红星美凯龙2023中期报告

（一家於中華人民共和國註冊成立的中外合資股份有限公司）股票代號: 1528 2 4 6 28 42 44 47 50 53 5186F801 2A24 146625 1131 1231 H 183171712-1716 24 1033 127 2000 6819200120 1528601828 www.chinaredstar.com (2) (3) (1)(1) 20235.5%3%6.5%5.8%20238.4%7.6% 20238.2%6.8%3.8%6.7%2023 811 1. 202363020235,659.9202263020226,956.618.6%20224,153.420233,376.916.9%20222022730.42023531.5 2. 20222,319.420232,037.612.1% 3. 3,622.320224,637.321.9%64.0%202266.7%2.7 4. 606.210.7%2022598.88.6%1.2% 5. 905.816.0%2022831.612.0%8.9% 6. 1,258.01,426.61,413.9 7. 174.82022762.277.1% 8. 128.22022982.186.9%251.31,143.178.0% 9. 1,654.93,264.81,609.920221,962.2307.3 10. 6,053.920226,096.642.7 11. 2,075.420222,586.6511.2 12. 100,059.02022100,022.20.04% 13. 255.82022762.5 14. 2,517.42,498.420222,626.32,608.3108.9 2,068.220222,001.366.9 734.5202281.8652.7 2,913.220222,586.6326.6 15. 33,949.031,526.41,821.4 7,537.07,054.110,507.08,850.8 15. 16. 90,337.5157.4627.634,149.4164.7 17. 18. 19. 1,189.5354.3 20. 21. 22. 23. 15,977202220,5261,354.420221,697.9 24. 2021262021319 24. 17800 30,000.001.000.10% 6202151315,780,0000.36%9.5014,994.30 24. 1220215132022512202251212 20233132/32024128 20235820235102,919,0000.07% 121,657,00012,861,0000.30% 912818(1)54(2)465(3)3021922,203,217 85.7%87.7%306 (1)46.5%20236308(2)(3) 2.1 202363044%mall85% 2.2IP IP 20233315FUN51618 2.3 3070DAU≥1,000 1.11.8400%+2.0 2.4 20235009861%18% 31546188184276175098% 1. 2. 3. 4. 5. 6. H2015626A2018117 2023630C.2.1 C.2.1 20076C.2.1(i)145(ii)(iii) 20238152023815C.2.1 2023630 213.10(2)3.21 20232023630 20231120236302022 2023113.10(1)3.10(2)313.10A 202372620238152023 20237278158162023726814815http://www.hkexnews.hk 2023630 XV(a)XV78(b)352(c) 20236304,354,732,6733,613,447,039A741,285,634H 92%XV6301,083,618,667A24.88% (a)XV78(b)352(c) XV233365% (1)20236304,354,732,6733,613,447,039A741,285,634H(2)(3)New Retail Strategic Opportunities Investments 4 Limited65,737,710HNew Retail Strategic Opportunities Fund, L.P.New Retail Strategic Opportunities Investments 4 Limited100%New Retail Strategic Opportunities Fund GP, L.P.New Retail Strategic Opportunities Fund, L.P.New Retail StrategicOpportunities GP LimitedNew Retail Strategic Opportunities Fund GP, L.P.Alibaba Investment LimitedNew Retail Strategic Opportunities Fund GP, L.P.New Retail Strategic Opportunities FundGP, L.P.100%Alibaba Investment LimitedNew Retail Strategic Opportunities GP Limited100%Alibaba GroupHolding LimitedAlibaba Investment Limited100%Alibaba Group Holding Limited65,737,710HTaobao China Holding Limited65,737,711HTaobao Holding LimitedTaobao China Holding Limited100%Alibaba Group Holding LimitedTaobao Holding Limited100%Alibaba Group Holding Limited65,737,711HAlibaba Group Holding Limited131,475,421H(4)20195142019A201951412.28355,000,000A57.59%35.75%A(5)Man Wah Investments Limited80%Man Wah In-vestments Limited47,904,600HMan Wah Investments Limited47,904,600H(6)UBS Trustees (B.V.I.) LimitedXi Xi Development LimitedXi Xi DevelopmentXi Xi DevelopmentNew FortuneStar LimitedNew Fortune StarNew Fortune Star68.28%2017322UBS Trustees (B.V.I.) LimitedXi Xi DevelopmentNew Fortune Star 336 2023 2023630 A A201811760182810.23315,000,0003,222,450,000.00A172,442,150.373,050,007,849.639.6814.42201812201811620182720189789% 2023630A 3,222,450172,4423,050,008 A 20219449,732,673A8.233,701,299,898.7922,936,099.503,678,363,799.292020532020632020623202141920215182021102120206320214262021A50% 2023630A 3,701,299.922,936.13,678,363.8 2023630 2023630 20236 30 20236 30 (a)9(b)(c)1616(d)(e)10%50%25% 20236 30 1. 201116202362129.95%SH6001532023623202381552023815 H20156A20181 2. IASB3434 2023711220236302023630 2. ASBEsIFRS16.2934404021211621 202320226302023630 2. 2. 3. 202363020221231 202311 17172020620211281212 4. 8 4. 4. 4. 4. 2023630 2022630 4. 10% 5. 6. 7. 6.41%20226305.97% 8. 8. 25% [2011]5820121215% [2014]5115% [2011]112[2016]8515% [2020]3115% 2 0 2 21 2GR202231004738315% 9. 10. 202212312022148,0252023626202382520211231435,47320225202022720202363020226302023428100.4620236262023825 11. 20232022630 202263020222023630 20232022630 12. 2023630479,4982022630638,083283,2972022630301,645196,2012022630336,438 12. 12. 12. 12. 20232022630 2023630296,2482022630226,429 2023630202212311,046,000920,000 88,082,0002022123184,678,00019 13. 202363016,906022,671202263023,13831,2565,836 14. 9202363020221231 15. (a)(b)2023630164,96820221231202,754(c)202363020221231(d)201881070%(e)1,400,324202212311,459,5251,835,868202212311,835,8682023630 16. 17. 20236301.90%3.90%20221.75%3.85%202363020221231 19. (a)202363020221231 (b)2018712A18A1156486B18A21564871815648818A122.895.80%1818A22.116.30%1818118202112371,000,000.00 2020922ABA4.25.50%18B1.16%1820236311,697,047.08 20211521CFZR0025202121ZR001532021174%5172023630500,000,000.00 19. 20. 20. (a)2020201966[2019]567[2018]MTN50630[2018]MTN50650302020201162020117