快手-W2023年中期报告

0102481024 2023 2 8 14 32 55 56 57 58 60 62 63 101 22 PO Box 309, Ugland HouseGrand Cayman, KY1–1104Cayman Islands 16 3485 96 55 520100020 0102481024 1826 www.kuaishou.com 1818107–08 183171712–1716 Maples Fund Services (Cayman) LimitedPO Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands (1) (2)EBITDA (1) 2023—605 20232021 ROI+ 202315 20233.766.7338.3%14.8%2023117.2 20232023 2023631150%202380 6BA23882023IP6IP 20234.430%2023 2023202314330.4%51.7%2023 2023ROI 2023ROI20232023 202330%20236 39% 20233C20232023 202330%202390%6 · 18+ 20231.1MAU2023 2023202390% 202316.4%100 202340%70% +2023290%20236902023100 20232023447300%202351.4% +202361,5006 20232022 20232022 202221727.9%2023277 20232022 202211030.4%2023143 20228616.4%2023100 20222161.4%202334 20232022 (1)16— 202211915.8%2023138 20232022 20229842.6%2023139202245.0%202350.2% 2022881.4%202386202240.4%202331.1% 20229561.2%2023945 2022333.9%202332 20232022113147 15202225 2023134.7%20223114.1% 20232022 20229320233026.4% 2022162023780 202212023158 202320221844 202314202231 202345202274 202315202232 20232023 2023 202325210.0%2023277 2023 20231319.8%2023143 2023937.0%2023100 20232821.0%202334 2023 (1)16— 20231352.3%2023138 2023 202311719.0%2023139202346.4%202350.2% 2023871.0%202386 9452023919 2023298.0%202332 202352202311320232023 202315202310020232023 2023134.7%20236982.8% 2023 20236302023331 20239632023309.7% 20238232023780 20231112023158 202318202314 2023142023601 20234520232752023 2023152023876 20232023202220232022 202363020233312022630 (1) 2021220236301322023331125 20236305052023331448 202364141197880827740 20234335337306 202315827587 2023630 2023630 2023630 2023630 2023630 2023630 202363023,524 9 (DION)2023630XVXV78352 (1)20236304,335,623,782765,886,662A3,569,737,120B (2)Reach BestVistra Trust (Singapore) Pte. LimitedReach Best427,119,182A350,339B 20236305,699,103B (3)Ke YongVistra Trust (Singapore) Pte. LimitedKe Yong338,767,480A43,770,873B 202363016,246,756B (4)17,925,873B (b) 2023630XVXV78352 (DION)2023630XV23336 (1)20236304,335,623,782765,886,662A3,569,737,120B (2)Tencent Mobility LimitedMorespark LimitedParallel Nebula Investment LimitedTPP Follow-on I Holding F LimitedTHL A25 LimitedTHL A6 Limited700 (3)DCM Investment Management VII, L.P.DCM Ventures China Fund (DCM VII), L.P.DCM VII L.P.DCM International VII, Ltd.DCM Investment Management VII, L.P. 2023630XV23336 20182617 7,020626,184,514363,146,799363,146,799B— 4.— 2021118 20232023623 202311250,052,70920236300 202111820231117.06A17.06B17.06C17.0717.07A17.09 20232023623 20231150,748,52520236300 2023 202361620232023616202317 2023(a)2023(b)(c) 202320236302023B433,510,19021,675,509 202349,928,350BB1.40% A10B (a)Reach Best426,401,973A1,067,548B9.86%9.86%38.01% (b)Ke Yong338,767,480A43,770,873B8.82%8.82%30.58% ABAB765,169,453BB21.43% 8A.22AA (a)8A.17(1)(2)(3)(4) (b)8A.18AA (c)A8A.18(2) (d)AB 40 2013112006122008102010120115(Google China)(Baidu, Inc.)BIDU9888 20057 39 2007820097(Hewlett-Packard)2009920112(Renren Inc.)RENN2011GIF 20077 47 2011(Tencent Holdings Limited)700(Tencent Investment)2008920105(Bertelsmann Asia Investment Fund) 201812(KE Holdings Inc.)BEKE242320159(ZhihuInc.)ZH239020131220228(Howbuy Wealth Management Co., Ltd.)83441820176202111(Missfresh Limited)MF20201220233(Fenbi Ltd.)2469 1998720045 50 2020042007201115Y Capital)(MorningsideVenture Capital)2016Neumann Advisory Hong Kong Limited9 1994719995 (Baidu, Inc.)BIDU9888201220225(ACG)BuzzLabs, Inc.2011CityGrid Media4010KDDCACM 201812020920199(iQIYI, Inc.)IQ20191020226(Trip.com)TCOM996120185201911(Uxin Limited)UXIN 20016200472007112014720185 58 2006DCM(SINA Corporation)SINA 201812(YSB Inc.)2023628988520136(China OnlineEducation Group)COE20111(Vipshop Holdings Limited)VIPS200912(Tuniu Corporation)TOUR200611(GigaCloud Technology lnc)GCT20225(QuantaSing Group Ltd)QSG201032020458(58.com Inc.)2020918WUBA 1988619936 4420235 10200512(xiaonei.com)(xiaonei.com)200610(Renren Inc.)RENN20091(taofang.com)200862010102010(Meituan)3690201510202332023320236 20017 57 15(JD.com, Inc.)JD96182013920209 20227(Tuya Inc.)TUYA2391202011(Yatsen Holding Limited)YSG 2006720139200820102011201220048200632002820047Citigroup Global Markets Inc.1997120008199910 202110202291997220026 49 20142200642013920150006162007420139 20097 3.10(1) 20235153.10(1)2023515 3.10(1) 2023630321,598,408.156,045,500B 2023576,045,500B2023692023731B6,045,500BAReachBest Developments Limited8A.212023692023731350,339A717,209AB8A.138A.15 2023630 2020 20201231F-1F-2202020,956.5F-1F-2B 2020 46,964.4 20238222023630202363012,632.9 (i)(ii)(iii) 2023630 3.213.10(2) 2023630 2023630 8A.30 8A.178A.148A.158A.188A.24 8A.35 ESG 2022ESG (i)(ii)(iii) — 2021118 x (a)(b)(c) 20231231 14A.53(1) 866.9 2023630 2023630 5610020236303434 2410 34 2023822 1 2014211POBox 309, Ugland House, Gr