中国高速传动2025中期报告

2 4 5 24 31 41 42 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 9,978,981,00010,159,694,0001.8%18.6%13.3%5.3136,061,000528,733,0000.0830.323(i)(ii) 1. 13.6MW-20MWStanGearTMNGCWinGearTMGearSightIoT GE VernovaSiemens Energy Wind Power SuzlonAdaniNordex accionaEnercon 3,377,985,0008,867,412,0005,489,427,00061.5% 2. 935,261,0001,158,771,00019.3% 3. AlstomISO/TS 22163CRCCIRIS 175,716,000135,792,00029.4% 1,181,640,000985,961,00019.8%11.8%9.7%2.1 AAA20245G 1,058294ISO 1328ISO 6336863(CIMS)ISO 9001:2015ISO 14001:2015ISO 45001:2018ISO 10012:2003ISO 50001:2018GB/T 23001-2017(AAA)ISO/IEC 17025:2017 CNASTPGGearSightCMMI-3Windpower MonthlyAPQP4Wind (CCS)(CGC)(CQC)(TÜV)DNV ULCEETLCE(MA)ATEX CUTR GOSTAPIQ1ISO/TS 22163CRCCIRIS2025-2024ISO 14064ISO 14067 66.055.3% 60,000 1.8%9,978,981,000 18.6%13.3%5.31,852,086,0001,354,468,00036.7% 157,888,000164,461,0004.0% 396,199,00020,807,000 305,682,000224,312,00036.3%3.1%2.2%0.9 297,208,000287,906,0003.2%3.0%2.8%0.2 451,528,000410,115,00010.1%4.5%4.0%0.5 8 9 , 8 8 0 , 0 0 0809,454,00013,398,00076,482,000 187,748,000401,135,00053.2%(i)129,000,000(ii) 8,305,176,0008,400,086,00038,635,484,00037,709,287,000926,197,0002.5%25,576,572,00024,186,756,0005.7%13,058,912,00013,522,531,0003.4% 25,793,742,00025,150,002,000643,740,0002.6%18,239,131,00018,152,973,0000.5%7,554,611,0006,997,029,0008.0% 7,337,441,0006,033,783,0001,303,658,00021.6% 7,248,677,0006,684,984,000563,693,0008.4%3,296,512,0002,810,765,000 9,504,487,0009,166,345,000338,142,0003.7%4,163,025,0004,237,783,00043.8%46.2%2.3%4.45% 7,337,441,000 66.7%66.8% 41.6% 22 20 494,056,000633,141,00021 41,631,0001,143,000 8,1077,897941,656,000918,920,000 5% 16243,188,981,0003,450,531,0003,188,981,0003,450,531,000540,998,000 EPC EPCEPC467,760,000297,212,000997,721,000994,052,000 EPCEPC EPCEPCEPC 15423,300,000423,300,000 34 EPC EPCEPCEPCEPC EPC 423 (a) (b)EPC(i)(ii) (c) C1C.2.1 Nathan Yu Li 3.10(1)3.10(2)3.10A 13.51B(1) 7,596,00023(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%(5)15.84%4.21% XV352 XV23336 (1)Five SeasonsFive Seasons III LimitedFive SeasonsFive SeasonsFive Seasons III Limited607.HKFiveSeasonsFive Seasons III Limited1,171,241,69371.62% XV23336 1131 3668 343434 2400240034 2400 16243,188,981,0003,450,531,0003,188,981,0003,450,531,000540,998,000 EPC EPCEPC467,760,000297,212,000997,721,000994,052,000 EPCEPC EPC EPCEPCEPC 15423,300,000423,300,000 34 P05029 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 2400 3 21 4 • • • 4 (i) 4 (ii) (iii) 10%3,545,00015,989,000 5 (a) (b) (c) (d) 5 10 (a) 25%25% 15% (b) 28.25%216.5% (c) 8.5%25%8.5%21% 11 12 13 405,473,0001,258,807,00045,618,000 3,260,00015,637,0002,031,0008,143,000 14 (i) (a) 14 (i) 65,910,000,0002,000,000,000 1,310,000,0001,269,000,00041,000,000214,000,000 (c) 4,996,0001,031,000 14 (ii) 15 (i) 15 (i) (a) 120,000,000120,000,000100,000,000 149,400,000149,400,000124,500,000423,300,00011,900,000 (ii) (i)180 16 (ii)612,600,000 (iii)250,000,0003%5 250,000,000250,000,000250,000,000 (iv) 16 18 19 19 22100% 20 8,028,0001,928,000 21 22 23 (a)(b)1618(c) 24 133 8% 3,188,981,0003,450,531,000 6,639,512,000