美的置业2023中期报告

3990.HK5M 3312023630 AIoT5MM-SmartM-HealthM-QualityM-ServiceM-Life5 2 3 7 23 34 35 36 38 40 75 2023630 1. 39.8%1.4967.9%2023651.4443.04 20236302381,1184.68% 2023412(CRMW) 2. 3313,426 36.13.820214017236670% 2019405.6320.63.4%12,65398% 3. 1.02.0 464%2021 4. 9,1145,86031300 4—MIC3,000923.9 2023 2023829 36,334.59202231,662.9014.8%2,609.9320223,897.5233.0%1,665.5020222,608.3736.1%36.0%1,750.4120222,735.5048.3%855.74782.1020221,538.0849.2%0.5820221.25 405.6320.6 47 2023630*3,426331 2023630 * 202362023Top22 IP135500®20232023 20236 301613 2022 2023923.973 —6122023 360120117 202369%74++156 SaaS2030 MiCMiCMiCMiC— CNAS&CMA16MiC 35,466.74202230,971.2114.5%339.12022340.0 724.892022557.5830.0% 142.962022134.126.6% 31,542.32202225,994.2921.3% 4,792.2720225,668.6215.5% — —110.812022252.34— 1,170.622022973.1320.3% 767.192022953.2219.5% — — —1.862022166.26 782.1020221,538.0849.2% 20236 3023,816.812022123126,390.8718,436.812022123121,810.6050.002022123150.005,330.00202212314,530.274,634.752023630111,784.32 202363043,768.6231,396.5912,372.03202363039.8%2022123143.9% 1,085.1520221,366.76281.614.68% (i)(ii)202363071,971.172022123184,719.42 20236308,893.052022123110,104.99 2023329(i)38%(ii)204,766,210(i)632,126,717(ii)(iii)2023329 20221231 20221231 20238 8202212 3179,460,990202377 (BVI)78,646,558321,702,453.601,097,029,72730,000,00037,576,73681.13% 202381011(i)54.70%(ii)4.24.90% 202363010,478 14 14 2023630 2023630 20236303.10(1)3.10(2)3.10A C.2.12023630C.2.1 20189123.212019112023630 202363024102023630 13.51B(1) 13.51(2)(a)(e)(g) 102023630 2023630 2220236302023630 20205292020202020305281020202020 2020 2020202010%123,056,700202010%202030%30% 2020121% 2020120.1%5 (i)(ii)5(iii)1.001.0028 202010 2020202017202017 20202021422202119366,660,0002021170.47 20236302020 1.2021202142117.96 2.202140%2023422202742140%2024422202742120%20254222027421(i)20211231(ii)(iii)(iv) 3.2023630 20236301,771,0002023112023630202095,336,70097,107,700 2023630123,056,7008.57%2020 22 202142220314211020212021 2021 202110%123,056,7001% 20212021 281.001.00 202117202117 202120214222021315,225,000202251320224238,932,50020235122023254,770,000 20236302021 1.2022202251213.64202320235118.98202320235128.59222 2.(i)(ii)(iii)20222023419202341810.02 3.22023202312 20231120236302021111,236,700109,758,200 20236 304,770,000MRE D Limited940,00020235162022526MRE T Limited538,5002021MRE D LimitedMRE T Limited 2023512202351522 202363020210.35% 2023630XVXV78352 1.(i)202161614.354(ii)20212021202247(iii)202120222023419 2.(i)20202021202118.376(ii)20212023202312 202020212023630 2023630336XV23 1.(BVI)(BVI)1,022,259,05730,000,00033,700,848(BVI) 2.20185 14 13.21 2020831,05060202020201,0508020236302020 20216283,300352021202363020213303.5 2021(i)51%(ii)(BVI)30%2021 20236302022 357420236303434 2410 34 2023829 1 20171129196122Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand CaymanKY1-9008, Cayman Islands (BVI)(BVI) 20236302023829 2 34202212312022 2 20236 30 (i) (ii)20236301381,1182023630 (iii) (iv) 20236302023630 3 2022 (a) 202311 1712812 4 2022 5 5.1 20222022 20221231 5.2 5 5.2 5 5.3 202363020221231 •1 •12 •3 (i) (ii)3 202320226303 6 ••• 202320226305% 20232022630 6 10% (a) (i) (ii)2023630696,558,0002022630400,691,000 6 (b) 20236306,218,108,000202212317,706,783,000 (d) 7 (a)16.5%(b)25%15%(c)30%60%(d)5%5% 202363017,545,751,0002022123116,496,683,000 11 (a) 22 (b) 202363022(a)22(b) 2220236302023630 2023630 12 20236302022630 13(a) 20236302022123126 13(b) 20236302022123126 202363020221231 202363069,063,534,0002022123180,062,934,000 6304.83%20226304.62% 202363016,706,765,0002022123120,761,269,000 16 (a) 920236 3059,110,000202263041,022,000 (b) (i) (ii) (iii) (c) (a)2023630 (a)2023516MRE TLimited538,50022(a) (b)2023324202212310.8020211.60202352220237 (a) (b)202363035,591,000202263038,108,000 22 (a) 202142220225134238,932,50020236305,641,0002023512254,770,000 2023516MRET Limited538,500MRE D Limited20235940,000MRE T LimitedMRE D LimitedMRET LimitedMRE D Limited2023630478,0007,220,000 22 (a) 2024512 8.59 202363013,658,000 202363098% MRE T LimitedMRE D Limited (b) 202142219366,660,00066,660,000 (i)40%2023422(ii)40%2024422(iii)20%2025422 22 (b) 18.3766 20236306,296,000 202363093% 202363020221231 202363010,292,819,0002022123111,548,031,00023,304,267,0002022123124,176,949,000 24 20236303,576,427,000202212314,045,434,00027(a)482,620,00020221231498,620,000 20236304.83%202212314.65% 25 (a) 202363020221231 (b) 26 (a)(i)(ii) (b) 27 (BVI) (a) 27 27 (d) 28 2023630411,569,000 29 30 20236303 31 2023782,100,000,000 2023810500,000,0004.70%2202381011420,000,0004.90%2 20238819(b)79,460,9906.956552,731,000532,030,000 2023523 1434 96393906–3910 Walkers Corporate Limited190 Elgin Avenue, George TownGrand Cayman KY1-9008, Cayman Islands Walkers Corporat