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- HelloNationIn HelloNation, Auto Glass Expert Fernando Miranda Breaks Down Mobile Windshield Repair for Commercial & Fleet VehiclesThe article explores how mobile windshield repair helps reduce downtime while maintaining safety systems and calibration for fleet vehicles. — How can businesses minimize vehicle downtime when windshield damage occurs? HelloNation answers this question...
- CIMC Group Announces 2026 Interim ResultsFinancial Highlights RMB (million) 1H2025 1H2026 1Q2026 2Q2026 Quarter-on-Quarter Change Revenue 76,090 78,913 32,664 46,249 +42% Operating Profit 2,817 1,962 607 1,355 +123% Foreign Exchange Losses 47 803 228 574 The expanded loss is attributable to the expansion of business scale. Pre-FX Loss Operating Profit [1] 2,864 2,764 835 1,929 +131% Profit Before Income Tax 2,798 1,969 615 1,353 +120% Gross Profit 9,643 9,380 3,770 5,611 +49% Gross Profit Margin 12.67% 11.89% 11.54% 12.13% +0.6pct Net Profit 1,764 1,373 412 961 +133% Net Profit Attributable to Shareholders and Other Equity Holders of the Company [2] 1,278 740 209 531 +154% Notes: 1. Pre-FX Loss Operating Profit = Operating Profit + Foreign Exchange Losses2. Net profit attributable to shareholders and other equity holders of the Company, with interest on perpetual bonds of approximately RMB47.8 million Results Highlights 1. Profitability of energy-related businesses continued to be released, with net profit increasing by RMB1.36 billion: The combined net profit of the offshore engineering segment and the finance and asset management segment (mainly drilling rig leasing) increased by approximately RMB1.339 billion, while that of the energy, chemical and liquid food equipment segment increased by RMB20 million. Among them, the gross profit margin of the offshore engineering segment increased by 10.1 percentage points year-on-year (“YoY”) to 20.9%, with net profit reaching RMB718 million, making it the Company’s largest profit-generating segment. The finance and asset management segment successfully turned losses into profits, with a net profit margin of 9.8%. As at the end of June, total orders on hand amounted to approximately RMB83.6 billion, with production schedules extending to 2030: orders on hand for the offshore engineering and energy, chemical and liquid food equipment segments amounted to US$7.62 billion and RMB31.77 billion, respectively. In particular, CIMC Raffles secured one FPSO and one FLNG EPCIC / EPC general contracting order during the year, making it the first offshore engineering enterprise in China with dual-project general contracting capabilities (EPCIC / EPC). Benefiting from rising demand for increased deepwater oil and gas production, new orders accelerated in the third quarter. 2. Double breakthroughs in modular data center deliveries and orders: The modular data center business recorded explosive growth, with revenue increasing by more than five times YoY. During the Reporting Period, new contracts were signed for 200MW of cloud computing and AI computing power data center projects. 3. Logistics-related businesses consolidated their industry positions, with demand bottoming out and recovering quarter-on-quarter: Core products including standard dry containers, reefer containers, chemical tank containers and semi-trailers maintained their global No. 1 positions. During the Reporting Period, the overall gross profit margin declined due to exchange rate fluctuations and pressure on demand, while demand for containers, road transportation vehicles, airport facilities and logistics equipment, and recycled load bottomed out and recovered quarter-on-quarter. 4. Interest expenses continued to be optimised, with a more robust financial structure: As at the end of Reporting Period, interest-bearing debt amounted to RMB34.8 billion, down RMB6.4 billion from the end of June 2025, with the interest-bearing debt ratio at approximately 20%. Benefiting from the optimisation of financing rates and scale, net interest expenses decreased by approximately RMB218 million YoY during the Reporting Period, and the financial structure continued to be optimised. HONG KONG, August 28, 2026 - China International Marine Containers (Group) Co., Ltd. (“CIMC Group” or the “Group”, stock code: 000039.SZ/02039.HK) is pleased to announce its unaudited interim results for the six months ended 30 June 2026 (the “Reporting Period”). The management of CIMC Group stated that in the first half of 2026, global changes unseen in a century accelerated, geopolitical conflicts reshaped the energy and trade landscape, while global merchandise trade demonstrated resilience amid fluctuations. Against a backdrop of opportunities and challenges, the Group closely followed the main business tone of “focusing on high-quality development and cultivating new growth drivers”, coordinated the reasonable growth of “quantity” and the effective improvement of “quality”, and, leveraging its diversified business portfolio and global operating platform, mitigated fluctuations in individual regions to achieve steady and high-quality development. In the first half of 2026, the Group achieved revenue of RMB78.9 billion and net profit of RMB1.37 billion, while net profit attributable to shareholders and other equity holders of the Company amounted to RMB740 million. During the Reporting Period, domestic revenue accounted for approximately 53.62%, while overseas revenue accounted for approximately 46.38%, maintaining a balanced market structure. To effectively safeguard shareholder value and convey confidence in long-term development, the Company repurchased H Shares amounting to approximately HKD173 million during the first half of 2026, with approximately 19.28 million H Shares repurchased in aggregate. As at the end of June, the Company had completed the implementation of its 2025 H Share repurchase plan. Meanwhile, to further enhance shareholder confidence, the Company announced in July 2026 its plan to repurchase a portion of its H Shares, with the total repurchase amount not exceeding HKD173 million. In respect of A Shares, the Company recently announced a proposal to change the use of the A Shares repurchased in 2023 and cancel such shares and reduce its registered capital, namely, to cancel the 24.65 million A Shares repurchased by the Company in 2023 and correspondingly reduce the registered capital of the Company, thereby adopting multiple measures to safeguard the interests of its investors. Segments Results (RMB million) 1H2026 BusinessIndicators Revenue % of TotalRevenue GrossProfit % of Total Gross Profit Gross Profit Margin NetProfit Container manufacturing 21,920 27.78% 1,827 19.48% 8.34% 272 Road transportation vehicles 10,737 13.61% 1,551 16.53% 14.44% 356 Energy, chemical, and liquid food equipment 13,396 16.98% 1,962 20.92% 14.65% 480 Offshore engineering 7,935 10.06% 1,659 17.69% 20.91% 718 Airport facilities and logistics equipment, fire safety and rescue equipment 3,357 4.25% 706 7.52% 21.03% 71 Logistics services 13,945 17.67% 910 9.70% 6.53% 240 Finance and asset management 1,710 2.17% 287 3.06% 16.77% 167 The above major segments 72,999 92.52% 8,902 94.90% 12.19% 2,304 Core Business Performance 1. In the Logistics Field Container Manufacturing Business: During the Reporting Period, although global trade continued to face adverse factors such as high inflation and geopolitical frictions, the growth of global merchandise trade continued to maintain a certain degree of resilience. According to Container Trades Statistics, global container trade volume increased by approximately 5.2% YoY in the first half of 2026, mainly benefiting from the growth of trade related to the global technology industry. Meanwhile, the low efficiency of container shipping caused by the blockage of the Strait of Hormuz, disruption to the resumption of shipping routes in the Red Sea and port congestion supported demand for containers. During the Reporting Period, the growth in demand for container shipping together with the replacement and renewal requirements for the massive existing container fleet drove a steady rebound in new container sales across the industry in the second quarter, reversing the downward trend seen in the first quarter, while prices also stabilised simultaneously. During the Reporting Period, the Group’s container manufacturing business achieved growth in both production and sales volume. In particular, the accumulated sales volume of dry containers reached 1.1385 million TEUs, representing a YoY increase of approximately 1.12%; meanwhile, benefiting from the bountiful harvest of fresh fruits in South America and the harvest season in the Northern Hemisphere, sales volume of reefer containers reached 108,200 TEUs, representing a YoY increase of approximately 17.61%. During the Reporting Period, the container segment recorded revenue of RMB21.920 billion, representing a YoY increase of 0.85%, and net profit of RMB272 million, mainly affected by the YoY decline in the price of standard containers and exchange rates. Logistics Services Business: During the Reporting Period, the multimodal transport market environment gradually improved, particularly the container shipping market, where freight rates continued to rise since March. During the Reporting Period, the segment achieved revenue of RMB13.945 billion, representing a YoY increase of 2.70%, and net profit of RMB240 million, representing a YoY increase of 18.81%. CIMC Wetrans actively captured the upward trend by deepening customer relationship management, optimising product mix, accelerating overseas expansion and strengthening operational efficiency. During the Reporting Period, the proportion of direct customers in the sea transportation business continued to increase; the port logistics business added route, extra sailing and vessel space agency services for multiple leading shipping companies; the industry logistics business added new cold chain equipment deployment, with cold chain business volume increasing by 14% YoY; the customer structure of the air transportation business continued to be optimised, with business volume increasing by 11% YoY; and the service network of the land transportation business continued to expand. CIMC Wetrans ranked TOP 13 in the 2026 Top 50 Ocean Freight Forwarders list issued by Transport Topics, an authoritative magazine in the global logistics industry, up one place from last year and ranking fifth among Chinese enterprises. Road Transportation Vehicles Business: During the Reporting Period, CIMC Vehicles achieved revenue of RMB10.737 billion, representing a YoY increase of 10.09%, and net profit of RMB356 million. Among them, the global semi-trailer business achieved revenue of RMB7.602 billion, representing a YoY increase of 9.79%. In 2026, CIMC Vehicles continued to extend the production and marketing models of the StarLink Project to more product lines and regions, deepening ecosystem cooperation while improving efficiency and reducing costs. The core production efficiency of the semi-trailer business under the StarLink Project continued to improve, and its domestic market share remained No. 1 for seven consecutive years. In overseas markets, revenue and sales volume in the Global South increased significantly, while gross profit margin remained basically flat due to fluctuations in ocean freight rates; production in the European market recovered, while freight rates and equipment orders in the North American market showed marginal improvement in the second quarter. The market share of core DTB products further increased, with a total of 13,238 truck bodies products products sold. Meanwhile, sales volume of EV-DTB truck bodies products for new energy heavy-duty trucks increased significantly, with deliveries of EV-DTB dump truck and mixer truck truck bodies products continuing to rise. The pure electric tractor and trailer business officially established the world’s first EV-RT offline experience center. Airport Facilities & Logistics Equipment / Fire Safety & Rescue Equipment Business: During the Reporting Period, revenue amounted to RMB3.357 billion, representing a YoY increase of 7.58%; net profit amounted to RMB71 million, representing a YoY decrease of 11.25%, mainly due to exchange rate fluctuations. During the Reporting Period, orders on hand maintained steady growth. The airport facilities and logistics equipment business secured a series of major benchmark orders, including boarding bridge projects worth hundreds of millions of RMB for Paris Airport and Orly Airport in France, as well as bulk orders for A380 catering vehicles in Singapore, further enhancing its global competitiveness. The logistics automation business successfully implemented multiple e-commerce projects in Southeast Asia, and also secured new orders and contracts in newly expanded industries such as State Grid and China Tobacco. The operating results of the fire safety and rescue equipment business showed significant improvement, with the successful securing of a major procurement order for 13 dual-boom water tower fire trucks under the national government subsidy-funded project for hazardous chemical emergency rescue teams. Cumulative new orders reached RMB1.675 billion, achieving steady growth. II. In the Energy Industries Field In respect of the energy, chemical and liquid food equipment business, revenue amounted to RMB13.396 billion, representing a YoY increase of 2.98%; net profit amounted to RMB480 million, representing a YoY increase of 4.35%. Among them, CIMC Enric achieved revenue of RMB12.87 billion, representing a YoY increase of 2.0%; newly signed orders amounted to RMB13.71 billion, representing a significant YoY increase of 27.7%; and as at the end of June, orders on hand amounted to RMB31.77 billion, representing a YoY increase of 8.9%. Specifically, revenue of the clean energy segment grew steadily. Benefiting from expanding demand in areas such as semiconductors and off-grid distributed power generation, the segment delivered electronic specialty gas clean gas cylinders (Y-type cylinders) and specialty tube skid containers in batches, and launched new hydrogen-rich power generation module products. CIMC Enric successfully delivered an integrated LNG liquefaction plant in Indonesia, while implementing its third benchmark steelmaking coke integrated project — the Shougang Shuicheng Steel project in Liupanshui, Guizhou. It also secured newly signed domestic Panzhihua Iron and Steel projects and its first overseas steelmaking coke integrated project with Tsingshan in Indonesia. In the hydrogen energy field, it contributed to the construction of Hong Kong’s first commercial building hydrogen energy charging station and launched China’s first 20-foot Type IV cylinder hydrogen tube skid container. During the Reporting Period, the clean energy segment recorded newly signed orders of RMB10.61 billion, representing a YoY increase of 18.3%, among which newly signed orders for waterborne clean energy reached RMB4.535 billion, representing a significant YoY increase of 40.1%, with shipbuilding orders scheduled through 2029. The chemical and environment segment benefited from the recovery of the chemical industry and high-growth industries such as semiconductors, with demand for tank containers improving, while the medical equipment components business maintained steady growth. As at the end of June 2026, orders on hand increased by 86.8% YoY