截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 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9月30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2505.78万股，相比上期减少502.89万股。 责任编辑：小浪快报 11月21日，中集车辆跌3.82%，成交额1.20亿元。两融数据显示，当日中集车辆获融资买入额1568.68万 元，融资偿还1341.26万元，融资净买入227.41万元。截至11月21日，中集车辆融资融券余额合计2.05亿 元。 融资方面，中集车辆当日融资买入1568.68万元。当前融资余额2.03亿元，占流通市值的1.46%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，中集车辆11月21日融券偿还100.00股，融券卖出3700.00股，按当日收盘价计算，卖出金额 3.54万 ...

证券代码：301039 证券简称：中集车辆 中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-18 | 投资者关系活 | □特定对象调研 √分析师会议 | | | --- | --- | --- | | 动类别 | □媒体采访 √业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 □其他 | | | 参与单位名称 | 大成基金、中信证券、中金公司、华泰证券、东吴证券、东 | | | 及人员姓名 | 方证券、山西证券、西南证券、阳光资产、长江证券、宁银 | | | | 理财、中邮证券、富国基金、华西证券、华福证券、兴业证 | | | | 券、浙商证券、国泰海通证券、中泰证券、中银国际证券、 | | | | 银河基金、博时基金等共计 59 家机构和个人投资者 | | | 时间 | 2025 年 10 月 27 日 15:00-16:00 | | | 地点 | 线上电话会议 | | | 上市公司接待 | 中集车辆投资者关系总监 陈婉婞女士 | | | 人员姓名 | 中集车辆高级投资者关系经理 闫 维先生 | | | | 中集车辆投资者关系部 朱乐瑶女士 | | | | ...

来源：新浪证券-红岸工作室 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 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9月30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2505.78万股，相比上期减少502.89万股。 11月20日，中集车辆跌1.68%，成交额1.26亿元。两融数据显示，当日中集车辆获融资买入额556.86万 元，融资偿还732.15万元，融资净买入-175.30万元。截至11月20日，中集车辆融资融券余额合计2.03亿 元。 融资方面，中集车辆当日融资买入556.86万元。当前融资余额2.01亿元，占流通市值的1.39%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，中集车辆11月20日融券偿还1600.00股，融券卖出1500.00股，按当日收盘价计算，卖出金额 1. ...

11月21日，中集车辆盘中下跌2.01%，截至10:34，报9.75元/股，成交5466.79万元，换手率0.38%，总市 值182.73亿元。 资金流向方面，主力资金净流出937.72万元，大单买入473.49万元，占比8.66%，卖出1411.21万元，占 比25.81%。 机构持仓方面，截止2025年9月30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2505.78万股，相比上期减少502.89万股。 责任编辑：小浪快报 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：冷链物流、中盘、新能源 车、融资融券、华为概念等。 截至9月30日，中集车辆股东户数2.98万，较上期减少16.07%；人均流通股48786股，较上期增加 19.17%。2025年1月-9月，中集车辆实现营业收入150.12亿元，同比减少5.13%；归母净利润6.22亿元， 同比减少26.23%。 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。 中集车辆今年以来股价涨11.17%，近5个交易日跌4.79%，近20日涨2.20%，近60日涨9. ...

来源：新浪证券-红岸工作室 11月20日，中集车辆跌1.68%，成交额1.26亿元，换手率0.87%，总市值186.48亿元。 异动分析 统一大市场+氢能源+冷链物流+高端装备+华为概念 1、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。 2、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。 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 ...

随着国内专用车行业内卷加剧，利润摊薄、创新乏力成为诸多企业面临的生存困境，专用车行业正深陷同质化竞争与价格战的泥潭，转 型升级迫在眉睫。 在近日的2025中国国际商用车展览会期间，中集车辆（集团）股份有限公司副总裁毛弋、中集车辆（集团）股份有限公司助理总裁兼中 集灯塔半挂车业务集团CEO舒磊接受了第一商用车网的采访，就应对内卷详细阐述了另一种可能——不以低价争市场，而以价值赢客 户。 高质量发展决不是价格战 近年来，我国专用车行业正面临前所未有的挑战。一方面，市场增速放缓，同质化竞争加剧，内卷成为行业的主旋律；另一方面，国家 在"十五五"规划中强调"高质量发展"，明确提出要"建设现代化产业体系""坚持智能化、绿色化、融合化方向"。专用车行业虽经多年整 治，但乱象仍未根除，行业标准不统一、监管不到位的深层次矛盾亟待解决。在这一背景下，毛弋认为，行业未来的出路在于推动"全 国统一大市场"的建设。"在我们来看，全国统一大市场是很重要的，起码在一些品类上可以做到相同的标准，杜绝掉一些不合规的产 品。" "我理解的'高质量发展'， 首先作为企业要把产品做好，要把对客户的服务做好。高质量发展，绝对不是用价格战。"毛弋认为 ...

