Group 1 - The core viewpoint of the article highlights that the company, Times Electric, has a diverse application of its power semiconductor devices across various sectors including power distribution, rail transportation, renewable energy generation, new energy vehicles, and industrial applications [1]

证券日报网讯时代电气10月20日在互动平台回答投资者提问时表示，截至2025年6月30日，公司在境内 外累计获得专利授权数量3，654件，其中发明专利2，473件；累计主持和参与制定国际标准51项、国内 标准198项(含国家标准，行业标准和团体标准)；公司累计获批国家级项目49项(其中国家重点研发计划 专项39项)，先后获得国家及省部级科技进步奖、中国电工技术学会科学技术奖、中国机械工业科学技 术奖、中国铁道学会科学技术奖、中国质量奖等多项重要奖项。 ...

证券日报网讯时代电气10月20日在互动平台回答投资者提问时表示，中车时代半导体公司2025年上半年 营业收入约24.40亿元，净利润约4.42亿元。宜兴产线在2025年6月底芯片线已经达成设计产能，第三季 度以来，宜兴芯片产线持续满产，配套模块产能正在爬坡，但受设备折旧和中低压领域竞争加剧影响， 宜兴线2025年实现年度盈利难度较大。 ...

证券日报网讯时代电气10月20日在互动平台回答投资者提问时表示，公司基于第八代逆导IGBT芯片的 模块产品已经在汽车领域实现量产应用，在工业控制、新能源发电等领域加速推广。当前公司SiC第四 代沟槽栅产品已完成设计定型，达到行业先进水平，第五代SiC技术也已完成布局。 ...

Group 1 - The company, Times Electric, reported that it ranks second in the industry for passenger car power module installation volume in the first half of 2025, according to NE Times statistics [1] - The installation volume has increased by 31.5% year-on-year, indicating strong growth in the company's performance [1] - The market share of the company has reached 13.6%, reflecting its competitive position in the market [1]

Core Viewpoint - The company is enhancing collaboration with its leading domestic partner in energy storage integration, leveraging its advantages in IGBT supply and domestic capabilities to expand its market presence in the energy storage PCS sector [1] Group 1: Company Strategy - The company is focusing on strengthening its collaboration with Zhuzhou, the top-ranked domestic energy storage integration business [1] - It aims to utilize its self-developed IGBT supply advantages and domestic production capabilities to create differentiated technological advantages in high-voltage PCS [1] - The company is also leveraging the cooperation established by CRRC New Energy with state-owned power generation groups to accelerate comprehensive collaboration with system integrators [1] Group 2: Market Expansion - The company is committed to fully exploring the energy storage PCS market [1]

Group 1 - The core viewpoint of the article is that Times Electric has reported an increase in its gross profit margin for the first half of 2025, reaching 32.01%, which is an increase of 4.40 percentage points compared to the same period last year [1] - The growth in gross profit margin is attributed to improvements in both the rail transit equipment business and the emerging equipment business [1]

Core Viewpoint - The company is positioned as a "cornerstone" in the new power system construction led by flexible direct current (DC) technology, emphasizing its role beyond just being a component supplier to being a core technology provider for system manufacturers [1]. Company Positioning - The company has been deeply involved in the power transmission and distribution sector for nearly 20 years, having participated in over 40 domestic and international ultra-high voltage direct current and flexible direct current transmission projects, showcasing extensive project experience [1]. - The company holds approximately 50% market share in the domestic power transmission and distribution sector, competing alongside international peers [1]. Product and Strategy Development - The company offers a wide range of products and complete solutions, with plans to continue developing higher capacity, high power density, and highly reliable products based on the needs of the power grid and energy application sectors [1].

格隆汇10月20日丨时代电气(688187.SH)在互动平台表示，公司目前没有批量供应电源转换模块给服务 器或数据中心使用，也没有给英伟达提供任何产品。公司工业变流产品中的中央空调变流器可用于数据 中心领域。 ...

Core Viewpoint - The company has successfully achieved mass production of its eighth-generation reverse IGBT chip modules in the automotive sector, with accelerated promotion in industrial control and renewable energy generation fields [1] Group 1 - The company's fourth-generation SiC trench gate products have completed design finalization and reached an industry-leading level [1] - The fifth-generation SiC technology has also been fully laid out by the company [1]