中集集团：2025半年度报告

2025 20252025 20251120256302025 (CFO)2025 20252024 2 3 6 7 9 12 54 63 83 94 202598 2025 C3 2518067 (86) 755–2669 1130 (86) 755–2682 6579 ir@cimc.com AA000039HHH02039299901 2024 √ √ √ (Drewry)2025/2620252024Global Trailer2024 203051%49% 1 76,090,39279,115,0433.82%1,278,156865,78147.63%10% 2 (1) • 集裝箱製造業務 1996532025630100% 217.35249.5012.88%14.4412.7613.20% ––20253,0002,3001% 112.59TEU138.27TEU18.57%9.20TEU4.47TEU105.82% • 道路運輸車輛業務 ––202563061.13% 97.53107.008.85%4.085.7428.89% (1)52,60250,17469.2476.018.91%11%2.410%23.07%4.613.0%63.5%44.0%270%16.4%2.3%SDC8.7%7,888 (2)EV–DTB202520251–653.96.9%7.92186%12,43414.7313.3710.12%EV-DTB ·142.55%EV-DTB ·86.26%EV-DTB ·69.8%EV-DTB ·25.1%EV-DTB ·13.13%1,70425% (3)EV-RT2.02025 • 空港與物流裝備、消防與救援設備業務 202563063.63% 31.2024.0329.83%0.800.37119.57% (1)86 (2) • 物流服務業務 ––202563062.70%++ 135.79140.893.62%2.022.04 (1)Transport Topic202550 (2) • 循環載具業務 202563063.58% 13.3611.9711.62%0.170.4964.50% (2) • 能源、化工及液態食品裝備業務 130.09121.217.32%4.602.4290.26%202563070.06%126.1114.89.9%5.64.915.6%107.46291.8 (1)96.378.822.2% LNGLNGLNGLNGLNGLNGLNGLNG5 94780LNGLNGLNGLNG BOPTPED (2)11.113.014.3% (3)18.823.118.6% • 海洋工程業務 202563083.30%FPSOFLNG 2025FPSO/FLNGEnergy Maritime AssociatesEMA2025–20291260119FPSO70%88254FPSOFLNG14363(FSRU) 80.1477.842.95%2.810.84 1.0617.955.57:3 1BOREAS2Norse Wind327,000Electric StarBrands Hatch4MKII FLNGFPSO P805FPSO P856 (3) 金融及資產管理業務 9.1011.5621.30%7.358.7616.05% 25202427.72% 400300 +470 (4) • 冷鏈業務 • 儲能科技 202542025ONE • 模塊化建築業務 202552MW (5) H5H1,480,0008,873,3812025827H8,641,10056,240,385H 1 (1) (CLARKSONS)2025620252.5%2025 2025+ 2025 EV-DTB EV-TrailerEV-RTEV-Trailer + +++ 2025 20255 (1)(2)(3) (2) 2025LNG20302030LNG2050LNG202414%25%IEA2025Q320251.3%20264%LNG10% ++LNGLNGLNG FPSO5(PCTC)(ROPAX) 2025EPCROPAX (3) 2025 2025+ 2 2007ONE 4011226,33120243202565 202568161125G1220242024 401002025TOP10052 1 (1) √ 2 √ 3 4 √ 5 20251 √ 20256301,689,937202412312,962,36942.95%202525 7 202563026,061,5162024123121,621,31220.54%2025125,917,94621,742,209 8 202563041,178,4822024123139,125,524 20256305,500,000202412315,500,0001.01%–5.33%202412311.30%6.35%)1.14%–4.25%202412311.20%4.25%)8,029,0762024123116,368,934 20256306,026,264202412314,543,225 202526353637383 9 20256304,016,333202412314,093,0191.87%202543 10 202563068,397,8672024123168,019,802107,043,67420241231106,732,434175,441,54120241231174,752,2363 61%2024123161% 11 2025630181,90720241231290,08837.29%20251(1) 12 2025 13 2025 14 4(3)20253414 1 2 √ 3 √ 4 (1) √ (2) (3) √ 3,422129,896133,318133,07847,498180,576 1300 5 11337 6 √ 1 √ 2 √ 5%2025 √ 10% √ 202514 √ 202563082,4982024123178,77651,1842024123150,6867,366,0386,446,231 12 2025 D2402024 √ 10––20251720252 √ √ C1 2025 C3 1 2 202582713.51B(1) (1)2025500206.HK20256(2)20258601169.SH(3)20252 2024www.cimc.comwww.hkexnews.hk13.51B(1) 3 2025630XVXVXV78352C3 (1) (2) 630 (3) 2025630XVXV78352C3 √ 2025 202551520242024202412315,392,520,38524,645,5505,367,874,83510.176202420257112024 √ 1 20226282021AA10A12 (1) (2) 10%1% (3) AA (4) AA 2 17 20252 ESG20242025327http://www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk2024 √ 20258272025 √ √ 2025 202551520242025 √ √ √ √ 9.99GOODPACK IBC (SINGAPORE) PTE. LTDGOODPACK PTE.LTDGOODPACK985.62GOODPACK1981.37 GOODPACKGOODPACK2024312025827 √ √ 1 √ 2025625202520262027 3 √ 202562020254188163,813,5002025827 4 √ 5 √ √ 20254(4) 6 √ 7 √ (1)202464202410301520256320255222025320261231 2024642025522www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk 1 137,5143,000,000 2 738,5041,500,000 (2)20249232024642024102.2202564 202464www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk 2025112025640220,000 (3)20241219520251120271231 20241219www.cninfo.com.cnwww.cimc.comwww.hkexnews.hk 209,565500,000 8 √ 2 1 (1)√10% (2)√10% (3) 10% 2 √ 3 √ √ √ 4 √ 120249272025171,371,016,21167.60%1,421,016,21170.060% 2202511420252025115101.76%155202512020252025202512120614202562020252025623201010 3202532720257 √ 20254102025872025425 √ 12025522202532024H5HH1,480,0008,873,381H6.225.762025722025827H7,161,10047,367,0042025827H8,641,10056,240,385H 22025811202572025112027123114A 2025811 41.202514A.762.3. 1 √√ √ H √√ 2 √ √ 2025630133,183A133,154H29 120256303,114,704,803A24,905,858AHKSCC NOMINEES LIMITEDH3,089,798,945HHKSCC NOMINEES LIMITEDH1,320,643,830H1,078,634,297H265,990,770H22025630HKSCC NOMINEES LIMITED1,078,634,297H1249,981,405A3202563029,599,947AHKSCC NOMINEES LIMITED1265,990,770H42025827223,575,000A4.15% 1010 5%1010 √1010√ 2020612019H3.4310(CFO)22028531202111920221192025630H42,254,6002024123142,254,60020216182021161.432029617202192720229272025630H16,135,0502024123116,135,050 1 √ 2 √ 2025630336 (L) 12025630A249,981,405A(L)H1,078,634,297H(L) 22025630H1,320,643,830H(L) 32025630A3,000,000A(L)A275,018,595A(L)H118,300H(L)