高伟电子2023年度报告

目錄 24618214275101106107108110112113170171 PO Box 309Ugland HouseGrand CaymanKY1-1104Cayman Islands 1 5161620 ʮ̡ ༟ࣘ www.cowelleholdings.com 108 18124 1817 Maples Fund Services (Cayman) LimitedPO Box 1093Boundary HallCricket SquareGrand CaymanKY1-1102Cayman Islands 183171712–1716 20231231 202320222024502023 20231231923.82023202244.7%46.4 20224.7%20235.9%202211% 3CAugmented RealityARVirtual RealityVR(Mixed RealityMR)20242024 ˴ ࢩజ ѓ 20232023(IMF)3.1%3.5%20233.8%2023 (IDC)202311.720223.2%IDC202320232024IDCIOS20232.346Counterpoint Research202360025%60%IOS71% 2023 (IDC)(AR/VR)20231382026509AR/VR(CAGR)32.3%IDC2023AR24133.9%IDC2024AR/VR2024 (LiDAR)Yole Intelligence202320223.32202846.520222028(CAGR)69%202336106(LiDAR) (AR/VR)(LiDAR) ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 20232024 2023123120221,116.22023923.8202283.8202346.420231231943.3415.220221231631.2360.6 20231231 202420232.7%20242.4%202410% ARVRMR AI(AI)(AR)(VR) (AR/VR)20231382026509AR/VRCAGR32.3%2024 (LiDAR)Yole Intelligence202320223.32202846.52022202869%(LiDAR) ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 20231231 2023923.8202217.2% 20231231127.859.746.42022174.4106.083.82023123113.8%6.5%5.0%202215.6%9.5%7.5% 920231231 100% 2023202223.2%202311.2%20231231 20221.9020231.45 20221.3520231.19 100% 2022-42.0%2023-55.0% ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 100% 2022-29.6%2023-35.5% 20225.7122.9%202312.84.110.213.10.1 20222.411.8%20232.10.60.3 202271.89.7%202378.82.14.9 20225.187.0%20239.6 202217.078.1%20233.7 2023123120222022 20231231232.120221231228.33.7 20221231138.33.2%4.420231231133.92023 (1) 20221231195.810.6%20.820231231175.1 ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 2023123120221231 20221231224.94.5%10.120231231235.02023 2023123120221231 20231231943.320221231631.2232.120221231228.3415.220221231360.6 2023123196.7 20231231361.2274.8 2023123174.320221231 2023123180.82022123192.72023 2023123126.12022123113.9 202312313612022123159 ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 202220.720236.2 3090 2023123173.1%202298.8%99.6%2022100.0% 20231231274.8202215.8 24(b) 202312312022 202312311002022 24(d) 20231231 24(c) 20231231 ၍ ଣ ᄴ ী ሞ ၾ ʱؓ 202312315,764202212313,4052023123165.9202264.3 2021552015242023123113,861,000149,000710,0002023123157,020,8806.68%2021420 2024321 (10%)853,124,80085,312,48017 481998Knowles Corporation201620211152024115202131 5619931995201520182021115202131 5319982016202131 3820077202131 ໨ ԫ ʿ ৷ ॴ ၍ ଣ ᄴ 54199119932004200920132021115 51Stech International Company LimitedSpeedtech (LS-ICT) Company LimitedLuxshare-ICT Inc.Toyoshima Corporation (M)Sdn.Bhd.2021115 58198820041988719932 1993319993AAH19994 AHA20217 26 (i)(ii)XV13.51B (1) Hwang Young-HwanHwang492002220022008LG Electronics Inc.20092017LGInnotek Company Limited2017620 Ryu Jin-KyuRyu5320158Ryu20Ryu19941997419972015RyuDongbu Hitek Company LimitedRyu19942 4720149172013819200132011620123 202312316 12 20231231101169 2024523 202452020245232024517430183171712–1716 20231231170 23(b) 2023123172,795,000202266,179,000 202312312022 20231231 ໨ ԫึ జ ѓ 201524202155 202155 (i)(ii)(iii)(iv)(v)(i)(iv) 83,436,88010% (i)10% (ii) (iii)10%10% 30% ໨ ԫึ జ ѓ 121% (21)20215 5(10) 1.001.00 (i)(ii)(iii) 571XIVA (i) (ii) 2021558 ໨ ԫึ జ ѓ 20231231202283,436,8809.78% (1)202152545,450,00020%202252520315 2420%202352520315 2420%202452520315 2420%202552520315 2420%202652520315 2420215 25 (2)2021101517,200,000 20%202210 15203110 1420%202310 15203110 1420%202410 15203110 1420%202510 15203110 1420%202610 15203110 14202110 15 (3) BCD 13,861,00020224,816,00018.142202212.315 2022123162,650,0002023112023123120,786,880 57,020,8806.68% 202312316.74% 21 ໨ ԫึ జ ѓ 2024321 — (10%)85,312,480853,124,80010% 1%8,531,248853,124,800 ໨ ԫึ జ ѓ (10) 20231231 2023123112 2023123193.5%99.8%202298.8%99.9% 2023123146.7%63.2%202246.7%62.2% 202312315% 20 202312316 20231231 20231231 16.18 ໨ ԫึ జ ѓ 1231 2620232023 20231231 2614A14A — 202341995,000,0002023419 14.070.1%5%14A 202312311,529,00010,560,000 20225520225620241231202255 202312311,852,00013,056,00020221,203,0008,057,0002023123143,780,000202226,200,000 71.21%67.29%53.415%43.659%2.927%34%33%33%230114A — 20225202022523202212312022520 202212312022122920231120221229 2023419202320,000,00045,000,000202512312023419202368 ໨ ԫึ జ ѓ 202312316,632,0002023123145,000,000 00247571.21%38.21%0.17%14A — 20229220229320221231202292 2022122920231120221229 2023419202370,000,00073,000,000202512312023419202368 20231110202373,000,000123,000,000202311102023125 202312319,817,00069,756,00020231231123,000,000 — 202341951%ST202342020251231LS2023419202368 20231110STST2023211,000,000400,000,000202311102023125 20231231ST52,566,000373,797,00020231231400,000,000 2023249%RoboSenseHongKong Limited(i)71.20%(ii)2.35%11.58% a.b.c.d.20231231 14A.56 ໨ ԫึ జ ѓ 300074014A.56 26 20231231 20231231XV(a)XV78(b)352(c) 20231231(a)XV78(b)352(c) 20231231XV23336 ໨ ԫึ జ ѓ (1)58.35%53.415%43.659%2.927%34%33%33%2301 (2)20231231853,045,800(L)(S) (3)551,229,760202312 3164.62% 2023123120231231336 2