On the evening of October 30th，CIMC Releases Third Quarter Performance Report for 2023。The report shows，In the first three quarters, CIMC achieved operating income of 951.2.4 billion yuan（RMB，Same as below），Operating profit 25.400 million。
2023 1-September，The momentum of global economic and trade growth has weakened this year.，Traditional shipping container demand has fallen and other factors.，CIMC's consolidated performance in the first three quarters declined compared with the same period last year.。Next year, the container manufacturing business is expected to develop towards the normal situation.，Marine engineering business ushered in a positive recovery.。
Container demand stabilizes upward momentum Strong growth of semi-trailer overseas market
First three quarters of 2023，Global merchandise trade growth remains low。Affected by this，In the first three quarters, the production and sales volume of CIMC's container manufacturing business declined year-on-year.，However, there is strong demand for open-top containers and frame containers in special containers.。
According to the data of single quarter in 2023，CIMC's new container sales show a steady recovery trend.。Cumulative sales volume of standard dry cargo containers in the third quarter was about 21. 30 thousand TEU，Compared to the first quarter、Growth of 159% in the second quarter%And 18%；The total sales volume of reefers in the third quarter was approximately 2..870,000TEU，Up 138% from the first quarter%。The WTO's latest forecast shows stronger trade growth in 2024.，The growth rate is expected to reach 3 percent.3%，Container manufacturing industry is expected to return to normal in 2024。
In the field of road Vehicle/ 'target='_blank' style='color:blue;'>Transport Vehicles，First three quarters of 2023，CIMC Vehicle continues to consolidate its main business，Give full play to the advantages of transoceanic operation，Realized operating income 195.6.8 billion yuan，Year-on-year growth of 12.42%，Net profit attributable to shareholders of CIMC Vehicles 22.7.7 billion yuan，Year-on-year growth of 244.64%，A total of 116 vehicles sold worldwide,273/Table set，Top of the list of semi-trailers in the world for 11 consecutive years。
CIMC Vehicle actively grasps the growth opportunities in overseas markets，Rapid increase in revenue and profit of global semi-trailer business。To be specific，The North American semi-trailer market is gradually returning to stability.，Product prices in the European market remain relatively high，Demand for semi-trailers in emerging markets remains strong。Business in the Chinese market has maintained a steady development trend.，China's Special Purpose Vehicle Top and Light Van Body Business Gradually Recovered，CIMC Vehicle relies on the cooperation foundation with major core main engine factories.，Actively develop integrated new energy products，And accelerate the development of overseas markets and resource integration.。
CIMC Airport and Logistics Equipment、Fire fighting and rescue equipment business is moving towards smart airports at a high speed.、Intelligent logistics、Intelligent fire protection development。First three quarters of 2023，CIMC Tianda's new orders increased year on year.。During the reporting period，Several intelligent high-end projects independently developed by CIMC Tianda have been successfully put into operation.，Including the first in China in the eastern part of Hangzhou Xiaoshan Airport“Multilayer structure+Intelligent”The International Air Cargo Terminal、IKEA Foshan Logistics Distribution Center、Chengdu Tianfu International Airport Remote Unmanned Automatic Boarding Bridge。CIMC Tianda Automation、Intelligent airports and logistics based on intelligence will continue to develop globally.，New technology、New business、The new model will be widely used.，The market space for new demand is vast.。
In terms of logistics service business，Around“The Belt and Road”Along the Trans-Asian Railway，CIMC Logistics actively builds a comprehensive hub of rail-road intermodal transport with a variety of formats、Demonstration projects such as multimodal transport centers and bonded warehousing integrated logistics.，Increase to Indonesia、Malaysia、Investment Layout in Vietnam，New Indonesia route business，At the same time, we will continue to strengthen our digital capabilities.，Help improve efficiency and control cost。Third quarter of 2023，The new business development of CIMC recycling vehicles has achieved remarkable results.，A number of recycling packaging products have been verified by the head customers of the new energy battery industry and have begun mass production.，It is expected to be positive for the fourth quarter and 2024.。Leasing operation business，Start to provide services for leading enterprises in phosphoric acid industry；At the same time，Relaxation of regional power limitation policy，Part of the demand began to release good business volume.。
Clean energy orders in hand hit a record high The marine engineering business is positive
2023 1-September，CIMC Energy、CIMC Enric, the main operating entity of chemical and liquid food business，Achieve 17% year-on-year growth in revenue%To 166.3.7 billion yuan；Overall orders in hand hit a new high，About 221.5.6 billion yuan，Year-on-year growth of 27.6%；New order 197.5.8 billion yuan，Year-on-year growth of 28.3%。Among，Clean energy revenue and newly signed single and double growth，That is, revenue increased by 33% year-on-year.9%To 99.800 million yuan，New orders increased by 61% year-on-year.5%To 132.300 million yuan。
Clean energy segment maintains strong growth momentum，It mainly benefited from the sustained recovery of natural gas consumption.，AndLNGPrices remain in the normal range.。In addition, due to the widening price gap between oil and gas,，LNGThe economy is highlighted，LNGExplosive growth of heavy Truck market，Drive CIMC EnricLNGDemand for terminal application equipment such as automotive bottles has risen sharply.。
