美团-W2023年中期报告

2 31 59 60 20236 26 20236 30 22 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 4BC100102 3485 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 3A10 1681 1C19100738 369083690 1826 -WMEITUAN-W -WRMEITUAN-WR 18127 about.meituan.com 183171712-1716 3美團|2023 2023+ 202339.2%51234.8%11121.8%202222.5%31.6% 6 6100717 美團1,100美團30%2424 120% 美團2023 +X 202318.4%16823.5%5231.0% 美團美團美團64.7 美團 2023824 1.20232022 20232022 20236302022630 202250933.4%2023680 20232022 202236839.2%2023512 202214218.4%2023168 202235420.4%202342669.4%6.862.6%(i)(ii)美團(iii) 202290202314617.6%3.821.4% 20225220235410.2%2.28.0% 2022252023214.9%1.83.1% 202250.42023195.3 2022292.22023103.8 2023152022968.5 2023476.9%2022492.81.0% ╱╱ 2022832023111(i)(ii)美團(iii) 20226820235248.0%17.031.0% 2022400.12023122.4 202347202211 2.20232023 20232023 20236302023331 202358615.9%2023680 20232023 202342919.4%2023512美團 20231576.6%2023168 20233889.7%202342666.2%3.662.6%美團 2023104202314617.8%3.621.4% 2023502023548.6%0.68.0% 2023202023213.4%0.33.1% 2023255.32023195.3 2023164.02023103.8 202315202313 2023476.9%2023366.1% 2023942023111美團 20235020235232.0%1.031.0% 202349.82023122.4 202347202334 3. EBITDA EBITDA(i)(ii) (i)(ii)(iii) 2023202263020233 3120232022630 EBITDA 4. 2023630270932 2023109(i)(ii) 202398 202311 20236 3038% 5. 20236305402728 6. 20236 30 7. 20236 3031 8. 20236 30 9. 20236 3099,345 10. 20236302023630 11. 20236 30 12. 20236 30 13. 20236 30 14. 20236 30 15. 20236 3027 20236 30XVXV78352 2)Crown HoldingsSongtao LimitedSongtao LimitedCrown Holdings489,600,000AShared PatienceWAFO Global Inc.20233 24202211 16200B 3)Charmway EnterprisesDay One Holdings LimitedDay One Holdings LimitedCharmway Enterprises88,650,000A28,000,000BShared Vision 4)Sequoia Capital China FundsSequoia Capital China I, L.P.Sequoia Capital China Partners Fund I, L.P.SequoiaCapital China Principals Fund I, L.P.Sequoia Capital China II, L.P.Sequoia Capital China Partners Fund II, L.P.Sequoia Capital China Principals Fund II, L.P.Sequoia Capital 2010 CV Holdco, Ltd.SCC Venture V HoldcoI, Ltd.SCC Venture VI Holdco, Ltd.SCC Venture VI Holdco B, Ltd.SCC Growth 2010-Top Holdco, Ltd.SCC Growth IV Holdco A, Ltd.Sequoia Capital China Growth Fund IV, L.P.0.25%0.03%0.04%0.76%0.02%0.13%0.20%0.002%0.005%0.007%0.30%0.02%0.02%Sequoia Capital Global Growth FundsSequoia Capital Global Growth Fund, L.P.Sequoia Capital Global GrowthPrincipals Fund, L.P.SC GGFII Holdco, Ltd.0.11%0.003%0.16%Sequoia CapitalChina FundsSequoia Capital Global Growth Funds Sequoia Capital China I, L.P.Sequoia Capital China Partners Fund I, L.P.Sequoia Capital China Principals Fund I,L.P.Sequoia Capital China Management I, L.P.SCC Management ISequoia Capital ChinaII, L.P.Sequoia Capital China Partners Fund II, L.P.Sequoia Capital China Principals Fund II, L.P.Sequoia Capital China Management II, L.P.SCC Management IISequoia Capital 2010 CV Holdco, Ltd.Sequoia Capital China Venture 2010 Fund, L.P.SC China Venture 2010 Management,L.P.SCCV 2010 ManagementSCC Venture V Holdco I, Ltd.Sequoia Capital China Venture FundV, L.P.SC China Venture V Management, L.P.SCCV V ManagementSCC Venture VIHoldco, Ltd.SCC Venture VI Holdco B, Ltd.Sequoia Capital China Venture Fund VI, L.P.SC China Venture VI Management, L.P.SCCV VI ManagementSCC Growth 2010-Top Holdco,Ltd.Sequoia Capital China Growth 2010 Fund, L.P.China Growth Fund 2010SC China Growth 2010 Management, L.P.SCCGF 2010 ManagementChina Growth Fund 2010SCCGrowth 2010-Top Holdco, Ltd.China Growth Fund 2010Sequoia Capital China GrowthFund I, L.P.Sequoia Capital China Growth Fund Management I, L.P.SCCGFManagement ISCC Growth IV Holdco A, Ltd.Sequoia Capital China Growth Fund IV, L.P.SC China Growth IV Management, L.P.SCCGF IV ManagementSCC Management ISCC Management IISCCV 2010 Management SCCV V Management SCCV VI Management SCCGF 2010ManagementSCCGF Management ISC ChinaHolding LimitedSNP China Enterprises LimitedSNP China Enterprises Limited9,476,400BURM Management LimitedN&J InvestmentHoldings LimitedSmart Master International Limited0.00004%0.16%0.0013% Sequoia Capital China FundsSequoia Capital Global Growth Funds2.38%B2.63% 5)20236306,242,125,272604,519,783A5,637,605,489B20236 30 2023630 2023630XVXV78352 20236 30XV23336 2)Crown HoldingsSongtao LimitedSongtao LimitedTMF (Cayman) Ltd.Songtao LimitedTMF (Cayman) Ltd.Crown Holdings489,600,000ASharedPatience 3)Charmway EnterprisesDay One Holdings LimitedDay One Holdings LimitedTMF (Cayman) Ltd.Day One Holdings LimitedTMF (Cayman) Ltd.Charmway Enterprises88,650,000A 4)20236306,242,125,272604,519,783A5,637,605,489B20236 30 20214271,483,600,000431.24202720271,500,000,000431.242028202820214 20202142720214 28 202363020272028202720282023630B 20272028B20236 30B12 20272028 2027202820272028 (i)(ii)(iii) 202311(i)(ii)20233 2420236 820236 30 (1) 20151062015106 20