证券之星消息，根据企查查数据显示中集集团（000039）公布了一项国际专利申请，专利名为"一种运 输载具"，专利申请号为PCT/CN2024/130913，国际公布日为2026年2月12日。 专利详情如下： 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 图片来源：世界知识产权组织（WIPO） 今年以来中集集团已公布的国际专利申请2个。结合公司2025年中报财务数据，2025上半年公司在研发 方面投入了11.84亿元，同比增5.18%。 ...

证券日报网讯 2月12日，中集集团在互动平台回答投资者提问时表示，储能路线方面，公司不断构建储 能产业链集成能力，产品覆盖发电侧、电网侧及工商业储能系统，并与海外大型风力发电运营商建立稳 固合作。当前，中集储能装备已广泛交付至亚洲、北美、欧洲等全球主要市场，储能装备累计出货量折 合能量规模超100GWh，处于全球领先地位；同时，中集储能持续拓展多元化应用场景，已成功在城市 超充、绿色交通、港口岸电、数据中心、高耗能工业等场景落地示范性项目，产品力与交付力获市场认 可。公司会继续通过加深核心客户合作、差异化竞争、创新商业模式等举措，紧抓市场机遇，促进储能 业务健康可持续发展。 （文章来源：证券日报） ...

Core Viewpoint - CIMC Group (000039) is expected to maintain strong growth in marine engineering operations and significantly improve profitability in 2025 [1] Group 1: Financial Performance - The company anticipates a substantial year-on-year increase in profitability for its marine engineering segment in 2025 [1] Group 2: Operational Developments - CIMC Group has secured contracts for 2 semi-submersible drilling platforms and 1 semi-submersible lifting/living platform within the year [1] - The company is actively participating in market tenders through various channels to seek opportunities for asset disposal and leasing [1] - Efforts are being made to enhance asset efficiency and operational effectiveness [1]

Group 1 - The core point of the article highlights the recent performance of China International Marine Containers (Group) Co., Ltd. (CIMC), with a stock price increase of 5.61% to 11.67 CNY per share, a trading volume of 402 million CNY, and a total market capitalization of 629.31 billion CNY [1] - CIMC's main business segments include container manufacturing (28.57%), logistics services (17.85%), energy, chemical and liquid food equipment (17.10%), road transport vehicles (12.82%), marine engineering (10.53%), and others [1] Group 2 - Among CIMC's top ten circulating shareholders, Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 561,400 shares in the third quarter, now holding 26.7752 million shares, which is 0.5% of the circulating shares [2] - The Southern CSI 500 ETF has a total scale of 144.69 billion CNY, with a year-to-date return of 11.29% and a one-year return of 43.5% [2]

Core Viewpoint - Deep-sea technology is crucial for transforming potential resource advantages into real productivity, playing a significant role in economic development and ensuring national resource security [1][5]. Group 1: Definition and System of Deep-Sea Technology - Deep-sea technology refers to a series of scientific technologies and equipment systems used for exploring, researching, and developing deep-sea resources, typically below 200 meters [1]. - The essence of deep-sea technology lies in systematic technological innovation, transforming the deep sea from a cognitive blank area into a sustainable development space [2]. - The internal system of deep-sea technology includes three core dimensions: scientific cognition, engineering technology, and industrial application, which support and develop together with policy evolution [2]. Group 2: Current Development Status of Deep-Sea Technology - The deep sea is increasingly recognized as a strategic space for ensuring national resource security as land resources deplete [4]. - China's marine economy has shown strong growth, with an estimated marine economic output of approximately 5.1 trillion yuan in the first half of 2025, reflecting a year-on-year increase of about 5.8% [4]. - The rapid development of deep-sea technology in China over the past decade is unprecedented domestically and considered a miracle in international technological history [5]. Group 3: Market Size and Growth Projections - The market size of China's deep-sea technology is projected to be approximately 2.7 trillion yuan by 2025, with an expected increase to about 2.92 trillion yuan by 2026 [5]. Group 4: Industry Chain of Deep-Sea Technology - The deep-sea technology industry chain consists of a complete structure from upstream raw materials and components to midstream equipment manufacturing and downstream diverse applications [6]. - Upstream includes key raw materials like titanium alloys and special steel, while midstream focuses on deep-sea detection and operational equipment manufacturing [6]. Group 5: Development Environment and Policies - The deep-sea technology sector is receiving significant attention and support from the government, with multiple policies encouraging its development and innovation [6]. - The 2025 Government Work Report explicitly mentions promoting deep-sea technology as a new emerging industry [6]. Group 6: Competitive Landscape - Major companies in the deep-sea technology sector include China CRRC, China Shipbuilding, and Zhenhua Heavy Industries, focusing on deep-sea detection, resource development, and comprehensive systems [7]. - China CRRC has established a presence in the deep-sea robotics sector and reported revenues of approximately 183.87 billion yuan in the first three quarters of 2025 [8]. - Zhenhua Heavy Industries has made significant advancements in intelligent marine engineering equipment, achieving revenues of about 34.46 billion yuan in 2024, with a year-on-year growth of 4.62% [9]. Group 7: Development Strategies - The development of deep-sea technology is a strategic choice for China to overcome resource constraints and expand development space, contributing to the goal of building a marine power and sustainable development [10]. - The industry is expected to evolve towards interdisciplinary integration, collaborative efficiency across the entire chain, and participation in global governance [10].

