腾讯控股中期报告 2023

23582223242528323489117 Ian Charles StoneCharles St Leger Searle 129 Suntera (Cayman) LimitedSuite 3204, Unit 2ABlock 3, Building DP.O. Box 1586Gardenia CourtCamana BayGrand Cayman, KY1-1100Cayman Islands Jacobus Petrus (Koos) BekkerCharles St Leger Searle Ian Charles StoneJacobus Petrus (Koos) Bekker Ian Charles Stone 183171712-1716 Ian Charles StoneCharles St Leger Searle www.tencent.com Cricket SquareHutchins Drive, P.O. Box 2681Grand Cayman KY1-1111Cayman Islands Charles St Leger SearleIan Charles Stone 70080700 33518054 Charles St Leger Searle 2 41%24%261.71520.092.7615.4862.6955.334 33%31%375.48700.863.9627.3933.8757.236 (MaaS) 11 5%2%1.151TME 1DnF VALORANTPUBG MOBILE (MaaS)MaaS 11%1,492 4%742VALORANTTripleMatch3D19%12712%3182%297 34%25030 15%486 3%78457%53% 3%342 15%128 7%300 229.9 5%836% 3%254 82%33 12453910 144%111 41%26233%375 1%1,492 6%7424%1279%3184%297 19%250618 486 4%78455%53% 7%342 4%1286%300 18%83 3%254 121391 1%26215%375 (a)EBITDAEBITDAEBITDA (b)EBITDAEBITDA (d) EBITDAEBITDA (a)(b)(c)(d)(e)SSVCPP(f)(g) 7,136.978,199.75 24,3545,8513,4703,3345% 32 6.9162% 177315 299407306315 23883434 2410 34 151617151515181920212223 2421221925 3488 3488 1 CricketSquare,Hutchins Drive, P.O. Box 2681, Grand Cayman KY1-1111, Cayman Islands 2 34 3 3 (a) 171281212 12124 12 (b) 161177 4 3(a)1230.70 12 5 6 (a) 2.821.325.186.8610 (b) 6 (b) EBITDAEBITDAEBITDA EBITDA 6 (c) 14(b) 6 (c) 6 (c) 6 (c) 29%82%29%83%0.04%7.01%0.04%7.14% 7 (a) 7 (a) 7 (a) 10% 7 (b) 7(a) 8 (a)33.4435.1713.018.93 8 (b)31.21 17.52188.2819.3622.235.6727.82 (c)14.7312.607.336.58 (d)29.9 (e)SSVCPP1.7415.6512.5125.04 9 (a) (b)160.10311.91150.10303.93132.33262.84121.91252.58 55.51113.9565.07146.43SSVCPP0.170.350.180.34 9 (c)75.87163.9166.70143.08 10.2320.2112.5526.43 (d)SSVCPP1.953.301.192.14 (e)8(d)80.171.761.810.120.17 10 11 (a)1.2817.493.5811.8713.4926.2217.3435.0913.0827.7719.3234.310.8146.475.465.39 (b)818 12 (a) (i) (ii) 16.5% 12 (a) (iii) 25% 15%10% 15% (iv) 35% 12 (a) (v) 10%10%5% 23 12 (b) (i)50% 13 (a) 13 (b) 14 (a) 2.401.60227.62152.60 (b) 9.48美团B美团美团 1,158美团美团300美团25190 16 2648 17 (a) 16 17 (b) 16 29.8233.5925.8628.853.964.74 18 2,356.132,640.90 (a)(b)8(b)(c)8 18 (a) (b) (i)23.0422.91 (ii)13.17 (c) 10.7597.436(c) 20%50%50%1,414.86205.841,423.23196.15 19 (a)8 19 (a)18(b)345.49 20% 20 20 (a) (a)18(b)(i)57.95 21 (a)(b) (b)(a) (a)18%10% (b) 30.6328.63 143.481,036.76148.481,034.10 23 23 24 0303160619090 30906090 80.3665.36 25 300 26 50,000,000,0000.00002 112,340,92679,489,557 6,440,00048,346,5007,170,00018,604,4002,500,000 27 (a) IIIIIIIV IIIIIIIIII IVIV IIIV 27 (a) (i) 27 (a) (i) IIIV 6,906,4381,176,244II260,789366.37319.39413.41340.34 27 (a) (ii) 27 (a) (iii) 132.11115.67119.1896.95 27 (b) 6,186,967 27 (b) 74,54252,000 370.43324.15358.82292.87 (c) 27 (d) (e) 89%89% (a)(a)(a)(a)(a)(a) (b)(b)(b)(a)(a)(a)(a)(a)(a) 28 (a) LIBORSOFR 112255 28 (b) 22 29 LIBORSOFR 22 29 112255 1,309.581,345.16 30 27(d) 31 66.9262.04 32 0303160619090 33 8(d) 34 35 36 (a) 36 (b) 37 2127 (a) 36.30208.935.9224.53198.5012.50 9.1026.2211.275.999.4220.2417.135.74 37 (b) 106.121.43107.551.86 12.661.1215.300.64 21.8119.59 40.8441.58 38 8(d) (a)XV78XV(b)352(c) 1.Advance Data Services Limited709,859,70095,000,0002.33,82824,1723.310,90948,3414.34,43042,9715.15,25525,1146.17,7167.9,574,017,108*+ (B) IIIIIIIVIIIIIIIIIIIVIIIV27 IV277,023,785287,638,307958,794 17,215,853 1.25%25%2.3,750,000750,000489,211260,789750,0003.373.84.IIIV5.6.7. 1.50%50% 2.33.33%33.33% 3.25%25%4.25%25%5.25%25%6.100%7.25%25%8.25%25%9.50%50%10.33.33%33.33%11.347.212.374.2513.132.1114.美 团IIIV美团15.16.1%17.2718.19. II(i)II(ii)II3%278,937,2601%92,979,08513,790,025 III(i)III(ii)III2%191,047,3171%95,523,65831,752,436 IV(i)IV(ii) IV4.5%431,457,460IV3.5%335,578,024IV0.01%958,794 IV431,457,460IV335,578,024IV958,794 156,9119,923,57374,5426,186,9676,28127 158,314 1. 2.347.2 3.375.6 371.11 5. 6. 1.2.3.378.394.367.55 5. 7.1%0.1% 8.27 10.美团美团 11.0.12% 51Advance Data Services LimitedXV238,054,300 JacobusPetrus(Koos)Bekker 70KoosM-Net/MultiChoiceMTNKoosMIHNaspersProsus N.V.Koos Charles St Leger Searle59SearleNaspers Internet ListedAssetsNaspersVKCompany LimitedMail.ruGroup LimitedNaspersSearleSearleSearleSearle 66TCLTCLTCL900,000 IanCharles Stone 72StoneCSLStoneStoneSummitHealthcare Acquisition Corp.StoneStone1,200,000 671,200,000 68100900,000 6040900,000 XV233365% 1.MIH Internet Holdings B.V.Naspers LimitedProsus N.V.MIH Internet Holdings B.V.Prosus N.V.XVNaspers LimitedProsus N.V.MIH Internet HoldingsB.V.2,449,761,400 2.AdvanceData Services Limited709,859,70095,000,000AdvanceData Services Limited 3.9,574,017,108 336 16948,346,500 26 104,503110,715 540.69567.79 B.2.2Jacobus Petrus (Koos) BekkerJaco