CIMC(000039)2025-02-05 10:12Group 1: Market Outlook - The global container trade growth rate is projected to maintain at 2.8% in 2025 according to Clarksons [2] - Long-term factors such as trade volume growth, supply chain diversification, and increased container transport mileage will drive new demand [3] Group 2: Offshore Engineering Performance - In the first three quarters of 2024, the offshore engineering segment's revenue increased by 77.75% year-on-year [3] - New orders signed in the offshore segment reached 7.4 billion by the end of Q3 2024 [3] Group 3: North American Vehicle Market - The North American semi-trailer market is experiencing supply-demand dynamics, with the company's vehicle business outperforming the industry and increasing market share [3] - The company plans to enhance its "cross-ocean operation, local manufacturing" model and optimize its global supply chain management [3] Group 4: Shipbuilding Orders - CIMC Anwei's shipbuilding business, focusing on small and medium-sized gas carriers, has seen a significant increase in orders, with total new orders amounting to RMB 10.8 billion in 2024 [3] - The current order backlog for CIMC Anwei stands at approximately RMB 17.4 billion, indicating strong market competitiveness and growth potential [3]