粉笔2023中期报告

20232023中期報告中期報告 245142627282931323362 22 20233 8 251908 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands Walkers Corporate Limited190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 183171712–1716 101031–6 1151509 18346 www.fenbi.com 2469 •20236 3056.2 •2020520236 30186 OMO 2023 20212022202350%2022630190.268.7%20236 30320.9202363081.5391.82023630288.095.620236 304.8%17.1% OMOOMOOMO 20226 301,451.015.9%20236 301,682.3 202220236 30716.8730.4 20226 30523.532.3%2023630692.6(1)2022 12COVID-19(2) (1)(2)20226 30210.723.1%2023630259.4 20226 30761.78.5%20236 30826.7 202220236 30284.8284.8 20226 30333.311.5%20236 30371.7 20226 30143.618.5%2023630170.1 20226 30689.324.1%20236 30855.747.5%50.9% 2022202363060.3%61.0% 20226 3036.3%20236 3046.3% 20226 3031.9%20236 3034.4% 20226 30264.920.7%20236 30319.8 20226 30253.120.2%20236 30304.3(1)(2) 20226 3085.367.7%20236 30143.1 20226 3089,00020236 301.0 20226 3012.223.5%20236 309.3 20226 3067.160.6%20236 3026.5(1)(2)(3) 20236 3010.220226 308.3(1)(2) 20236 3075.720226 30361.2 20236 305.820226 3030.5 20236 3081.520226 30391.820236 304.8%20226 3027.0% 202212319.020236 3030.4 202212 31117.920236 30188.2 20221231275.020236 30221.7(1)(2)20236 30 20236 30 202212 31565.420236 301,045.5 202212 311,047.420236 301,335.3 202220236 3047.033.3 202363065.820226 30395.3 20236 309.820226 3020.520236 30 20236 30202212 31 20236 30 20236 30 20236 30202212 31 20236 3020236 30202212 31 (1)(2)(3) (4)(5) 2.31.32.21.2 (1)100.0%(2)100.0%(3)100.0%(4)(5) 20236 30XVXV78(a)(b)352(c) (A) L (1)20236 302,253,657,730 (2)— (3)Chalk Sky LtdChalk Sky Ltd (a)Ocorian Trust CompanyZXL Family TrustSonata (BVI) Limited99.998%(b)Chalk Star Ltd0.002% (4)Chalk World LtdChalk World Ltd (a)Ocorian Trust CompanyWL Family TrustCreciendo (BVI) Limited99.998%(b)Chalk Wonder Ltd0.002%27,500,000 (5)Liang Ma Limited (6)Green Creek Holding LimitedTaurus Fund L.P.Green Creek Holding LimitedTaurus Fund L.P. (B) (1) (1)5% 20236 30XVXV78352 20236 30XV23336 LSP (1)20236 302,253,657,730(2)—(3)(3)—(5)(4)—(3)(4)(5)JPMorganChase&Co.(i)JPMorganChase Bank,N.A.—London Branch178,819,999(ii)J.P.Morgan Securities PLC24,159,000653,000178,819,999JPMorgan Chase Bank, N.A. — London BranchJ.P. Morgan Securities PLCJPMorgan Chase & Co. (6)(i) Tencent Mobility Limited178,736,000(ii)84,724,000(iii) TPP Opportunity I Holding C Limited13,042,000(iv) Triple Max Holding Limited8,694,000(v) TPP Fund II Holding C Limited8,330,000Tencent Mobility LimitedTPPOpportunity I Holding C LimitedTriple Max Holding Limited TPP Fund II Holding C Limited700 (7)Chi Sing Ho(i) IDG-Accel China Growth Fund III L.P.142,454,000(ii) Modish Century Limited40,485,630(iii) Even Classic Limited25,506,000(iv) IDG-Accel China III Investors L.P.10,108,000(v) Spring Moment Limited5,366,000IDG-Accel China Growth Fund III L.P.IDG-Accel China Growth Fund III Associates L.P.IDG-Accel China Growth Fund III L.P.IDG-Accel China III InvestorsL.P.IDG-Accel China Growth Fund GP III Associates Ltd.IDG-Accel China Growth Fund GP III Associates Ltd.ChiSing HoQuan ZhouModish Century LimitedSpring Moment LimitedIDG Breyer Capital Fund L.P.IDG Breyer Capital Fund L.P.Chi Sing HoQuan ZhouEven Classic LimitedChi Sing Ho (8)Zhou Quan(i) IDG-Accel China Growth Fund III L.P.142,454,000(ii) Modish Century Limited40,485,630(iii) IDG-Accel China III Investors L.P.10,108,000(iv) Spring Moment Limited5,366,000(7) (9)Matrix China II GP GP, Ltd.(i) Matrix Partners China II, L.P.134,884,800(ii) Matrix Partners China II-A,L.P.14,987,200Matrix Partners China II, L.P.Matrix Partners China II-A, L.P.MatrixChina Management II, L.P.Matrix China Management II, L.P.Matrix China II GP GP, Ltd. 20236 30XV23336 202012 3117 (i) (ii) (i)(ii)(iii)(iv) (iii) 218,792,500 (iv) (10)202012 31 (v) (i)(ii)(iii) (vi) — D. 20236 30112,612,340658,8002023630105,229,36020236 304.67% (1) 2023 20236 1420232023172023 (i) 2023(i)(ii)(iii)(iv)(v) (ii) 2023 (iii) 2023225,365,773202310% (iv) 1220231% (v) 2023(10)20236 14 (vi) (i)(ii) (vii) 12 202320235 22 202320236 302023 2023 20236 1420232023172023 (i) 20232023 (ii) 2023 (iii) 2023225,365,773202310% (iv) 1220231% (v) 2023(10)20236 142023102023 (vi) 20231 (vii) (i)(ii)(iii) (viii) 12 202320235 22 20236 302023 20236 14(i)20232023225,365,77320236 1410%(ii)2023202322,536,57720236141% 20236 30225,365,77322,536,577 20236 3020236 3020236 3020236 30 20231 99.9020,000,000113.2 20236 30202612 20236 307,20820236 30964.1 20232023 20236 142023202320236 3016,240,00058.2 20236 30 14 20236 30C.2.1 C.2.1C.2.1 10 20236 30 20236 3020226 30 13.51B(1) 20233 8 13.2013.21 13.22 20236 3020236 30 241020236 30 202320237 120237 2814.82,960,000292023630 2761Fenbi Ltd.20236 303434 2410 34 2023830 5, 7(826,653)(761,721) 7776 8 10,228(8,302) 95,775(30,521) 81,476(391,770) — 81,476(391,770) — — 17155161814 20226 30 1 202012 142219613190