to RMB1.57 billion. The liquid food segment focused on the non-alcoholic beverage and new consumption sectors, successfully securing and signing multiple turnkey projects, including projects for Japanese breweries and Chinese whisky distilleries. Cumulative newly signed orders reached RMB1.44 billion, representing a strong YoY increase of 108.4%. In respect of the offshore engineering business, benefiting from the cost advantages of deepwater locations, the deepwater offshore engineering market for FPSO/FLNG continued to strengthen. CIMC Raffles, the main operating entity, achieved an important breakthrough in the international high-end offshore engineering general contracting market by signing China’s first FPSO EPCIC general contracting contract, further enhancing its industry competitiveness. During the Reporting Period, revenue amounted to RMB7.935 billion, representing a YoY decrease of 0.98%; net profit amounted to RMB718 million, representing a YoY increase of 155.52%. In terms of market orders, new orders amounted to US$3.2 billion during the Reporting Period, a substantial increase from US$106 million in the same period last year. As at the end of June, CIMC Raffles had cumulative orders on hand of US$7.62 billion, reaching a record high. In terms of project construction and delivery, in January, the PCTC with a capacity of 7,000 vehicles, “NOCC ADRIATIC”, constructed for a Norwegian shipowner, was delivered 70 days ahead of its contractual delivery schedule; in February, the Norse Energi, the world’s largest fully DC wind turbine installation vessel in terms of lifting capacity, completed its seaworthiness delivery; in March, construction commenced on the first vessel of a new generation of seabed rock dumping vessels built for Van Oord, a leading Dutch offshore engineering company; in April, the fore-body module of the P85 hull was slid onto a barge at the Haiyang base, laying a solid foundation for the subsequent successful major assembly of the P85 project; in May, construction of the VLCC tanker officially commenced, entering the substantive construction stage; and in June, the main upper module structure of the project constructed for Golar was successfully capped, marking a key milestone in the project’s construction. In respect of the offshore engineering asset operation and management business, all offshore engineering assets of the Group currently under lease have been operating normally under their respective lease contracts, and the Group continued to provide high-quality services to customers. Benefiting from the successful lease of the Blue Whale No. 1 platform, increased prices upon the renewal of contracts for multiple drilling platforms, and lower operating costs resulting from refined management, operating profit improved during the Reporting Period. During the Reporting Period, the sixth-generation semi-submersible drilling platform “Deepsea Yantai” secured a new drilling contract, injecting momentum into revenue growth; the semi-submersible lifting/life support platform Blue Gretha successfully arrived at its designated operating area to provide high-quality services to clients. Meanwhile, several semi-submersible drilling and life support platforms and other offshore engineering assets of the Group actively pursued new contracts. Future Development and Prospects The management of the Group stated, “2026 is the first year of the ‘15th Five-Year Plan’. The Group will be based on the new development stage, closely follow national policy guidance, and closely focus on ‘focusing on high-quality development and cultivating new growth drivers’. With a more proactive strategic approach, we will cultivate new opportunities and open up new prospects amid complex changes, striving to build ‘a high-quality and respected world-class enterprise’.” About China International Marine Containers (Group) Co., Ltd. The CIMC Group is a world-leading equipment and solution provider in the logistics and energy industries, and its industry clusters mainly cover the logistics and energy fields. In the logistics field, the Group has established a general transportation equipment portfolio covering “sea, land and air”: its container manufacturing business provides key circulation equipment for the container shipping industry; its road transportation vehicles business connects the arteries of land transportation; its airport facilities and logistics equipment/fire safety and rescue equipment businesses expand into aviation hubs and specialised scenarios; its logistics services business provides professional services across the entire-value chain; and its recycled load business provides professional supporting services. In the energy field, the Group is principally engaged in the energy, chemical, and liquid food equipment business and offshore engineering business. Meanwhile, the Group also continuously develops emerging industries and has finance and asset management businesses that serve the Group itself. As a diversified multinational industrial group serving the global market, CIMC has over 300 member enterprises across Asia, North America, Europe, and Australia, with a total of four listed companies, and customers and sales networks covering more than 100 countries and regions worldwide. In 2025, the Group recorded revenue of RMB 156.6 billion, ranking 154th on the 2025 Fortune 500 China list. The Group has maintained the world’s No.1 position for many consecutive years in core products such as standard dry containers, reefer containers, tank containers and semi-trailers. For more information, please visit http://www.cimc.com/.
- CALB (03931.HK) Reports Strong Growth in 1H 2026 Results, with Net Profit Increasing Significantly Year-on-Year by 102.2%CALB Group Co., Ltd. (“CALB” or the “Company”, stock code: 3931.HK) announced its unaudited condensed consolidated interim results for the six months ended June 30, 2026 (the “Reporting Period”). During the Reporting Period, the Company recorded revenue of approximately RMB27.08 billion, representing a year-on-year increase of 65.0%, and net profit of approximately RMB1.52 billion, representing a year-on-year increase of 102.2%. The strong growth in the Company’s results was mainly attributable to the expansion of new customers and application scenarios, as well as the continued ramp-up of new products across passenger vehicles, commercial vehicles and energy storage, driving sustained growth in business scale. According to statistics from leading industry organizations, global power battery installations reached 608.5GWh in the first half of 2026, representing a year-on-year increase of 20%, while global energy storage cell shipments reached 467.84GWh, up 94.76% year-on-year, reflecting the continued rapid growth of the global new energy industry. In recent years, CALB has continued to advance its two core businesses of power batteries and energy storage, while expanding into application scenarios including new energy vessels, low-altitude mobility and robotics. With continued innovation in technologies and products and further expansion into domestic and overseas markets, the Company’s business portfolio has continued to broaden. Broad Coverage of Mainstream Automakers, with Global Power Battery Market Share Continuing to Rise In the passenger vehicle segment, CALB’s customer portfolio has continued to optimize, with broad coverage of mainstream automakers and steady progress in its premium and internationalization strategies. The Company has become a strategic partner in platform-based battery systems including Huawei’s Giant Whale Battery and Xiaomi’s Dragon Armor Battery, providing core power battery solutions for a range of vehicle models and series, including the LUXEED R7, LUXEED RX, SAIC Z7, and Xiaomi SkyNomad N70 Max and N90 Max, covering both LFP and ternary battery chemistries. CALB’s “UP super-charged” batteries, with their strong and stable fast-charging performance, are exclusively supplied for flagship models including the XPeng GX and G9L, and across the XPeng MONA lineup. During the reporting period, CALB provided stable power battery supplies for customers including XPeng, Huawei, GAC and Leapmotor, while supporting global vehicle models from customers including Toyota and Mazda. New overseas platform projects with Volkswagen and Hyundai are progressing rapidly, and the power battery plant jointly established with Leapmotor is expected to commence operations soon. CALB’s passenger vehicle power battery supply volume continued to grow, with overseas installations increasing by 84% year-on-year, reflecting an accelerated global expansion. In the commercial vehicle segment, CALB’s battery shipments increased by 225% year-on-year in the first half of 2026, with 206 newly announced vehicle models. The Company’s market share in both China and globally continued to increase, while cooperation with major heavy- and light-duty commercial vehicle customers including Sinotruk, XCMG, SANY, SHACMAN, Chery, Geely and Dongfengcontinued to expand, driving further market penetration. CALB’s commercial vehicle business is evolving from battery product sales toward full life-cycle value operations in the new energy commercial vehicle sector. Heavy-duty commercial applications, including heavy trucks and construction machinery, have become key components of the Company’s commercial vehicle business. An integrated “vehicle-battery-charging station-cloud” ecosystem for commercial vehicle applications is gradually taking shape, while business models including battery banking and financial leasing have been successfully piloted. Demonstration projects in green mines and zero-carbon ports have also received strong recognition from customers. Utility-Scale Energy Storage Maintains Leading Position, with Overseas Business Gaining Momentum CALB’s ESS business also maintained healthy growth momentum. In the first half of 2026, the Company ranked among the global top four in utility-scale energy storage, with steadily increasing shipments and continued growth in overseas installations. In the power energy storage segment, cooperation with major energy companies including SPIC, Huadian, Datang and China Three Gorges Renewables continued to progress. CALB also worked with leading system integrators such as Sungrow and Huawei, as well as supply chain partners and end users, to advance technological, product and application innovations across multiple scenarios, reduce operating costs of power systems and improve overall returns.In the zero-carbon ecosystem, the Company has actively explored new business models and made key progress in emerging strategic areas including direct green power supply and zero-carbon cities. Building on these initiatives, CALB is also advancing the development of source-grid-load-storage integration and virtual power plant platforms, while exploring pathways toward city-level zero-carbon development. Meanwhile, CALB has actively expanded its residential and commercial and industrial energy storage businesses, securing project nominations from multiple leading customers and achieving stable deliveries, with market performance ranking among the industry leaders. In emerging areas such as AIDC, the Company has been actively exploring energy storage technologies and product solutions, and has completed the development of 6C high-rate energy storage systems to address the backup power requirements of AIDC applications.To advance its internationalization strategy and further enhance profitability, CALB has accelerated its overseas expansion and achieved positive progress. During the reporting period, the Company’s next-generation 600Ah+ ESS cells entered mass production at scale to meet overseas application requirements. Its liquid-cooled containerized energy storage systems have been deployed and delivered in high-value markets including Europe, Japan and the United States. Its residential and commercial and industrial energy storage products now cover multiple overseas markets, with cooperation established with customers in more than ten countries and regions. Expanding into Multiple Emerging Scenarios, with AI Driving a New Wave of Innovation Beyond the two major application areas of new energy vehicles and energy storage, CALB has actively expanded into emerging application scenarios based on its development philosophy of “shared technology platforms and shared product platforms.” In the new energy vessel sector, the Company has obtained certifications from major international classification societies including DNV, ABS, BV, RINA and CCS, and projects including China’s first CCS-certified carbon-fiber electric official vessel have successfully commenced operations. In the low-altitude mobility sector, CALB’s high-energy cylindrical cells achieve an energy density of up to 310Wh/kg and have secured exclusive nomination for customers’ key aircraft models. Its next-generation 360Wh/kg high-nickel, silicon-carbon cylindrical batteries are gradually entering the preparation stage for commercialization. In the robotics market, high-performance battery products are expected to enter mass deliveries, while 10Ah-class all-solid-state batteries are expected to enter their initial stage of commercial application. Notably, CALB is building new capabilities for AI-driven R&D, manufacturing and operations under its “AI + Energy” strategy. On the R&D side, the Company is exploring the integration of AI with materials science and simulation computing to accelerate breakthroughs in new products. In manufacturing, CALB is integrating AI with industrial big data to drive the evolution of its production lines toward greater intelligence. In operations, the Company is promoting deeper integration of data and intelligent agents to enhance management and decision-making efficiency. By continuously strengthening its capabilities in data, computing power and AI models, CALB is gradually building an intelligent foundation for enterprise operations. From premium expansion in passenger vehicles, to volume growth and business model innovation in commercial vehicles, and accelerated expansion into global energy storage markets and early positioning in emerging markets, CALB has established a multi-layered and progressively expanding growth profile.Against the backdrop of continued strong momentum in the new energy industry, CALB expects its market share and profitability to enter an accelerated growth phase as its customer mix continues to improve and global delivery capabilities are progressively strengthened, further enhancing its global competitiveness and industry influence. About CALB CALB (3931.HK) is a new energy enterprise specializing in the research, production, sales, and market application development of lithium batteries, battery management systems, and related integrated products and lithium battery materials. As Battery Expert, we aim to build a comprehensive energy operation system, to provide complete product solutions and full life-cycle management for the new energy application market, represented by power and energy storage. Currently, CALB has completed an all-round layout in domestic by setting up industrial bases in Changzhou, Xiamen, Wuhan, Chengdu, Hefei, Jiangmen and Meishan. Meanwhile, CALB has set up bases in Europe and ASEAN, vigorously expanding the layout all over the world to become a global leading enterprise with large-scale intelligent manufacturing capabilities.
