中国高速传动2024中期报告

2 4 5 18 25 27 28 29 VISTRA (CAYMAN) LIMITEDP.O. Box 31119Grand Pavilion, Hibiscus Way802 West Bay RoadGrand Cayman KY1-1205Cayman Islands Nathan Yu Li 262131302 Nathan Yu Li Walkers Corporate Limited190 Elgin Avenue, George TownGrand Cayman KY1-9008Cayman Islands Nathan Yu Li 18317M CPA (Aust.) FCPA 00658 www.chste.com 10,159,694,00011,257,595,0009.8%13.3%15.6%528,733,000209,167,0000.3230.128 1. 13.6MW-18MWStanGearNGCWinGearGearSightIoT GE Renewable EnergySiemens Gamesa RenewableEnergySuzlon Nordex Adani 22.5%5,489,427,0007,082,478,000 2. 1,158,771,0001,036,920,00011.8% 3. AlstomISO/TS 22163CRCCIRIS 135,792,000118,180,00014.9% 4. 3,373,243,0003,006,818,00012.2% 985,961,0001,135,881,00013.2%9.7%10.1%0.4 AAA 937378ISO 1328ISO 6336863(CIMS)ISO 9001:2015ISO 14001:2015ISO 45001:2018ISO 10012:2003ISO 50001:2018GB/T 23001-2017ISO/IEC 17025:2017 CNASTPGGearSightCMMI-3TÜV SÜDCNASISO 14064-1:2018APQP4Wind (CCS)(CGC)(CQC)(TÜV)DNVGL ULCEETLCE(MA)ATEXCUTRGOSTAPIQ1ISO/TS 22163CRCCIRIS 61.75.0% 1,04060,000 9.8%10,159,694,000 13.3%15.6%2.31,354,468,0001,752,834,00022.7% 164,461,000103,646,00058.7%50,556,000 20,807,00091,602,000 224,312,000235,463,0004.7%2.2%2.1%0.1 287,906,000285,434,0000.9%2.8%2.5%0.3 410,115,000459,359,00010.7%4.0%4.1%0.1 809,454,00082,692,000561,762,000247,692,000(i)(ii) 401,135,000396,453,0001.2% 9,612,519,00010,273,310,00044,108,949,00041,700,395,0002,408,554,0005.8%30,515,824,00029,156,858,0004.7%13,593,125,00012,543,537,0008.4% 30,677,058,00027,788,171,0002,888,887,00010.4%24,034,710,00021,603,663,00011.3%6,642,348,0006,184,508,0007.4% 6,481,114,0007,553,195,0001,072,081,00014.2% 8,671,080,0009,190,289,000519,209,0005.6%3,522,489,0003,562,398,000 11,394,974,0009,494,585,0001,900,389,00020.0%6,813,334,0005,036,621,00059.8%53.0%2.70%7.61% 6,481,114,000 66.6%69.5% 44.0% 23 21 995,576,0001,853,478,00022 1,143,000113,833,000 7,8977,761918,920,000891,332,000 5% C1C.2.1 Nathan Yu Li 3.10(1)3.10(2)3.10A 9,067,00024(c) C3 3.21Nathan Yu Li Nathan Yu Li XVXV78352 (1)6.98%(2)100%(3)10.56%46.70%(4)23.58%20.92% XV352 XV23336 Five Seasons607.HK1,171,241,69371.62% XV23336 27603434 2410 34 P07705 1 P.O. Box 31119, Grand Pavilion, Hibiscus Way, 802 West Bay Road, Grand Cayman KY1-1205, CaymanIslands262131302 Five Seasons XVI Limited 1,635,291,0001,635,291,000 2 34 3 2 34 2410 3 161177 3 4 ••• 4 4 (i) 4 (iii) 10%15,989,00023,548,000 5 (a) (b) (c) (d) 5 5 5 10 (a) 25%25% 15% (b) 28.25%216.5% (c) 8.5%21%8.5%21% 11 12 13 1,258,807,0001,374,789,00045,618,00055,825,000 15,637,0003,497,0008,143,000664,000 14 (i) (a) 14 (i) 65,910,000,0002,000,000,000 1,025,000,0001,239,000,000214,000,000264,665,000 (c) 1,031,000890,000 14 (ii) 15 (i) 15 (i) (a) 120,000,000120,000,000100,000,000 149,400,000149,400,000124,500,000145,200,000145,200,000121,000,00011,900,00011,900,000 (ii) (i)18090180180 16 (ii)612,600,000 16 (i)(ii) 18 19 23100% 20 43%4,300,000,000 4,300,000,0006%3 4,300,000,0006%6%3 21 16,022,00024,024,0002,300,0002,672,000 22 23 24 1618