远大住工2023中期报告

Changsha Broad Homes Industrial Group Co., Ltd. 2163 2023 9 38 51 52 54 PC-CPS 1996PC 2019116H2163 ACG, HKACG • 248 131 H 183171712-1716 ir@bhome.com.cn www.bhome.com.cn HH2163H 2019116 1. 2. 3. 2023630 2022630959.62.1%2023630939.2 PC2022630893.58.6%2023630817.1 202263037.420.4%202363029.8 EPC202363091.7 2022630182.915.7%2023630211.6202263019.1%202363022.5% 2022630162.976.6%202363038.2 2022630331.068.3%2023630105.0 2022630178.077.1%2023630315.3 4. 2023630 PC2022630967.553.0%20236301,480.3 EPC2022630150.050.1%2023630225.2 2022630131.99.6%2023630144.6 PC20226304,720.95.8%20236304,993.3 EPC2022630150.085.1%2023630277.6 2022630150.676.3%2023630265.5 PC PC202263036.93.0%202363035.8PC202263039.23.3%202363037.9 202263035.4%202363037.5% 1. 2023EPC PC1.7877.1%3.153PC53%EPC50.1% PC PC2022630893.58.6%2023630817.1202263093.1%202363086.9%PC2022630174.82.4%2023630178.9202263019.6%202363021.9% PC PC202263028.797.7%20236300.6 202263037.420.4%202363029.8 EPC EPC202363091.7 2023630615920236308 PCEPC+AICPS+ 1,2009%580 2,000 PCEPC PC PC PCPC2023 EPC EPC20233 EPC 2023680%70%30%-50%++500 2023728 582023 PC50 EPC-CPS EPC-CPS 1.08EPC7243,821.0441,08632%36%5.45%EPC EPC-CPSEPCEPC 2023EPC 2. 2023630620226306 2022630959.62.1%2023630939.2 PC2022630893.58.6%2023630817.1202263093.1%202363086.9%(i)(ii) PC202263028.797.7%20236300.620226303.0%20236300.1%PC 202263037.420.4%202363029.820226303.9%20236303.2% EPC202363091.7 2022630776.86.3%2023630727.7 PC2022630718.711.2%2023630638.1(i)(ii) PC202263021.197.9%20236300.4 202263036.919.2%202363029.8 EPC202363059.3 2022630182.915.7%2023630211.6202263019.1%202363022.5% PC2022630174.82.4%2023630178.9202263019.6%202363021.9%(i)(ii) PC20226307.697.4%20236300.2202263026.4%202363030.7% 20226300.5108.9%2023630-0.0420226301.3%2023630-0.1%(i)(ii) EPC202363032.5202363035.4% 202363015.220226301.2 202263016.951.3%20236308.3 2022630118.611.7%2023630104.612.4%11.1% 2022630191.238.1%2023630118.319.9%12.6%(i)(ii) 202263083.56.7%202363077.92023630202263050.254.127.729.435.6%35.2%EPC 202263062.59.1%202363056.8 202363010.3202263099.7 201820182019 52(i)24(ii)22202363044.5(iii)6202363054.8 202263017.475.3%20236304.3 2023630202263012.1 20236304.22022630 20236308.720226309.3 2022630331.068.3%2023630105.0 3. 2023630208.42022630347.2 2023630315.3113.7(i)145.83.22.856.84.34.210.32.015.26.5(ii)8.2126.689.71.726.512.1 2023630104.6(i)140.6(ii)13.3(iii)0.2(iv)26.5(v)1.0(vi)16.3(vii)5.7 2023630361.4(i)854.3(ii)1.2(iii)1,112.6(iv)69.1(v)35.2 20236301,511.2202212311,207.4(i)20236301,773.4(ii)2023630315.312(iii)PC(iv)(v) 2023630202212313,538.23,456.881.420236305,426.91,773.4 (1) 202363020221231 (2) 2023630 0%-4.60%3.35%-5.16% 2022630392.02023630154.1 202363020221231274.6312.9 2023630 2023630 2023630 20236302,39620231-62022630205.117.1%2023630170.0 2021 2021928202110222021 1,000H2021202376700H202376020211506,350,382H2023761.30% 2021H 6,350,382 14AHH14A.73(6)14A.952021 20212021928202110620221230202376 4. 5. (1)(2)(3)(4)(5)(6) (1)(2)(3)(4)(5)(6)(7)20236302023630180365 20226300.920236300.7 20226300.920236300.6 202263082.5%2023630108.2% 2022630-6.9%2023630-2.3% 20226 30-16.6%20236 30-6.4% 20226 30-4.420236 30-1.0 6. 7. 20226305422023630536 8. 20236302,089.23.95%4.60%1,448.93.35%5.16% 9. 2023630 10. 11. 2023761506,350,382H202376 20236306 202383120236306 20236306 13.51B(1) 13.51B(1) 202363062021H H2019116122,035,400H167,400H9.681.0020191152019112820214202021113020211224202142020211130H202376202376H4101,111.720236306.01 2023630 2023630XVXV78352 (1)(www.hkexnews.hk)(2)91,776,66018,600,0009,101,8005,136,00066%0.3%46.75%99.33%XV(3)2,950,500HXV2,950,500H(4)(5)5,136,000XV5,136,000(6)3,876,000HXV3,876,000H(7)25,404,000XV 2023630XVXV78352 2023630618 2023630XV23336 (1)(www.hkexnews.hk)(2)336(3)91,776,6609,101,8005,136,00066%0.3%46.75%99.33%XV(4)(5)(6)5,000,0005,000,000100%5,000,0005,000,000(7)UBS AG30,541,820HUBS Switzerland AG32,399HUBS Group AGUBS AGUBSSwitzerland AG100%UBS Group AGUBS AG30,541,820HUBS Switzerland AG32,399H (8)OceanLink Partners Fund12,200,782HOLP Capital Management LimitedOceanLink Partners Fund,LPCassini Partners, L.P.RCWL Inc.OLP Capital Management Limited35%Li RichardRCWL Inc.100%OLP Capital Management Limited35%Li RichardRCWL Inc.20,140,200HOLP Capital Management Limited20,140,200H (9)SHEN Di FanOLP Capital Management Limited65%SHEN Di FanOLP Capital Management Limited20,140,200H (10)2023426202361974,000,000HH2023426202361974,000,000H69.67%74,000,000H 2023630XV23336 478020236303434 2410 202363034 1082023831 2023630 2023630 2023630 2023630 2023630 2023630 2023630 1 2006430248 PCPC H2019116 2 342023831 2023630104,99420236301,511,154 •20236301,773,412 •2023630315,32212•PC••2023 2 20236302023630 202220233 34 2022 2410 3 •17•8•12•12 4 (i)PC(ii)PC(iii)(iv) (a) 4 (b) EBITEBIT 4 5 6 (a) * 6 (b) 7 8 102,78020226 30327,667477,54