赛迪顾问年报2023

: 02176 24571722374762636869717274144 20243222024322 20243 2220243 22 20243 2220243 22 202432220243 22 282311 6610 20243 2220243 2220243 2220243 22 24840 www.ccidconsulting.com 202432220243 2220243 22 02176 H 1617 (CCID)02176 ++ ICT 202312 31 202312 31278,325,000128,081,00063,744,00063,713,0009.01 20243.0 3.0 3.0 20243 28 (IMF)2024120243.1%20253.2% 202420242024(GDP)5.0%+ AIGCGPT AI ++20233.0IT 3.0 2023ICT 2023 20233.0—2023 IT IT ICT2023ITITITITITITITITITITIT10 IT 2023ITITIT+++20244IT2023112024 IT 2023 20233+4+NN 2023—— 2023PCAPP100 202320232023202320232023(CWP)2023VR2023 202312 312702022251 202312 31278,325,000202212 31203,836,00037% 202312 31162,343,000202212 31141,552,00058%15% 202312 3131,447,000202212 3110,259,00011%207% 2023123184,535,000202212 3114,542,00031% 20231231202212 3137,483,0002022 202312 31198,855,000202212 31176,395,00013%2023 [2014]49[2008]111[2009]255[2005]129[2009]203201615%202312 316,081,000 202312 3163,744,00063,713,000202212 3124,616,00024,499,000159%160%3.0++ 202312 31299,686,000202212 31247,653,00021% 202312 31 8 202312 31202212 3120231231202212 31 202312 31202212 31 202312 31183%20221231109% 202312 31202312 31 56202432220232202322024220175202322005320175200912 432023331202311 2420233 620047 8200811 2520228 2320141 1020228 23202112 1520223 211920046 672019520202311 24(TMT)3020217008612100241NBACSLHoldingLimited3682201010201310300288201211201512201220165(NYSE: ATHM)2014920165 31600690201612017112018120181060113820192202178359902016220226061601991619786 4220201223202311 24201972016120197201462016120101201462006920101200492006920127200492003920027 43202432220057201020235201910202314020178201882002720056201412 462017620171120195 202023112420226201922010220161020092009520102000504201112017120126 3920201125202311 24202322020420232202192012122021420097201212201812202172021920227 5320191220202311 24202018320166 1220066 45201631620046 301820045 512023515201912023520147 47201192220035 11919997 51201362520029 12019967 4520163161820046 222012220151201512016320226 38202212120177201712201872018820211202112022120176 50201761420228 2320200710 29201411 2520176 1320176 142011120176 492012315 ++ ICT C1 C3202312 31 3.10(1)3.10A3.10(2)3.13 202312 31 20243222024322 20243 2220243 22 1721 (i) (ii)(iii)(iv)(v)(vi) B.1.4 5351 202312 3148.15%51.85% A.2.1 ————— 202312 31 20243 2220243 22202611 24 202311 24202311 24202611 24 202311 2420231124202611 2420243 2220243 22202611 24 C1C.1.4 20243 2220243 2220243 2220243 22 4 20243 2220243 2220243 2220243 22 3 20243 220/03/320243 220/020243 223/320243 223/3 (1)(2)(3) (1) (2) (3)18 3.22 2202212 312023630 202312 31 20243 2220243 22 613 E.1.520231231 501,0001,000,0001,001,0001,500,0001,501,000 202312 31 D2251171201415 800,000 6367 202312 31 ———— 3.29 20228 23(i)(ii)www.hkexnews.hkwww.ccidconsulting.com(iii) 202312 31 (1) 73(10)(10)(30) (2) 24840 6610 (3) 55(5)(5) 24840 6610 202312 31 (ESG)ESGESGESGESG 202312 31 2023 (COD)(BOD)(SS)202312 31 55.970.207 2023 2023•••• 202312 31270 186.67% 2020202120222023 11 202312 31100% 202312 31 2023 202312 31 135 716 5 1001066 202312 3168700.026202220237 140.0373202310 24 20246 24202312 310.07642023202353,480,0002023H20246 13202320232023 H[2008]897H200810%H [2009]124[1993]45[2011]348H10% 20246 13 202320246 7613202320246 64306610HH1617 20246 132023 202320246 20624202320246 194306610HH慤1617 20246 2420232023202320247 19 144 18 30 202312 31 36 202312 3153,504,000 15%5% 325% D2 202312 31 20243222024322 20243 2220243 22 1721 20243 2220243 22202611 24 202311 24202311 24202611 2420233 620233 6 202311 2420231124202611 2420243 2220243 22202611 24 202311 24202311 24202611 24 202311 62026116 20243 22202311 2420243 22 20243 22202311 242024322 202312 31 202312 3114202312 3115 202312 31 32 3.13202312 31 202312 3114A 1.20221 1202412 31 (1)202112 17202112 3111202112 17202112 1720221 1202412 311202412 315,000,0005,000,0005,000,000111 (2)202112 17202112 3122202211202412 312202412 313,200,0003,200,0003,200,000222 (3)202112 17202112 313320221 1202412 313202412316,000,0006,000,0006,000,000333 (4)202112 17202112 3144202211202412 314202412 312,200,0002,200,0002,200,000444 (5)202112 17202112 3155202211202412 315202412 314,000,0004,200,0004,410,000555 1225%1,00014A.76(2)A 3425%1,00014A.76(2)A 55%14A.76(2)A 70.14%A 20221 2120233 31 202112 17 202312 31 2. 13613832 (1) (2) (3) 14A.56136138 202312 31 (1)(2)(3)(4) 32202312 31 202312 3157178352 202312 31 200211 20200211 29H2023123117 202312 31XV23336 2.50%50%491,000,000392,610,00098,390,000 3.Lenovo Manufacturing LimitedLegend Holdings (BVI) Limited20,000,000HLegend Holdings (BVI)LimitedLenovo Group Limited 202312 31336 55 3746 202312 312023 2236 20243 28 2023 2023 20243 28 68143202312 31 202312 31 •• 78991 202312 31278,325,000 238386 202312 3137,871,0002,420,000 202312 31 • • • • P03224 2