- 中集集團2026年上半年實現營收789億元 淨利潤人民幣13.7億元財務摘要 人民幣（億元） 1H2025 1H2026 1Q2026 2Q2026 季度環比變動 營業收入 760.90 789.13 326.64 462.49 +42% 營業利潤 28.17 19.62 6.07 13.55 +123% 匯兌損失 0.47 8.03 2.28 5.74 損失擴大系經營規模擴大 Pre-FX Loss營業利潤[1] 28.64 27.64 8.35 19.29 +131% 稅前利潤 27.98 19.69 6.15 13.53 +120% 毛利 96.43 93.80 37.70 56.11 +49% 毛利率 12.67% 11.89% 11.54% 12.13% +0.6pct 淨利潤 17.64 13.73 4.12 9.61 +133% 歸屬于母公司股東及其他權益持有者的淨利潤[2] 12.78 7.40 2.09 5.31 +154% 注：1. Pre-FX Loss營業利潤=營業利潤+匯兌損失 2. 歸母淨利潤含其他權益持有者，永續債利息約為4,780萬元 業績亮點 1.能源相關業務盈利持續釋放，淨利潤增13.6億：海洋工程分部、金融資產管理分部(主要為鑽井租賃)合計淨利潤增長約13.39億，能源化工及液態食品分部增長0.2億。其中，海洋工程分部毛利率同比提升10.1個百分點至20.9%，淨利潤達7.18億，成為公司第一大盈利板塊，金融及資產管理分部成功扭虧為盈，淨利率達9.8%。截至6月底，在手訂單合計約人民幣836億元，排產至2030年:海洋工程、能源化工及液態食品在手訂單分別達76.2億美金/317.7億人民幣;特別的，中集來福士年內斬獲FPS0/FLNG總包訂單各1艘，為中國首家擁有雙項目總包能力的海工企業(EPCIC/EPC)。得益於深海油氣增產需求提升，第三季度新簽訂單加速落地。 2.模組化資料中心交付與訂單雙突破：模組化資料中心業務呈爆發式增長，營收同比增長超5倍，期內新簽約200MW雲計算、AI算力資料中心訂單。 3.物流相關業務鞏固行業地位，需求築底環比回升：集裝箱標準幹箱、冷藏箱、化工罐箱、半掛車等核心產品保持全球第一; 期內，整體毛利率受匯率波動及需求承壓影響有所下滑，但集裝箱、道路運輸車輛、空港、迴圈載具等需求築底環比回升。 4.利息費用持續優化，財務結構更穩健：2026年中期有息債務為人民幣348億元,同比2025年6月末下降64億元,有息負債率約20%;得益於融資利率及規模的優化，期內淨利息費用同比下降約人民幣2.18億元，財務結構持續優化。 香港, 2026年8月28日 - 中國國際海運集裝箱（集團）股份有限公司（簡稱“中集集團”或“集團”，股份代號：000039.SZ/02039.HK）欣然公佈截至2026年6月30日止6個月（“期內”）之未經審核中期業績。 中集集團管理層表示，2026年上半年，全球百年變局加速演進，地緣衝突重塑能源與貿易格局，全球商品貿易在波折中展現韌性。在機遇與挑戰並存的背景下，集團緊緊圍繞“聚力高品質發展、構建增長新動能”主基調，統籌"量"的合理增長與"質"的有效提升，依託多元業務組合與全球化營運平臺，平抑單一地區波動，實現穩健有質發展。2026年上半年，集團實現營業收入人民幣789億元，淨利潤達人民幣13.7億，歸屬于母公司股東及其他權益持有者的淨利潤人民幣7.4億元。期內，國內營業收入占比約53.62%，國外營業收入占比約46.38%，維持均衡的市場格局。 為切實維護股東價值，傳遞長期發展信心，公司於2026年上半年實施回購H股金額約港幣1.73億元，累計回購H股約1,928萬股。截至6月末，公司2025年H股回購方案已實施完成；同時，為繼續提振股東信心，公司已於2026年7月宣告2026年回購部分H股股份方案，擬回購金額不超過1.73億港元。 A股方面，公司最新宣告擬變更2023年回購A股股份用途並註銷暨減少註冊資本公告，即註銷公司2023年回購A股股份2,465萬股並相應減少公司註冊資本,多措並舉維護廣大投資者利益。 主要板塊經營表現（人民幣億元） 1H2026各項指標 營業收入 占總營收比重 毛利 占總毛利比重 毛利率 淨利潤 集裝箱製造 219.20 27.78% 18.27 19.48% 8.34% 2.72 道路運輸車輛 107.37 13.61% 15.51 16.53% 14.44% 3.56 能源、化工 液態食品裝備 133.96 16.98% 19.62 20.92% 14.65% 4.80 海洋工程 79.35 10.06% 16.59 17.69% 20.91% 7.18 空港與物流裝備、 消防與救援設備 33.57 4.25% 7.06 7.52% 21.03% 0.71 物流服務 139.45 17.67% 9.10 9.70% 6.53% 2.40 金融及資產管理 17.10 2.17% 2.87 3.06% 16.77% 1.67 以上主要板塊 729.99 92.52% 89.02 94.90% 12.19% 23.04 核心業務表現 一、在物流領域 集裝箱製造方面: 期內，雖然全球貿易仍面臨通脹高企、地緣摩擦等不利因素，但全球商品貿易增速仍持續保持一定韌性。根據Container Trades Statistics（集裝箱貿易統計），2026年上半年全球集裝箱貿易量同比增長約5.2%，主要受益於全球科技產業相關貿易增長。與此同時，霍爾木茲海峽封鎖、紅海複航進程中斷、港口擁堵等因素導致的集運運輸效率低迷支撐了集裝箱的需求量。報告期內，集運需求的增長以及龐大保有量的替代更新整體推動了行業新箱銷量在第二季度企穩增長，扭轉一季度下行趨勢，價格方面亦實現同步企穩。 報告期內，集團集裝箱製造業務產銷量實現增長，其中乾貨集裝箱累計銷量113.85萬TEU，同比增長約1.12%；同時，受益于南美鮮果豐收和北半球收穫季，冷藏箱銷量10.82萬TEU，同比增長約17.61%。期內，集裝箱板塊實現營業收入人民幣219.20億元，同比上升0.85%；淨利潤2.72億元，主要受標箱價格同比下行及匯率影響。 物流服務業務方面: 期內，多式聯運市場環境逐步轉好，尤其是集運市場，自3月起集裝箱運輸運價持續上漲。期內，該板塊實現營業收入人民幣139.45億元，同比增長2.70%；淨利潤人民幣2.40億元，同比增長18.81%。中集世聯達積極抓住上行趨勢，通過深化客戶經營、優化產品結構、加速海外佈局及強化運營提效。期內海運業務直客比例持續提升，港口物流業務新增多家頭部船公司航線及加班船、艙位代理業務，行業物流業務新增冷鏈設備佈局，冷鏈業務量同比增長14%，空運業務客戶結構持續優化，業務量同比上漲11%，陸運業務服務網路持續擴容。中集世聯達在全球物流業權威雜誌《Transport Topics》2026年全球海運貨代50強榜中位列TOP13，較去年上升一位，在中國企業中排名第五。 道路運輸車輛方面: 期內，中集車輛實現收入人民幣107.37億元，同比增長10.09%；實現淨利潤人民幣3.56億元。其中，全球半掛車業務實現收入人民幣76.02億元，同比增長9.79%。2026年，中集車輛繼續將星鏈計畫的生產、行銷模式推廣至更多產品線及區域，深化生態合作、提效降本，星鏈半掛車業務核心生產效率持續提升，國內市占率連續七年保持第一。海外市場方面，全球南方市場營收、銷量大幅增長，但毛利率受海運費波動影響基本持平，歐洲市場產量實現恢復，北美市場二季度貨運價格和裝備訂單出現邊際改善。DTB業務核心產品市場佔有率進一步提升,上裝產品總計13,238台。同時，配套新能源重卡的EV-DTB 上裝產品銷量顯著增長，其中EV-DTB·渣土車、攪拌車上裝交付量持續攀升。純電動頭掛列車業務正式落成全球首個EV-RT線下體驗中心。 空港與物流裝備、消防與救援設備方面: 期內實現營業收入人民幣33.57億元，同比上升7.58%；實現淨利潤人民幣0.71億元，同比下降11.25%，主要受匯率變動影響。期內在手訂單保持平穩增長：空港裝備接連攬獲法國巴黎、法國奧裡機場億元登機橋專案、新加坡A380食品車批量訂單等重磅標杆訂單，全球競爭力持續提升；物流自動化業務已在東南亞區域成功落地多個電商項目，亦在國網電力、中國煙草等新拓展行業實現新增訂單中標簽約；消防與救援設備業務經營業績呈現明顯改善，成功斬獲國家危化品救援隊伍國補資金項目13台雙臂舉高噴射車採購大單，累計新增訂單人民幣16.75億元，實現穩步增長。 二、在能源領域 能源、化工及液態食品裝備業務方面，實現營業收入人民幣133.96億元，同比上升2.98%；淨利潤人民幣4.80億元，同比上升4.35%。其中，中集安瑞科實現營業收入人民幣128.7億元，同比增長2.0%，新簽訂單人民幣137.1億元，同比大幅增長27.7%，截至6月底在手訂單人民幣317.7億元，同比增長8.9%。 具體來看，清潔能源分部收入穩步增長，受益於半導體、離網分散式發電等領域需求擴容，批量交付電子特氣潔淨氣瓶Y瓶、特氣管束集裝箱並推出富氫發電動力模組新品。中集安瑞科順利交付印尼LNG綜合液化工廠，同時落地第3個鋼焦一體化標杆專案——貴州六盤水首鋼水鋼項目，新簽國內攀鋼項目及首個海外印尼青山鋼焦項目；氫能領域助力建成香港首個商用商廈氫能充電站，下線國內首台20英尺IV型瓶氫氣管束集裝箱。期內，清潔能源分部新簽訂單人民幣106.1億元，同比增長18.3%，其中水上清潔能源新簽訂單達人民幣45.35億元，同比大幅增長40.1%，造船訂單已排產至2029年；化工環境分部受化工行業復蘇及半導體等高景氣行業帶動，罐式集裝箱市場需求有所好轉，醫療設備部件業務穩健增長，截至2026年6月末在手訂單同比增長86.8%至15.7億元；液態食品分部重點佈局非酒新消費領域，順利中標簽約日本啤酒廠、中國威士忌酒廠等多個交鑰匙專案，累計新簽訂單達人民幣14.4億元，同比強勁增長108.4%。 海洋工程方面，得益於深水區位的成本優勢，FPSO/FLNG深水海工景氣上行。主要經營主體中集來福士在國際高端海洋工程總包領域取得重要突破，簽署國內首家FPSO EPCIC總包合同，行業競爭力進一步提升。報告期內實現營業收入人民幣79.35億元，同比下降0.98%；淨利潤人民幣7.18億元，同比增長155.52%。市場訂單方面，報告期內新增訂單32億美元，相比去年同期1.06億美元大幅提升，截止6月底，中集來福士累計在手訂單76.2億美元，創歷史最高訂單記錄。項目建造及交付方面，1月為挪威船東承建的PCTC 7000車位汽車運輸船"NOCC ADRIATIC"號較合同交期大幅提前70天交付；2月全球吊裝噸位最大的全直流風電安裝船Norse Energi船完成適航交付；3月為荷蘭海工巨頭Van Oord建造的新一代海底鋪石船首制船開工建造；4月P85船體艏部模組在海陽基地滑移上駁作業，為P85項目後續大合攏的順利進行奠定了堅實的基礎；5月VLCC油輪正式開工進入實質性建造階段；6月為Golar承建的上部模組主體圓滿封頂，標誌著項目建設取得關鍵里程碑進展。 海工資產運營管理業務方面，集團已上租的海工資產均正常執行租約合同，持續為客戶提供優質服務。得益于藍鯨1號平臺成功上租、多個鑽井平臺的續約漲價以及精細化管理帶來的運營成本下降，期內經營利潤向好。報告期內，第六代半潛鑽井平臺"仙境煙臺"新簽約鑽井合同，為營收增長注入動力；半潛式起重/生活支援平臺 Blue Gretha順利抵達預定作業海域為客戶提供優質服務。同時，集團旗下多座半潛鑽井及生活平臺等海工資產積極拓展新合同。 未來發展和展望 集團管理層表示：“2026年是‘十五五’規劃開局之年，集團將立足新發展階段，緊隨國家政策導向，緊緊圍繞‘聚力高品質發展、構建增長新動能’，以更加積極主動的戰略姿態，在複雜變局中育新機、開新局，努力建設‘高品質的、受人尊敬的世界一流企業’。” 關於中國國際海運集裝箱（集團）股份有限公司 中集集團是全球領先的物流及能源行業設備及解決方案供應商，產業集群主要涵蓋物流領域及能源行業領域。在物流領域，本集團構建起覆蓋“海、陸、空”的通用運輸裝備版圖：以集裝箱製造業務為集運業提供關鍵流通裝備，以道路運輸車輛業務貫通陸地運輸動脈，以空港與物流裝備/消防與救援設備業務拓展航空樞紐及特種場景，加之物流服務業務提供全鏈條專業服務，輔以迴圈載具業務提供專業配套；在能源行業領域，本集團主要從能源/化工/液態食品裝備業務、海洋工程業務方面開展；同時，本集團也在不斷開發新興產業並擁有服務本集團自身的金融及資產管理業務。作為一家為全球市場服務的多元化跨國產業集團，中集在亞洲、北美、歐洲、澳洲等地區擁有300余家成員企業，共擁有4家上市公司，客戶和銷售網路分佈在全球100多個國家和地區。2025年，本集團業績實現營業收入人民幣1566億元，位列2025《財富》中國500強榜單第154名。在集裝箱標準幹箱、冷藏箱、化工罐箱、半掛車等核心產品領域連續多年保持全球第一。如欲獲得更多資訊，請流覽https://www.cimc.com/。
- 中集集团2026年上半年实现营收789亿元 净利润人民币13.7亿元财务摘要 人民币（亿元） 1H2025 1H2026 1Q2026 2Q2026 季度环比变动 营业收入 760.90 789.13 326.64 462.49 +42% 营业利润 28.17 19.62 6.07 13.55 +123% 汇兑损失 0.47 8.03 2.28 5.74 损失扩大系经营规模扩大 Pre-FX Loss营业利润1 28.64 27.64 8.35 19.29 +131% 税前利润 27.98 19.69 6.15 13.53 +120% 毛利 96.43 93.80 37.70 56.11 +49% 毛利率 12.67% 11.89% 11.54% 12.13% +0.6pct 净利润 17.64 13.73 4.12 9.61 +133% 归属于母公司股东及其他权益持有者的净利润2 12.78 7.40 2.09 5.31 +154% 注：1. Pre-FX Loss营业利润=营业利润+汇兑损失 2. 归母净利润含其他权益持有者，永续债利息约为4,780万元 业绩亮点 1. 能源相关业务盈利持续释放，净利润增13.6亿：海洋工程分部、金融资产管理分部(主要为钻井租赁)合计净利润增长约13.39亿，能源化工及液态食品分部增长0.2亿。其中，海洋工程分部毛利率同比提升10.1个百分点至20.9%，净利润达7.18亿，成为公司第一大盈利板块，金融及资产管理分部成功扭亏为盈，净利率达9.8%。截至6月底，在手订单合计约人民币836亿元，排产至2030年:海洋工程、能源化工及液态食品在手订单分别达76.2亿美金/317.7亿人民币;特别的，中集来福士年内斩获FPS0/FLNG总包订单各1艘，为中国首家拥有双项目总包能力的海工企业(EPCIC/EPC)。得益于深海油气增产需求提升，第三季度新签订单加速落地。 2. 模块化数据中心交付与订单双突破：模块化数据中心业务呈爆发式增长，营收同比增长超5倍，期内新签约200MW云计算、AI算力数据中心订单。 3. 物流相关业务巩固行业地位，需求筑底环比回升：集装箱标准干箱、冷藏箱、化工罐箱、半挂车等核心产品保持全球第一; 期内，整体毛利率受汇率波动及需求承压影响有所下滑，但集装箱、道路运输车辆、空港、循环载具等需求筑底环比回升。 4. 利息费用持续优化，财务结构更稳健：2026年中期有息债务为人民币348亿元,同比2025年6月末下降64亿元,有息负债率约20%;得益于融资利率及规模的优化，期内净利息费用同比下降约人民币2.18亿元，财务结构持续优化。 香港, 2026年8月28日 - (亚太商讯) - 中国国际海运集装箱（集团）股份有限公司（简称“中集集团”或“集团”，股份代号：000039.SZ/02039.HK）欣然公布截至2026年6月30日止6个月（“期内”）之未经审核中期业绩。 中集集团管理层表示，2026年上半年，全球百年变局加速演进，地缘冲突重塑能源与贸易格局，全球商品贸易在波折中展现韧性。在机遇与挑战并存的背景下，集团紧紧围绕“聚力高质量发展、构建增长新动能”主基调，统筹"量"的合理增长与"质"的有效提升，依托多元业务组合与全球化营运平台，平抑单一地区波动，实现稳健有质发展。2026年上半年，集团实现营业收入人民币789亿元，净利润达人民币13.7亿，归属于母公司股东及其他权益持有者的净利润人民币7.4亿元。期内，国内营业收入占比约53.62%，国外营业收入占比约46.38%，维持均衡的市场格局。 为切实维护股东价值，传递长期发展信心，公司于2026年上半年实施回购H股金额约港币1.73亿元，累计回购H股约1,928万股。截至6月末，公司2025年H股回购方案已实施完成；同时，为继续提振股东信心，公司已于2026年7月宣告2026年回购部分H股股份方案，拟回购金额不超过1.73亿港元。 A股方面，公司最新宣告拟变更2023年回购A股股份用途并注销暨减少注册资本公告，即注销公司2023年回购A股股份2,465万股并相应减少公司注册资本,多措并举维护广大投资者利益。 主要板块经营表现（人民币亿元） 1H2026各项指标 营业收入 占总营收比重 毛利 占总毛利比重 毛利率 净利润 集装箱制造 219.20 27.78% 18.27 19.48% 8.34% 2.72 道路运输车辆 107.37 13.61% 15.51 16.53% 14.44% 3.56 能源、化工 液态食品装备 133.96 16.98% 19.62 20.92% 14.65% 4.80 海洋工程 79.35 10.06% 16.59 17.69% 20.91% 7.18 空港与物流装备、 消防与救援设备 33.57 4.25% 7.06 7.52% 21.03% 0.71 物流服务 139.45 17.67% 9.10 9.70% 6.53% 2.40 金融及资产管理 17.10 2.17% 2.87 3.06% 16.77% 1.67 以上主要板块 729.99 92.52% 89.02 94.90% 12.19% 23.04 核心业务表现 一、在物流领域 集装箱制造方面: 期内，虽然全球贸易仍面临通胀高企、地缘摩擦等不利因素，但全球商品贸易增速仍持续保持一定韧性。根据Container Trades Statistics（集装箱贸易统计），2026年上半年全球集装箱贸易量同比增长约5.2%，主要受益于全球科技产业相关贸易增长。与此同时，霍尔木兹海峡封锁、红海复航进程中断、港口拥堵等因素导致的集运运输效率低迷支撑了集装箱的需求量。报告期内，集运需求的增长以及庞大保有量的替代更新整体推动了行业新箱销量在第二季度企稳增长，扭转一季度下行趋势，价格方面亦实现同步企稳。 