中电科蓝天科技股份有限公司董事长、党委书记郑宏宇女士 ——中电科蓝天科技股份有限公司首次公开发行股票并在科创板上市网上投资者交流会精彩回放 出席嘉宾 中电科蓝天科技股份有限公司总经理朱立宏先生 中电科蓝天科技股份有限公司总会计师、财务负责人张汇军先生 中电科蓝天科技股份有限公司董事会秘书王祎先生 中信建投证券股份有限公司项目负责人张恒征先生 中信建投证券股份有限公司保荐代表人郝智伟先生 中信建投证券股份有限公司保荐代表人李诗昀女士 中电科蓝天科技股份有限公司 董事长、党委书记郑宏宇女士致辞 尊敬的各位投资者、各位网友： 大家好！ 今天，我们怀着无比诚挚的心情，相聚在网上路演平台，与各位投资者和网友深入交流。首先，我谨代 表公司全体员工，向长期以来关心、支持电科蓝天发展的各级领导、合作伙伴、投资者及社会各界朋 友，表示最衷心的感谢！向参与本次网上路演的各位嘉宾和朋友，致以最热烈的欢迎！ 电科蓝天坚持以"先进电源服务国家，绿色能源造福人类"为宗旨，以"引领电能源技术及产业发展"为主 责，在电能源领域深耕数十年，致力于成为先进电能源系统解决方案和核心产品的供应商。公司主要从 事电能源产品及系统的研发、生产、销售及服 ...

Core Viewpoint - The gradual recovery of industrial product prices and the implementation of domestic demand expansion policies are expected to maintain a positive trend in domestic demand, leading to a slight recovery in the profit growth of large-scale industrial enterprises in the second half of the year, influenced by a low base from the previous year [1][3]. Group 1: Industrial Profit Trends - In the first five months, the total profit of large-scale industrial enterprises reached 27,204.3 billion yuan, an increase of 6,034.1 billion yuan compared to the first four months, but a year-on-year decline of 1.1% [1]. - The profit of large-scale industrial enterprises in May alone saw a year-on-year decline of 9.1% [1]. - Despite the decline in profit, the gross profit and revenue of industrial enterprises continued to grow, with gross profit increasing by 1.1% year-on-year, contributing to a 3 percentage point increase in overall profit [1]. Group 2: Sector Performance - The equipment manufacturing sector showed strong performance, with profits increasing by 7.2% year-on-year, contributing 2.4 percentage points to the overall profit of large-scale industrial enterprises [2]. - Among the eight industries in equipment manufacturing, seven reported profit growth, with significant increases in the electronics, electrical machinery, and general equipment sectors, achieving year-on-year growth rates of 11.9%, 11.6%, and 10.6% respectively [2]. - The aerospace, aviation, and maritime industries experienced rapid growth, with profits increasing by 56.0% year-on-year, and the shipbuilding and related equipment manufacturing sector saw an impressive profit growth of 85% [2]. Group 3: Policy Impact and Future Outlook - The implementation of "two new" policies has effectively stimulated domestic demand, leading to positive profit performance in related industries [3]. - The general and specialized equipment sectors benefited from large-scale equipment renewal policies, with profits increasing by 10.6% and 7.1% year-on-year, respectively, contributing 0.6 percentage points to the overall profit growth [3]. - The outlook for the next phase suggests that with ongoing recovery in market conditions and industrial product prices, along with strengthened domestic demand policies, the profit growth of large-scale industrial enterprises may show slight recovery in the second half of the year [3].

Group 1 - The total profit of industrial enterprises in China reached 2.7 trillion yuan in the first five months of this year, with a year-on-year decline of 1.1% [1] - The revenue of industrial enterprises above designated size was 54.76 trillion yuan, showing a year-on-year growth of 2.7%, indicating a sustained growth trend in industrial revenue [1] - The equipment manufacturing industry maintained a high level of profitability, with profits increasing by 7.2% year-on-year in the first five months [3] Group 2 - The aerospace, aviation, and maritime industries experienced rapid growth, leading to a 56.0% year-on-year increase in profits for the railway, shipping, and aerospace sectors [5] - Specific industries such as aircraft manufacturing, spacecraft and launch vehicle manufacturing, and shipbuilding saw profit increases of 120.7%, 28.6%, and 85.0% respectively [5] Group 3 - The integration of technological and industrial innovation is enhancing the technical content of industrial products, with a continuous release of market demand for smart, green, and high-quality products, contributing to profit growth for related enterprises [7] - Proactive macroeconomic policies are expected to support stable industrial economic operations and create favorable conditions for improving industrial enterprise profitability [7] Group 4 - The total revenue of China's cultural industry reached 19.1423 trillion yuan in 2024, marking a year-on-year growth of 7.1% [13] - The profit of the cultural industry totaled 1.7737 trillion yuan, an increase of 1.291 trillion yuan, reflecting a 7.9% growth [13]