微盟集团2023年中期报告

(Incorporated in the Cayman Islands with limited liability)（於開曼群島註冊成立之有限公司）Stock Code股份代號: 2013WEIMOB INC.微盟集團* Interim Report中期報告2023 4 5 11 26 39 41 43 45 47 101 127 202358 1826 (FCG, HKFCG) 53 290 1768 22 Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands P.O. Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 183171712-1716 258 2013 18272701 www.weimob.com 2023 2023AIWAIWOS2023 202312.1034.5%5.9836.6%20238.160.9375.9%2.5455.2%20222023630202020210.86926.13 20236307.0621.4%3%100,0920.5%26%7,0475.0458.3%51.3%40,4944.6%12,452202369.8866.1% 20233.1232%45%44%202350%202570% 20271001,000 AIWAIAIAI+SaaS3994767601,165 AppleAds Google Ads3003C 5002022INTopDigital202320232023 2023 2023 SaaS7.0621.4%3%100,0920.5%26%7,047 20236303.1232%44%6,4281,22322.4 22%40%2023258% 3212% 202352,000100%12,449,053.7425.6757% GMV6.8363%GMV7,00220236GMV125% CRMSaaS107,1788,0082023AIWOS AILLM(Large Language Model)20235AIWAI2.0OneCRMSaaSWAI2023618WAISaaSWAI63%400%257%243% 5.0458.3%51.3%40,4944.6%12,452202369.8866.1% 2023TSO 5,000 20233.2GMV5.7GMV9.27GMV1,00035GoogleMetaTikTok3003C45% 2023 1 2AI+SaaSAI+SaaSWAIWAIWAI 3WOSWOSWOS 4 2023AIGC2023AI 2023202263020232022630 (1) (2) (1)100%(2)100%(3)100%(4)100% 20232022630899.634.5%20236301,209.6 SaaSERPERPPaaS2023520100%25.6757%20236 2022630581.121.4%2023630705.420226305,60820236307,047 2022630561.624.1%2023630696.8 TSO 20226304,208.120236306,987.8202263026,770202363040,4942023 TSO2022630318.558.3%2023630504.2 2022630301.930.3%2023630393.3TSO 2022630227.94.9%2023630239.02022 202263074.0108.5%2023630154.3(i)50.4(ii) TSO32.5 2022630597.736.6%2023630816.3 202263066.4%202363067.5% 202263060.8%202363066.1% 202263076.8%202363069.4%86%75% 2022630782.97.8%2023630844.1(i)202263098.72023630268.0(ii)2022528.5440.4(iii)38.829.2(iv)SEM38.023.3 2022630543.730.1%2023630380.0165.4 2022630469.432.0%2023630319.220222,11020231,571 202363039.3 202263038.4202363050.5 2022630120.2202363011.3(i)202363040.72022136.5(ii)66.5112.357.5 2022630630.62023630385.3 202363080.0 20226309.1202363020.9 20236301.2 20236304.8 202363031.2 2023630469.62022630658.8 (1)2.311.68.1 20236302,613.4 20236301,658.9 (i)(ii) 2023630 2023630404.3 2023630 2023630 20236305,7041,6971,471 2023630C.2.1 C.2.1 2023630 2023630 202358202358 13.51B(1) 20236302022629 202363020235152020520202023515202018,809,7902020202020202023524 2023630202173.468.2202124.5% 2023630 2021 202167300,000,0002021202152416.0621.0020212021110,914,28520213002021293.6202120212023202120.57 20212021202168 2021(i)SaaS(ii)2021(i)2021(ii)2021(iii)2021 202363020212023630202173.468.2202124.5%2021202363021.002021 (1)(2)Yomi.sunHolding LimitedYoumiInvestment LimitedYoumiInvestment LimitedYoumi TrustCantrust (Far East)LimitedYoumiTrustYoumiTrustYomi.sunHolding LimitedCantrust (Far East) LimitedYoumi Investment LimitedYomi.sun Holding Limited(3)Jeff.Fang Holding Limited(4)Alter.You Holding LimitedFount Investment LimitedFount Investment LimitedFountTrustInfiniti Trust(Asia)LimitedFountTrustFountTrustAlter.YouHolding LimitedInfiniti Trust (Asia) LimitedFount Investment LimitedAlter.You Holding Limited 20236302021 202120211% 202120215252021672021682023522 2023 20231620231132023113248,000,00020232023157.026.4120231,589.720231,568.7202120212023 202320232023 202120212023 20216156,000,00020212,315.620236302,041.82023630 202162021293.62023630146.82023630 2023120231,568.72023630741.82023630 2023630XVXV78352 (1)Yomi.sun Holding LimitedSun SPVSun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumi TrustSun SPVCantrust (Far East) LimitedYoumi InvestmentLimitedSun SPV (2) (3)Jeff.Fang Holding LimitedFang SPVFang SPV (4)Alter.YouHolding LimitedYouSPVYou SPVFount Investment LimitedFount Investment LimitedFountTrustInfiniti Trust(Asia)LimitedFountTrustFount TrustYou SPVInfiniti Trust (Asia) LimitedFount InvestmentLimitedYou SPV 2023630XVXV78352 2023630XV23336 1.Sun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumiTrustSunSPVCantrust(FarEast) LimitedYoumi Investment LimitedSun SPV2.Tencent Mobility LimitedTHL H LimitedTencent Mobility Limited84,306,000THL H Limited122,220,0003.JPMorgan Chase & Co. 2023630XV23336 2018 20182018201871201820182018F. 2018 2 0 2 152 82 0 1 81,900,00020182018 2023630201870,495,00020236302.52%201870,033,0002018 20231120236302018162,000 20182018 2018 1.172.202363020183.2023630 2020 202020202020525202062920202023621202020202020525202353020205282023531 2020 20201015202020,620,000252202020202020270,000 2 0 2 152 82 0 2 016,316,000379202020202020161,500 20211220202015,651,00040620202020202030,000 2 0 2 3442 0 2 021,576,50071920202020202030,000 1.2023444.612.20236303.202363020204.0.79%5.20231120207,814,30020236302020279,459,49920202023112023630202027,945,949 (i)(i