中集车辆旗下北美业务 Vanguard GT 的现金流与生产效率指 标保持稳健。 证券代码：301039 证券简称：中集车辆 编号：2025-14 中集车辆（集团）股份有限公司 投资者关系活动记录表 | 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 | 境外投资者走进粤港澳大湾区深市上市公司活动： | | 及人员姓名 | 中金公司、阿布扎比投资局、Franklin Templeton、奥凯基 | | | 金、TT International、Starlight Asset、JMC Capital Asset | | | Management、华润资本香港等投资机构 | | 时间 | 2025 年 7 月 18 日 | | 地点 | 深圳 | | 上市公司接待 | 中集车辆首席财务官 占 锐先生 | | 人员姓名 | 中集车辆董秘合伙人 王佳慧女士 | | | 中集车辆投资者关系总监 陈婉婞女士 | | | 中集车辆高级投资者关系经理 闫 维先生 ...

Group 1 - The Shenzhen Stock Exchange hosted an event to connect overseas investors with companies in the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing innovative achievements and facilitating in-depth discussions on new productivity and industrial chain upgrades [1] - Over 40 representatives from more than 20 overseas sovereign funds and large asset management institutions participated, indicating strong interest in China's economic vitality and investment opportunities [1] - Investors expressed a positive outlook on A-shares, noting the emergence of remarkable technology products in China that support the optimization of asset valuation [1] Group 2 - International capital is increasingly focused on Chinese assets, with 59% of respondents in a survey prioritizing China as a market for future investment [2] - The stability and predictability of Chinese assets are key attractions, supported by consistent policies and a clear growth logic in technology innovation [2][3] - Companies are enhancing their investment value through cost control and shareholder return mechanisms, alongside significant R&D investments [3] Group 3 - Companies with "specialized, refined, and innovative" characteristics are expected to perform well, focusing on niche markets and building competitive advantages through technology [4] - A balanced approach of "stability" and "progress" is essential for companies to maintain investor trust while planning for long-term competitiveness [5] - Companies are targeting annual revenue growth of 20% to 30%, with a focus on sectors like AIDC power supplies and electric vehicle components [5] Group 4 - CIMC Vehicles is leveraging opportunities in the electric truck market, with a monthly penetration rate of 26.03% for new energy heavy trucks, and is focusing on R&D for electric head trailers [6] - The company is implementing global strategies to mitigate market risks, with over 50% of its revenue coming from overseas markets [7] - CIMC Vehicles is actively promoting its "Starlink" and "Xiongqi" plans to capitalize on the electrification and intelligence trends in commercial vehicles [7]

21世纪经济报道记者 杨坪 实习生 宋晨曦 深圳报道 多家境外投资者对深市上市公司的全球化战略表示关注，认为在地缘政治风险加剧背景下，深市上市公 司在境外市场的开拓情况及本土化交付能力能促进营业收入增长，有效对冲风险。 麦格米特介绍，公司"研发+制造+销售"战略多点布局，全球化网络日益完善，产品销售覆盖欧美、印 度、巴西、韩国、日本等40多个国家及地区，已在印度实现全面本土交付，在泰国建有部分产能，泰国 自有厂房已基本完成。 中集车辆指出，公司持续深化"跨洋经营，当地制造"经营模式，半挂车与专用车上装业务范围覆盖北 美、欧洲、澳洲、全球南方等50多个国家和地区，公司在北美、欧洲拥有多个本地品牌，部分品牌历史 悠久。2024年，中集车辆海外收入占比超过50%。 7月18日，21世纪经济报道记者现场获悉，深交所主办的"境外投资者走进粤港澳大湾区上市公司"活 动，邀请来自20余家境外主权基金、大型长线资产管理机构的近40位代表走访，走访了立讯精密、麦格 米特、中集车辆三家深市上市公司。 活动以"聚焦粤港澳大湾区企业发展新质生产力"为主题，组织境外投资者实地参观公司展厅和生产车 间，直观了解公司的发展历程、生产环境、 ...

