时代电气2023中期报告

✔ ✔ ✔ 3 5 10 53 60 65 103 117 118 119 1.2.3. 57120236306 Zhuzhou CRRC Times Electric Co., Ltd.Times Electric412001www.tec.crrczic.ccir@csrzic.com 0731-284980280731-28493447ir@csrzic.com 0731-284980280731-28493447ir@csrzic.com AH www.cnstock.comwww.cs.com.cnwww.stcn.comwww.zqrb.cnwww.sse.com.cn 31.31% 32.52% 50.33% 32.79% 50% ✔ ✔ 11 ✔ ✔ ++ 2023 20352072050 20228 1. 20236303,746 2. CR450PCU3SIL2L4TACS+IGBT1583,74650%1128351 3. ✔✔ 4. ✔ 5. 6.✔ ✔ 1. 2023201220227750 202312.4%NE20238.8GW 2. CMMIIPDTSN20 6713,7462,17048152452022 3. ISO9001EN15085 CL1ISO/TS22163IATF16949CRCC20132016 2004 4. ++ 5. 2,77535.26% 3820052011201950282011201720182017-20182014202020222021-202220162018 ✔ 2023 2023620208FAO 40IGBTSiCSiCSiCIGBT1300V ASIC25 202220238.8GW EROV ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ 202385.7031.31%46.911.97%37.49105.13%1.3031.79%11.5432.52%0.8132.79% 2023630503.903.88%349.691.27% 1 2✔ ✔ ✔ 1)2)3)4)5)6)7)8)9)10)11)12)13)14)15)16)17) 2. ✔ (1)1,630,711,4073.24% (2)✔ 3.✔ 61 4.✔ ✔ 131,694,11573,500,00058,194,1155,000,000 739,792,759616,224,40720.05%528,925,119463,550,88214.10%12 1.✔ 2. ✔ 2023330110,799202333120235122023-0152023-019 20229222022102120221,111,869582,583529,286202292320221012022101120221025202331420235122022-0352022-0392022-040 2022-044 2023-003 2023-0202022922 3.✔ ✔✔✔ ✔ ✔ 30%13.69% ✔ 2023320 2023428 20236262022 20236272022 2023627 2023627 ✔ 10–10–10– ✔ ✔ ✔ ✔ ✔ 2022 C.1.62023627 2023630XVXV78352 20236306 20236306 2023630 360.38 ✔ EHS2023 1. ✔ 2023100%2023 2. ✔ 2023 3. ✔ 4. ✔ 5. ✔ 20231-6100%100% 6. ✔ 20231-6 7. ✔ ✔ 1. ✔ 20231-6 2. ✔ 2023 3. ✔ ✔ ✔ 202365 – ✔ (1)S215%320kW1580mmPWM (2) (3) (4) ✔ 1A2A3A1.(1)A(2)20AA1 3.(1)AA(2)AAA30NAA30+NA10NAA10+NAA10% 1.AAAAA2.A3.A30%A (1)A5A(2)A10AA ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 0(A)0 502,381,003.19 ✓ ✓ 1.✓ 2.✓ 3.✓ 2022826440,00012 2023630 5.✓ ✓ 2. ✓ 3.✓ 4.✓ ✓ 20,088–– A19,011H1,077 ✓ ✓ ✓ 8,285,5324,815,205 ✓ ✓ ✓ ✓ 2023630XV23336 1.100%41,520,000H 2.51.35% 2023630XV23336 1.✓ 2.✓ 3.✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 2023630 2023630 20231–6 00 20231–6 20231–6 20231–6 20231–6 20231–6 1. ✓ 2005926 200612414,644,000H1H5.32,197,613,0002,209,968,000H20061220131091,221,0001H252,280,525,0001,803,872,470H20131020219240,760,2751A31.387,555,057,430A20219A1,416,236,912 2. ✓ 2023822 1. 