时代电气2024中期报告

✓ ✓ ✓ 359616873115126127128 1. 3. Zhuzhou CRRC Times Electric Co., Ltd.Times Electric412001www.tec.crrczic.ccir@csrzic.com 0731-284980280731-28493447ir@csrzic.com 0731-284980280731-28493447ir@csrzic.com www.cnstock.comwww.cs.com.cnwww.stcn.comwww.zqrb.cnwww.sse.com.cn ✓ ✓ ✓ 30.56% 32.10% ✓ ✓ 11 ✓ ✓ ++ 1. 20246303,540 2. 2024CR450CNAS SIL4PHMPHMS182CBTC 4500V1200VL5SiCIGBT225kW320kW1725kW1575kW 1375kW 1250kW 2500kW 2750kW 3150kW 3400kW20MWP1+P3120t10MW 202414233,54060%34 3. ✓✓ 4. ✓ 5. 6.✓ ✓ 1. 2024201220237950 202413.4%NE20248.35GW57%NE 2. CMMIIPDTSN20 671354022155017437112 3. ISO9001EN15085 CL1ISO22163IATF16949CRCC20132016 2004 4. ++ 5. 307637.08%(43%) 38200520112019502020112017313450 ✓ 2024 2024612 32024IGBT7.5SiC4SiCSiC 1+N44 2024 EROV ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 102.8419.99%15.0730.56%1.0732.10%3.93%0.65 2✓ ✓ ✓ 1. (1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)(13)(14) 2. ✓ (1)2,016,184,0363.26% (2)✓ 3.✓ 22 4.✓ ✓ 47,000,000 47,000,000131,694,11573,500,00058,194,115 795,832,797766,661,1963.81%562,582,805533,411,2045.47%12 1.✓2.✓3.✓ (1)✓ 2024328202420242512 4.✓ ✓ 202432826432,78077.7771%20243292024-011202432820244112024630 ✓ ✓ ✓ 1.08%-7.45%1.08%-7.40% 30%15.61% ✔ 37ESG 2024328 2024411 2024514 2024612ESGESG2024627 2024627ESGESG 2024731 202482 ✔ 10–10–10– ✔ ✔ ✔ ✔ ✔ 2023 C1 F2.22024627 2024630XVXV78352C3 20246306 H14,696,800H H2023627HH 20246306 2024630 ✔ EHS2024 1. ✔ 2024100%2024 2. ✔ 20241212+5+(POU) 3. ✔ 202445 4. ✔ 5. ✔ 20241-6100%100% 6.✔ 20241-6 7. ✔ ✔ ✔ 20241-6 2. ✔ 2024 3.✔ ✔ ✔ 2024 – ✔ 1.SiC10%1CO275t 1+X20MW12MWIGBT1513ALKPEM2002000 2.20243MW300500180010000 3.12030% 4. ✔ 3.4.5.A ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 0(A)0 ✓ ✓ ✓ 1.✓ 2.✓ 3.✓ 2023822320,00012 4.✓ ✓ 2. ✓ 20241 1120241 17H4,696,800H20244164,696,800H1,411,540,112542,632,600H868,907,512A 3.✓ 4.✓ ✓ 16,516 A15,462H1,054 ✓ ✓ 5%1010✓ 1010✓ ✓ 5%✓ ✓ ✓ ✓ 2024630XV23336 1.100%65,460,000H 51.45% 2024630XV23336 ✓✓ 1.✓ 2.✓ 3.✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 2024630 2024630 20241-6 20241-6 - --- 20241-6 20241-6 20241-6 20231-6 20241-6 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 20241112024117H20246304,696,800HH2024416 2. ✓ 2024823 1. 