中集集团今日涨停，成交额18.63亿元，换手率7.25%，盘后龙虎榜数据显示，深股通专用席位买入 8210.47万元并卖出1.44亿元，2家机构专用席位净买入1.42亿元，有2家机构专用席位净卖出3210.03万 元。 ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

据交易所数据显示，中集集团（000039）2月4日延续强势走势，盘中9点59分成功封死涨停板，最终收 盘价报11.41元，单日涨幅达10.03%，较前一交易日上涨1.04元，顺利达成2连板。当日该股成交活跃， 总成交额达18.63亿元，换手率7.25%，作为物流能源装备板块龙头标的，其连板表现有效带动了板块整 体情绪，多只概念股跟涨，成为当日市场最热门的标的之一。 中集集团此次2连板异动，并非短期情绪炒作孤立驱动，而是基本面利好集中兑现、资金合力助推、板 块与市场联动等多重因素共振的结果。 异动当日及前期的市场动态与资金动向，进一步放大了个股的上涨动能。市场核心关注聚焦公司多业务 突破与资金联动，2月4日大额资金持续流入，与技术派投资者基于MACD水上金叉的多头信号进场形成 合力；板块联动方面，当日物流装备、能源装备板块整体出现资金流入，叠加港股中集集团2月3日涨超 14%、2月4日续涨，A股与港股形成共振，进一步助推股价封板。 股市有风险，投资需谨慎！本文仅为公开信息整理与客观分析，不构成任何投资建议，投资者应自主判 断、审慎决策，自行承担投资风险。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑： ...

证券代码：000039、299901 证券简称：中集集团、中集 H 代 公告编号：【CIMC】2026-017 中国国际海运集装箱（集团）股份有限公司 关于按照《香港上市规则》公布 2026年1月份证券变动月报表的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、 误导性陈述或重大遗漏。 中国国际海运集装箱（集团）股份有限公司根据《香港联合交易所有限公司证券 上市规则》（简称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易 网站（www.hkexnews.hk）刊登了截至2026年1月31日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有关公 告同步披露如下，供参阅。 特此公告。 致：香港交易及結算所有限公司 公司名稱: 中國國際海運集裝箱（集團）股份有限公司 中国国际海运集装箱（集团）股份有限公司 董事会 二〇二六年二月三日 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股 ...

致：香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 截至月份: 2026年1月31日 狀態: 新提交 公司名稱: 中國國際海運集裝箱（集團）股份有限公司 呈交日期: 2026年2月3日 | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02039 | 說明 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | 已發行股份總數 | | | 上月底結存 | | | 3,029,137,095 | 60,700,800 | | 3,089,837,895 | | 增加 / 減少 (-) | | | 0 | 0 | | | | 本月底結存 | | | 3,029,137,095 | 60,700,800 | | 3,089,837,895 | I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上 ...

中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港元。 智通财经APP获悉，中集集团(02039)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港 元。 消息面上，2月2日，中集集团发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海 工板块接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、 东南亚等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过 300MW的AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 海工板块方面，截至2025年6月末，公司手持订单约55.5亿美元，已排产至2027/2028年。预计2025年海 工业务盈利能力将大幅提升。在商业航天方面，2025年，集团子公司中集安瑞科相关业务营业收入和在 手订单超亿元人民币，其中约一半收入来自海外；此外，公司也为航空冷链运输领域提供温控航空箱， 2025年2月推出国内首款RAP主动式温控航空箱，填补了国内同类产品空白，将在国内主要航空公司中 开展商业运营。 ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

中集集团加码商业航天、数据中心，双赛道布局落地见效，目前正加速开拓国内外市场，以模块化技术 承接更多AI数据中心订单，打造数字基建领域的 "中集标准"。另外，中集集团储能业务迎来资本合作 利好，累计出货量已超60GWh，发展势头迅猛。据了解，储能业务是中集重点发展的新兴战略领域之 一，近年来业务持续进阶壮大，已成为中集高质量发展的重要动能之一。 中集集团AH股大幅拉升上涨，H股涨超11%刷新阶段新高，A股强势封涨停。 消息上，中集集团日前发布投资者关系活动记录表，主要讨论内容涉及公司的数据中心业务、海工板块 接单展望、集装箱制造表现及商业航天布局等。在数据中心业务方面，截至目前，中集在中东、东南亚 等多个国家和地区已累计交付规模超过1000兆瓦、模块超过17000个。同时，公司正为超过300MW的 AI、Cloud 计算的客户提供预制化数据中心的技术与制造交付服务。 ...

每经AI快讯，中集集团(02039.HK)涨超10%，截至发稿，涨10.25%，报9.57港元，成交额2415.16万港 元。 ...

Core Viewpoint - CIMC Group (000039) (02039) shares rose over 10%, reaching HKD 9.57 with a trading volume of HKD 24.15 million, following the release of an investor relations activity record discussing various business segments [1] Group 1: Data Center Business - CIMC has delivered over 1,000 megawatts and more than 17,000 modules in multiple countries and regions, including the Middle East and Southeast Asia [1] - The company is providing prefabricated data center technology and manufacturing services for clients in AI and cloud computing, with over 300 MW of capacity [1] Group 2: Offshore Engineering Segment - As of June 2025, CIMC holds orders worth approximately USD 5.55 billion, with production scheduled until 2027/2028 [1] - The profitability of the offshore engineering business is expected to significantly improve by 2025 [1] Group 3: Commercial Aerospace - By 2025, CIMC's subsidiary, CIMC Enric, is projected to generate over RMB 100 million in revenue and have a backlog of orders, with about half of the revenue coming from overseas [1] - The company launched China's first RAP active temperature-controlled air cargo box in February 2025, filling a gap in the domestic market and will conduct commercial operations with major domestic airlines [1]