中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港元。 智通财经APP获悉，中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港 元。 消息面上，2月2日，中集集团发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海 工板块接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、 东南亚等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过 300MW的AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 海工板块方面，截至2025年6月末，公司手持订单约55.5亿美元，已排产至2027/2028年。预计2025年海 工业务盈利能力将大幅提升。在商业航天方面，2025年，集团子公司中集安瑞科相关业务营业收入和在 手订单超亿元人民币，其中约一半收入来自海外；此外，公司也为航空冷链运输领域提供温控航空箱， 2025年2月推出国内首款RAP主动式温控航空箱，填补了国内同类产品空白，将在国内主要航空公司中 开展商业运营。 ...

中集集团加码商业航天、数据中心，双赛道布局落地见效，目前正加速开拓国内外市场，以模块化技术 承接更多AI数据中心订单，打造数字基建领域的 "中集标准"。另外，中集集团储能业务迎来资本合作 利好，累计出货量已超60GWh，发展势头迅猛。据了解，储能业务是中集重点发展的新兴战略领域之 一，近年来业务持续进阶壮大，已成为中集高质量发展的重要动能之一。 中集集团AH股大幅拉升上涨，H股涨超11%刷新阶段新高，A股强势封涨停。 消息上，中集集团日前发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海工板块 接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、东南亚 等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过300MW的 AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 ...

Core Viewpoint - CIMC Group (000039) (02039) shares rose over 10%, reaching HKD 9.57 with a trading volume of HKD 24.15 million, following the release of an investor relations activity record discussing various business segments [1] Group 1: Data Center Business - CIMC has delivered over 1,000 megawatts and more than 17,000 modules in multiple countries and regions, including the Middle East and Southeast Asia [1] - The company is providing prefabricated data center technology and manufacturing services for clients in AI and cloud computing, with over 300 MW of capacity [1] Group 2: Offshore Engineering Segment - As of June 2025, CIMC holds orders worth approximately USD 5.55 billion, with production scheduled until 2027/2028 [1] - The profitability of the offshore engineering business is expected to significantly improve by 2025 [1] Group 3: Commercial Aerospace - By 2025, CIMC's subsidiary, CIMC Enric, is projected to generate over RMB 100 million in revenue and have a backlog of orders, with about half of the revenue coming from overseas [1] - The company launched China's first RAP active temperature-controlled air cargo box in February 2025, filling a gap in the domestic market and will conduct commercial operations with major domestic airlines [1]

Core Viewpoint - CIMC Group (02039) has seen a stock price increase of over 10%, currently at HKD 9.57, with a trading volume of HKD 24.15 million [1] Group 1: Data Center Business - CIMC has delivered over 1,000 megawatts and more than 17,000 modules in various countries and regions, including the Middle East and Southeast Asia [1] - The company is providing prefabricated data center technology and manufacturing services for clients in AI and cloud computing, with a capacity exceeding 300 megawatts [1] Group 2: Offshore Engineering Sector - As of June 2025, CIMC holds approximately USD 5.55 billion in orders, with production scheduled until 2027/2028 [1] - The profitability of the offshore business is expected to significantly improve by 2025 [1] Group 3: Commercial Aerospace - By 2025, CIMC's subsidiary, CIMC Enric, is projected to achieve over RMB 100 million in revenue and backlog, with about half of the revenue coming from overseas [1] - The company has launched China's first RAP active temperature-controlled air cargo box in February 2025, filling a gap in the domestic market, and will conduct commercial operations with major domestic airlines [1]