中通快递-W2023 年年报

( 於開曼群島註冊成立以不同投票權控制的有限責任公司 )股份代號 :2057 20236152023615 202351202351 202351202351202351 Herman Yu 16851201708 Herman Yu 99565603 202351202351 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 1608 •8835 1750 183171712-1716 2057 ZTO Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket Square, Grand Cayman, KY1-1102Cayman Islands http://zto.investorroom.com/ (1) (2) 20232022123135,377.08.6%202338,418.9 ZTO (i)(ii) 99%202312316,00031,000110,000 202312319946410,0003,9009,2001517 1 202312312022 (ESG) 2019ESGESGhttp://zto.investorroom.com/20231231ESG20231231 202351 20230.62202268%202441040%A2024410183171712-17162024422A2024429 2024202440% 201811152024630202312311,063.042,501,325437.0 5202025630 2002 2024347.3356.415%18% 2022123134,164.39.8%202337,512.123.8%11.3%2023123191.4%37.3% 20231231202225.2% 2022123126,337.71.6%2023123126,756.4 13,591.6202212,480.28.9%12.1%6 8,253.520227,845.55.2%(i)242.3(ii)245.715.0%5 •854.520221,137.124.9% 513.42022463.410.8% •3,543.320224,411.519.7%(i)904.7(ii)IT137.2 202212319,039.329.0%2023123111,662.52022123125.6%202330.4% 202212311,302.827.0%20231,654.6 202212312,077.416.7%202312312,425.3(i)115.9(ii)85.6(iii)80.2(iv)74.8 20221231774.60.5%20231231770.7(i)397.0(ii)277.4(iii)122.0 20221231503.740.3%20231231706.8 20221231190.552.0%20231231289.5 2022123146.2255.7%20231231164.5100.0 20221231147.336.5%2023123193.5 202212311,633.318.7%202312311,938.62023123120221.6%202210%207.1ZTO Express (HongKong) Limited2 202212316,659.031.5%202312318,754.5 20231231 2023123131.9%2022123130.6% 2023123112,333.9686.67,454.62023123191.8%85.4% 202312317,766.0202212315,394.4202312311.6% 12 20231231 20231231 202312312,661.910%242.0 20231231 202312316720221231742027 2023123146 2023123123,554 2023123163,000 202312313,226.5202212312,967.5 2016ZTO ES2024319202432024 20231231 20236152023615 Herman Yu 5257 201548 1 5819 2023123120-F • • • • • • • • •(i)(ii)A • •• PCAOBPCAOB PCAOBHFCAA •AA •A 20231231 2023121500,000,00020201220231242026123365%20231242026123 (i)57%(ii)16%(iii)12%(iv)10%(v)5% (i)(ii)(iii)(iv) 2023121 (i)24.55%(ii)150550700 2023122220231222(i)16.36%(ii)24.55%(iii)14.38%8.35%12.86% 20231222 (1)34.35%12.00%10.00%7.05%6.00%5.02%4.40%1.40%1.06%18.72%34344.00%202433169 202120211227202211 • • • 2015818(i)(ii)(iii)(iv) 201581820159 2015818(i)(ii) 2015818(i)(ii)(iii)(iv) 73.8% 20158182020810100% 2022122320234262020920158 2023123181.4%2023123135.7%58.5% 14AHKEX-GL112-223.48 5%14A 14A14A A(i)14A(ii)14A.53(iii)14A.52 (i) (ii) (iv)14A(v) (iii) (i)(ii)(iii) (iv) (i)(ii)(iii)14A (v) •(i)(ii)(iii)(iv) • •14A14A •A 20231231 (i)(ii) 2023123120231231 2023123120231231 179.3119.0 531.0274.33.43.2 ZTO Freight1,028.6 862.9 2.31.81.80.865.064.7ZTO Freight58.445.95.53.1 (1) 202212232023426 (i)(ii)(iii)(iv) 20251231 202212232023426 (2) 20221223(i)(ii)(iii)(iv)2023426(v)(vi) (i)(ii)(iii)(i)(ii)(i)(ii) 20251231 202212232023426 (3) 202212232023426 20251231 202212232023426 (4) 20221223 20251231 20221223 (5) 20221223(i)2023426(ii) (i)(ii)(i)(ii)(iii) 20251231 202212232023426 (6)ZTO Freight ZTO Freight202212232023426ZTOFreightZTO Freight ZTO Freight ZTO Freight20251231 ZTO Freight202212232023426 (7) 20221223A (i)(ii)(iii)(iv) ZTOFreight2023426(B) (v)2023426 (i)ZTO Freight(ii) 20251231 202212232023426 (8) 2023426(i) ZTO Freight(ii) ZTO FreightZTO FreightZTO FreightZTO FreightZTO FreightZTO FreightZTO Freight 20251231 2023426 202312311914A14A 2543 (1)(2)(3)(4)(5)(6) 14A.563000740 (1)(2)(3)(4)3637(5) ABABB 20231231B 1202312314,025,182AZTO ES964,765AZTO ES(i)(ii) 2Zto Lms Holding LimitedThe LMS Family TrustThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedThe LMSFamily Trust 20231231ABAB20231231606,766,663A206,100,000B4,025,182AZTO ES964,765A206,100,000B77.4%ZTO ESZTO ES BABA206,100,000A20231231A34.0% 19C8A8A.468A8A8A 10%BA(1)B(2)BBA 2023123130%30% 5% 1 5 202312319799 8.2 20228102027202720271.50%202331319120272027912027A2022825202736.4820271933144A 20231231102027 202331420220.37202346 20243192024410202312310.62 161469 20231231979925 20231231269 2023123113 202342520235120235130 20234252023518202351202351202361530 2829 • 8.10 2024419 532013520 582013520121020091020123 55202252017620163201722008320163 2006120037 53201352007520111VIPS202020231911) 2004519951219927 402023620235201911202342013920191120127201382006720081020226Quantium Solutions International Pte. Ltd. 2012MBA2006 Frank Zhen WEI522015820021120101(Warburg Pincus China)19971999(Morgan Stanley)19951997(McKinsey & Company)201912022720151201882686)20161201910699) 19955 54201610CEG (Asia) Limited19992001SOHUPrudential Securities Inc.19909 19909 Herman Yu Herman Yu53201610Herman YuWeb3Herman YuBIDU9888202182023320179202111Herman Yu20152017WB989820062015Herman Yu Herman Yu(MAcc) Tsun-Ming (Daniel) Kao5820171020194VIPS20181202