中集集团2024 半年度报告
20242024202411 20241120246302024 CFO2024 20242023 2367912566672991092024113 2024 China International Marine Containers (Group) Co., Ltd.CIMC 2518067 (86) 755–2669 1130 (86) 755–2682 6579 ir@cimc.com AA000039HHH02039299901 2023 √ 202432024202434 1 √ 2 √ √ Drewry2024/252024Global Trailer2023OEM 203045.55%54.45% 1 79,115,04360,573,96830.61%865,781398,556117.23%10% 2 (1) • 集裝箱製造業務 1996532024630100% Container Trade StatisticsCTS7.1%8,960TEU138.27TEU26.31TEU425.54%4.47TEU5.15TEU13.20% 249.50136.6882.54%12.767.6866.25% 道路運輸車輛業務 ––202463061.13% 2024107.00134.7020.56%5.7418.9269.66%(1)(2) 50,17462,24376.01102.6825.97% 15.77%14.12%50% EAPA 13.3713.480.78% • 空港與物流裝備、消防與救援設備業務 202463058.34% 24.0322.825.31%0.370.08364.81% • 物流服務業務 ––202463062.70%20247202450 140.8991.3254.28%2.040.55274.74% Transport Topic202450TOP13– 2 • 循環載具業務 202463063.58% 11.9714.2816.18%0.490.2873.29%63%113% (2) • 能源、化工及液態食品裝備業務 121.21113.886.43%2.424.3544.52%202463067.60%114.8107.66.7%5.05.711.6%164.0126.729.5%6293.5206.042.5% (1)78.862.925.1%LNGLNGLNGLNG12440,000MGC8LNGLNGLNGLNG4.52.765.2% (2)13.024.547.1% (3)23.120.114.7% • 海洋工程業務 202463080.04%FPSO 77.8441.1988.95%0.841.8253.70% 620.1%17.914.92FPSO320.9%61.851.12:1:1 1Mero 3 FPSOP82FPSO E-House2BOREAS H56731,5004PCC2#5Norse Energi6Agogo FPSO (3) 金融及資產管理業務 11.568.0244.10%8.7611.2522.15% 37.52 400300 OPEC+75–904Rystad10%101Caspian Driller3+21Deepsea Yantai10% (4) • 冷鏈業務 (1)RAP(2)20246TOP20(3)30%10% • 儲能科技 2024514(1)(2)(3) • 模塊化建築業務 (1)(2)20244EPC(3) (5) (1)202411520241312A24,645,550A(2)HHH20231128HHH202463H202467(3)2024628 1 (1) CLARKSONS2024720230.7%20245.1%20252.9%2024–2025 2024QHSE 2024LoMLTP+LoM L3L4 20247 2024 2024 (2) LNG2029LNG50%2030LNG80%IEA2030LNG202112%25%LNGLNGLNGLNGLNGLNG ITCO202384.82013–20238.7% FPSO/FLNG3–52 2024EPC (3) 2024 Rystad2024 2024 2 2007ONE 3681335,618202461382024420235G5G 40801002024TOP10072 1 (1) 1 √ 2 √ 3 4 √ 5 20241 √ 6 20246301,557,735202312312,174,083202427 7 202463021,777,8172023123121,324,4512.13%2024121,742,20917,042,395 8 202463046,265,2182023123139,180,268 2024630SOFR1,450,580202312311,885,5801.00%-6.44%202312311.20%7.20%1.20–7.20%202312311.20%7.08%18,138,0392023123114,432,784 20246304,524,954202312311,960,454 202428373839401(2) 9 20246304,033,119202312312,049,77496.76%202445 10 202463066,188,1202023123164,630,350112,923,8392023123197,132,883179,111,95920231231161,763,233 63%2023123160% 11 2024630581,7442023123174,375682.18%20241(1) 12 2024 13 2024 14 4(3)20243441(1) 1 2 √3√ 4 (1) √ (2) (3) √ )20243 28)20246 26 5 11659.6 6 (1) (2) 1A A 2021518[2021]1719()(A)25,260.001.006.96A175,809.60()17,431.92158,377.68A6.27A202178A2024822www.cninfo.com.cn 2024630A 202463020248,455.9194,792.4969,451.59(5,866.40) 1 220235()() ()20233 272023202320235 252022A20233 28A(2023–031) 20238 232023202320239 202023AA5()A46,095.80 20243 212024202420246 262023A () 2023LTP+LoMLoMLoM 20243 212024202420246 262023 H HH265,000,000HH1,591.3H1.00202463 201912520203252020101220201120H2021825H20219292021 202411H49.4H2024630HH2024822www.cninfo.com.cn ([2023]1317)(A)9,00024.22217,980.0013,227.0813,877.0813,091.58785.50650.002023928(8110501013002297747)204,752.92217,980.0015,152.66202,827.34()2023928([2023]9383)A2024821 1 √ 2 √ 20245% √ 10% 202416 √ 202463080,1092023123168,94049,9882023123150,6326,446,2315,666,978 202456 12 2024 D2402023 √ 1 202420232024A24,645,550A 2 √ 91047 1421 20248282024630620242024 32610 C.5.1C1 2023 C.5.1101 C3 (1)(2)(3)(4)(5) 1 202432720245\20244102024410 2 2024630XVXVXV78352C3 (2) 2020612019H3.4310CFO252021119202211920216182021161.435202110820229272024630H42,254,6002023123142,254,600H16,135,0502023123116,135,050 (3) 2024630XVXV78352C3 3 13.51B(1) (1)20247(2)202432024300598.HK/601598.SH(3)20246000037.SZ(4)20247(5)20242601997.SH 2023www.cimc.comwww.hkexnews.hk13.51B(1) √ 2024 202462620232023A24,645,5502,278,036,940100.2220248162023 √ 20226282021AA10A12 (1) (2) 10%1% (3) AA (4) AA 2 17 20242 √ 20248282024 37 1.261.02 √ (1) 202382024 634108MW202412300020246.5 (2) (1)82ISO14001(2)2(3)4 ESG20232024327http://www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk2023 + (1) 20246 202410%9030% (2) 30 (3) (1)2024(2)CP System (1)60(2)(3)7– (1)(2)(3) √ √ 20248282024 √ √ 2024 202432720245202420246262023 √ √ √ √ 8.82GOODPACK IBC (SINGAPORE) PTE. LTDGOODPACK PTE. LTDGOODPACK985.62GOODPACK1981.37 GOODPACKGOODPACK202431 √ 202252020242 √ 1 2 √ 3 √ 1 4 √ √ 20244(4) 5 √ 6 √ (1)2021827202121301520219 242021 2024923202464202410 20218272021924202464www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk 1 138,5353,000,000 2 738,5041,500,000 (2)20226232022132.2202262320249232024642024102.2 202464www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk 30,0002.2 (3)2022511520225272022511www.cninfo.com.cnwww.cimc.com 459,221500,000 7 √ 2 A 1 202
