云音乐2023中期报告

2 4 6 15 24 55 22 20236 1520236 15 P.O. Box 309, Ugland HouseGrand Cayman KY1-1104Cayman Islands 3485 353A1201 90 1542 9899 820100005 http://ir.music.163.com 1826 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 183171712-1716 •20226 30438.2%20236 3039 •20226 30537.179.7%20236 30965.1•20236 30293.820226 30270.8 20236 30331.920226 30217.0 (1) 20232022630 (1)(2) (1)202220236 301,464.51,709.0 (2)202220236 302,444.91,823.6 20232023 2023206.713.7%30% 2023 202316.7%11.0% 23.8% 2023202212.6%202324.7%2023331.92022217.0 •••••• 20236136 •K-POPJTBCDistanceCapper •(G)I-DLEI FEEL510Hope20 • 20236646,000280 •X Studio12BeatBeatSoul • •2023 •5•IP 2023 • • IP • 3,908.4965.1428.020236 30293.820226 30270.8 20236 30331.92022630217.0 20226 304,258.78.2%20236 303,908.4 20226 301,783.713.3%20236 302,021.420226 301,464.520236 301,709.020226 3037.620236 3041.820226 306.520236.8 20226 302,475.023.8%20236 301,887.020226 30329.82023199.320226 301.220236301.5 20226 303,721.620.9%20236 302,943.220226 303,251.120232,399.4 20226 30537.120236 30965.120226 3012.6%20236 3024.7% 20226 30325.813.5%2023369.8 20226 3078.77.8%202372.6 20226 30481.58.5%2023440.7 20226 3041.6202322.8 20236 300.220226 306.4 20226 3036.72023208.6 20226 304.0202318.2 20236 30293.820226 30270.8 20236 30331.920226 30217.0 (1) 20236 3020236 3026202212 3129 2120236 30 20236 301,5261,43520236 30 20228 1820235 2420236 30579.820226 30573.7 202212 313240(2)www.hkexnews.hkhttp://ir.music.163.com 13.2013.2113.22 13.51B(1) 3.103.21 3.103.21 20236 30571XV352 (1)Shining Globe International Limited129,034,168Shining Globe International LimitedShining Globe Holding LimitedShining Globe Holding LimitedTMF (Cayman) Ltd. (2)2016300,000(3)20164,000(4)20163,000(5)20236 30213,667,126 (1) (2)Shining Globe International Limited1,450,300,0001,406,000,0008,860,000Shining Globe International LimitedShining Globe Holding LimitedShining Globe Holding LimitedTMF (Cayman) Ltd.2023331www.hkexnews.hk (3)20092019 20236 30 20236 30336 (1)Shining Globe International Limited129,034,168Shining Globe International LimitedShining Globe HoldingLimitedShining Globe Holding LimitedTMF (Cayman) Ltd. (2)BABA9988Taobao Holding Limited (3)225,000GIC Private Limited(i) Novel Entertainment Limited10,366,988(ii) Sincere JovialLimited1,329,770(iii) LVC Cloudy Paradise LP2,226,5985%GICPrivate LimitedGIC (Ventures) Pte. Ltd.GIC Special Investments Private LimitedGIC Private LimitedNovel Entertainment LimitedSincere Jovial LimitedLVC Cloudy Paradise LP (4)20236 30213,667,126 20236 30XV23336 (a)2016(b)202220222016201620231 117202220228 1820236 1520231117 2016IV-20IV-24202220228 18202220235 24(www.hkexnews.hk)(http://ir.music.163.com) 2016 201620231 120236 302016506,143316,632 20222016201617 2022 202210,462,2804.90%3%20222,077,56919.9%0.97%1% 202220231 120236 3010,462,2802,077,5692022 C.2.1 202112 216,000,0003,160202112 1 642 255420236 303434 2410 34 2023824 20236 30 20236 30 20236 30 20236 30 20236 30 20236 30 1 1.1 20162 2PO Box 309, Ugland House, South Church Street, George Town, Grand Cayman KY1-1104, Cayman Islands NetEase, Inc.NetEase, Inc. 20236 3020238 24 1.2 20236 3034 20221231 2 202212 31 (a) 1281217 12 12 i.ii. 202212 31 2 (b) 20231 120236 30 1611028 (c) 202212 31 3 202212 31 4 4.1 202212 31 202212 31 4.2 •1•12•3 20236 30202212 31 5 202320226 3010% (b) 202320226 30 202320226 30 6 7 8 9 16.5% 25%202215% 10% 10 (a) (b) 20226 30 11 202320226 30 13 14 122,975,000202212 3121202212318,318,000 15 16 16 (a) (b) 10%50% 17 202320226 30 17 (a) 201612 311015,000,000A (i) 17 (a) (i) 17 (a) (ii) 20161,781,250 13 20236 30 17 (a) (ii) 20222023 17 (b) 2019 201910201920192019322,458,300 202220236 30 17 (c) 202320226 30 18 19 20 20236 30 20 (a) 20 (c) 21 20236 30122,975,000 20236 30