柏能集团中期报告2023

235152122242526 EMS B.B.S.J.P. B.B.S.J.P. 11125 B.B.S.J.P. 418 B.B.S.J.P. Windward 3, Regatta Office ParkP.O. Box 1350Grand Cayman KYI-1108Cayman Islands B.B.S.J.P. 88828 Ocorian Trust (Cayman) LimitedWindward 3, Regatta Office ParkP.O. Box 1350Grand Cayman KYI-1108Cayman Islands 183171712–1716 www.pcpartner.com EMS ODM/OEMZOTACInno3DManliNVIDIAAMDGPU EMSATMPOSEMS 6,607.82,432.44,175.436.8% 5,781.52,447.63,333.942.3%4,363.61,592.82,770.836.5%GPU7.7% ODM/OEM1,417.9854.8563.160.3%ODM/OEMODM/OEM EMS360.92.0358.90.6%465.417.2482.63.7% 4,450.11,607.62,842.536.1%GPU ODM/OEM2,157.7824.81,332.938.2%ODM/OEMODM/OEM 20.5%54.7% 2,424.7985.91,438.840.7%ODM/OEM NALA NALA638.01,409.6771.654.7% 939.31,181.1241.820.5%COVID EMEAI EMEAI1,159.31,592.4433.127.2% ISO9001ISO14001 ISO45001 QC080000 ISO13485RBA AMDNVIDIA —United States-Hong Kong PolicyActof 1992 GPU NvidiaGPUGPU 6,607.82,432.44,175.436.8%ODM/OEM 5,781.52,447.63,333.942.3%ODM/OEM1,592.8854.84,363.61,592.82,770.836.5%GPUGPU ODM/OEM1,417.9854.8563.160.3%ODM/OEM EMS358.9360.92.00.6% 465.417.2482.63.7% 323.71,365.81,042.176.3%7.8%20.7%ODM/OEM 77.3%12.0%89.3%131.411.3120.18.6% 5.017.812.8356.0%1.819.621.4 358.251.4306.814.3% 47.812.560.326.2% 89.7300.029.9%210.3251.199.3151.839.5%48.99.658.519.6% 1.0 9.425.835.2274.5% 40.5 20.1802.1 10.5160.2149.793.4% 20.10.0520.052802.12.0702.0680.1038.8 2,848.880.12,768.72.8% 733.625.5708.13.5% 596.410.8585.61.8%121.814.9106.912.2%4.00.54.512.5% 4,346.45,421.82,202.13,207.11.72.0 2,207.32,231.1954.61,738.71630.882.311.9%34.9% 1,260.6435.8824.834.6%1,155.8417.8738.036.1%28.95.223.718.0%75.912.863.116.9%8.2 1133110.10.30.160.0241.1133110.1190.5123.3 564.354.3% 1,237.8174.81,063.014.1%965.4166.8798.617.3%272.48.0264.42.9% 1569.621.248.430.5%83.822.461.426.7% 76.520.156.426.3%39.43.535.98.9%52.490.0 1,152.11,831.9679.837.1%6670 761.71,184.7423.035.7%4142 798.6965.4166.817.3%5141 0.3365.6 100% 28.2 4.0 2,3272,714 571XV352 3365% a)b)c)d) 1041,751,86610% 7,961,866 1. 2.2,945,0006,267,000 220%280% 0.1038,788,0000.80310,147,000 183171712–1716 C.2.1D.2.5 C.2.1 D.2.5 1. 34 2. (a)12812 2. (a) 1212 8 12 1212 (b)2022 2. (b) —— —119.93(a) —2 19128 3. 4. (a) 4. 4. (a) (b) 10% 5. 43,846,000162,053,000 15121 20222,832,000 7. 8. 9. 58/99/M212 20177 9. 8.25%216.5%216.5%2150% 15%15%25%25% 10. 0.100.8038,788,000310,147,000 11. 12. 28,192,000387,752,00072,0001,500,0001,000483,000 13. (a) (b) 23,693,00028,918,000 13. (b) (c)2,470,0002,460,000 (d)289,515,000302,943,000124(j) 15. 15. 16. 16. (i)0.8%2.5%0.8%2.5% (ii)365,627,000369,790,000188,759,000192,637,000 (iii)337,000336,000 (iv) 17. 18. 19. 20. (a) A14A.76(1)A (b)6,188,00062,358,000 21. 21. 21. (a) (a) (b)45,016,00062,944,000 21. (b) Dreamscape Immersive Inc.4.514.5143.42%43.42%4.42%4.42% 1435,000366,000