涂鸦智能-W2023中期报告

2023INTERIMREPORT中期中期報報告 2 4 6 11 13 18 34 35 76 公司資料 20236 20 A10310012 20236 2020236 20 3485 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands 22 Davis Polk & Wardwell3A10 Maples Fund Services (Cayman) Limited PO Box 1093, Boundary HallCricket SquareGrand CaymanKY1-1102Cayman Islands 1826 488 399 1812628 390 183171712-1716 2391 TUYA ir.tuya.com 重點摘要 2023630 •104.511.4%2022630117.9•PaaS74.716.4%202263089.4•SaaS17.837.7%202263012.9•45.6%3.5202263042.1%PaaS42.5%0.1202263042.4%•61.0%19.5202263080.5%20.4%30.6202263051.0%•42.7%34.4202263077.1%2.1%45.4202263047.5%•11.480.0%202263057.0•2023630942.320221231954.3 2023630 •2023630PaaS12,90020226303,80020236304,30020226305,650 •202363012PaaS22512022630122672023630PaaS81.1%202263083.8%PaaS•202363012PaaSDBNER358%20226301284%•2023630846,00020221231708,00019.6%1.PaaSPaaS2.PaaS12PaaS100,0003.12PaaS12PaaS12PaaSPaaS12DBNERDBNERDBNER 管理層討論與分析 2023630 2023630104.52022117.911.4%PaaSSaaS •2023630PaaS202289.416.4%74.7202320225.05.6PaaS202363012DBNER58% •2023630SaaS202212.937.7%17.8SaaSCube •202363011.9202215.623.3% 202363056.8202268.316.8% 202363047.7202249.63.9%202363045.6%202242.1% 2023630PaaS42.5%202242.4% ••2023630SaaS74.3%202278.1%•202363022.1%202210.3% 630111.42022144.522.9% 202363069.02022109.737.1%202363034.3202234.820236308.12022 •202363054.5202284.835.7%20236301,224202263030.3%202363046.4202277.2 •202363020.1202230.333.8%(i)(ii)202363016.9202226.8 •202363041.1202235.216.8%(i)8.1(ii)202363010.0202211.4 •20236304.3 202363063.7202294.932.9%202363021.3202260.164.5% 202363061.0%202280.5%19.5202363020.4%202251.0%30.6 管理層討論與分析 202363044.6202290.850.9%20236302.2202256.096.0%20233.7202290.0%20231.52022108.1% 202363023.6 202363042.7%202277.1%34.420236302.1%202247.5%45.4 20236300.0820220.16A20236300.0020220.10 2023630942.3 202363011.4202257.080.0%20237.520220.41,769.1%2023630 2023202263044.690.82023630559.12023202263011.457.0 202134904.7202275AA19.37,300,000A70.0 2023630942.320221231954.3 2023630 2023630 202363020221231 2023630853.820236305%2023630 2023630 2023630 管理層討論與分析 2023630 8302023630 2023630 20221223 20231502.7%750 202346.7% 6 AWEAppliance&ElectronicsWorldExpoSaaS P a a SK AK e yAccount++APP SDKPaaSSaaS 業務回顧及展望 Zigbee SaaSSaaS++CubeCube2023 5VID(Vendor Identification)Non-VIDScoped PAA(Product Attestation Authority)MatterVIDPAI (ProductAttestationIntermediate)MatterPAA 20232 ABAB TuyaGroup Inc.Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.70,100,000A43,500,000BUnileo1,900,000A26,900,000B 18,783,939A201572,000,000A70,400,000B(a)24.73%(b)25.57%(c)65.18%AB B1:1ABA70,400,000AA12.23%A 企業管治 8A.22BBB (i)8A.17(1)(2)(3)(4)(ii)BB8A.18(iii)B8A.18(2)(iv)BA B 2023630 C.2.1 (i)(ii)(iii) 2023630 3.21 企業管治 2023620 24102023630 3.25 8A.27 8A.30 其他資料 2023630XV(a)XV78(b)352(c) (1)2023630505,393,393A70,400,000BL(2)5,100,000A(3)Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.Tuya Group Inc.TenetGroup68,697,000ATenet Vision34,903,000BTuyaGroup Inc.1,403,000A8,597,000B(4)UnileoUnileo1,900,000A26,900,000B(5)6,500,000A(6)5,000,000A(7)GTYHoldings Limited20201117GTY Holdings LimitedGaocheng Holdings GP Ltd.Gaocheng Holdings GP Ltd.GTY Holdings Limited12,222,267A2023620(8)400,000A(9)YANG Xu7,500A 其他資料 2023630XV(a)352(b) 2023630XV23336 (1)(1)(%) A (1)2023630505,393,393A70,400,000BLS(2)New Enterprise Associates 14, L.P.NEA Partners 14 L.P.NEA Partners 14 L.P.NEA 14 GP, LTD.NEA Partners 14 L.P.NEA 14 GP, LTD.New Enterprise Associates 14, L.P.109,744,738A(3)Tencent Mobility LimitedTencent Mobility Limited55,924,749A2,375,000A(4)Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.Tuya Group Inc.TuyaGroup Inc.TenetGlobalTenetSmartTMF(Cayman)Ltd.TenetGroup68,697,000ATuya Group Inc.8,597,000BTenet Vision34,903,000BTuya Group Inc.1,403,000A(5)TheBank of New York Mellon CorporationBNY Mellon Corporation Trustee Services LimitedBNYInternationalFinancing CorporationBNYInternational Financing CorporationThe Bank ofNewYork Mellon Corporation125,057,996(L)125,050,663(S)ABNYMellon CorporationTrustee Services Limited153,993 (L)A(6)UnileoUnileo26,900,000B 2023630336 2015 201520141223202072021220226152015 2015 2015 2015AA 其他資料 20152015 2015(i)(ii)201536482426 A201564,889,052A2015AA10%49,914,656A 201520152015A30% 202363056,661,052A20152023630A11.21%2023630AB9.84%56,661,052A49,914,656A2023630A9.88%2023630AB8.67% 2023112023630201549,914,65649,914,6562023112023630201557,842,05256,661,05220236302015 其他資料 2015A A12AA1% 2015(a) A2015A(b)A10%2015 2015 20236302015 2 0 2 363 02 0 1 553,907,363A20236309.36% 2023630201511,044,625A20236301.92% 其他資料 20236302015 25262015 17.03D(1)2023630201512AB1%2015 2015 其他資料 2022119500.7A1.2 (1)(2)(3) 13.51B(1) (1)2023620(i)(ii)(iii)2023620(2)202