Shares of China International Marine Containers (CIMC) (02039) rose more than 10% during the trading session. At the time of writing, the stock was up 7.26%, trading at HKD 9.31, with a turnover of HKD 36.9651 million.

On February 2, CIMC released a record of its investor relations activities. The main discussion points involved the company's data center business, order intake outlook for the offshore engineering segment, performance of container manufacturing, and its commercial aerospace initiatives. Regarding the data center business, CIMC has so far delivered modules with a total capacity exceeding 1,000 megawatts, comprising over 17,000 modules, across multiple countries and regions including the Middle East and Southeast Asia. Concurrently, the company is providing prefabricated data center technology and manufacturing delivery services for AI and cloud computing clients with demands exceeding 300MW.

For the offshore engineering segment, as of the end of June 2025, the company holds orders of approximately $5.55 billion, with production scheduled through 2027/2028. The profitability of the offshore business is expected to improve significantly in 2025. In the commercial aerospace sector, for 2025, the relevant business of the group's subsidiary, CIMC ENRIC, achieved operating revenue and held orders exceeding RMB 100 million, with about half of the revenue coming from overseas. Furthermore, the company also supplies temperature-controlled air cargo containers for the aviation cold chain logistics sector. In February 2025, it launched China's first RAP active temperature-controlled air cargo container, filling a gap in the domestic market for similar products, and it will commence commercial operations with major domestic airlines.