青岛中集特种冷藏设备有限公司，成立于2004年，位于青岛市，是一家以从事通用设备制造业为主的企 业。企业注册资本25041.40835万人民币。通过天眼查大数据分析，青岛中集特种冷藏设备有限公司参 与招投标项目625次，财产线索方面有商标信息2条，专利信息303条，此外企业还拥有行政许可23个。 国家知识产权局信息显示，中国国际海运集装箱（集团）股份有限公司取得一项名为"一种保温集装箱 顶角处的发泡工艺和保温集装箱"的专利，授权公告号CN121020044B，申请日期为2025年10月。 天眼查资料显示，中国国际海运集装箱（集团）股份有限公司，成立于1980年，位于深圳市，是一家以 从事金属制品业为主的企业。企业注册资本539252.0385万人民币。通过天眼查大数据分析，中国国际 海运集装箱（集团）股份有限公司共对外投资了25家企业，参与招投标项目60次，财产线索方面有商标 信息150条，专利信息5000条，此外企业还拥有行政许可26个。 青岛中集冷藏箱制造有限公司，成立于1999年，位于青岛市，是一家以从事通用设备制造业为主的企 业。企业注册资本55501.107788万人民币。通过天眼查大数据分析，青岛 ...

（文章来源：证券日报） 证券日报网讯 2月4日，中集集团在互动平台回答投资者提问时表示，2025年度本集团集装箱制造业务 业绩同比出现较大幅度下滑，主要原因是2024年集装箱制造行业标准干箱产销量创历史峰值，在该高基 数背景下，叠加2025年国际贸易摩擦及全球商品贸易量增速放缓，导致2025年全球集装箱需求较去年同 期正常回落。展望2026年，根据行业机构Clarksons最新预测，2026年全球集装箱贸易里程增速为-1.1% （前次预测值为-0.6%），行业对于2026年全球集装箱贸易里程增速预测走低。同时，全球集运仍面临 红海复航、关税政策等不确定性事件的影响，公司会及时研判外部环境，经营上提质增效。 ...

2月4日，据中集集团消息，中集安瑞科与青山控股集团有限公司、南京钢铁股份有限公司近日分别签署 合资协议与焦炉气供应协议，共同推进位于印尼莫罗瓦利青山工业园区（IMIP）内的"焦炉气产LNG联 产甲醇"项目。该项目由中集安瑞科控股，设计年产能18万吨蓝色LNG和10万吨蓝色甲醇。 ...

Core Viewpoint - On February 4, the Shanghai Composite Index rose by 0.85%, while the Shenzhen Component Index increased by 0.21%, and the ChiNext Index fell by 0.4%. Notably, 52 stocks appeared on the daily trading list, with significant net inflows into Silver Wheel Co., Ltd. (002126.SZ) amounting to 237 million yuan [1][2]. Group 1: Stock Performance - Silver Wheel Co., Ltd. saw the highest net buying amount of 237 million yuan, accounting for 9.16% of the total trading volume, and closed up by 10.01% with a turnover rate of 7.56% [2][4]. - The stock with the highest net outflow was GCL-Poly Energy Holdings Limited (002506.SZ), which experienced a net selling of 421 million yuan, representing 7.83% of the total trading volume, and closed up by 9.88% with a turnover rate of 25.1% [4][5]. Group 2: Institutional Activity - On February 4, 34 stocks on the trading list had institutional participation, with institutions collectively net selling 601 million yuan. Specifically, 13 stocks were net bought, while 21 stocks were net sold [5][6]. - The stock with the highest institutional net buying was China International Marine Containers (Group) Co., Ltd. (000039.SZ), which closed up by 10.03% with a turnover rate of 7.25% [6]. Group 3: Northbound Capital - Northbound capital participated in 28 stocks on the trading list, with a total net outflow of 680 million yuan. The net buying was concentrated in Zhejiang Wenlian (600986.SH) with a net inflow of 139 million yuan, while the highest net outflow was from Silver Mining Co., Ltd. (601212.SH) at 182 million yuan [11][12]. Group 4: Divergence in Institutional and Northbound Capital - There were notable divergences between institutional and northbound capital in several stocks. For instance, Silver Wheel Co., Ltd. saw institutional net selling of 51 million yuan while northbound capital net bought 86 million yuan [14][15].

共40只个股出现了机构的身影。 盘后数据显示，2月4日龙虎榜中，共40只个股出现了机构的身影，有17只股票呈现机构净买入，23只股 票呈现机构净卖出。 当天机构净买入前三的股票分别是晶盛机电、中集集团、晶科能源，净买入金额分别是2.2亿元、1.1亿 元、1.04亿元。 当天机构净卖出前三的股票分别是利欧股份、神农种业、泛微网络，净流出金额分别是2.62亿元、2.26 亿元、1.23亿元。 | 17 房 | 2.04 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 晶盛机电 | 12.97% | 21963.08 | | 中集集团 | 10.03% | 10962.37 | | 晶科能源 | 20.00% | 10438.94 | | 宏和科技 | 3.44% | 9576.65 | | 红宝丽 | 3.07% | 8258.33 | | 中超控股 | -4.01% | 6907.86 | | 海兰信 | 3.10% | 6842.24 | | 凯旺科技 | 7.08% | 5626.07 | | 中来股份 | 20 ...