Core Viewpoint - The company has achieved significant milestones in patent acquisition and standard-setting, indicating strong innovation capabilities and industry influence [1] Group 1: Patent Achievements - As of June 30, 2025, the company has obtained a total of 3,654 patent authorizations, including 2,473 invention patents [1] - The company has actively participated in the formulation of 51 international standards and 198 domestic standards, which include national, industry, and group standards [1] Group 2: Project Approvals and Awards - The company has been approved for 49 national-level projects, of which 39 are part of the National Key R&D Program [1] - The company has received multiple prestigious awards, including national and provincial science and technology progress awards, as well as various industry-specific awards [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，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].

Group 1 - The combustible ice concept sector rose by 3.86%, ranking second among concept sectors, with 10 stocks increasing, including DeSheng Co., which hit the daily limit, and ShenKong Co. and Petrochemical Machinery also reaching the limit [1] - Leading stocks in the combustible ice sector included QianNeng HengXin, HaiMo Technology, and XinJin Power, which rose by 3.63%, 3.57%, and 2.21% respectively [1] - The stocks with the largest declines included NanSteel Co., Guangzhou Development, and China International Marine Containers, which fell by 0.58%, 0.14%, and 0.12% respectively [1] Group 2 - The combustible ice sector saw a net inflow of 305 million yuan from main funds today, with six stocks receiving net inflows, and five stocks exceeding 10 million yuan in net inflow [2] - ShenKong Co. led the net inflow with 161 million yuan, followed by China Petroleum & Chemical Corporation, Petrochemical Machinery, and DeSheng Co. with net inflows of 65.33 million yuan, 51.01 million yuan, and 42.43 million yuan respectively [2] - The net inflow ratios for ShenKong Co., Petrochemical Machinery, and DeSheng Co. were 44.51%, 24.72%, and 17.80% respectively [3] Group 3 - The top stocks in the combustible ice sector based on net inflow included ShenKong Co. with a daily increase of 10.04% and a turnover rate of 10.98%, followed by Petrochemical Machinery with a 10.03% increase and a turnover rate of 3.25% [3] - Other notable stocks included China Petroleum & Chemical Corporation, which increased by 1.11% with a turnover rate of 0.15%, and DeSheng Co., which increased by 19.98% with a turnover rate of 8.25% [3] - Stocks with declines included NanSteel Co. with a decrease of 0.58% and a turnover rate of 0.50%, and Guangzhou Development with a decrease of 0.14% and a turnover rate of 0.76% [4]

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]