报告期内，集团集装箱制造业务产销量实现增长，其中干货集装箱累计销量113.85万TEU，同比增长约1.12%；同时，受益于南美鲜果丰收和北半球收获季，冷藏箱销量10.82万TEU，同比增长约17.61%。期内，集装箱板块实现营业收入人民币219.20亿元，同比上升0.85%；净利润2.72亿元，主要受标箱价格同比下行及汇率影响。 物流服务业务方面: 期内，多式联运市场环境逐步转好，尤其是集运市场，自3月起集装箱运输运价持续上涨。期内，该板块实现营业收入人民币139.45亿元，同比增长2.70%；净利润人民币2.40亿元，同比增长18.81%。中集世联达积极抓住上行趋势，通过深化客户经营、优化产品结构、加速海外布局及强化运营提效。期内海运业务直客比例持续提升，港口物流业务新增多家头部船公司航线及加班船、舱位代理业务，行业物流业务新增冷链设备布局，冷链业务量同比增长14%，空运业务客户结构持续优化，业务量同比上涨11%，陆运业务服务网络持续扩容。中集世联达在全球物流业权威杂志《Transport Topics》2026年全球海运货代50强榜中位列TOP13，较去年上升一位，在中国企业中排名第五。 道路运输车辆方面: 期内，中集车辆实现收入人民币107.37亿元，同比增长10.09%；实现净利润人民币3.56亿元。其中，全球半挂车业务实现收入人民币76.02亿元，同比增长9.79%。2026年，中集车辆继续将星链计划的生产、营销模式推广至更多产品线及区域，深化生态合作、提效降本，星链半挂车业务核心生产效率持续提升，国内市占率连续七年保持第一。海外市场方面，全球南方市场营收、销量大幅增长，但毛利率受海运费波动影响基本持平，欧洲市场产量实现恢复，北美市场二季度货运价格和装备订单出现边际改善。DTB业务核心产品市场占有率进一步提升,上装产品总计13,238台。同时，配套新能源重卡的EV-DTB 上装产品销量显著增长，其中EV-DTB·渣土车、搅拌车上装交付量持续攀升。纯电动头挂列车业务正式落成全球首个EV-RT线下体验中心。 空港与物流装备、消防与救援设备方面: 期内实现营业收入人民币33.57亿元，同比上升7.58%；实现净利润人民币0.71亿元，同比下降11.25%，主要受汇率变动影响。期内在手订单保持平稳增长：空港装备接连揽获法国巴黎、法国奥里机场亿元登机桥项目、新加坡A380食品车批量订单等重磅标杆订单，全球竞争力持续提升；物流自动化业务已在东南亚区域成功落地多个电商项目，亦在国网电力、中国烟草等新拓展行业实现新增订单中标签约；消防与救援设备业务经营业绩呈现明显改善，成功斩获国家危化品救援队伍国补资金项目13台双臂举高喷射车采购大单，累计新增订单人民币16.75亿元，实现稳步增长。 二、在能源领域 能源、化工及液态食品装备业务方面，实现营业收入人民币133.96亿元，同比上升2.98%；净利润人民币4.80亿元，同比上升4.35%。其中，中集安瑞科实现营业收入人民币128.7亿元，同比增长2.0%，新签订单人民币137.1亿元，同比大幅增长27.7%，截至6月底在手订单人民币317.7亿元，同比增长8.9%。 具体来看，清洁能源分部收入稳步增长，受益于半导体、离网分布式发电等领域需求扩容，批量交付电子特气洁净气瓶Y瓶、特气管束集装箱并推出富氢发电动力模块新品。中集安瑞科顺利交付印尼LNG综合液化工厂，同时落地第3个钢焦一体化标杆项目——贵州六盘水首钢水钢项目，新签国内攀钢项目及首个海外印尼青山钢焦项目；氢能领域助力建成香港首个商用商厦氢能充电站，下线国内首台20英尺IV型瓶氢气管束集装箱。期内，清洁能源分部新签订单人民币106.1亿元，同比增长18.3%，其中水上清洁能源新签订单达人民币45.35亿元，同比大幅增长40.1%，造船订单已排产至2029年；化工环境分部受化工行业复苏及半导体等高景气行业带动，罐式集装箱市场需求有所好转，医疗设备部件业务稳健增长，截至2026年6月末在手订单同比增长86.8%至15.7亿元；液态食品分部重点布局非酒新消费领域，顺利中标签约日本啤酒厂、中国威士忌酒厂等多个交钥匙项目，累计新签订单达人民币14.4亿元，同比强劲增长108.4%。 海洋工程方面，得益于深水区位的成本优势，FPSO/FLNG深水海工景气上行。主要经营主体中集来福士在国际高端海洋工程总包领域取得重要突破，签署国内首家FPSO EPCIC总包合同，行业竞争力进一步提升。报告期内实现营业收入人民币79.35亿元，同比下降0.98%；净利润人民币7.18亿元，同比增长155.52%。市场订单方面，报告期内新增订单32亿美元，相比去年同期1.06亿美元大幅提升，截止6月底，中集来福士累计在手订单76.2亿美元，创历史最高订单记录。项目建造及交付方面，1月为挪威船东承建的PCTC 7000车位汽车运输船"NOCC ADRIATIC"号较合同交期大幅提前70天交付；2月全球吊装吨位最大的全直流风电安装船Norse Energi船完成适航交付；3月为荷兰海工巨头Van Oord建造的新一代海底铺石船首制船开工建造；4月P85船体艏部模块在海阳基地滑移上驳作业，为P85项目后续大合拢的顺利进行奠定了坚实的基础；5月VLCC油轮正式开工进入实质性建造阶段；6月为Golar承建的上部模块主体圆满封顶，标志着项目建设取得关键里程碑进展。 海工资产运营管理业务方面，集团已上租的海工资产均正常执行租约合同，持续为客户提供优质服务。得益于蓝鲸1号平台成功上租、多个钻井平台的续约涨价以及精细化管理带来的运营成本下降，期内经营利润向好。报告期内，第六代半潜钻井平台"仙境烟台"新签约钻井合同，为营收增长注入动力；半潜式起重/生活支持平台 Blue Gretha顺利抵达预定作业海域为客户提供优质服务。同时，集团旗下多座半潜钻井及生活平台等海工资产积极拓展新合同。 未来发展和展望 集团管理层表示：“2026年是‘十五五’规划开局之年，集团将立足新发展阶段，紧随国家政策导向，紧紧围绕‘聚力高质量发展、构建增长新动能’，以更加积极主动的战略姿态，在复杂变局中育新机、开新局，努力建设‘高质量的、受人尊敬的世界一流企业’。” 关于中国国际海运集装箱（集团）股份有限公司 中集集团是全球领先的物流及能源行业设备及解决方案供货商，产业集群主要涵盖物流领域及能源行业领域。在物流领域，本集团构建起覆盖“海、陆、空”的通用运输装备版图：以集装箱制造业务为集运业提供关键流通装备，以道路运输车辆业务贯通陆地运输动脉，以空港与物流装备/消防与救援设备业务拓展航空枢纽及特种场景，加之物流服务业务提供全链条专业服务，辅以循环载具业务提供专业配套；在能源行业领域，本集团主要从能源/化工/液态食品装备业务、海洋工程业务方面开展；同时，本集团也在不断开发新兴产业并拥有服务本集团自身的金融及资产管理业务。作为一家为全球市场服务的多元化跨国产业集团，中集在亚洲、北美、欧洲、澳洲等地区拥有300余家成员企业，共拥有4家上市公司，客户和销售网络分布在全球100多个国家和地区。2025年，本集团业绩实现营业收入人民币1566亿元，位列2025《财富》中国500强榜单第154名。在集装箱标准干箱、冷藏箱、化工罐箱、半挂车等核心产品领域连续多年保持全球第一。如欲获得更多信息，请浏览https://www.cimc.com/。 Copyright 2026 亚太商讯. 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- CIMC Group Announces 2026 Interim ResultsFinancial Highlights RMB (million) 1H2025 1H2026 1Q2026 2Q2026 Quarter-on-Quarter Change Revenue 76,090 78,913 32,664 46,249 +42% Operating Profit 2,817 1,962 607 1,355 +123% Foreign Exchange Losses 47 803 228 574 The expanded loss is attributable to the expansion of business scale. Pre-FX Loss Operating Profit [1] 2,864 2,764 835 1,929 +131% Profit Before Income Tax 2,798 1,969 615 1,353 +120% Gross Profit 9,643 9,380 3,770 5,611 +49% Gross Profit Margin 12.67% 11.89% 11.54% 12.13% +0.6pct Net Profit 1,764 1,373 412 961 +133% Net Profit Attributable to Shareholders and Other Equity Holders of the Company [2] 1,278 740 209 531 +154% Notes: 1. Pre-FX Loss Operating Profit = Operating Profit + Foreign Exchange Losses 2. Net profit attributable to shareholders and other equity holders of the Company, with interest on perpetual bonds of approximately RMB47.8 million Results Highlights 1. Profitability of energy-related businesses continued to be released, with net profit increasing by RMB1.36 billion: The combined net profit of the offshore engineering segment and the finance and asset management segment (mainly drilling rig leasing) increased by approximately RMB1.339 billion, while that of the energy, chemical and liquid food equipment segment increased by RMB20 million. Among them, the gross profit margin of the offshore engineering segment increased by 10.1 percentage points year-on-year (“YoY”) to 20.9%, with net profit reaching RMB718 million, making it the Company’s largest profit-generating segment. The finance and asset management segment successfully turned losses into profits, with a net profit margin of 9.8%. As at the end of June, total orders on hand amounted to approximately RMB83.6 billion, with production schedules extending to 2030: orders on hand for the offshore engineering and energy, chemical and liquid food equipment segments amounted to US$7.62 billion and RMB31.77 billion, respectively. In particular, CIMC Raffles secured one FPSO and one FLNG EPCIC / EPC general contracting order during the year, making it the first offshore engineering enterprise in China with dual-project general contracting capabilities (EPCIC / EPC). Benefiting from rising demand for increased deepwater oil and gas production, new orders accelerated in the third quarter. 2. Double breakthroughs in modular data center deliveries and orders: The modular data center business recorded explosive growth, with revenue increasing by more than five times YoY. During the Reporting Period, new contracts were signed for 200MW of cloud computing and AI computing power data center projects. 3. Logistics-related businesses consolidated their industry positions, with demand bottoming out and recovering quarter-on-quarter: Core products including standard dry containers, reefer containers, chemical tank containers and semi-trailers maintained their global No. 1 positions. During the Reporting Period, the overall gross profit margin declined due to exchange rate fluctuations and pressure on demand, while demand for containers, road transportation vehicles, airport facilities and logistics equipment, and recycled load bottomed out and recovered quarter-on-quarter. 4. Interest expenses continued to be optimised, with a more robust financial structure: As at the end of Reporting Period, interest-bearing debt amounted to RMB34.8 billion, down RMB6.4 billion from the end of June 2025, with the interest-bearing debt ratio at approximately 20%. Benefiting from the optimisation of financing rates and scale, net interest expenses decreased by approximately RMB218 million YoY during the Reporting Period, and the financial structure continued to be optimised. HONG KONG, August 28, 2026 - China International Marine Containers (Group) Co., Ltd. (“CIMC Group” or the “Group”, stock code: 000039.SZ/02039.HK) is pleased to announce its unaudited interim results for the six months ended 30 June 2026 (the “Reporting Period”). The management of CIMC Group stated that in the first half of 2026, global changes unseen in a century accelerated, geopolitical conflicts reshaped the energy and trade landscape, while global merchandise trade demonstrated resilience amid fluctuations. Against a backdrop of opportunities and challenges, the Group closely followed the main business tone of “focusing on high-quality development and cultivating new growth drivers”, coordinated the reasonable growth of “quantity” and the effective improvement of “quality”, and, leveraging its diversified business portfolio and global operating platform, mitigated fluctuations in individual regions to achieve steady and high-quality development. In the first half of 2026, the Group achieved revenue of RMB78.9 billion and net profit of RMB1.37 billion, while net profit