证券日报网讯12月18日，中集集团（000039）在互动平台回答投资者提问时表示，液氢、液氧等低温推 进剂的储运是航天发射的关键环节。集团子公司中集安瑞科在低温特种装备领域拥有深厚的技术积累， 能够提供包括燃料运输、储存、加注系统在内的关键装备，已成为多个商业航天公司的配套服务商。今 年7月，中集安瑞科为客户的商业航天项目提供了9台大型低温液氧储罐，为项目注入高效的动力保障； 此外，公司也为航空冷链运输领域提供温控航空箱，今年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。 ...

Core Viewpoint - The article discusses how China International Marine Containers (CIMC) has maintained its status as a "hidden champion" in the manufacturing industry for over 40 years, focusing on its strategic positioning, innovation systems, and global market responsiveness [1][2][6]. Group 1: Strategic Positioning - CIMC has established a "champion product leading strategy" since the 1990s, aiming for each business unit to be the leader or unique in its global niche market, aligning with the theory of "hidden champions" [2][5]. - The company focuses on two main sectors: logistics and energy equipment, which have allowed it to develop a strong technological foundation [1][3]. Group 2: Innovation System - CIMC employs a "small team operation, large platform support" innovation system, where business units act as independent entities focusing on niche market breakthroughs, while the group provides unified planning and resources [2][3]. - The company has established a global R&D network with over 60 provincial and ministerial-level research platforms and 20 overseas research centers, facilitating technological advancements and collaboration [3][4]. Group 3: Market Responsiveness - CIMC's global operations cover over 100 countries, with overseas revenue increasing from 35% in 2010 to approximately 50% currently, allowing for quick responses to international market demands [3][4]. - The company has developed innovative products like the world's first 40-foot liquid helium tank container and the "Blue Whale 1" semi-submersible drilling platform, breaking foreign monopolies in various fields [4][5]. Group 4: Organizational Culture - CIMC emphasizes a long-term commitment to technological innovation and a culture that tolerates failure during the innovation process, fostering a spirit of craftsmanship [5][6]. - The company's success framework combines strategic focus, innovation-driven approaches, market penetration, ecological collaboration, and organizational empowerment, making it a model for other Chinese manufacturing enterprises [5][6].

Core Viewpoint - The article discusses how China International Marine Containers (CIMC) has maintained its status as a "hidden champion" in the manufacturing industry for over 40 years, focusing on its strategic positioning, innovation systems, and global market responsiveness [1][2][6]. Group 1: Strategic Positioning - CIMC established a "champion product leading strategy" since the 1990s, aiming for each business unit to be the leader or unique in its global niche market, aligning with the theory of "hidden champions" [2][3]. - The company has developed several globally pioneering products, such as the "Blue Whale No. 1" semi-submersible drilling platform and the RAP active temperature-controlled air cargo container, breaking foreign monopolies [2][4]. Group 2: Innovation System - CIMC employs a "small team operation, large platform support" innovation system, allowing business units to focus on technological breakthroughs in niche markets while receiving unified planning and support from the group [2][3]. - The company has established a global innovation network with over 60 provincial and ministerial-level R&D platforms and 20 overseas research centers, facilitating technological advancements and collaboration [3][4]. Group 3: Market Responsiveness - CIMC's global operations cover over 100 countries, with a significant portion of revenue (approximately 50%) coming from overseas, demonstrating its ability to respond quickly to international market demands [3][4]. - The company has developed products like the world's first 40-foot liquid helium tank container to support the semiconductor industry, showcasing its proactive approach to market needs [4][5]. Group 4: Organizational Culture - CIMC emphasizes a long-term strategic focus on technological innovation and national industry contribution, fostering a culture that tolerates failure and encourages deep engagement in high-end manufacturing [5][6]. - The company's success framework combines strategic focus, innovation-driven approaches, market penetration, ecological collaboration, and organizational empowerment, making it a model for other Chinese manufacturing enterprises [5][6].

Core Viewpoint - The global shipbuilding and offshore engineering market is expected to continue improving in 2024, leading to significant growth in the performance of CIMC Group, with a reported revenue of 177.664 billion yuan and a net profit of 2.972 billion yuan, marking year-on-year increases of 39.01% and 605.60% respectively [2][3]. Group 1: Financial Performance - In 2024, CIMC Group achieved a revenue of 177.664 billion yuan, a year-on-year increase of 39.01%, setting a new record [2]. - The net profit reached 2.972 billion yuan, reflecting a substantial year-on-year growth of 605.60% [2]. - The container manufacturing segment generated revenue of 62.205 billion yuan, with a year-on-year increase of 105.89%, and a net profit of 4.088 billion yuan, up 127.84% [5]. Group 2: Business Segments and Orders - The offshore engineering division of CIMC Group turned profitable for the first time, with a significant reduction in losses from the asset pool platform [3]. - CIMC Raffles achieved a record high in new offshore engineering orders, totaling 3.25 billion USD, nearly doubling year-on-year [3]. - The company holds nearly 7 billion USD in backlog orders, with production scheduled through 2027, indicating a locked-in growth trajectory [9]. Group 3: Technological Advancements - CIMC Raffles made significant technological breakthroughs, including the first total package order for FLNG retrofitting, enhancing its position in the offshore engineering sector [6]. - The company is the first in China to use high manganese steel for the construction of liquefied natural gas vessels, showcasing its innovation capabilities [6]. Group 4: Strategic Outlook - The company plans to reassess and upgrade its five-year strategic plan by 2025, focusing on quality and efficiency improvements [9]. - CIMC Group is committed to optimizing its asset portfolio and enhancing resource allocation efficiency through various measures [9]. Group 5: Shareholder Engagement - In 2024, CIMC Group allocated approximately 200 million yuan for an A-share repurchase plan, demonstrating confidence in its value and commitment to shareholder rights [10]. - CIMC Vehicles completed a privatization of H-shares, spending over 1 billion HKD, reflecting a proactive approach to shareholder returns [10].