滔搏2023/24 中期报告

目錄 2 3 4 13 19 20 21 22 24 25 26 41 公司資料 50037 P.O. Box 309Ugland HouseGrand CaymanKY1-1104Cayman Islands Maples Fund Services (Cayman)LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand CaymanKY1-1102Cayman Islands 30-34The Edge6M1 183171712 1716 92822 6110 www.topsports.com.cn 22 財務摘要 20235.5% 2023182441.8 HOKA ONE ONEMounster14 首席執行官報告書 2023/247.3%14,176.5 •8.8%11,987.7 •7.0%10.5%•• 0.944.7% •7.3%•—22.9%1,679.7—1.511.8%•16.7%1,337.20.79.4% •202283110.1%20232287.9%26.7140.9•2,550.857.8%1.9•202422916.0074.2%70.4% 3+3 1. + 首席執行官報告書 3+3 1. 14 20238316,20910.4%3.5%20232285.4%1.7% 20238317.7% 0.513.3% 3+3 1. + •8.7%29,8963.5% • •1.310.0% 首席執行官報告書 3+3 2. 14 202383173.116.2%92.7%60-70%4 3+3 2. +++IP B HOKA ONE ONE 首席執行官報告書 3+3 2. Mounster ESG SDGsILO ESGMSCISustainalyticsMSCIESGBBBESGESG •••+•ESG 20231018 管理層討論及分析 202383114,176.520228317.3%1,725.920228319.2%1,337.2202283116.7% 202283113,218.07.3%202383114,176.5 *The North FaceNBAHOKA ONE ONE 9.2%20238311,725.916.7%20238311,337.2 20228317,187.39.0%20238317,835.720228316,030.75.1%20238316,340.8 44.7%202283145.6%0.9202383120232286,247.320228316,403.67.9%10.1%5,753.7 管理層討論及分析 20238314,110.120228314,090.829.0%202283130.9% 2023831552.52022831574.33.9%20228314.3% 202283148.6202383159.62023831 2022831111.3202383177.92023831 2023831370.92022831372.4202283124.5%2.8202383121.7%25% 202383146.22022831213.4 2023831188.22022831157.3 20238 3120228 3118.4716.7%21.56 20238311,337.220228311,145.46,201,222,02420228316,201,222,024 20228312,133.7547.020238312,680.7 202383143.62022831132.9187.02.51,058.920.91.31,058.9165.5 1,716.420228311,560.01,545.0246.0801.32022/23310.12022/23930.2840.01,286.0 20238 313,394.2840.02,554.220232283,643.41,545.02,098.4 管理層討論及分析 20238 3120232282,554.220232282,098.4 20238 31246.0 20238 31 2023831 20238 31 2023831 202383129,896202322830,97820238311,413.420228311,488.010.0%202283111.3% 202383116.00992.2 202312202023127 202310 181.001.055516.89 202312202023127202312 5202312 72023124 1831717121716 831 中期財務資料的審閱報告 204020238313434 2410 34 20231018 20238 31 簡明綜合中期財務資料附註 1 20189522196132018P.O. Box 309,Ugland House, Grand Cayman, KY1-1104, Cayman Islands 201910 10202383150% 0.10.1 2023831 2 2023831342023228 2023228 (a) 202331 1712ii812i12 – 簡明綜合中期財務資料附註 2 (a) (i) 1220223 1 (ii) 122023312024229 1 簡明綜合中期財務資料附註 2 (a) (ii) 22024229 12 (b) 20233 1 116177—520201028 (1)(1)(1)(1) —(1)(2) (1)(2) 簡明綜合中期財務資料附註 3 2023228 4 4.1 20232 28 20232 28 4.2 20238 3140.92023831 簡明綜合中期財務資料附註 5 20238 312023228 6 簡明綜合中期財務資料附註 簡明綜合中期財務資料附註 10 16.5%202283116.5% 25%202283125% 10%10%5% 簡明綜合中期財務資料附註 11 (a) (b) 20222023831 12 (a)20231018202422916.0016.89992.2 (b)20235 2320232285.005.50310.115.0016.49930.22023831 (c)20221025202322813.0013.78806.22023228 (d)20225 3020222287.008.09434.123.0026.581,426.32022831 簡明綜合中期財務資料附註 14 簡明綜合中期財務資料附註 14 (a) 8(c) (b) 簡明綜合中期財務資料附註 14 (c) 20238 312023228298.5342.020238312023228 16 7,824.220228317,167.511.520228 3119.820238 31 簡明綜合中期財務資料附註 301520238 31 簡明綜合中期財務資料附註 (a)20238 31246.02023228286.0840.020232 281,545.0202.0%20232 281.6% (b)20232281,000.01,000.03.7% 簡明綜合中期財務資料附註 19 0602023831 20 2023831840.020232281,545.0246.02023228286.0181.6%20232 281.6% 21 20223 1202322820233 12023831 20223 1202322820233 12023831 簡明綜合中期財務資料附註 22 23 (a)Hillhouse HHBH Holdings Limited創業44.48%46.36%(b) 24 20239 1 一般資料 20238 31XVXV7835210 18352 20238 31XVXV23336 (1)20238 316,201,222,024(2)Hillhouse HHBHHillhouse HHBH LimitedHHBH Investment, L.P.HHBH Investment,L.P.Hillhouse Investment Management, Ltd.(3)TMFTMFthe Generous Trust, the Trade Vantage Trust, the State Win Trust, the SullaTrust, the Supreme Talent Trust, the Speedy Global Trust, the Sea Wisdom Trust, the Sky Beauty Trust, the Keen SourceTrust and the Sola Fortune TrustTMF562,659,227 2023831XV23336 202372113.51B(1) 一般資料 14 2023831C.2.1 C.2.12023721 102023312023831 2023831 2023831