attributable to shareholders and other equity holders of the Company amounted to RMB740 million. During the Reporting Period, domestic revenue accounted for approximately 53.62%, while overseas revenue accounted for approximately 46.38%, maintaining a balanced market structure. To effectively safeguard shareholder value and convey confidence in long-term development, the Company repurchased H Shares amounting to approximately HKD173 million during the first half of 2026, with approximately 19.28 million H Shares repurchased in aggregate. As at the end of June, the Company had completed the implementation of its 2025 H Share repurchase plan. Meanwhile, to further enhance shareholder confidence, the Company announced in July 2026 its plan to repurchase a portion of its H Shares, with the total repurchase amount not exceeding HKD173 million. In respect of A Shares, the Company recently announced a proposal to change the use of the A Shares repurchased in 2023 and cancel such shares and reduce its registered capital, namely, to cancel the 24.65 million A Shares repurchased by the Company in 2023 and correspondingly reduce the registered capital of the Company, thereby adopting multiple measures to safeguard the interests of its investors. Segments Results (RMB million) 1H2026 Business Indicators Revenue % of Total Revenue Gross Profit % of Total Gross Profit Gross Profit Margin Net Profit Container manufacturing 21,920 27.78% 1,827 19.48% 8.34% 272 Road transportation vehicles 10,737 13.61% 1,551 16.53% 14.44% 356 Energy, chemical, and liquid food equipment 13,396 16.98% 1,962 20.92% 14.65% 480 Offshore engineering 7,935 10.06% 1,659 17.69% 20.91% 718 Airport facilities and logistics equipment, fire safety and rescue equipment 3,357 4.25% 706 7.52% 21.03% 71 Logistics services 13,945 17.67% 910 9.70% 6.53% 240 Finance and asset management 1,710 2.17% 287 3.06% 16.77% 167 The above major segments 72,999 92.52% 8,902 94.90% 12.19% 2,304 Core Business Performance 1. In the Logistics Field Container Manufacturing Business: During the Reporting Period, although global trade continued to face adverse factors such as high inflation and geopolitical frictions, the growth of global merchandise trade continued to maintain a certain degree of resilience. According to Container Trades Statistics, global container trade volume increased by approximately 5.2% YoY in the first half of 2026, mainly benefiting from the growth of trade related to the global technology industry. Meanwhile, the low efficiency of container shipping caused by the blockage of the Strait of Hormuz, disruption to the resumption of shipping routes in the Red Sea and port congestion supported demand for containers. During the Reporting Period, the growth in demand for container shipping together with the replacement and renewal requirements for the massive existing container fleet drove a steady rebound in new container sales across the industry in the second quarter, reversing the downward trend seen in the first quarter, while prices also stabilised simultaneously. During the Reporting Period, the Group’s container manufacturing business achieved growth in both production and sales volume. In particular, the accumulated sales volume of dry containers reached 1.1385 million TEUs, representing a YoY increase of approximately 1.12%; meanwhile, benefiting from the bountiful harvest of fresh fruits in South America and the harvest season in the Northern Hemisphere, sales volume of reefer containers reached 108,200 TEUs, representing a YoY increase of approximately 17.61%. During the Reporting Period, the container segment recorded revenue of RMB21.920 billion, representing a YoY increase of 0.85%, and net profit of RMB272 million, mainly affected by the YoY decline in the price of standard containers and exchange rates. Logistics Services Business: During the Reporting Period, the multimodal transport market environment gradually improved, particularly the container shipping market, where freight rates continued to rise since March. During the Reporting Period, the segment achieved revenue of RMB13.945 billion, representing a YoY increase of 2.70%, and net profit of RMB240 million, representing a YoY increase of 18.81%. CIMC Wetrans actively captured the upward trend by deepening customer relationship management, optimising product mix, accelerating overseas expansion and strengthening operational efficiency. During the Reporting Period, the proportion of direct customers in the sea transportation business continued to increase; the port logistics business added route, extra sailing and vessel space agency services for multiple leading shipping companies; the industry logistics business added new cold chain equipment deployment, with cold chain business volume increasing by 14% YoY; the customer structure of the air transportation business continued to be optimised, with business volume increasing by 11% YoY; and the service network of the land transportation business continued to expand. CIMC Wetrans ranked TOP 13 in the 2026 Top 50 Ocean Freight Forwarders list issued by Transport Topics, an authoritative magazine in the global logistics industry, up one place from last year and ranking fifth among Chinese enterprises. Road Transportation Vehicles Business: During the Reporting Period, CIMC Vehicles achieved revenue of RMB10.737 billion, representing a YoY increase of 10.09%, and net profit of RMB356 million. Among them, the global semi-trailer business achieved revenue of RMB7.602 billion, representing a YoY increase of 9.79%. In 2026, CIMC Vehicles continued to extend the production and marketing models of the StarLink Project to more product lines and regions, deepening ecosystem cooperation while improving efficiency and reducing costs. The core production efficiency of the semi-trailer business under the StarLink Project continued to improve, and its domestic market share remained No. 1 for seven consecutive years. In overseas markets, revenue and sales volume in the Global South increased significantly, while gross profit margin remained basically flat due to fluctuations in ocean freight rates; production in the European market recovered, while freight rates and equipment orders in the North American market showed marginal improvement in the second quarter. The market share of core DTB products further increased, with a total of 13,238 truck bodies products products sold. Meanwhile, sales volume of EV-DTB truck bodies products for new energy heavy-duty trucks increased significantly, with deliveries of EV-DTB dump truck and mixer truck truck bodies products continuing to rise. The pure electric tractor and trailer business officially established the world’s first EV-RT offline experience center. Airport Facilities & Logistics Equipment / Fire Safety & Rescue Equipment Business: During the Reporting Period, revenue amounted to RMB3.357 billion, representing a YoY increase of 7.58%; net profit amounted to RMB71 million, representing a YoY decrease of 11.25%, mainly due to exchange rate fluctuations. During the Reporting Period, orders on hand maintained steady growth. The airport facilities and logistics equipment business secured a series of major benchmark orders, including boarding bridge projects worth hundreds of millions of RMB for Paris Airport and Orly Airport in France, as well as bulk orders for A380 catering vehicles in Singapore, further enhancing its global competitiveness. The logistics automation business successfully implemented multiple e-commerce projects in Southeast Asia, and also secured new orders and contracts in newly expanded industries such as State Grid and China Tobacco. The operating results of the fire safety and rescue equipment business showed significant improvement, with the successful securing of a major procurement order for 13 dual-boom water tower fire trucks under the national government subsidy-funded project