时代电气2024年报

中車之道 核心價值觀：正心正道,善為善成組織氛圍：陽光和諧、簡單坦誠、開放包容工作作風：由我來辦、馬上就辦、辦就辦好 十二大應用理念 產業理念：同心多元，產業報國工作理念：快樂工作，幸福生活人才理念：精其所專，貢獻為本改革理念：與時俱進，敢為人先營銷理念：客戶為尊，誠信為本研發理念：開放自強，引領創新製造理念：不折不扣，智造精品質量理念：品質驅動，用戶滿意安全理念：專業防治，環環相扣服務理念：貼身服務，快速高效風控理念：強化責任，護航發展黨建理念：培根鑄魂，深度融合 12100% CR45077.5504381191133 25262220 249 2025 2025328 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 ✔ ✔ ✔ 202412100% ✔ 11 ✔ ✔ EBITDA ✔ EBITDA559,088435,37128.42% ✔ ✔ 202420248,50611.3%202416.24.820245836212,168.772030206020241,288.81,286.634.4%35.5%20242.770.7945.2%18.0%2024 CR450RT202450%138328FAO4 IGBT7NE2024225.613.7%IGBT7.5 NE25.1510% /20GW10GWIGBT ROV 30010 ✓ ++ IPD 1. GB/T4754-2017C37(2018)232.-2.4(2018)2.-2.4 2. 20122024 7950 68IGBT6IGBTNE202413.7% IGBT20GWIGBTNE25.1 3. 1. 202412313,762 2. 2024CR450CR450792024tSafer-UC4000(TACS)82CBTC3.03WTBETBWTBETBSIL4PHMPHM11DWL-32<5ms20%50% PtFRDSiC MOSFET11m7m320kW314Ah2,500kW1,250kW215kW20MW20MWP1+P31%80~180A250~300A1,150mm5+810MWIGCT6,000ROV 202450427863,76260%38 ✔✔ 4. ✔ 1361,7922,014830 30301,58530-4030401,64340-50405065050-605060141606 ✔ 6.✔ ✔ 1. 202420243,6562,17859.57%20122024RT7950 13.7%NE20GW 2. CMMIIPDTSN20 6713,7622,3665118749392024 3. ISO9001EN15085 CL1ISO22163IATF16949CRCC20132016 2004 4. ++ 5. 4,02540.21%(47.90%) 40200520112019502020112017313450 ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ 249.0913.42%37.0321.77%2.6222.03%9.31%0.83 1. ✔ 2. ✔ 2024249.09219.6113.42% 1. 2024146.36129.0913.37%109.90102.317.41%18.9116.8512.22%11.056.5967.50%6.503.3495.02% 2. 2024101.1588.9513.71%41.1037.0211.02%25.6920.7223.96%20.3619.265.70%8.657.3318.04%5.354.6215.93% (1) 30% 2.30% 3.30% 30% (2) 2024 (3)✔ (4) (5)✔(6)✔(7)A.✔ 1,323,79853.15%937,07537.62% 5% 50%5 ✔ B.✔ 318,06020.63%198,94212.91% 5% ✔ 50%5 ✔ 3. ✔ 5.8920.08% 11.699.66% 1.462.58 26.5728.81% 4. ✔ 33.6121.45% 32.00 4.56 ✔ ✔ (1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)(13)(14)(15)(16)(17)(18) 2. ✔ (1)1,594,067,5052.46% (2)✔ 3.✔ 22 4.✔ ✔ ✔ 80,573,52847,000,00033,573,528154,076,46773,500,00080,576,467 839,267,940766,661,1969.47%572,444,420533,411,2047.32%12 1.✔ 2. ✔ 202482394,60020248242024-037 3.✔ ✔✔ (1)✔ (2)✔ 4.✔ 5.