中国服饰控股中期报告2023

2023 ʕ਷ུછٰϞࠢʮ̡ 3 5 19 26 29 30 32 One Nexus WayCamana BayGrand CaymanKY1-9005 12259 9131303 www.cohl.hk 1617 • 1.3,282,916,0003,282,916,0002.3.x1804.x1805.x180 ʕ਷ུછٰϞࠢʮ̡ COVID-192.5%3.05.5%0.7%8.98.2%11.8% 7.9121.6113.773.85.768.1 113.7121.67.96.5% 100.65.695.05.6%83.6%82.7%25815938.4%36.71.538.24.1% 7.62.65.034.2%4.4%6.3%4035 13.40.313.72.2%12.0%11.0% (i)2.12.04.195.2% (ii)2.70.93.633.3%(iii)6.62.34.334.8%(iv)2.00.31.715.0% 64.38.873.113.7%52.9%64.3% 45.83.442.47.4% 75.84.571.35.9%62.7%62.3% 6.02.98.948.3%2.21.0 94.79.585.210.0% 32.95.227.715.8% 31.431.2 1.21.7 ʕ਷ུછٰϞࠢʮ̡ 8.27.7 23.41.625.06.8%1.0 (i)5.03.02.4Artful Dodger8.51.91.30.1MCS (ii)0.84.3 (iii)2.53.3 6.23.672.2% 43.554.0 19.08.119.62.0 68.273.9 73.85.768.17.7% ʕ਷ུછٰϞࠢʮ̡ 147171 22 769.0776.95.05.0 503.1 18.129.411.323.718.25.5 ʕ਷ུછٰϞࠢʮ̡ 8.97.4 10.06.4 0.51.3 15935 1551885163 47 ʕ਷ུછٰϞࠢʮ̡ 3541 (i)(ii)(iii)(iv) just-in-timeJIT Interasia & Associates (USA) Inc.Interasia USA O2OO2O8.42.26.226.2% 6.62.34.334.8% (CRM) 8335,81911,6373,4357,600 202.999.8% ʕ਷ུછٰϞࠢʮ̡ Artful DodgerMCS 10.95.03.02.4Artful Dodger8.51.91.30.1 MCSArtful Dodger 751921 22727315.217.0 716203,500,000 • •O2OMCS•••• XV352 (1)(2)839,748,000CEC Outfitters LimitedVinglory HoldingsLimitedVingloryVinglory(3)3,445,450,000 352 3365% (1.1)839,748,000CEC Outfitters LimitedVingloryVinglory (1.2)12,028,0003,000,000 (2)340,600,00020,000,000 (3)285,366,000KKR China Apparel Limited90%KKR China Growth Fund L.P.KKR Associates China Growth L.P.KKRAssociatesKKR China Growth Fund L.P.KKR China GrowthLimitedKKR AssociatesKKR China Growth LimitedKKR GroupPartnershipL.P.KKRFund Holdings L.P.KKRGroupPartnershipL.P.69%31%KKRGroup Holdings Corp.KKR GroupHoldings L.P.KKR Holdings LPKKR Group Holdings Corp.KKRGroup Co. Inc.KKR & Co. Inc.KKR Group Holdings L.P.99%KKR Group Co. Inc.KKR & Co. Inc.KKR Aubergine Inc.KKR Group Co. Inc.KKR Management LLPKKR ManagementLLC)KKR & Co. Inc.KRAVIS Henry RobertsROBERTSGeorge R.KKR China Apparel Limited285,366,000 (4)112,150,000168,904,000168,904,000112,150,000 3,445,450,000 336 203,500,0001 1 256,625,00056,625,00038,250,000 3 ʕ਷ུછٰϞࠢʮ̡ 6869 1010%1% C.2.1 C.2.1 ʕ਷ུછٰϞࠢʮ̡ 13.51B 2880343434 2410 ʕ਷ུછٰϞࠢʮ̡ 34 *958,748,0001,014,912,000 1. 223One Nexus Way, Camana Bay, Grand CaymanKY1-9005,9131303 2. 34 3. 1717171791281212 (a)12 3. (b)8 (c)1212 3.(c) (i)(ii)12 12 (d)12 4. (a) (b) (a) 10% 5. 5. (ii) 3090 6. 6. 7. 8. 8.* *****# 9. 25% 10. 11. 68,080,00073,772,0003,282,916,0003,282,916,000 3,249,0003,428,000 12. Artful DodgerMCS36.9%28.9%29.7%27.2%MCS29.7%28.3%30.0%29.1%29.7%27.4%3.0%3.0%MCSMCS2,992,0002,448,00015,000477,0004,955,000Artful DodgerMCS2,394,0002,354,000801,0008,654,0002,941,00017,610,000 15. 16. 17. 17. 9,194,0008,799,0005,553,0005,553,0002.5%2.5%5.22%5.22%4,339,0004,150,000 18. 10,408,00010,201,00053%100%53%100% 925,000897,000100% 34,301,00020,348,00057,00090,00028,710,00018,340,000383,000166,000 22. 25 25. 25. 18,000,0001,126,000 203,500,000203,500,00020,350,00018,762,29322,669,90020,901,194 203,500,0005.91% 26. (a) (b) South Zone Holding Limited 10%1% 162,534,00030,946,000 27. 28. 29. (a) (i)209,000211,00027.7%(ii)222,000222,000(iii)144,000133,000(iv)5,475,0004.5%(v)820,000(vi)6,400,0004.5% 29. (a)(vii) 1,000,000(viii)542,000 (b)(i) 41,00041,000(ii)11,00011,000(iii)100,000100,000 29. (b) (iv)100,000100,000(v)147,00071,000(vi)538,000414,000(vii)30,000(viii)2 1 , 0 5 5 , 0 0 015,228,0004.5%(ix)6,400,00018,0004.5% 29. (b)(x) 2,793,000177,000 29(a)(iii)14A14A.76(1) 30. 30. 30. 30. 123 31.