152014 2. ✓ 202463012 3. ✓ 3. ••• ✓ 1120 2328 1. 20246302024630 2. 111231 3. ✓ 12 4. 5. ✓ 6. ✓ (1) 2. (2) 7. ✓ 7. 8. ✓ 19. 9. 10. ✓ (1) (I)(II) 10. (2) 11. ✓ 14 11. (1) 11. (1) ••• •• 11. (1) (a) • • (b) (c) 11. (2) 12 12 (a) 11. (2)(a) ••••••••••• 11. (2) (b) ••••• (c) 11. (2)(c) ••••• 11. (2)(c) (I) 11. (2) (c) (II) (d) (3) (I)(II)(III) • • 11. (3) (4) (a) 11. (4) (a)(I) ••• (II) 11. (4) (b) (c) (5) (6) 12.✓ 13.✓ 14.✓ 15.✓ 16. ✓ (1)✓ (a) (b) (c) (d) 16. (2)✓ (3)✓ (4)✓ 17. ✓ 18. ✓ 18. ✓ (1)(2) ✓ 19. ✓ (1) (2) 22 19. (3) (a) (b) 19. (3) (b) (c) (d)24 20. (1)✓ 21 20. (2) ✓ (3) 24 21. ✓ 24 141 22. ✓ 3 23. (1)✓ 24 23. (2)✓ ••••• 141 24. ✓ (I)(II) 25. ✓ 26. (1) ✓ (2) ✓ 26. (3) ✓ (4)✓ 27. ✓ (i)(ii)(iii) 28. (1) ✓ (I)(II)(III) 28. (1) 11(2) (2) ✓ (a) (b) (c)EPC (3)✓ 29. ✓ (1) (2) (I)(II)(III) (I)(II) 30. ✓ 30. (1) (2) 31. ✓ (1) (2) 31. (3) 32. ✓ ✓ 12 ✓ 32. (1) (2) • • • 4 24 32. (3) ••••• •• 32. (4) •• ✓ (1) 28 (2) (3) 32. (4) (5) 33. ✓ (1) (2) (3) 34. 202334 589 14 15 171812 (a)28 (b)20 (c)35 36. (1) ✓ 2024 –17[2023] 2117 –2024 (a) (i) 17 37 36. (1) (a) (ii) 2024 (b) 2024 (c) 2023 36. (2)✓ (3) 2024✓ 37.✓ 1. ✓ 2. ✓ (1) [2011]1003% 202343SMD202311202712315%2023172023112027123115% 2. (2) 15%SMD202120232023202415%202311122023202415% [2011]58[2020]232023202415% [2019]13[2023]122023202410025%20%10030050%20% 2. (2) [2021]756[2020]81302019202312.5%202310202415% [2015]11920237202228202344SMD20232024100%20232024200%20231120271231120%220% 2015822023500500 3. ✓ 1. ✓ 1. 2. ✓ 20246 300.45%-4.39%2023 12 311.05%-5.05% 3. (1)✓ 3. (3)✓ 2024630 3. (4) ✓ 3. (4)✓ ✓ (5)✓ 3. (6)✓ ✓ 20246306 4. (1)✓ 4. (2)✓ 4. (2) ✓ 4. 4. (2) 4. 4. (2) 4. (2) ✓ (3)✓ ✓(4)✓✓✓ 4. (5)✓ ✓ 5. (1)✓ (2)✓ (3)✓✓ 5. (3) ✓ ✓ ✓ ✓ 5. (4)✓ 20246306 5. (5) ✓ ✓ 6. (1)✓ 6. (1) ✓ (2)✓ (3)✓ 764,392,126 6. ✓ ✓ 6. (5)✓✓ ✓ ✓ (7)✓ (8)✓ 20246306 7. (1)✓ 20246306 8. ✓ 20246306 (1)✓(2)✓(3)✓(4)✓(5)✓✓ 8. (1)✓(2)1✓(3)✓(4)✓(5)✓ (1)✓ 8. (2)✓ 8. (3) 2024630 ✓ ✓ (4)✓ 8. (6)✓ 9. (1)✓ (3)✓ 9. (3) ✓ ✓ (4)✓ (5)✓ ✓ 10. ✓ 11. ✓ 12. (1)✓ 12. (2)✓ 13. (1)✓ 1 (2)✓ ✓ 14. 14. (1)✓ 14.(2)✓(3)✓ 15. ✓ 15. (2)✓ (3)✓(4)✓✓✓ 16. (1)✓ 1Specialist Machine Developments LimitedSMD2019201961020296920218242