✔ 6. ✔ 202432826432,78077.7771%202432820243292024-01120241231 ✔ ✔ ✔ 20352072050 20246002024 202420GWNE202443%IDMLEM ✔ ✔ 2025 ✔ 2005926H20061220A202197 43 2024 2025220H146,897,200H1,384,098,358.21 20241H202441620241212202412164,887,300H20241219202522637,313,100H H20236272024627AHH 2024123120241231 202412312332 20241416 5(7) 20241231 20241231 20241231XVXV352C3 8 (1) (2) (4) (5)(1) (6) 200611302015201585 • •••• 20241231 (1)2024(2)2024(3) 202012A2020 2008200811200811HHH10% [1994]020HH [2014]81HH20%H [2016]127HH20%H 20241231HH 2024 202420241231 41 2024627202320242024 2022 2024(ESG) (ESG) 2024(ESG) 2025328 ✔ 2. ✔ 37ESG 2024328 2024411 2024514 2024612ESGESG2024627 2024627ESGESG 2024731 202482 2024928 20241015 202533 ✔ 4,3185,69210,0100 2024 ✔ ✔ 2024102,000IPD ✔ 12,060,28858,380.94 ✔ C1 F2.22024627 ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ 1. 10%10 5 1010% 5 9010% 2. 2012329 H1834618317MA412001 3. 1% 1%102 4. (1)(2)(3)(4)(5)(6) 1. 2024123171114 2. 4 3.13 3. 4. 5. 2019112019326 6. 7. 1. 2.3.4.5. ✔ 10208 ✔ ✔ 20246243.09D 2024 AB CAB CAB CAB C AB C AB C DAB C DAB C DAB C D AB C D ABCD ✔ ESG ESGESGESG 22024627ESG 3202437ESG 201310112019326201911 1.12.13.14.5.741636056026.7 20241231 20241231122024319.67% 22024627 120246272202461232024731 ✔ 4 ✔ () ✔ 1. 2.2023 20243282023107.8202312311,416,236,912H4,696,8001,411,540,1121,101,001,287.36202335.45%20232024882023 3.2024 202532820241010.0020252261,369,339,712868,907,512A500,432,200H,1,369,339,712.00202436.98%2024 () ✔ ✔✔✔✔✔ () ✔ ()✔ 10–101010–1,369,339,7123,702,585,914%36.98–1,369,339,712%36.98 () ✔ 3,702,585,91423,185,968,452(1)3,249,271,300.96(2)–(3)=(1)+(2)3,249,271,300.96(4)3,096,266,485%(5)=(3)/(4)104.946,887,520,368(%)10.60 ✔ ✔✔✔✔ 1.✔ 2.✔ 3.✔ ✔ 20241231 ✔ ✔ ✔ ✔ 2024 2019326201911 (i)(ii)(iii)(iv)(v)(vi) 20241231 20241231253258 2023627(i)(ii)3.05(iii)19A.13(2)622162025328 3.292024123115 2025328 14 202462720232024627 ✔ 20051959 BI ESG ESG2024ESG20243ESG202462024ESG ESG ✓ ESG ✓ 1CO275TACS1+XIGBT15 ESG ESG ✓ 2024ESGESGESG300ESG380ESGESG800ESG380ESGESGESG 950 ✓ EHS2024 1. ✓ 2024100%2024 2. ✓ 202412024+5+(POU) 3. ✓ 2024452024 4. ✓ 5. ✓ 6. ✓ 7. ✓ 2024 ✓ 1. ✓ ISO14064-1:2018120242024170,217.54 tCO2e222,838.63 tCO2e3147,378.91 tCO2e2024ISO140676 2. ✓ ISO 5000120240.0160.025 3. ✓ 100% 4. ✓ ISO 14001 Q/TEQ 1601 ✓ 1.20243MW30020001 2.12030% 3. ✓ 1SiC11/12SiC20%15%11/12SiCSiC2%30%861km/h5% +120t 320kW1+X1250kW20MW12MW1.0CE 24025% ✓ 2024 ✓