智通财经APP讯，中集集团(02039)发布2026年第一季度报告，营业收入326.64亿元(人民币，下同);归属于母公司股东及其他权益持有者的净利润2.09亿元;基本每股收益0.0353元。
公告称，2026年第一季度，全球集装箱贸易需求整体保持韧性，地缘政治事件大幅推高了集装箱运输市场的不确定性，叠加欧洲港口拥堵，导致集装箱流转效率下降和价格上涨预期，一定程度推高了客户的购箱意愿。根据世贸组织( WTO)3月发布的《全球贸易展望及统计》显示，尽管2026年全球贸易增速有所回调，但仍维持温和增长态势，全年商品贸易增速预计为1.9%， 2027年则有望恢复至2.6%。在此背景下，2026年第一季度，本集团集装箱制造业务量价较上年同期均有所回落，导致该分部营业收入及净利润同比均出现下降。其中干货集装箱销量46.04万TEU(上年同期：53.12万TEU)。此外，报告期内受新增运力配箱及旧箱置换需求推动，冷箱需求保持增长，本集团冷藏箱销量4.74万TEU(上年同期：3.64万TEU)，同比增长约 30.22%。
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