信达国际控股2023中期报告

目 錄 2 9 15 17 18 19 21 22 24 20232023(SVB)235255CPI4.0%1161520232023PCE3.9%33.6%2024PCE2.6% 0.4%0.6%3.4%12.8%3.8%31.7% 2350Stoxx 5014%16%1% JPM7.6%MarkitiBoxx1.6%Markit iBoxxMarkit iBoxx8%26.1% 202363.8%3.8%8.2%GDP5.5%GDP6.3%0.8%67101.9%20228MLF102.65%SLF711015LPR10 A1112.6%9,4273.4%53,418573,2022.2%3.7%(CNY)(CNH)67.26887.28575.2%5.5%4.9%4.7% 2023GDP2.7%GDP1.5%462.9%31.1% 20233.1%122,700518,0444.4%18,9166,4247.8%4.2%3,9119.1%5.3%61,0001,15516.4% IPO33IPO22.2%1789.9% 20238827.4%28.2%300 2023283,9476,97320226,5257%5,86720226,63112%1,47020221,4164%36420221,52276%4%3,13120223,3858%62% 1,57520221,850185%64920223,5172820223,947 202363,22220223,1044%11%1,84320221,655 1,57520221,850 IPO150177.8197.310%IPOIPO5.1472%4591,08158%8232022545 202363018,91619,7818654.37%1,1551,38316.49%2,4312,14712%1,00420221,6641,14320227676102022653 20232023756202320245.64.630.50.3 2023IPOA 202321IPOH 202363015.383.12023630 20236 3010252509111202363064(a) 2023630620226306 20236 30571XV35210 20236 30336XV23 2023630XV23336 20236306 20167 7300,000,00020215 28(i)50%(ii)50% 20236 30 201710 25300,000,0002023821 •60105950%135950% •50% 20236 30166,600,000 20186 27150,000,000202343 20236 30143,000,000 20189 7200,000,000 20236 30 20206 15300,000,000(i)50%(ii)50%(iii)50%202333 20206 26250,000,0002018518250,000,000(i)51%(ii)51%2023626 20209 24120,000,000(i)50%(ii)50% 20236 30 202221040,000,000(i)50%(ii)50%(iii)50% 20236 30 14 20231 12023630 1020236306 13.51(2)13.51B(1) •2023515•2023713•2023811 202363062410 20238 29 1768202363063434 34 2410 34 2022630620226306202281920221231202212312023313 20238 29P06391 20236306 20236306 20236 30 20236 30 20236306 20236306 20236306 1 342023829 20221231 2022 2 20236306202212 31 202311 17172020102022281212 20231 1 2 (a)171720201020222 174 17 171717 (b)8 8202311 2 (c)12 12202311 (d)12 12202311 3 3 3 8 1. 2.3. 3 20236306 3 20226306 3 3 3 (i)(ii) 4 (a) 4 4 (c) 5 16.5% 25% 6 2022630620211231212,824,000 202363062022 7 (a) 276,0002022630639,469,000641,205,60020226306641,205,600 (b) 8 9 10 (a) 10 (a) (a)202363018,000,0002022123118,000,00027.59%2022 12 3127.59%20236 30202212312023630283,081,00020221231277,758,00017%2022123117%202363065,323,0002022630614,151,00020226306107,014,000(b)2023630CPHL79,803,0002022123177,079,00020236306CPHL2,724,000202263064,436,000(c)CPIAR FundCPIAR FundCPIAR Fund2023630CPIAR Fund77,688,000202212 3175,481,00020236306CPIAR Fund2,207,0002022630615,038,000(d)2023630CIIH1,416,000202212 31427,00020236306CIIH989,00020226 3061,302,000 (b) 20226306578,000 20236 3020221231 3,289,00020226 3063,874,00020236 3024,707,000202212 3121,418,000 13 (a)2,106,000202212 312,300,00020226 306202212313,373,00030 (b)2320236309,779,000202212 3111,903,000 (c)0.01202212 310.01 13 (d)813202212 31813 20236301,305,984,000202212 311,128,797,000 140%202363020221231 20236 3068%202212 3164% 118,00020226306129,000202363013,302,000202212 3113,184,000 (e)12 S E O C HHKFECC2023630SEOCHHKFECC7,316,000202212 315,850,0006,772,000202212 315,890,000 13 (f) 13 202212 31 13 (f) 20236 3020221231 20236 3012,300,000202212 3112,165,00012,000,0002022123112,000,000200,000,000202212 31200,000,000 2023630436,531,000202212 31674,159,000 20236 300.014.2202212 310.010.5 30 23 16 (a)20236 302022 20236 301,538,000,000202212 312,088,000,000 200,000,000202212 31200,000,00012,000,0002022123112,000,000 1,382,000,000202212 311,932,000,00050%51% 20236 30309,600,000202212 31378,300,000202212 3111,500,00089,700,000 20236 3020221231 16 (b)16,388,000127,827,000202212 318,857,00069,088,000202212 31202212 312023630157,037,000202212 3183,642,000 17 17 202363018.29%202212 3111.98% 18 202212312.510,000,0002023421 19 20236 3020221231262022123126 20 202363020221231200,000,000202212 31200,000,000200,000,000202212 31200,000,0002023630202212 31 2023630202212 31 21 (a) (b) 2 0 2 363 045,762,000202212 3148,022,000 22 (a) (a) 20236 302022123112 22 (a) (a) 20236 30202212311112 (b) 22 (a) (b) 13(d) 2023630202212 3120236 30202212 31 22 (a) (b) B+202363099%2022123198%B+1%202212 311% 13 11 22 (a) (c) (b) 22 (b) (a)(b)20236301,333,000OTC 20226306 22 (b) 23 (a)202320226306(b)202320226306(c)202320226306(d)202320226306(e)20236306(f)202363020221231 24