7月8日，中集车辆今日收盘8.4元，上涨1.33%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到15.76倍，创21天以来新低，总市值157.43亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)4中集车辆15.7614.501.08157.43亿行业平均 42.9550.826.771263.79亿行业中值35.2441.492.42216.39亿1江铃汽车12.9911.501.52176.79亿2宇通客车 13.8114.134.11581.82亿3中国重汽13.8714.211.35210.30亿5长城汽车16.7514.812.281879.54亿6长安汽车 16.7717.211.611260.08亿7中通客车24.2127.522.2768.66亿8赛力斯35.2438.379.872281.49亿9比亚迪 40.0644.628.2317960.96亿10汉马科技48.4372.293.43113.66亿11金龙汽车49.3558.462.9392.21亿12一汽解 放72.0355.111.30343.01亿 本文源自：金融界 作者：行情君 中集车辆(集团)股份有 ...

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：2025-13 本公司跑通全球南方市场区域业务集团构建，向全球南 方输出新质生产力。全球南方市场范围覆盖广泛的发展中国 家/地区，占全球 GDP 总量 24%，未来全球经济的增长 30% 来自全球南方。本公司预计全球南方市场的增长潜力会超过 在国内市场的增长。 2. 请问公司如何在国内冰点市场实现突破？ 答：第一、本公司针对山河四省区域，2024 年正式启动 "赵子龙计划"（一期），从无到有，填补战略存在，扎稳冰点 市场的营销基础。赵子龙计划（一期）实施后，本公司在山河 四省 2024 年订单数同比增长 50%，市占率同比提升 100%， 同时对山河四省整体实现外溢带动。 第二、2025 年，本公司瞄准长江沿岸带来新增量机遇， 启动"诸葛亮项目"，进一步构建"长江之柄"及"西南之锤" 为起点的全国统一大市场核心战略，鼓励一线团队针对展开 市场突破；积极开展星链半挂车和雄起液罐车的联合营销。 2025 年前 4 个月，中集车辆在西南、长江、东南等地的市占 率同比提升。 3. 请问在北美市场行业承压的情况下，公司 ...

Core Viewpoint - The company CIMC Vehicles has seen a decline in its financial performance, with a significant drop in revenue and net profit in the latest quarterly report, while its stock valuation remains low compared to the industry average [1][2]. Group 1: Company Performance - As of July 3, CIMC Vehicles closed at 8.33 yuan, up 1.22%, with a rolling PE ratio of 15.63, marking an 18-day low and a total market capitalization of 15.611 billion yuan [1]. - For Q1 2025, the company reported revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]. Group 2: Shareholder Information - As of March 31, 2025, CIMC Vehicles had 36,558 shareholders, an increase of 1,451 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]. Group 3: Industry Comparison - The average PE ratio for the automotive manufacturing industry is 42.69, with a median of 34.21, placing CIMC Vehicles at the 11th position in the industry ranking [2].

作为"中国潮玩之都"，广东东莞的潮玩企业凭借创新设计与精密制造，在欧美、东南亚等市场销量持续 攀升，多款产品年出口量突破十万件级。 "'醒狮'是我们在海外最受欢迎的一个系列。我们把'岭南醒狮'（作为）非常喜闻乐见的元素来进行产品 的创作。"广东省东莞市微石文化科技有限公司总经理熊毛介绍，"醒狮"系列潮玩在欧洲受到很大的关 注和欢迎，"特别是在英国，一年在英国卖了10万只。" 近年来，东莞高度重视潮玩产业发展，出台《东莞市加快潮玩产业高质量发展若干措施》等支持潮玩产 业发展的政策文件，推动潮玩产业蓬勃发展。黄埔海关所属东莞海关副关长蔡映榔介绍，东莞目前有超 过4000家玩具生产企业，1500多家上下游配套企业，完整的产业链与产业生态和强大的制造能力，为潮 玩出海提供了坚实的底气。 面对全球贸易格局的深刻演变，中国坚持高水平对外开放，持续拓展国际合作空间，外贸运行保持平稳 增长势头。数据显示，5月份，中国货物进出口总额同比增长2.7%，其中出口增长6.3%。 国家统计局新闻发言人、国民经济综合统计司司长付凌晖介绍，1至5月份，我国与东盟、欧盟、共 建"一带一路"国家进出口额分别增长9.1%、2.9%、4.2%。从 ...

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：2025-12 | 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 | 第一场：华泰证券 2025 年中期投资峰会 | | 及人员姓名 | 华泰证券、中英人寿、博时基金、浙商资管 | | | 第二场：英大证券等机构总部调研 | | | 英大证券、宁波银行、黄石国资基金、中肯私募、九益私 | | | 募、红思客资产 | | | 第三场：2025 中金公司中期策略会 | | | 中金公司、毕盛投资、阳光资产、久期投资、大朴资产 | | 时间 | 2025 年 6 月 5 日、6 月 9 日、6 月 13 日 | | 地点 | 上海、深圳总部 | | 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 | | | 公司于 年 月 日参加华泰证券 年 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of CIMC Vehicles, noting its stock price increase and current valuation metrics [1] - As of May 29, CIMC Vehicles closed at 8.56 yuan, up 3.38%, with a rolling PE ratio of 16.06 times and a total market capitalization of 16.043 billion yuan [1] - The average PE ratio for the automotive manufacturing industry is 35.83 times, with a median of 24.69 times, placing CIMC Vehicles in 11th position within the industry [2] Group 2 - As of March 31, 2025, CIMC Vehicles had 36,558 shareholders, an increase of 1,451 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business of CIMC Vehicles includes the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, with notable brands operating in North America and Europe [1] - The latest quarterly report for Q1 2025 shows CIMC Vehicles achieved a revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59%, with a gross profit margin of 14.30% [1]

