德昌电机控股2023中期业绩报告

2023 Johnson Electric Holdings Limited179 1262325293013.21303184 •1,9379%10%•43022.2%35520.0%•1809.3%1116.3%•115%12012.99•66%130•20880•20239 3013%440•172.18 20239 30 23/241,9379%10%115%12012.9966%130 84%17%10% 12%25%16% 20231461201940140%20%8% 16%17% 21%43020.0%22.2% 168861809.3%6.3% 12012.9913078 20820239 3013%440 172.1822/23174% 20241 17202312 5 5%7% SBS, JP 202311 8 23/24167.29%1,937.122/231,769.9169.310% 8.423/2422/23 23/2422/23169.3231.061.7 910 20221.3 202210Pendix GmbH2023496.3 22/2317%10% •12%9% •25%11% •16%11% 23/2484%22/2379% •23%22/2322% •Gate17%22/2317% 22/2317% Pendix GmbH20221013Pendix GmbH80%23/24Pendix6.3 23/24120.122/2355.964.2 1 71.8 13.1%22/2314.7% 22/2331.2 10.8 2022 19.223/2415.2%22/234.3%23/24 22/2320.0%23/2422.2% 21 21.32023930610.3202333166202393072 8.320239 30799.9202393020239306320233 3164 14.72023930830.8 202333175202393096 3098% 23/24208.022/2380.2 •23/243.0Lean AI •EBITDA85.0 22/2350.8(Halla Stackpole)20% •21.7 •23/2437.42.622/237.212.3 •20.528.4 •32.287.7 3.72.922/230.60.5 23/24 103.322/2311.1 20239 30 31.520239 30440.220233 31408.7 20239 301,155.9 •40020060200202811 •150.020231120259 •605.9 137.2202393071.9202333165.3 105.72023930368.3100.0 •20247•20235202511 15.6202393077.82023930 EBITDAEBITDA 20239 30 •20239 3013%20233 3116%•EBITDA20239 300.920233 311.3•EBITDA20239 302.120233 312.5•20239 3013.820233 319.8 20233 3120239 30 6 23/2422/233440.022/2321/221719.52.62.237.4 23/241722/231720.120241 20239 30160 32.620239 30183.6 20239 3011.4144.52023331133.120239 30 20239 303.127.1202333130.220239 30 20239 308.3171.62023331163.3 20233 3144.950.520239305.6 9.617.6 20239 3020320233 312222920233 3133 67 20239 30130 1620239 30130 10.5 202333114.48.420239 306.0 6 20239 302023 20239 302023 20239 30 B.2.2 B.2.2 109(A) C.2.1 C.2.1 1988 13. 51B (1) 20239 3013.51B (1) 20239 30 20239 30 20239 30352XV 352XV 2023930 33620239 305% 1.Deltec Bank & Trust LimitedHSBC International Trustee Limited216,143,364Federal Trust Company Limited93,385,6462.13.HSBC International Trustee LimitedWinibest Company Limited4.Federal Trust Company LimitedMerriland Overseas Limited 20239 30336 20237 1320232015792015201520152015201520232023 202320239 30201528.572,888,50010.189.00 2015 2015 20236 120236 139.609.96 20234 1201545,731,28220237 13202392,868,70920239 30202320239 3092,868,709201520237 13 152023930 20238 1540020020060 20238 15 20241 17172.182022172.18202312 5 202312 1202312 5 202311 30183171712-1716202311 29 32 34 35 36 38 40 4083 40 1. 1.1 Victoria Place, 5th Floor, 31 Victoria Street, Hamilton HM 10, Bermuda 202311 83416 1.2 20233 3120234 130 20233 31 1. 1.3 2. 2. 23/2423%22/2322% Gate(OEM)23/2417%22/2317% 10% 2. 23/2480.422/23112.7 20239 3020233 31 23/244.122/230.2 3. 11.120233 3112.020239 3020233 31 4. 5. 5. 20239 3020233 31 6. 6. (i) 20239 30 20239 30 6. (ii) • • 20239 30 40.0 20239 30109.320233 31164.0 6. 20239 30675.3 6. 20239 30223.023/244.522/233.1 6. 23/24718.222/2359.5 11.922/2325.2 20239 3021320233 31244 20239 3076.7202333166.8 1:1 20189 88.020239 3029.2Black-Scholes 17/189 7. 20239 30 23/243.74.122/2321.023.81617 20239 30 7. 20239 301% 2%1% 20239 302920233 3133 20239 305.66.03.520239 309.120233 318.823/240.322/230.716 8. *26.720233 3142.56 3012014 10% 8. 10. 23/248.922/239.1 11. 3004.12520247 20191 30300374.12599.402%20247 304.36 20239 3098.1%2023 3 3198.5%) 100.02018620236 6 22/2347520235202511 11. 20239 303.04.120233 313.24.165.020233 314.519 20239 30 20247 12. 8.320233 314.9191.520233 31193.0183.220233 31188.1 20239 30 15. 20239 301,760.020233 311,760.00.0520233 310.05 15. 22/232.220237 1820237 244%10.451.3420239 6 20237 1310%92.923/2422/23 15. 20237 13202320157920152015201520152023 6119/20 15. 9.481.2222/2310.521.35 9.601.23 23/24 7.822/2310.1173420236 13.6% 20239 302015 16. 17. 18. 19. 11 20. 21. 23/2415.2%22/234.3%16.5%22/2316.5% 22. 23. *20239 3020241 172023125 24. 26. 26.1 26.2 722/236 27. 20233 31 20233 31 28. 713 1 222 333 28. 20239 3020233 31 28. 123 233 (i) 3 (ii) 2 (iii) 3Black-Scholes 28. 23/2422/233 29. 79 30. 20234 1 23/24 128121217 12 12 ••• 820231 12023123120243 31 84 126(852) 2663 6688(852) 2897 2054www.johnsonelectric.com SBS, JP MUFG Fund Services(Bermuda) Limited4th Floor North, Cedar House41 Cedar AvenueHamilton HM 12Bermuda Patrick Blackwell PAULCBE, FCA *Michael John ENRIGHT *GBM, GBS, JP *Christopher Dale PRATTCBE*Catherine Annick Caroline BRADLEYCBE** 183171712-1716 * Victoria Place, 5th Floor31 Victoria StreetHamilton HM 10Bermuda 179179:HK0179.HK 202312 15 1720241 17 德昌電機控股有限公司 （在百慕達註冊成立之有限公司）香港新界沙田香港科學園科技大道東12號6樓電話：(852) 2663 6688傳真：(852) 2897 2054 www.johnsonelectric.com