Core Viewpoint - The company, CIMC Vehicles, is experiencing a positive market response with a 2.33% increase in stock price and a trading volume of 185 million yuan, indicating strong investor interest in its operations and market position [1] Group 1: Company Overview - CIMC Vehicles is the world's leading manufacturer of semi-trailers, with a significant presence in major markets including China, North America, and Europe, focusing on seven categories of semi-trailer production and sales [2][6] - The company specializes in the production of refrigerated truck bodies, which are utilized in cold chain logistics, fresh food delivery, biopharmaceuticals, and vaccine transportation, highlighting its role in critical supply chains [2][6] - As of September 30, the company reported a revenue of 15.012 billion yuan for the first nine months of 2025, a year-on-year decrease of 5.13%, and a net profit of 622 million yuan, down 26.23% compared to the previous year [6][7] Group 2: Market Position and Trends - The company has launched hydrogen energy refrigerated truck body products in response to customer demand, aligning with trends in sustainable energy and logistics [2] - CIMC Vehicles has signed a cooperation framework agreement with Huawei to enhance digital transformation and intelligent upgrades, indicating a strategic move towards modernization and technological integration [2] - The company operates within the specialized vehicle manufacturing industry and is recognized for its high-quality products, which are essential for various logistics applications [2][6] Group 3: Financial Analysis - The average trading cost of CIMC Vehicles' stock is 9.11 yuan, with the current stock price fluctuating between resistance at 10.58 yuan and support at 9.65 yuan, suggesting potential for short-term trading strategies [4][5] - The stock has seen a net inflow of 10.0362 million yuan today, with a lack of significant trends in major shareholder movements, indicating a dispersed ownership structure [3][4]

Group 1 - The core viewpoint of the news is that CIMC Vehicles has experienced a stock price increase of 15.05% year-to-date, with a recent rise of 3.91% over the last five trading days and 7.45% over the last 20 days [2] - As of November 19, CIMC Vehicles' stock price was reported at 10.09 yuan per share, with a market capitalization of 18.91 billion yuan [1] - The company's main business involves the production of semi-trailers, special vehicle superstructures, and refrigerated truck bodies, with semi-trailers accounting for 80.61% of its revenue [2] Group 2 - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.01 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 [2] - The company has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for CIMC Vehicles was 29,800, a decrease of 16.07% from the previous period [2]

Group 1 - The core viewpoint of the news is that 中集车辆 (China International Marine Containers) experienced a decline in stock price and trading volume, with significant changes in financing and margin trading activities [1][2] - On November 18, 中集车辆's stock fell by 2.47%, with a trading volume of 196 million yuan. The net financing purchase was 8.45 million yuan, while the total financing and margin trading balance reached 203 million yuan [1] - The financing balance of 中集车辆 is currently 202 million yuan, accounting for 1.40% of its market capitalization, which is below the 10% percentile level over the past year, indicating a low level of financing [1] - In terms of margin trading, 中集车辆 had no shares repaid on November 18, with 12,300 shares sold short, amounting to 121,600 yuan. The margin balance is 1.72 million yuan, which is above the 90% percentile level over the past year, indicating a high level of short selling [1] Group 2 - As of September 30, 中集车辆 had 29,800 shareholders, a decrease of 16.07% from the previous period, while the average circulating shares per person increased by 19.17% to 48,786 shares [2] - For the period from January to September 2025, 中集车辆 reported 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 [2] - 中集车辆 has distributed a total of 2.664 billion yuan in dividends since its A-share listing, with 1.655 billion yuan distributed over the past three years [3] - As of September 30, 2025, 大成高鑫股票A (000628) is the sixth largest circulating shareholder of 中集车辆, holding 25.058 million shares, a decrease of 5.029 million shares from the previous period [3]

Core Viewpoint - CIMC Vehicles' stock price has shown a year-to-date increase of 13.23%, despite a recent decline of 2.07% on November 18, with a current trading price of 9.93 CNY per share [1][2]. Financial Performance - For the period from January to September 2025, CIMC Vehicles reported a revenue of 15.012 billion CNY, representing a year-on-year decrease of 5.13%. The net profit attributable to shareholders was 622 million CNY, down 26.23% year-on-year [2]. - The company has distributed a total of 2.664 billion CNY in dividends since its A-share listing, with 1.655 billion CNY distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for CIMC Vehicles was 29,800, a decrease of 16.07% from the previous period. The average number of circulating shares per shareholder increased by 19.17% to 48,786 shares [2]. - Among the top ten circulating shareholders, Dazheng Gaoxin Stock A (000628) is the sixth largest, holding 25.058 million shares, which is a reduction of 5.0289 million shares compared to the previous period [3]. Market Activity - On November 18, CIMC Vehicles experienced a trading volume of 25.3148 million CNY, with a turnover rate of 0.17%. The net inflow of main funds was 445,700 CNY, with large orders accounting for 10.10% of purchases and 8.34% of sales [1].