152014 2. ✓ 202363012 3. ✓ 3. ••• 1. 20236302023630 2. 111231 3. ✓ 12 4. 5. ✓ (1) 5. (2) 6. ✓ 6. 7. ✓ 12. 8. 9. ✓ (1) 9. (2) 10. ✓ 14 10. (1) 10. (1) ••• •• 10. (1) (a) • • (b) (c) 10. (2) 21 12 12 10. (2) (a) • • • • • • • • • 10. (2) (b) ••••• (c) 10. (2)(c) ••••• (d) 10. (3) • • 10. (4) (a) I ••• 10. (4) (a) II (b) (c) 10. (5) (6) 11. ✓ (1) (2) (3) 11. (4) (5) 12. ✓ (1)(2) 13. ✓ (1) (2) 22 13. (3) (a) (b) 13. (3)(c)(d)18 14. (1)✓ 15 14. (2) ✓ (3)✓ (4) 18 15. ✓ 18 141 16. ✓ 3 17. (1) ✓ 18 (2) ✓ 17. (2) ••••• 141 18. ✓ 19. ✓ 20. (1) ✓ (2) ✓ 20. (3) ✓ 21. ✓ (i)(ii)(iii) 22. (1)✓ IIIIII IIIIII 22. (1) IIIIIIIV 13 10 22. (2) ✓ (a) (b) (c)EPC 23. ✓ (1) (2) IIIIII III 24. ✓ (1) (2) 25. ✓ (1) (2) 25. (2) (3) 26. (1)✓ (1)(a) 26. (1) (b) • • • • 4 18 (c) 26. (1) (c) ••••• •• 26. (1) (d) 12 (e) • • (2) (a) 22 26. (2) (b) (c) (d) (e) 27. ✓ (1) (2) 27. (3) (a) 2023630 (b) (c) 19 (d) (e) (f) 29. (1)✓ 2023 (a)25[2020] 20200625262009[2009] 15 29. (1) (b)16[2022] 3116 1818 (2)✓ (3) 2023✓ 1. 2. ✓ (1) [2011]1003% 2. (2) 15%SMDSMD202020232022202315% [2011]58[2020]232022202315% [2021]756[2020]813020192022202312.5% 2. (2) [2015]11920237202228SMD20222023100%20222023200%2022100%2022200%2023202275%2022175%202210120221231202375%100% 202228202210120221231100% 1. ✓ 13 2. ✓ ✓ 20236301.05%-5.88% 3. (1)✓ 3. (2)✓ (3)✓ (4)✓ 2023630 3. (5) ✓ 3. (5) ✓ ✓ (6)✓ ✓ 3. 4. (1)✓ 4. (2)✓ 4. (2) ✓ 4. (2) 4. (2) ✓ 4. (2) 4. (2) ✓ 4. (2) ✓ ✓ (3)✓ ✓ (4)✓ 4. (5)✓ (7)✓ 20236306 5. ✓ 5. (1) (2) 676,894,730 20236306 6. (1)✓ 1 6. (2)✓ 20236306 7. ✓ 20236306 (1)✓ (2)✓ (3)✓ ✓ 7. (1)✓(2)1✓(3)✓✓(1)✓ 7. (2)✓ 7. (3) ✓ ✓ (4)✓ ✓ (5)✓ (6)✓ 7. (7)✓ (8)✓ (9)✓ ✓ 8. (1)✓ 8. (3)✓ (4)✓ 9. (1)✓ (2)✓ 9. (3)✓ 20236306 10. ✓ 11. 12. ✓ 12. 2023630202363024,417,117 13. (1) ✓ 13. (2)✓ 1 14. ✓ 14. (1)✓ 14. (2)✓(3)✓(4)✓ 15. ✓ 15. (2)✓ ✓ ✓ 16. ✓ 1Specialist Machine Developments LimitedSMD20192019610202969202182420346926,993,606 1-15 17. (1)✓ 17. (2)✓ ✓ 202363040-50 18. ✓ 19. (1)✓ 19. (3) ✓ SMDDynex (4)✓ 2023630SMD 5 SMD 19. (5) ✓ 2023630SMD ✓ 20. ✓ 21. (1)✓ 21. (2)✓ 21. (4)✓ DynexSMD 22. ✓ 20236306 23. (1)✓ 24. ✓ 25. (1)✓ 25. (3)1✓ 20236306 26. (1)✓ 20236306 (2)✓ ✓ 27. (