恒隆集团2023中期报告
231417183848507576 #CBE**OC**## 4282879 01112868 6086http://www.hanglunggroup.comHLGroup@hanglung.com #* CBEOC CBE 20236301%55.254%55.23 3%15.601.15 17%16.821.24 2120239292023915 1960 301980 3030% 20192019 30 40 19992011201820117201020118200020224218% 23 232001222021 202120229.411%200220212017% 20131.823% 2016201920201.617% 20192021 2001212010201721%4% 523 12%6.3%5%72%76%44%69%84%83% 2019 2.5390% 68%32%65%35% 3%2%15.71202217%16.8223%16.93 4519891991 20 2021 406022 304050 50%70%68%50%63%38% 20241 2023731 2023 7 2012 – – – – – –7100% – 2023731 20236301%55.254%55.2320020223.163%40.34 20233%15.601.15 1.2220221.6116.82202214.391.2420221.06 20232120222120239292023915 20236 304%55.2312%5%4% 1220191202218%5%202342%12% hello202320204%21% 1 12%15%5%8%202213%4% • 13%16%3%4518%11% 16%6%23%202220223%20223% 23%62%4Game of Wonder2022 11%68%2022598% 6%16%2023684% 16%24%99% 19%26%4 9%8%2023697% 81%202225%3 20225%20221286%2022640% 20223%31%89% 202212%40%2022122022680% • 21%4%7.01 6%98% 3%85% 3%86% 3%20222023683% 2022687%19%2023 2022618%1172%20233 • • 130%1.7182% 2023 2023hello dollar 4%5%17.4814.2682% • 6%10.1997% 21%40%hello 8%96% 4%99%97% • 2%88% 1%82% 2%94% • 1% 2023520020223.1620233,200The Aperture 2023630The Aperture11.081262024 111,100 7,00020221.1620226.67%20229,40026.67%2023 20236301,966.431,328.67637.762023630 2.4120222.17 2.0820221.471% 3,30020227,000202212311% 1.2220221.61 214.94112.22150 492202242023 254332202262023720242024 573106202420242024 20242025190 500,000 2282023 The Aperture2021122024 372021220228 20234548% • • 474.5320221231459.5328% 202363038%202363052%2022123152% (i) • 414.3520221231401.6827.1%2022123125.9%31.1%2022123129.6% 10.13202212311.27 • 3.2202212313.11072% 2023630204.3020221231247.8940202212314022.55176.7720221231183.43 35.502022123134.15 • 202321%8.974.0%20223.5% 3.15 20234.420225.1 • 202363071%202212313.1%35.76202253.32 • 2023630 • 2023630 202210LVMH2023202022112002024320253 2023618075%6,300314,50020 80%WELL 2023119WELLInternational WELL Building InstituteIWBIWELLWELLHealth-Safety RatingWELL HSRWELL HSR2019WELL HSR202363080%WELL HSR 2024 hello228 2023The Aperture2024 20236302022 11 2023630 24104849 2023630 2023630 XV3522023630XV 1.28,579,500 2.522,423,0802,733,898,340 3.2012418201220224272022 20236 30XV 2023630 20122022 20224 2720222022201220231120122022337,444,550 2023630202254,569,00020236302022282,875,55020122022215,978,60054,147,0004.8%1.2%2022282,875,5506.29% 20122022121% 202363020236300.02 2022 1. 2. 13 336XV2023630 1.522,423,080Merssion Limited28,579,500522,423,08028,579,500 2.Merssion LimitedCole Enterprises Holdings (PTC) Limited 551,002,580 3.Merssion LimitedMerssion Limited522,423,080 4. 5.20236301,361,618,242 2023630336 – – – – 202213.51B(1) 2023630 20236304,2049883,21620236309.50 517420236303434 2410 202363034 108 2023731 1.2.3.4.5.6.7.8.9.10.11.12.13.14.15.16.17.18.515253545657575961616262636365656667677071717474 2023630 2023630 2023630 2023630 2023630 1. (HKICPA)(HKAS)34 HKAS 34 HKICPA24104849 HKICPA(HKFRSs) 2022 1. 2022 20221231622436 66236320221231 406240724073 2. (a) 2023630 2. 2. (c) 3. 4. 5. 6. 16.5%202216.5%25%202225%5%20225% 7. (a) (b)2023630 8. (a) 8. (b) 9. (a) 202363015.91202211.01 (b) 2023630 10. (a) 10. (b) (c)2.71202212312.80 11. 12. 12312023630 13. 20124182012202242720222012202220122012 13. 2023630 (a)2012 2023630 20236308,047,60020229,354,60021,910,0002022 13. 2023630 202363012.40 –2023630 1.6412.3412.493.44%627.02%0.78 14. 15. 20223318.79Newfoundworld InvestmentHoldings Limited, Newfoundworld Holdings LimitedNewfoundworld Finance Limited6.67%20%26.67% 9.739,4002022 16. HKFRS 13 • •• 16. (a) (i) 16. (a) (ii) 2023630 (b) 202212312023630 17. 18. 2023731 20231120236302023731202391343020239141520239152023929 20236301,361,618,242 000100010.HK10 HK╱41043E102/HNLGY 202363011.882023630161.8 183171712-17162862 85552865 0990 ir@hanglung.com