for hazardous chemical emergency rescue teams. Cumulative new orders reached RMB1.675 billion, achieving steady growth. II. In the Energy Industries Field In respect of the energy, chemical and liquid food equipment business, revenue amounted to RMB13.396 billion, representing a YoY increase of 2.98%; net profit amounted to RMB480 million, representing a YoY increase of 4.35%. Among them, CIMC Enric achieved revenue of RMB12.87 billion, representing a YoY increase of 2.0%; newly signed orders amounted to RMB13.71 billion, representing a significant YoY increase of 27.7%; and as at the end of June, orders on hand amounted to RMB31.77 billion, representing a YoY increase of 8.9%. Specifically, revenue of the clean energy segment grew steadily. Benefiting from expanding demand in areas such as semiconductors and off-grid distributed power generation, the segment delivered electronic specialty gas clean gas cylinders (Y-type cylinders) and specialty tube skid containers in batches, and launched new hydrogen-rich power generation module products. CIMC Enric successfully delivered an integrated LNG liquefaction plant in Indonesia, while implementing its third benchmark steelmaking coke integrated project — the Shougang Shuicheng Steel project in Liupanshui, Guizhou. It also secured newly signed domestic Panzhihua Iron and Steel projects and its first overseas steelmaking coke integrated project with Tsingshan in Indonesia. In the hydrogen energy field, it contributed to the construction of Hong Kong’s first commercial building hydrogen energy charging station and launched China’s first 20-foot Type IV cylinder hydrogen tube skid container. During the Reporting Period, the clean energy segment recorded newly signed orders of RMB10.61 billion, representing a YoY increase of 18.3%, among which newly signed orders for waterborne clean energy reached RMB4.535 billion, representing a significant YoY increase of 40.1%, with shipbuilding orders scheduled through 2029. The chemical and environment segment benefited from the recovery of the chemical industry and high-growth industries such as semiconductors, with demand for tank containers improving, while the medical equipment components business maintained steady growth. As at the end of June 2026, orders on hand increased by 86.8% YoY to RMB1.57 billion. The liquid food segment focused on the non-alcoholic beverage and new consumption sectors, successfully securing and signing multiple turnkey projects, including projects for Japanese breweries and Chinese whisky distilleries. Cumulative newly signed orders reached RMB1.44 billion, representing a strong YoY increase of 108.4%. In respect of the offshore engineering business, benefiting from the cost advantages of deepwater locations, the deepwater offshore engineering market for FPSO/FLNG continued to strengthen. CIMC Raffles, the main operating entity, achieved an important breakthrough in the international high-end offshore engineering general contracting market by signing China’s first FPSO EPCIC general contracting contract, further enhancing its industry competitiveness. During the Reporting Period, revenue amounted to RMB7.935 billion, representing a YoY decrease of 0.98%; net profit amounted to RMB718 million, representing a YoY increase of 155.52%. In terms of market orders, new orders amounted to US$3.2 billion during the Reporting Period, a substantial increase from US$106 million in the same period last year. As at the end of June, CIMC Raffles had cumulative orders on hand of US$7.62 billion, reaching a record high. In terms of project construction and delivery, in January, the PCTC with a capacity of 7,000 vehicles, “NOCC ADRIATIC”, constructed for a Norwegian shipowner, was delivered 70 days ahead of its contractual delivery schedule; in February, the Norse Energi, the world’s largest fully DC wind turbine installation vessel in terms of lifting capacity, completed its seaworthiness delivery; in March, construction commenced on the first vessel of a new generation of seabed rock dumping vessels built for Van Oord, a leading Dutch offshore engineering company; in April, the fore-body module of the P85 hull was slid onto a barge at the Haiyang base, laying a solid foundation for the subsequent successful major assembly of the P85 project; in May, construction of the VLCC tanker officially commenced, entering the substantive construction stage; and in June, the main upper module structure of the project constructed for Golar was successfully capped, marking a key milestone in the project’s construction. In respect of the offshore engineering asset operation and management business, all offshore engineering assets of the Group currently under lease have been operating normally under their respective lease contracts, and the Group continued to provide high-quality services to customers. Benefiting from the successful lease of the Blue Whale No. 1 platform, increased prices upon the renewal of contracts for multiple drilling platforms, and lower operating costs resulting from refined management, operating profit improved during the Reporting Period. During the Reporting Period, the sixth-generation semi-submersible drilling platform “Deepsea Yantai” secured a new drilling contract, injecting momentum into revenue growth; the semi-submersible lifting/life support platform Blue Gretha successfully arrived at its designated operating area to provide high-quality services to clients. Meanwhile, several semi-submersible drilling and life support platforms and other offshore engineering assets of the Group actively pursued new contracts. Future Development and Prospects The management of the Group stated, “2026 is the first year of the ‘15th Five-Year Plan’. The Group will be based on the new development stage, closely follow national policy guidance, and closely focus on ‘focusing on high-quality development and cultivating new growth drivers’. With a more proactive strategic approach, we will cultivate new opportunities and open up new prospects amid complex changes, striving to build ‘a high-quality and respected world-class enterprise’.” About China International Marine Containers (Group) Co., Ltd. The CIMC Group is a world-leading equipment and solution provider in the logistics and energy industries, and its industry clusters mainly cover the logistics and energy fields. In the logistics field, the Group has established a general transportation equipment portfolio covering “sea, land and air”: its container manufacturing business provides key circulation equipment for the container shipping industry; its road transportation vehicles business connects the arteries of land transportation; its airport facilities and logistics equipment/fire safety and rescue equipment businesses expand into aviation hubs and specialised scenarios; its logistics services business provides professional services across the entire-value chain; and its recycled load business provides professional supporting services. In the energy field, the Group is principally engaged in the energy, chemical, and liquid food equipment business and offshore engineering business. Meanwhile, the Group also continuously develops emerging industries and has finance and asset management businesses that serve the Group itself. As a diversified multinational industrial group serving the global market, CIMC has over 300 member enterprises across Asia, North America, Europe, and Australia, with a total of four listed companies, and customers and sales networks covering more than 100 countries and regions worldwide. In 2025, the Group recorded revenue of RMB 156.6 billion, ranking 154th on the 2025 Fortune 500 China list. The Group has maintained the world’s No.1 position for many consecutive years in core products such as standard dry containers, reefer containers, tank containers and semi-trailers. For more information, please visit http://www.cimc.com/.