It is worth mentioning that，Shipbuilding industry maintains high prosperity，The demand for clean energy alternative fuel ships continues to be strong.，LNGThe demand for marine fuel tanks has increased significantly.，In the first three quarters of this year, CIMC Enric Water Clean Energy signed a total of 47 new orders.100 million yuan，Year-on-year growth of 137.8%。The hydrogen business has also made good progress.。During the reporting period，Batch delivery by CIMC EnricIIIType、IVOnboard hydrogen supply system，Winning the bid for the first large-scale spherical tank hydrogen storage in Inner MongoliaEPCProject，Successfully developed and offline 90MPaHydrogen gas-liquid drive Compressor、45MPaHydrogen diaphragm Compressor、The first domestic 30MPaHydrogen tube bundle container and the first low-temperature anhydrous ammonia Transport Vehicle in China.，Both transportation equipment have been ordered in batches.。The first three quarters，Revenue from CIMC Enric's hydrogen energy business 4.400 million yuan，Year-on-year growth of 62.7%。
First three quarters of 2023，The global ship and marine engineering market continues to improve。Ship orders increased significantly year on year.，Limited by limited dry dock resources，Capacity bottleneck in shipyard。In addition，The international oil price is at a high level，There is still a promoting effect on the oil and gas production platform.，The continuous growth of marine operation activities has promoted the continuous increase in the utilization rate and rent of marine engineering equipment.，Marine engineering equipment market continues to recover。
First three quarters of 2023，With the new orders of marine engineering, it has entered the construction period one after another.，The operating revenue of CIMC's offshore engineering business amounted to RMB6.5 million.,733,472,000 yuan，Year-on-year growth of 70.49%；The first three quarters reduced losses by 60% year-on-year.59%，Third-quarter quarter-on-quarter loss reduction 29.71%。Among，CIMC Raffles, the operating entity of the offshore sector，Benefit from continuous delivery of orders，It was profitable in the second and third quarters of the year.。
In terms of new orders，Cumulative orders in hand are worth $5.2 billion.，Compared with the same period last year 37.$700 million to achieve 38%The growth of。Among，Oil and gas and non-oil and gas businesses accounted for about 4 percent：6，Effectively suppress periodic fluctuation of oil and gas，Successful strategic transformation。
Project construction and delivery in Q3，CIMC Raffles is the oil of Pakistan in July.PetrobrasConstructedP80 FPSOThe keel laying ceremony of the stern section of the hull was successfully held；August is NorwayHavfram WindConstruction of the first large-scale wind power installation vessel built by the company；Multifunctional engineering ship with 22000 tonnage in SeptemberH573 project launched smoothly。
Grasp the development trend Multi-field innovation injects new kinetic energy
Innovation is the first kinetic energy to lead development，It is also an opportunity for CIMC to seize the opportunity in the fierce market competition.、Success of Growth and Growth “Magic weapon”。CIMC's innovative business and innovative enterprises have also been highly anticipated and concerned by the market.。
As one of the earliest enterprises to enter the field of cold chain logistics in China,，CIMC Cold Chain Equipment Matrix covers the whole track of sea, land and air，Covering the whole transportation process。At present，CIMC is focusing on cold chain equipment manufacturing and cold chain logistics services.，By virtue of the cold box、Cold car、Competitive advantages in mobile cold storage and other fields，Effectively solve cold chain logistics“One kilometer in front and back”A pain point，Has been widely used in fresh agricultural products.、Freezing and refrigeration of food and other articles，Boosting agricultural products out of villages and into cities。
The first three quarters，CIMC Cold Chain Has Joined Hands with Guangxi Supply and Marketing、Guangdong Academy of Agricultural Sciences，Reduce losses around the fresh food supply chain、Give full play to the advantages of equipment and other aspects of cooperation.。September，The First Cold Chain Train from CIMC Fresh to Kashi to Shenzhen，Shipment of 640 tons of prunes to Guangdong-Hong Kong-Macao Greater Bay Area， Help “Products of Xinjiang come from the countryside”，Help revitalize the countryside。Pharmaceutical cold chain，CIMC Lengyun relies on the industry's unique“Produce+Grind+Yun”Structured advantage，Help Stone Pharmaceutical Group Irinotecan Hydrochloride Liposome Injection Launch Nationwide。As a professional pharmaceutical cold chain service provider，CIMC Lengyun has participated in the initial transportation of 15 new biological drugs.。
In the field of energy storage，First three quarters of 2023，CIMC's energy storage business continues to focus on fully integrated equipment products with high added value and high-tech content.，Continuously deepen cooperation with leading customers in the industry，Strengthen technological innovation。Facing the increasingly fierce competition in the industry，CIMC scale production、Cost of steel structure、Lean production、Quality control and other advantages are highlighted，Substantial growth in energy storage integration business revenue。
First three quarters of 2023，CIMC's modular construction business continued to vigorously explore domestic and foreign markets.，Strengthen technology research and development and management improvement，Operating income increased by 36% over the same period last year.%，New signed orders exceed 2 billion yuan，The Hong Kong market has been further consolidated.，New orders exceed 300 million yuan，Data Center Business New SigningEPCThe project is 1.4 billion yuan。
Look to the future，CIMC will continue to give full play to its advantages in logistics and energy equipment manufacturing and services，Around “The country has needs、There are shortcomings in the industry、CIMC has an advantage”Continuous extension of business areas，Grasp new industrial opportunities，Expand new energy business areas、High-end intelligent manufacturing investment，Concentrate on high-quality growth，Continuously create value for shareholders and customers。
Source：Secretarial Office of the Group
