宝尊电商-W2023中期报告

( 於開曼群島註冊成立以不同投票權控制的有限責任公司 ) 股份代號 :9991 2023中 期 報 告 25792135363941424346 2020929 GEM * 7.25131.00202212316.89721.0020226 306.69811.00H.1020236 30202212 3020226 30 Arthur Yu Yiu Pong ChanSteve Hsien-Chieng Hsia20235 11 Vistra (Cayman) LimitedP.O. Box 31119 Grand Pavilion, Hibiscus Way802 West Bay RoadGrand Cayman, KY1-1205Cayman Islands Yiu Pong ChanSteve Hsien-Chieng Hsia20235 1120235 11 5101-9200436 3485 Yiu Pong ChanSteve Hsien-Chieng Hsia20235 1120235 11 Vistra (Cayman) Limited Steve Hsien-Chieng HsiaYiu Pong Chan20235 1120235 11 P.O. Box 31119 Grand Pavilion, Hibiscus Way802 West Bay RoadGrand Cayman, KY1-1205Cayman Islands 183171712-1716 20235 •8835 839 504714 9991BZUN www.baozun.com ABABABZUNBABA13,300,738A2023630A8.08%7.47%201420152022 2023630 Jesvinco Holdings Limited10A9,410,369B4,579,366A2,826,382A20221,752,984A202363032.56%* Casvendino Holdings Limited2,764,707A626,283A20141,732,674A2015405,750A3,890,369B46,752A202363013.29%* BBBA *A20236 30 2023(BEC)(BBM)(BZI) IT BECBBMBZI16 (BEC) • •ITROSSAICRMOMSWMS • IT BEC20236 30 2023630 GMVGMV40.7%202231.0%46.1%40.2% (BBM) BBM GAP202211The Gap, Inc.Gap (UKHoldings) LimitedBBMThe Gap, Inc.TheGap, Inc.Gap GAP GAP1969GAP GAPBBM 2023513.42023630121GAP10 GAP20232 30IP (BZI) (BZI)BZI BZIBZI BZI 202366 20232Branded Lifestyle Asia LimitedBranded Lifestyle Asia LimitedFung Grouplittleground.com.sgBranded Lifestyle 202316 BEC 1218 BBM GAPGAP BBMBBMBBM BZI OMSWMS CRM 4,208.0580.320226304,106.220222.5%BBM2023 BBMBEC20236301,083.1513.220226301,374.7 2022102.20.7% 1,180.1162.720226301,197.9BECBBM (i)(ii)(iii)(iv)20226301,354.4202.29.5%1,226.3169.12022136.2 20226301,284.2191.71.2%1,299.1179.22023 2022630217.532.512.2%244.033.7 2022630182.327.2126.4%412.756.9177.42023 202263065.69.817.9%77.310.720238.4 20241.625%14.72.02022630129.119.388.6%20211Cainiao Smart Logistics Investment LimitedBaotong Inc. 4.10.620226306.61.0 91.212.62022630196.929.4 20236307,042.2971.2202212317,397.11,072.54.8%20236302.0202212312.0 202212312,292.7332.420.4%20236301,825.7251.8 2023630427.358.920221231474.768.810.0% 20236301,096.2151.2202212311,025.5148.76.9%2023 0.025%5.01%20236301,689.3233.059.48.21,463.8201.9202212312,144.0310.9101.714.7895.4129.8 20236301,123.5154.9202212311,016.1 3.0%3.4%202212313.1%4.1% 2023630 100.0%2022123120236301.1 2023630 2023630202212311,689.3233.02,144.0310.959.48.2101.714.71,463.8201.9895.4129.8 2023630202212311,825.7251.82,292.7332.485.411.893.313.5 20221182023212023131 Authentic Brands GroupABG Hunter LLCABG Hunter LLC51%Hunter 20236308,181202212317,5882023IT 2014 20238Authentic Brands Group 2023630 2023630 C.2.1 2023630 1.2014 201453020142022111 2023112014A1,887,4702014202211120142022111202363020141,882,826A1.14% 20236302014 (1)2014202311(2)2014(3)Casvendino Holdings Limited(4)2023511 201420142015 2.2015 20155520152022111 2023112015A2,687,7772015202211120152022111202363020151,245,827A0.76% 20236302015 (1) (2)20236301,245,827(i) 51,7502024217(ii) 169,6502024313(iii) 165,6002024202532050%(iv) 36,0002024202532650%(v) 82,8752024202520264130%35%35%(vi)5,4002024413(vii) 426,90220232024202582030%35%35%(viii) 67,57520232024202591530%35%35%(ix) 163,8002023202492350%(x) 42,07520232024202511130%35%35%(xi) 34,2002023124 (3)2015 (5)Casvendino Holdings Limited (6)2023511 201520142015 3.2022 20222022111 202311202213,580,624A524,652A202363020228,374,022A524,652A 20236302022 (1)20221223,966,300(i)3,531,30015%25%30%30%2023202420252026122(ii)186,000202321(iii)150,00015%25%30%30%202320242025202661(iv)45,00015%25%30%30%202320242025202681(v)54,00015%25%30%30%202320242025202691 (2)2023415,330,463(i)1,350,00015%25%30%30%2023202420252026121(ii)402,98450%2023101202441(iii)114,00015%25%30%30%202420252026202741(iv)2,618,48750%2023101202441(v)135,00050%2023121202441(vi)709,992202371 (3)(4)A(5)202333114.44(6)(7)2022122202343 202222120222022105 2 0 2 363 011,984,479AA7.28% 2023630XV(a)XV78(b)352(c) (1)L(2)2023630A164,682,392(3)2023630B13,300,738(4)2022(5)20141,732,674A2015405,750 (1)2023630(2) 2023630XVXV78352 2023630336 (1)2023630A164,682,392(2)2023630B13,300,738(3)2,138,424A20141,732,6742015405,750(4)Alibaba Investment LimitedAlibaba Investment Limited26,469,422A(5)45,90045,900A(6)5,847,513A2,612,745A8,460,258A (2)Morgan Stanley127,200A498,750A4,285,838A4,911,788A 2023630336 63013.2013.2113.22 40,000,000A202010233,833,700A3,511.4 2023630 Yiu PongChanSteve Hsien-Chieng Hsia 2023828 369220221231202363020222023630 24102410 2023630 2022123120226302410 •2023828 20222023630 1. 20131217 2023630VIE 20222023630 2. (a) 2022123120236 30 202212312022123120221231 (b) VIEVIE VIEVIEVIEVIE(1)VIE(2)VIEVIEVIE 2. (b) VIE 20101220147 VIE (i)20 (ii) 20222023630 2. (b) VIE (i) (ii)VIE VIE20147 2. (b) VIE VIE • • • • • • • 20222023630 2. (b) VIE VIE 2. (b) VIE VIE 20222023630VIE6.42%5.73%202212312023630VIE3.04%1.66%2.63%0.95% VIEV