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- 欧拉5GT携运动款上市｜8.18万起售 保定人重新定义华系钢炮？/试驾/观点/导购/新车/技术/用车 8月28日，欧拉5GT携手欧拉5运动款车型正式上市，据了解此番厂家共推出了13款配置，价格区间为8.18-14.38万。至此之后，欧拉5车型迎来了全家族的登陆，其在保有运动化风格和驾驶感受的同时，还迎来了EV、HEV乃至燃油动力形式的全遍布。放眼当前10万级的小车中，欧拉5可谓无人能出其右，配合上整套Coffee智能的上车，使得其综合产品力迎来了进一步提升。 中国的欧拉5即将在全世界起舞？ 有别于众多友商只单单在国内市场的厮杀+内卷，欧拉早已将目光放到了出海。在泰国欧拉5自上市起便收获了超5000份订单，其混动版车型更是一举打破了传统日系混动的垄断，并将华系小车带入了崭新的阶段。 巴西市场端，欧拉5在今年6月24日正式上市，首批2000台新车仅上线24小时便秒空，加之日前新车成功登陆欧洲以及下半年澳洲等地的问世，可以说欧拉5全系早已做足了准备，静候着全球消费者的市场检验。 可以看到在市场愈发
- Deepening Implementation of Technological Innovation, Accelerating Transformation of Productive ForcesLegend Holdings Corporation (“Legend Holdings” or the “Company”; Stock Code: 3396.HK) announced the unaudited condensed consolidated interim results for the six months ended June 30, 2026 (the “Reporting Period”). During the Reporting Period, the Company recorded revenue of RMB362.935 billion, representing a 29% year-on-year increase, primarily driven by the significant revenue growth of its subsidiaries Lenovo and Levima Advanced Materials; net profit attributable to equity holders of the Company was RMB2.230 billion, up 219% year-on-year, driven by the recovery in portfolio value of the industrial incubations and investments segment. Excluding the impact of a one-off item, net profit attributable to equity holders of Legend Holdings was RMB5.812 billion, a year-on-year increase of 834%. In the first half of 2026, Legend Holdings remained committed to technological innovation as the key driver for high-quality development and continued to enhance its distinctive technological innovation system. The Company actively drove the coordinated advancement of “anchoring diversified-industries operations in technology-focused core businesses, extending ecosystem coverage through technology innovation funds, and driving the very early-stage industrialization of forward-looking technologies.” This expedited the transformation from scientific and technological achievements into real productive forces, and drove a steady improvement in the Company's core competitiveness, with significant performance growth, laying a solid foundation for the Company’s sustainable development. RMB 10 Billion in R&D Investment, Together with a Solidified Technology Foundation During the Reporting Period, Legend Holdings’ total R&D investment exceeded RMB10 billion, a historical record high for its midyear report. Its portfolio companies continued to deliver steady growth with solid fundamentals. Lenovo capitalized on the surge in hybrid AI, with all three major business segments delivering double-digit revenue growth and reaching record highs for the same period. AI has become Lenovo’s core growth engine, with AI-related revenue increasing by 64% for the same period and accounted for 36% of Lenovo’s total revenue. Levima Advanced Materials posted significant performance growth and made breakthroughs in a number of major projects. Among them, the m-Xylylene Diisocyanate (XDI) project was listed under the National Key R&D Program. Built on Levima’s technical expertise and R&D experience, the PEEK project has entered the construction phase. Both projects are expected to be completed and put into operation in 2027, filling domestic technology gaps. Technology Ecosystem Bearing Fruit, and 12 Portfolio Companies Successfully Listed Leveraging years of dedicated efforts in technology innovation, Legend Holdings has cultivated a robust ecosystem spanning emerging and future industries. This ecosystem is now delivering tangible returns, not only driving significant performance growth for the Company, but also accumulating momentum for long-term development. During the Reporting Period, the industrial incubations and investments segment’s depth of technology asset pipeline and ability to realize value from these assets both improved. In the first half of 2026, the Legend Holdings Family Group supported the listing of 12 portfolio companies. These listed companies spanned sectors including artificial intelligence, semiconductors, advanced manufacturing, and healthcare. More than 30 additional portfolio companies are currently in the pre-listing pipeline. The Company invested in over 80 technology projects in the first half of the year across frontier fields such as artificial intelligence, quantum computing, optical interconnects, embodied artificial intelligence, chips and semiconductors, biopharmaceuticals, and commercial aerospace. To date, Legend Holdings has invested in over 300 AI-related companies. The Company has also established a systematic presence in other frontier fields, having invested in over 110 companies in pharmaceuticals and healthcare, over 60 companies in sustainable industries and future energy, and more than 50 companies in embodied artificial intelligence. Fostering Industry-Academia-Research Collaborative Innovation and Exploring New Pathways for Commercializing Original Technologies Responding to the call to “accelerate the translation from technological advances into productive forces”, Legend Holdings leverages its Forward-Looking Technology Research Institute to actively promote industry-academia-research collaborative innovation and explore new pathways for the commercialization of pioneering technologies. In the first half of the year, Legend Holdings established the Advanced Photonic Integration Joint Laboratory with a National Key Laboratory at Peking University. Together with the research team, the Company published co-authored papers and filed joint patents, while making preparations to establish a dedicated operating entity. In addition, led by the Chinese Information Processing Society of China (CIPS), and jointly initiated by Legend Holdings and other organizations, the Industry University Research Working Committee of the Chinese Information Processing Society of China was established, focusing on frontier areas of artificial intelligence. The Committee translates real-world industry needs into concrete workstreams. The Company has built a “Covalent Innovation” model that brings real-world industry needs into the earliest stages of R&D, enabling businesses and researchers to jointly set priorities and develop solutions. It aims to create a replicable pathway for translating more creative innovation into new quality productive forces. ESG Practices Gaining Authoritative Recognition, Corporate Responsibility Underpinning the Foundation for Sustainability Legend Holdings prioritizes ecological conservation and green development. Lenovo has repeatedly received authoritative recognition both domestically and internationally in the ESG field. It has retained the highest global 3A rating in the MSCI ESG Ratings and received the EcoVadis Platinum Medal, its highest distinction, for two consecutive years. It was also included in the Fortune China ESG Impact List for five consecutive years. Its green operations continued to deliver strong results: over 90% of the electricity used in Lenovo’s global operations came from renewable energy sources. More than 360 million kilograms of end-of-life products have been recovered and reused. In photovoltaic materials, Levima Advanced Materials operates two major product lines for photovoltaic adhesive film materials, EVA and POE, with an annual production capacity exceeding 350,000 tons. In new energy battery materials, the company has built a comprehensive portfolio. In green investment, Legend Holdings has invested in more than 60 companies across new energy, energy decarbonization and so on. The Legend Star CEO Training Program has been running for over 18 years, nurturing up to 1,429 startup founders with 77 listed companies, 217 national-level specialized and innovative “Little Giant” enterprises, 930 High-and New-Technology Enterprises (HNTE), and more than 460,000 jobs created. Looking ahead, Legend Holdings will continue to closely align with national strategic needs, adhere to the main thread of technological innovation driving high-quality development, steadily improve its distinctive technological innovation system, deepen its focus on technology as its core business, and accelerate the promotion of the transformation of scientific achievements into real productive forces, making unremitting contributions to Chinese modernization and self-reliance and strength in science and technology.
- Deepening Implementation of Technological Innovation, Accelerating Transformation of Productive ForcesLegend Holdings Corporation (“Legend Holdings” or the “Company”; Stock Code: 3396.HK) announced the unaudited condensed consolidated interim results for the six months ended June 30, 2026 (the “Reporting Period”). During the Reporting Period, the Company recorded revenue of RMB362.935 billion, representing a 29% year-on-year increase, primarily driven by the significant revenue growth of its subsidiaries Lenovo and Levima Advanced Materials; net profit attributable to equity holders of the Company was RMB2.230 billion, up 219% year-on-year, driven by the recovery in portfolio value of the industrial incubations and investments segment. Excluding the impact of a one-off item, net profit attributable to equity holders of Legend Holdings was RMB5.812 billion, a year-on-year increase of 834%. In the first half of 2026, Legend Holdings remained committed to technological innovation as the key driver for high-quality development and continued to enhance its distinctive technological innovation system. The Company actively drove the coordinated advancement of “anchoring diversified-industries operations in technology-focused core businesses, extending ecosystem coverage through technology innovation funds, and driving the very early-stage industrialization of forward-looking technologies.” This expedited the transformation from scientific and technological achievements into real productive forces, and drove a steady improvement in the Company's core competitiveness, with significant performance growth, laying a solid foundation for the Company’s sustainable development. RMB 10 Billion in R&D Investment, Together with a Solidified Technology Foundation During the Reporting Period, Legend Holdings’ total R&D investment exceeded RMB10 billion, a historical record high for its midyear report. Its portfolio companies continued to deliver steady growth with solid fundamentals. Lenovo capitalized on the surge in hybrid AI, with all three major business segments delivering double-digit revenue growth and reaching record highs for the same period. AI has become Lenovo’s core growth engine, with AI-related revenue increasing by 64% for the same period and accounted for 36% of Lenovo’s total revenue. Levima Advanced Materials posted significant performance growth and made breakthroughs in a number of major projects. Among them, the m-Xylylene Diisocyanate (XDI) project was listed under the National Key R&D Program. Built on Levima’s technical expertise and R&D experience, the PEEK project has entered the construction phase. Both projects are expected to be completed and put into operation in 2027, filling domestic technology gaps. Technology Ecosystem Bearing Fruit, and 12 Portfolio Companies Successfully Listed Leveraging years of dedicated efforts in technology innovation, Legend Holdings has cultivated a robust ecosystem spanning emerging and future industries. This ecosystem is now delivering tangible returns, not only driving significant performance growth for the Company, but also accumulating momentum for long-term development. During the Reporting Period, the industrial incubations and investments segment’s depth of technology asset pipeline and ability to realize value from these assets both improved. In the first half of 2026, the Legend Holdings Family Group supported the listing of 12 portfolio companies. These listed companies spanned sectors including artificial intelligence, semiconductors, advanced manufacturing, and healthcare. More than 30 additional portfolio companies are currently in the pre-listing pipeline. The Company invested in over 80 technology projects in the first half of the year across frontier fields such as artificial intelligence, quantum computing, optical interconnects, embodied artificial intelligence, chips and semiconductors, biopharmaceuticals, and commercial aerospace. To date, Legend Holdings has invested in over 300 AI-related companies. The Company has also established a systematic presence in other frontier fields, having invested in over 110 companies in pharmaceuticals and healthcare, over 60 companies in sustainable industries and future energy, and more than 50 companies in embodied artificial intelligence. Fostering Industry-Academia-Research Collaborative Innovation and Exploring New Pathways for Commercializing Original Technologies Responding to the call to “accelerate the translation from technological advances into productive forces”, Legend Holdings leverages its Forward-Looking Technology Research Institute to actively promote industry-academia-research collaborative innovation and explore new pathways for the commercialization of pioneering technologies. In the first half of the year, Legend Holdings established the Advanced Photonic Integration Joint Laboratory with a National Key Laboratory at Peking University. Together with the research team, the Company published co-authored papers and filed joint patents, while making preparations to establish a dedicated operating entity. In addition, led by the Chinese Information Processing Society of China (CIPS), and jointly initiated by Legend Holdings and other organizations, the Industry University Research Working Committee of the Chinese Information Processing Society of China was established, focusing on frontier areas of artificial intelligence. The Committee translates real-world industry needs into concrete workstreams. The Company has built a “Covalent Innovation” model that brings real-world industry needs into the earliest stages of R&D, enabling businesses and researchers to jointly set priorities and develop solutions. It aims to create a replicable pathway for translating more creative innovation into new quality productive forces. ESG Practices Gaining Authoritative Recognition, Corporate Responsibility Underpinning the Foundation for Sustainability Legend Holdings prioritizes ecological conservation and green development. Lenovo has repeatedly received authoritative recognition both domestically and internationally in the ESG field. It has retained the highest global 3A rating in the MSCI ESG Ratings and received the EcoVadis Platinum Medal, its highest distinction, for two consecutive years. It was also included in the Fortune China ESG Impact List for five consecutive years. Its green operations continued to deliver strong results: over 90% of the electricity used in Lenovo’s global operations came from renewable energy sources. More than 360 million kilograms of end-of-life products have been recovered and reused. In photovoltaic materials, Levima Advanced Materials operates two major product lines for photovoltaic adhesive film materials, EVA and POE, with an annual production capacity exceeding 350,000 tons. In new energy battery materials, the company has built a comprehensive portfolio. In green investment, Legend Holdings has invested in more than 60 companies across new energy, energy decarbonization and so on. The Legend Star CEO Training Program has been running for over 18 years, nurturing up to 1,429 startup founders with 77 listed companies, 217 national-level specialized and innovative “Little Giant” enterprises, 930 High-and New-Technology Enterprises (HNTE), and more than 460,000 jobs created. Looking ahead, Legend Holdings will continue to closely align with national strategic needs, adhere to the main thread of technological innovation driving high-quality development, steadily improve its distinctive technological innovation system, deepen its focus on technology as its core business, and accelerate the promotion of the transformation of scientific achievements into real productive forces, making unremitting contributions to Chinese modernization and self-reliance and strength in science and technology.
