畅捷通2023 中期报告

2 4 5 22 29 30 33 35 37 78 晗 H 183171712–1716 1588 www.chanjet.com (8610) 6243 4214IR@chanjet.com 933 24840 2023(GDP)5.5%3%2023 ChatGPTAIGCITAIAIAI AIAIROI 375.5712%227.7728%61%489.4714%18.1478.470.0570.262 5.756.0 1 1 BaaS 2 AI BC 3 ISV2,000API3504,000ISV70 2 395700100 CRM200% AI 3 2022202220222022SaaST+Cloud2022-202320222022 4 1,1098% 1 AIB2BB2C 2 ISV 3 AI 4 2023630375.5712%18.1478.470.0570.262 (i)(ii)43.752023324(iii)35.77 2023630375.5712%227.7728%61% 630130.33 2023630245.2419%465% 2023630104.39212%(i)43.75(ii)35.77 2023630127.754%4.38 2023630158.7212% 202363040.624%6.89 6304.56 20236 3018.1478.47 20236 3028.0528.94 74.8833.61 2023630111.97 20236303.7916 1. 2. 2023630948.79202212311,169.23 2023630268%20221231209%20 20236 3020221231 20236300.382.250.7216.690.190.04 20236 3020221231 20236 3020221231 5 201568H2016518201541320156820163 312016518201542320164 29 202065201568202367 8,142,4002.50%74.93 20193292020525150,00020193292020525 20201228202120212020122820212019201960,655202252020202049,174.2820236 2020122820201123202012 2820201210 202012 2815,412,716202012287.10%15840%30%30% 202110(10)(5) 202011239.16 2022122822,474,07440%20221228 2020122820201123202012 2820201210 20201228157 2022122820221228 20236 30XVXV78352 (1)(L)(2)2023630325,772,499(3)2023630243,272,499(4)100%85.15%79.64%202363026.83%11.42%3.14%(5)2023630216,146,04166.35%(6)10.0060%15%20236301,006,1760.31%(7)200.00100%202363013,660,2284.19%(8)20236300.05%2.34%80%(9)20236 303.73%90% 2023630XV336 (1)(L)(2)2023630325,772,499(3)2023630243,272,499H82,500,000(4)2023630201,479,6371,006,17613,660,228(5)Gaocheng Fund I, L.P.2021525Gaocheng Fund I, L.P.5,500,000H202110Gaocheng Fund I, L.P.20236308,250,000H2.53%GaochengHoldings GP, LtdGaocheng Fund I, L.P.1.58%Tsing Young Holding LimitedGaocheng Holdings GP, LtdTsing Young Holding LimitedTsing Young Holding LimitedGaocheng Holdings GP, LtdGaocheng Fund I, L.P.8,250,000H 2023630XV336 H2014626900.90854.96 2023630 2023630 202398(1)(2)(3)晗2023816202398202697 13.51B(1) 2023630 20236302022630 20238162023630 20239820238162023982023823 18,135(78,471) 18,218(78,350) 14151617 871,861712,313 i)22 ii) iii)76,373,544 1. H933 (a)10,300,000(b)1,500,000 2. 2.1 3412 2.2 17171717912812 2. 2.2 (a)17 (b)12 (c)8 (d)1212 2. 102821611111 12 3. 99%8 10%8 4. 4. 12 (1)1316(2)23(a) 5. 5. (1)3,598,0003,595,000(2)119,155,000123,533,000(3) 6. 25% 15% 21% 7. 8. 315,691,427299,637,075 8. 9. 259,000123,00010,00071,000 1,997,0001,945,000 10. 13 10. 12,804721(3,543) 9,982 2,037 17,453 (141) (6,545) 12,804 10. (b) 12,752721252(3,789) 9,936 10. (b) 1,96117,453(146)666(7,182) 12,752 6,185 10. (c) (d) 10. (e) 11. 189,00039,000 3,857,0003,898,000 12. 12. 23 13. 14. 90 14. 15. (1)(2)(3)23(b) 16. 200,000,000 17. 18. 0909111 19. 20. (1)21 (2)22 21. 157 9,688,00019,343,000 28,326,00041,396,000 22. 15,412,7167.10% 9.16H90% (10)(5) (a)(b)40%30%30% 22,474,07440% 22. (a)247,500225,000 2,247,000 149,049409,083 23. (a) 117014217012422063 74274–12111102104– 23. 23. (a) 43,800,00043,755,000 22 86,000255 3,627,0003,626,000 23. (a) 16 23. (a) 16 111,000291,000 23. (b) –114460247 –52166111,072– 43,800–3939 23. 34,299,00030,672,000 23. 417462143259 23. 24. 24. 24. 24. 25. 26. 27.