（编辑 袁冠琳） 证券日报网讯 中集集团11月24日发布公告，在公司回答调研者提问时表示，2024年中集来福士揽获2艘 FPSO船体总包订单（"P-84"号和"P-85"号），2025年8月交付FPSOP-83船体，目前为巴西国油交付和在 建的浮式平台达到六艘。公司是国内唯二获巴西国油FPSO总包资质的企业，同时项目管理能力突出， 在交付期管理、质量管控上都具有优势，在全球FPSO建造领域处于领先地位。关于后续新项目进展， 公司会按规定及时履行信息披露义务。 ...

Group 1: Project Developments - CIMC Raffles has secured 2 FPSO hull total package orders for "P-84" and "P-85" in 2024, with the delivery of FPSO P-83 scheduled for August 2025, bringing the total to six floating platforms for Petrobras [1][2] - CIMC is one of only two companies in China with FPSO total package qualifications from Petrobras, showcasing strong project management capabilities and a leading position in the global FPSO construction sector [2] Group 2: Container and Energy Storage Business - Container orders are stable, but Q4 is typically a slow season for shipping [3] - The energy storage business has become a key growth driver, with a significant increase in demand for energy storage boxes and system integration, leading to a cumulative shipment of over 60 GWh, positioning CIMC as a global leader [3] - CIMC is expanding its energy storage applications across various sectors, including urban supercharging, green transportation, and data centers, with successful demonstration projects [3] Group 3: Compensation and Land Development - The compensation agreement for the CIMC Pingshan production base land preparation project has been signed, covering 7 plots with a total area of 822,800 square meters, and the total monetary compensation is expected to reach RMB 828 million [4] Group 4: Market Value Management - CIMC emphasizes market value management as a crucial aspect of high-quality development, focusing on enhancing return rates and promoting emerging strategic business growth [5] - The company has initiated share repurchase plans of up to HKD 500 million for H shares and RMB 300-500 million for A shares to boost investor confidence and reflect the company's intrinsic value [5]

Core Viewpoint - The performance of CIMC Group in the Hong Kong stock market has been impressive, with a cumulative increase of nearly 100% since April, driven by multiple factors including valuation recovery, business performance expectations, and policy opportunities [1][3] Financial Performance - In the first half of the year, CIMC Group achieved revenue of approximately RMB 76.1 billion and a net profit of RMB 1.28 billion, representing a year-on-year increase of 47.63% [3] - The overall gross margin improved by 1.94 percentage points to 12.67%, indicating enhanced profitability [3] - The net cash flow from operating activities significantly improved to RMB 7.15 billion, with a nearly 600% increase year-on-year [3] - As of June 30, 2025, the company’s interest-bearing debt was approximately RMB 41.2 billion, a decrease of RMB 5.1 billion compared to the same period last year, with an interest-bearing debt ratio stable at 23% [3] Business Segments - CIMC's marine engineering business, CIMC Raffles, reported revenue of RMB 8.01 billion in the first half of the year, a year-on-year increase of 2.95%, with a gross margin improvement of 5.85 percentage points to 10.8% [4] - The energy and chemical business segment achieved a profit of RMB 460 million, nearly doubling compared to the previous year [5] - The total order backlog for the two major energy business platforms reached over RMB 70 billion as of June 30, 2025 [5] Market Outlook - The global trade volume is expected to grow steadily, with container trade volume projected to increase by 2.6% [5] - The oil and gas investment is recovering, and the marine engineering business is anticipated to enter a phase of performance growth [5] - Several brokerage firms have issued buy ratings for the company, citing sustained growth in domestic container demand and improving performance in the marine engineering sector [6]