- Fosun International Delivers 160.3% YoY Profit Growth in 1H2026Companies: Fosun International LimitedOn the evening of 27 August, Fosun International announced its 2026 interim results. During the Reporting Period, its total revenue reached RMB86.96 billion; profit attributable to owners of the parent reached RMB1.72 billion, representing a year-on-year increase of 160.3%; overseas revenue reached RMB49.16 billion, with its share of total revenue rising to 56.5%; total debt to total capital ratio decreased to 55.7%. These figures show that Fosun’s results fall in the upper-middle range of the Company’s profit alert (profit attributable to owners of the parent is expected to range from approximately RMB1.5 billion to RMB1.8 billion, representing a year-on-year increase of approximately 127% to 172%) issued on 29 July. This marks Fosun’s return to a growth trajectory following the completion of a systematic realignment of “repairing the roof on a sunny day”. Over the past few years, Fosun has taken a rather unconventional path. Since 2022, in response to the severe market disruption caused by the pandemic, the Company has advanced its business streamlining and core business-focused strategy, divesting assets and businesses and generating cumulative cash proceeds of approximately RMB75 billion. In March 2026, pursuant to the principle of prudence, Fosun made one-off, non-cash impairment provisions and value revaluations on certain real estate projects with impairment indicators and goodwill and intangible assets of certain non-core business segments. The move drew considerable market attention at the time. At the Company’s 2025 annual results presentation at the end of March, Guo Guangchang, Chairman of Fosun International, explained, “This is about ‘repairing the roof on a sunny day’, allowing Fosun to focus its resources and efforts more effectively on core, high-growth areas.” The market has now responded to Fosun’s “repairing the roof on a sunny day” initiative. From the announcement of profit alert in early March to 25 August, before its interim results announcement, Fosun’s share price rose sharply from HKD3.6 to HKD5.41, representing an increase of more than 50%. The market has gradually recognized and priced in the Group’s “risk clearance” efforts. More importantly, the earnings growth driven by the Group’s businesses has begun to materialize. At the 2026 interim results presentation held in Hong Kong on 28 August, Guo Guangchang said: “The strong results recovery we delivered in the first half of the year reflects the outcome of the strategic adjustments we have made over the past few years. Our ‘repairing the roof on a sunny day’ strategy has paid off, allowing us to put historical burdens behind us. These results mark the beginning of Fosun’s continued progress along a trajectory of steady growth.” Solid Core Businesses, with Pharmaceuticals and Insurance Posting Strong Results First, let us look at Fosun’s core businesses. In the first half of 2026, its four core businesses — Fosun Pharma, Yuyuan, Fosun Insurance Portugal (Fidelidade), and the Tourism segment — generated a total revenue of RMB63.88 billion, accounting for 73.5% of the Group’s total revenue, further demonstrating the results of its core business-focused strategy. Among them, the pharmaceutical and insurance segments delivered particularly strong performance. In the first half of the year, Fosun Pharma achieved operating revenue of RMB20.377 billion. Revenue from innovative drugs recorded a year-on-year increase of 13.84%, with their contribution to pharmaceutical business revenue rising to 33.35%, establishing innovative drugs as a key growth driver. Its innovative biopharmaceutical platform, Henlius, reported revenue of RMB3.5882 billion, representing a year-on-year increase of 27.3%, while net profit amounted to RMB430.4 million, up 10.3% year-on-year, sustaining growth momentum in revenue and profit. Commercialization of innovative drugs continued to gain traction. During the Reporting Period, Fosun Pharma had a total of 20 indications of 7 innovative drugs approved for launch both domestically and overseas. With their revenue share on a steady rise, innovative drugs have become the main growth engine driving the pharmaceutical business forward. The insurance segment delivered a stellar performance, with Fosun’s domestic and overseas insurance companies all posting broad-based improvements. Fidelidade’s overall market share in Portugal reached 30.1%, and its international business accounted for 26.7% of its consolidated total business. In the first half of the year, Fidelidade recorded net profit attributable to owners of the parent of EUR165 million, up 23.8% year-on-year, maintaining steady growth. In Chinese mainland, Pramerica Fosun Life Insurance recorded gross written premiums of RMB8.38 billion in the first half of 2026, up 52.2% year-on-year. Net profit reached RMB780 million, representing a year-on-year increase of 270% and exceeding its net profit for the full year of 2025. Fosun United Health Insurance reported a 36.2% year-on-year increase in revenue and net profit of RMB572 million. Peak Reinsurance’s reinsurance revenue and gross written premiums increased by 25% and 11.8% year-on- year, respectively, while net profit after tax reached USD89.70 million. In April 2026, Moody’s upgraded Peak Re’s rating from Baa1 to A3, with a “stable” outlook. Guo Guangchang said at the results presentation: “Integrating our insurance business with industries in which we have established competitive advantages has been a strategic priority for Fosun for over three decades — a critical linkage we have long sought to unlock. I believe we have now achieved it. This integration will significantly strengthen our industrial operational capabilities and future profitability, providing sustained momentum for Fosun’s development.” “Successfully navigating another cycle” is how the market has described Fosun’s latest round of adjustments. A closer look reveals how Fosun has successfully navigated the cycle. On the one hand, the Group has continued to streamline its business to generate cash proceeds. In the first half of the year, the Group generated proceeds equivalent to more than RMB12.0 billion from the divestment of non-strategic and non-core assets. Its total debt to total capital ratio was reduced to 55.7%, while its cash, bank balances and term deposits amounted to RMB61.214 billion. On the other hand, the innovation and globalization strategy that the Group has been pursuing for years has entered a value-realization phase, serving as the core engine driving profit recovery. Integrated Innovation Strategy Bears Fruit Since innovative drugs took off in the domestic market in 2025, Fosun has repeatedly broken into the spotlight, with multiple innovative drug business development (BD) drawing significant market attention. In fact, as the saying goes, “One minute on stage takes ten years of hard work off stage”. This series of innovation achievements is the result of Fosun’s forward-looking innovation strategy established nearly two decades ago. Notably, for more than a decade, Fosun has built a globally integrated innovation system across its core business areas, combining “independent R&D + investment incubation + ecosystem collaboration”, and has consistently made substantial investments in technology innovation. In the first half of this year alone, investment in technology innovation reached RMB4.2 billion, representing a year-on-year increase of 16.7%. In the first half of this year, Fosun saw a series of innovations come to fruition. HANSIZHUANG, independently developed by Henlius, received approval from the National Medical Products Administration (NMPA) for its perioperative indication in gastric cancer, pioneering a postoperative “chemo-sparing” regimen and making it the world’s first and only anti-PD-1 monoclonal antibody approved for this indication. Its core pipeline asset, HLX43, as a potential best-in-class (BIC) broad-spectrum anti-tumor PD-L1 ADC, has demonstrated preliminary clinical efficacy characterized by high efficacy and low toxicity across multiple solid tumors, including non-small cell lung cancer (NSCLC), with over 1,500 patients enrolled globally. To date, Henlius has 10 products approved in over 60 countries and regions, and has benefited over 1.1 million patients. In addition, FUMAINING (luvoxmetinib tablets), independently developed by Fosun Pharma, was approved for the treatment of paediatric and adolescent patients with relapsed or refractory Langerhans cell histiocytosis (LCH), continuing to fill the gap in the treatment of rare diseases. In terms of neurodegenerative diseases, Fosun Pharma expanded its global collaboration with AriBio on AR1001, extending its rights to develop and commercialize the product to key markets including the U.S., Europe and Japan. Meanwhile, post-marketing confirmatory clinical trials for sodium oligomannate capsules have progressed steadily, with more than 1,000 patients enrolled as of 31 July 2026. In addition, HT001, an oral NLRP3 inhibitor for the treatment of Parkinson’s disease in-licensed by Hengtai Bio, an investee and incubated company of Fosun Pharma, commenced its Phase I clinical trial in Australia. Fosun’s innovation achievements demonstrate the forward-looking nature of its innovation strategy and its ability to identify the right opportunities in R&D. As Guo Guangchang remarked at the results presentation, through years of effort, Fosun has built globally integrated innovation capabilities rooted in China. This distinctive strength of Fosun is expected to create greater value for all in the years ahead. “Fosun has never pursued innovation behind closed doors. Instead, we leverage our resource-integration capabilities and a global perspective to drive smart innovation, bringing together the best technologies, teams and supply chains from around the world to solve real problems. This is how we unlock vast market potential,” said Guo Guangchang. Unlocking Value through Global Operations Globalization has been another forward-looking strategic move for Fosun. Since its listing in Hong Kong in 2007, when many Chinese companies were still focused primarily on their domestic markets, Fosun had already begun expanding overseas ahead of its peers. Nearly two decades later, as a growing number of Chinese companies embrace the view that they must go global or risk being left behind, and seek to capture overseas markets by taking their products overseas, Fosun has already established a profound business presence in more than 40 countries and regions. With local teams operating overseas, it has successfully operated a number of companies within the Fosun ecosystem. “Global operations” have become a defining feature of Fosun’s globalization strategy and a core engine underpinning the development of its businesses. Guo Guangchang said at the interim results presentation that Fosun continues to strengthen its global operational capabilities. On the one hand, it is helping Chinese products and services enter overseas markets. On the other hand, it is introducing high-quality products and services from around the world into China. Drawing on the global resource-mobilization capabilities it has built over the years, Fosun is able to identify high-quality projects and technologies worldwide and rapidly mobilize the resources needed to advance them. In the first half of 2026, Fosun’s overseas revenue reached RMB49.16 billion, accounting for 56.5% of total revenue, up 3 percentage points as compared to the same period of 2025 and marking a record high in the proportion of overseas revenue. In the field of pharmaceuticals and healthcare, Fosun made substantial progress in the global expansion of innovative drugs and commercial business development. Henlius’ HANSIZHUANG was approved for three new indications in the European Union (EU), while HLX11 (pertuzumab injection) was approved in the EU and HLX14 (denosumab injection) was approved in Canada. At the beginning of 2026, Fosun Pharma entered into a strategic partnership with Eisai for HANSIZHUANG, with an aggregate potential consideration exceeding USD300 million, underscoring how the global value of Chinese innovative drugs is being repriced by international markets. In the first half of the year, Yuyuan generated revenue of RMB532 million in Hong Kong SAR and Macau SAR in the first half of 2026, representing a year-on-year increase of 285.83%, while revenue from the Japanese market reached RMB306 million, representing a year-on-year increase of 6.09%. Laomiao has 15 stores in Hong Kong SAR, Macau SAR, overseas markets and duty-free channels. Club Med has also continued to expand its global footprint, with Club Med Urban Oasis Hangzhou Longwu already open and Club Med South Africa Beach & Safari now in soft opening. Leveraging Fosun’s global ecosystem, Fidelidade in the insurance segment has expanded its business from Portugal to Portuguese-speaking countries and markets across Europe, Latin America, and Africa. Its international business now accounts for 26.7% of its consolidated total business, with continued growth in Portuguese-speaking countries. Meanwhile, Peak Reinsurance has maintained steady growth thanks to its global business footprint. The guiding principle behind Fosun’s globalization strategy is “Combining Global Resources with China’s Capabilities”, deeply integrating China’s manufacturing capabilities, service capabilities, and innovation dividends, with global markets. Starting with leveraging China’s growth momentum to establish its business presence, and progressing to a two-way engagement of “mutual empowerment between China and the world”, Fosun has now entered the 3.0 phase of “global organization + local operations”. In this phase, Fosun “truly operates with a global perspective”, having developed the ability to foster cross-regional, cross-cultural, and cross-organizational synergies within its business ecosystem and support the continued growth of its overseas revenue. At the interim results presentation held on 28 August, Guo Guangchang said: “Fosun’s future development goal is to ‘spur the horse to full speed’. We have already positioned ourselves on a trajectory of steady growth. Going forward, we will continue to advance innovation-driven and global development in industries where we have established competitive advantages, building on our momentum and accelerating further.”
- Commercial Vehicle Clutches Market Outlook 2026-2030 - Featuring Profiles of Leading Companies Eaton, ZF Friedrichshafen, and ValeoCompanies: ZF Friedrichshafen AGValeoE-commerce logistics, heavy-duty fleets and electrification are driving demand for durable high-torque clutches, advanced friction materials, automated systems and remanufacturing.