Core Insights - The company CIMC Vehicles closed at 8.24 yuan on May 26, with a decline of 1.55%, resulting in a rolling PE ratio of 15.46 times and a total market capitalization of 15.443 billion yuan [1] - In comparison to the automotive manufacturing industry, which has an average PE ratio of 35.48 times and a median of 25.82 times, CIMC Vehicles ranks 11th [1] - The company experienced a net inflow of 7.5556 million yuan in principal funds on May 26, with a total inflow of 8.3796 million yuan over the past five days [1] Company Overview - CIMC Vehicles specializes in the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles [1] - The main products include ordinary semi-trailers, tankers, superstructure products, chassis, and tractors [1] - The company operates well-known brands such as "Tonghua," "Huajun," "Shenyangfan," "Ruijiang Automobile," "Lingyu Automobile," and "Liangshan Dongyue" in China, and "Vanguard" and "CIE" in North America, as well as "SDC" and "LAG" in Europe [1] Financial Performance - In the first quarter of 2025, CIMC Vehicles reported an operating revenue of 4.591 billion yuan, a year-on-year decrease of 10.91% [1] - The net profit for the same period was 179 million yuan, reflecting a year-on-year decline of 32.59% [1] - The sales gross margin stood at 14.30% [1]

奔驰因高压起动发电机控制模块软件偏差，召回部分AMG S级和AMG GT插电式混动汽车；捷豹路虎则因局部反光标识间距不规范和座椅安全带问题，召 回部分进口路虎揽胜和揽胜运动版汽车；哈雷戴维森因电压调节器线束问题，召回部分CVO旅行摩托车；山东锣响汽车因顶棚杆焊接问题，召回部分仓栅 式运输半挂车；金龙客车则因手刹提醒功能缺失，召回部分纯电动客车。 宝马韩国公司则因48V启动发电机组件安装不当，可能导致充电故障，决定召回520i等11款车型，共计2213辆。宝马（中国）汽车贸易有限公司也因车载诊 断软件标定问题，召回部分进口X3 M40i和X4 M40i汽车，共计3736辆，以消除排放风险。这两家公司将为这些车辆提供免费软件升级服务。 现代汽车公司因氢燃料电池公交车排放口盖设计缺陷，决定对1390辆Elec City氢燃料电池公交车采取纠正措施。此外，北京现代也因高压燃油管缺陷，召回 部分索纳塔和途胜L汽车，共计352辆，并将免费更换相关部件。 近期发生的召回行动不仅限于上述3家公司。像奔驰、捷豹路虎、哈雷戴维森、山东锣响汽车以及金龙客车等品牌也纷纷宣布召回计划，涉及多款车型和数 量不等的车辆。这些召回行动均因车 ...

Q&A 今年（2025 年）重卡行业的销量情况如何？有哪些主要因素影响了销量？ 今年（2025 年）重卡行业的销量整体表现平稳。四月份国产重卡的批发销量， 包括出口和渠道库存增加，合计为 8.8 万台，同比增长 7%，环比下降 21%。 前四个月国产重卡累计批发销量为 35.3 万台，同比下滑 1%。从单月同比和累 计同比来看，前四个月的销量基本与去年（2024 年）持平。终端数据方面， 四月份上险数为 6.9 万台，同比增长 6%；前四个月上险数据为 22.2 万台，终 端累计同比增长 11%。在没有以旧换新政策实际落地的情况下，今年国内终端 需求预计在 60 到 65 万左右。 重卡行业出口情况如何？ 根据行业数据，今年三月份出口表现强劲，为 2.8 万台。虽然四月份具体出口 数字尚未公布，但批发出口也在两万多台，同比基本持平或微增。预计全年出 口将稳定在 30 万出头的水平。 如何看 4 月重卡细分销量？20250518 摘要 • 2025 年前四个月国产重卡累计批发销量 35.3 万台，同比下滑 1%，但终 端上险数据累计同比增长 11%，显示市场需求存在结构性差异。预计在没 有大规模政策刺激下，全年 ...

Core Viewpoint - On May 16, 2025, the company held an investor meeting to discuss its first-quarter performance and strategies to address challenges such as U.S.-China tariff uncertainties and raw material price fluctuations [1][3]. Group 1: Supply Chain and Cost Management - The company is optimizing its North American supply chain in response to U.S.-China tariff uncertainties, enhancing local procurement and establishing backup supply sources in Thailand and Canada [3][4]. - The company has increased its centralized procurement ratio from below 50% to over 85% since 2024, significantly improving procurement efficiency and cost management [4][6]. - In the first quarter of 2025, the company achieved a cost reduction of over 80 million through its centralized procurement strategy [4]. Group 2: Production Efficiency and Innovation - The company has implemented an industry-first fully automated production line and is continuously upgrading its production processes to enhance efficiency [4][6]. - The average output per employee increased by 15% year-on-year in the first quarter of 2025, reflecting improved production efficiency [6]. - The company has successfully launched competitive products with a production cycle reduced to 15 minutes per unit, redefining industry speed and efficiency [6]. Group 3: Foreign Exchange Risk Management - The company manages foreign exchange risks by regularly reviewing its net exposure and utilizing foreign exchange forward contracts to mitigate uncertainties [6].