaders in their respective fields [5]. - The zone aims to promote the high-end, intelligent, and green development of the equipment manufacturing industry, establishing a unique SCO characteristic manufacturing base and a hub for cross-border industrial cooperation [9].

Core Insights - China's agricultural and mechanical product exports have shown growth in value year-on-year, with a notable increase in fresh fruit exports during the peak season, driven by the popularity of domestic fruits abroad and a surge in demand for refrigerated containers [1][19] Group 1: Fruit Exports - In Wuxi, Jiangsu, farmers are strategically harvesting peaches at six-tenths ripeness to ensure freshness upon arrival in Singapore, where each box sells for 300 yuan [3] - The Wuxi Taihu Yangshan Peach Technology Co., Ltd. anticipates exporting over 10,000 boxes this year, generating sales of approximately 3 million yuan [5] - In Changde, Hunan, Sunlight Rose grapes are being exported to Southeast Asia and the Middle East, while Hami melons from Turpan, Xinjiang, undergo a two-day pre-cooling process before refrigerated transport [7] Group 2: Export Growth and Demand for Refrigerated Containers - Xinjiang's export volume of fruits has reached over 4,400 tons, marking an 11.8-fold increase compared to the same period last year [11] - The demand for refrigerated containers has surged alongside the increase in exports of fresh fruits, seafood, and meat products [15] - Taicang Customs reported that the export of refrigerated containers reached 22,000 TEUs, a 56% increase year-on-year, with refrigerated containers accounting for 16% of total container exports, up 6 percentage points from last year [17] Group 3: Overall Trade Performance - Despite complex international conditions, China's foreign trade has achieved growth in both volume and quality, with exports increasing to over 190 countries and regions [19] - The latest customs trade survey indicates a rebound in confidence among export and import enterprises for two consecutive months [19] - The export of newly manufactured containers is viewed as a leading indicator of international trade vitality, with high levels of new container exports maintained in the first half of the year [20]

一、Avolon 主要运营数据 截至 2025 年二季度末，Avolon 机队规模为 1,076 架，包括自有飞机 599 架、 管理飞机 35 架、订单飞机 442 架，服务于全球 60 个国家的 142 家航空公司客 户。具体飞机机队组合如下： | 机队类型 | 自有飞机 | 管理飞机 | 订单飞机 | 总数 | | --- | --- | --- | --- | --- | | 空客 A320NEO 系列 | 142 | 3 | 283 | 428 | | 空客 A320CEO 系列 | 168 | 14 | 0 | 182 | | 波音 737 MAX 系列 | 39 | 0 | 117 | 156 | | 波音 737 NG 系列 | 86 | 10 | 0 | 96 | | 空客 A330-900NEO | 32 | 1 | 40 | 73 | | 空客 A330-200/300 | 45 | 7 | 0 | 52 | | 波音 787-8/9 | 35 | 0 | 0 | 35 | | 空客 A350-900/1000 | 24 | 0 | 0 | 24 | | E195-E2/E190-200 ...

Industry Overview - The global logistics system is primarily based on containers, significantly enhancing productivity. The container manufacturing industry includes dry cargo containers, refrigerated containers, and various special containers. China produces over 95% of the world's standard dry cargo containers, maintaining the highest production and sales globally [1][18]. - In 2024, China's total container production is expected to exceed 8.1 million standard containers, representing a year-on-year increase of 268.2%. The dominant product is the international standard dry cargo container, accounting for 91.3% of total production [1][18]. Market Dynamics - The container manufacturing industry experienced a significant decline in production in 2023 due to the combined effects of a sluggish international trade recovery and high inventory levels following explosive growth in previous years. However, the demand for containers is expected to rebound in 2024 as global trade gradually recovers [1][18]. - China's container export volume in 2024 is projected to reach 5.45 million units, a year-on-year increase of 135.93%, with an export value of $17.039 billion, up 105.83% [21]. Key Players - Major companies in the container manufacturing sector include CIMC (China International Marine Containers), COSCO Shipping Development, and Xinhua Chang Group, with market shares of 40.18%, 25.35%, and 14.76%, respectively [23][25]. - CIMC reported container manufacturing revenue of 62.205 billion yuan in 2024, reflecting a year-on-year growth of 105.89% [27]. COSCO Shipping Development's container manufacturing revenue reached 23.661 billion yuan, up 188.8% [29]. Industry Trends - The industry is moving towards smart and green manufacturing, with increased focus on energy-efficient materials and automated production lines to enhance efficiency and reduce costs [32]. - The application of containers is expanding beyond traditional logistics into sectors like construction, energy, and agriculture, driving innovation in container design [33]. - Digital transformation is reshaping the industry, with technologies like blockchain improving logistics transparency and predictive maintenance services lowering operational costs for clients [34].

Group 1 - The total container production in China is expected to exceed 8.1 million TEUs in 2024, representing a growth of 268.2% compared to 2023, setting a new historical record [1] - The report indicates that the international standard dry cargo container will account for approximately 91.3% of the total container production in China in 2024 [1] - The production distribution shows that the Yangtze River Delta and Pearl River Delta regions are the main areas for container manufacturing, with major suppliers including CIMC, Shanghai Huanyu, and Xinhua Chang Group [1] Group 2 - The 2025 Container Multimodal Transport Asia Exhibition attracted over a hundred exhibitors and experts from more than 60 countries, focusing on global trade changes, shipping market trends, and container supply chain development [2] - The China Container Industry Association is the only national organization representing the entire container industry chain, with nearly 500 members [2] - The exhibition has become the largest of its kind globally since its inception in 2014, co-hosted by the China Container Industry Association and Informa Exhibitions [2]