一汽解放青岛汽车有限公司、一汽解放汽车有限公司将为召回范围内的车辆免费检查并更换侧防护或后 防护装置，以消除安全隐患。 经济观察网 据市场监管总局网站消息，日前，中国第一汽车集团有限公司根据《缺陷汽车产品召回管 理条例》和《缺陷汽车产品召回管理条例实施办法》的要求，向国家市场监督管理总局备案了召回计 划。 三、召回编号S2025M0084I：自即日起，召回一汽解放长春基地2023年2月23日至2024年10月27日期间 生产的部分仓栅式运输车，共计82辆。 一、召回编号S2025M0081I：自即日起，召回一汽解放（000800）青岛基地2023年1月10日至2024年11 月20日期间生产的部分仓栅式运输半挂车、厢式运输车、插电式混合动力厢式运输车，共计158辆；召 回编号S2025M0085I：自即日起，召回一汽解放长春基地2023年2月24日至2024年8月31日期间生产的部 分仓栅式运输车，共计21辆。 本次召回范围内的部分车辆，反光标识粘贴间距不满足国家相关标准的要求，反光效果不良，存在安全 隐患。 一汽解放青岛汽车有限公司、一汽解放汽车有限公司将免费为召回范围内的车辆检查并更换反光标识， 以消除安 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of 中集车辆 (China International Marine Containers) in the automotive industry, particularly its low PE ratio compared to industry averages [1][2] - As of July 16, 中集车辆's closing price was 8.44 yuan, with a rolling PE ratio of 15.83, marking a new low in 27 days, and a total market capitalization of 15.818 billion yuan [1] - The automotive industry average PE ratio is 42.94, with a median of 32.57, placing 中集车辆 in 11th position among its peers [2] Group 2 - As of the first quarter of 2025, 27 institutions held shares in 中集车辆, including 20 funds, with a total holding of 982.67 million shares valued at 8.883 billion yuan [1] - 中集车辆 specializes in the production, manufacturing, and sales of semi-trailers, special vehicles, refrigerated truck bodies, and complete vehicles, operating well-known brands in North America and Europe [1] - The latest financial results for the first quarter of 2025 show 中集车辆 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]

Group 1 - Shandong Hengfa Hygiene Products Co., Ltd. participated in 7 trade shows this year, achieving a transaction of approximately $100,000 for adult diapers at the International Medical Equipment Exhibition in June [1] - The city of Linqing is actively promoting foreign trade development through a three-tiered mechanism involving government, associations, and enterprises, and has established an overseas warehouse in Djibouti to support over 50 local companies [1] - Shandong's export value is projected to exceed 2 trillion yuan in 2024, with a 7.6% year-on-year growth in imports and exports in the first four months of this year [1] Group 2 - Jianzhen Special Vehicle Manufacturing Co., Ltd. has secured orders exceeding 70 million yuan for the first quarter of 2025, with products being exported to Kazakhstan and Uzbekistan [2] - The economic development zone in Yuncheng provides targeted support for enterprises, facilitating customs clearance and financing to help them navigate international markets [2] - Anqiu City has developed a real-time query platform for international agricultural product standards, covering 53 countries and over 1,300 standards, aiding local companies in exporting to emerging markets [2][3] Group 3 - Huihai Food Company has successfully exported products like ginger and cabbage to Japan, generating over 30 million yuan in annual revenue, thanks to a platform that helps navigate technical trade barriers [3] - The city of Jiyuan has organized participation in international trade fairs to enhance brand visibility and has cultivated over 100 foreign trade enterprises across various sectors [4] - Shandong Huaze Electric Co., Ltd. focuses on high-end precision processing and exports around 200,000 vacuum cleaners annually to markets in Europe, America, and Australia [5][6]

Core Viewpoint - The company CIMC Vehicles has experienced a recent stock price increase, with a closing price of 8.4 yuan and a rolling PE ratio of 15.76, which is significantly lower than the industry average [1] Group 1: Company Performance - CIMC Vehicles reported a revenue of 4.591 billion yuan for Q1 2025, representing a year-on-year decrease of 10.91% [1] - The net profit for the same period was 179 million yuan, down 32.59% year-on-year, with a sales gross margin of 14.30% [1] Group 2: Market Position - The company ranks 11th in the automotive manufacturing industry, which has an average PE ratio of 42.95 and a median of 35.24 [2] - CIMC Vehicles has a total market capitalization of 15.743 billion yuan [2] Group 3: Capital Flow - On July 8, 2023, the net inflow of main funds into CIMC Vehicles was 5.384 million yuan, with a total inflow of 11.9766 million yuan over the past five days [1]

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].

Group 1: Industry Standards and Development - The new standard for tent camping sites in Beijing will be implemented on July 1, focusing on safety, service quality, and environmental protection [1][2] - The standard emphasizes a four-dimensional safety protection system: site safety, facility safety, flood prevention safety, and emergency safety [1] - The standard includes requirements for site selection, infrastructure, service facilities, and safety measures to ensure a high-quality camping experience [3] Group 2: Market Growth and Opportunities - The camping economy in China is experiencing explosive growth, with the core market expected to reach 213.97 billion yuan in 2024, a year-on-year increase of 60.4% [5] - By 2030, the core market size is projected to rise to 487.98 billion yuan, indicating significant growth potential [5] - Companies are actively positioning themselves in the camping industry, leveraging their strengths to explore business opportunities across the camping supply chain [5][6] Group 3: Company Strategies and Innovations - Tuntian Group is enhancing its outdoor solutions by expanding its camping gear and smart wearable product lines, focusing on brand value and engaging younger consumers [6] - Zhejiang Fute Technology is addressing camping power needs with a vehicle-mounted power supply product that can power outdoor devices [6] - Shenzhen Beiding Crystal Technology has launched various outdoor products catering to the refined camping experience, highlighting convenience and ease of use [6] Group 4: Competitive Landscape - The rapid growth of the camping economy presents both opportunities and challenges for listed companies, necessitating continuous innovation and quality improvement [7] - As consumer interest in camping rises, the industry is expected to integrate with other sectors, creating additional business opportunities [7]