稀美资源二零二三年年报

16.7% (RMI)TICITSCI 40%13,0001,000 1,50011,100 24563335395269747576788082142 Cricket SquareHutchins DriveP.O. Box 2681Grand Cayman KY1-1111Cayman Islands 497E 183171712–1716 120 140 www.ximeigroup.com 97927 9936 40%99.5%18%99.5%27% 1,403.237.6%225.845.5% 5031 37%17%14%18%9%5%46%23%16%6% 1. 29%25%8%1.9 40%99.5%18% 99.5%27%Gfk 2. (1)WK ResearchWK Research(CAGR)6.31%5G5G5G15,00020%39mg5G26143645G5G284.420.55G (2)SAWLiNbO3 AI800GLight counting800G800G7%50%16800G60-90GbaudInP130Gbaud260Gbaud SAW/BAWiPhone7405G5G67SAW/BAW3.64.1% SAW35.0-40.4CAGR17.9%-23.6%7.2%-19.6% (3)55%70%~80%8,8472018World Air Force1.942.837.84% (4)645VNTO3-10% 1,06563.6% IEAGlobal EV Outlook20%83%1.5% (5)205%50%25% (6)Tc<25KNbTiTc=9.5KNb3SnTc=18kMRIMCZNMR ITER NbTiNb3Sn IHS Markit48%52%121.717g122.9240.98% 2 14.038%2.2646% 107196958 ERP (i)(ii)(iii)(iv)(v)(vi)32.4%45.0% 1,019.6383.637.6%1,403.2 454.6458.94.30.9% 97.5104.16.66.3% 220.387.839.9%308.1 298.952.5 23.227.0 217.0160.656.435.1% 1,092.7713.7 72.2%69.5%713.7379.053.1%1,092.7 305.94.51.5%310.4 30.0%22.1% (i)(ii) 13.55.5 8.36.578.3%14.82.9 118.837.731.8%156.5(i)30.412.442.8(ii)47.619.066.6 66.647.6 24.023.20.52.223.521.0 25%15%13% 14.216.712.0%13.4%9 103.5107.54.03.7%7.4%10.5% 87.1104.717.616.8% (i)(ii)(iii)(iv)(v) 304.181.2385.3 99.099.0(i)(ii)(iii)1653.058.545.537.70.62.8 (1)(2) 682.0511.0383.4596.543.5%41.1% 196.1199.2 (1)(2) 236.5397.9 2.10.7 365 65.682.5 210.9205.9 86.354.3 40 365 25.623.5 85.897.0 77.7%69.2% 29.220.538.347.6 482.5638.7 115.5325.4 12 209.8238.784.3113.40.28081 656.7515.4 31.2%15.7%100% 29.220.538.347.6 138.5156.7 105.1155.8 3334 5G 67855091.162.6 (1) (2) (3) (4) 92.7105.587.9 6031 EMBA 205,000,00056.94%571XVJiaweiResources SeychellesJiawei Resources Seychelles 5921500 45 49A002460H177215 HKICPA, FCCA51Beta Gamma Sigma 21 Kakiko Group Limited2225960818262433 56 21 5921 60 600584002185003031 39 3919 62Macquarie University 29 C1 C1C.2.1 C.2.1(i)(ii)(iii) (i)3.10(1)(ii)3.21 (i)3.10(1)(ii)3.21 C3 (i)(ii) 3.10(1)(2)3.10A 83(3)84(1)84(2)83(3) 3.21 (i)(ii)(iii)(iv) 3.25 (i)(ii)(iii)(iv)(v)(vi)17 C1 (i) (ii) (iii) (iv) (vi) (vii) (i) (ii) (i) (ii)(a)(b)(c) E.1.5 1,000,0001,000,000 10 4060 678 C1 143 3.29 (i)(ii)(iii) (i)(ii)(iii) 201 1.50.6 10% 497E 497E 497E www.ximeigroup.com 3 74141 183171712–1716 6324142 3RReduceRecycleReuse 25% 0.81.2 23 78 337.1316.3140141 13 1 29.220.538.347.6 552,500 (i)(ii) 10% 36,000,000 10% 121%12 12 (i)(ii)10 36,000,000 10 1.(i)(ii)(iii) 2.10 (i) (ii) (iii) 3.36,000,00010%36,000,00010% 4.121%1%121%17.03E 5.2110112 6. (i) (ii) (iii) 7.1010 8.36,000,000 3538 10 1111 13.51B(1) 4.0GFL Investment (Hong Kong) Limited60,000,0003.884.434.55600,000 240.07.2232.8 232 (a) XV(i)XV78(ii)352(iii) XV(i)XV78(ii)352(iii) XV23 (b) XV23336 (1)L (2)Ruan XiaomeiRuan XiaomeiJiawei Resources SeychellesJiawei Resources Seychelles(3)A002460H1772GFL Investment (Hong Kong) Limited XV23336 28 14A 3.4%6.6%12 115.5325.4 36.5%11.1%50.2%22.3% 5% 2.4 Ernst & Young27/F, One Taikoo Place979 King’s RoadQuarry Bay, Hong Kong 74141 •••••• 1. Cricket Square,Hutchins Drive, P.O. Box 2681, Grand Cayman KY1-1111, Cayman Islands JiaweiResources Holding Limited 1. 2. 2.1 (a) (b) (c) 2. 2.1 2.2 171281212 (a)122 (b)8 2. 2.2 (c)1212 (d)12 2. 2.3 3114141 102816117721 12345 (a)102810281028 (b)1616 2. 2.3 (c)12 (d)77 (e)21 2. 2.4 20% 5 (a) (i)(ii)(iii) 2. 2.4 (b) (i)(ii)(iii)(iv)(v)(vi)(a)(vii)(a)(i)(viii) 5 2. 2.4 2.9%10%10%20%20%25%16.7% 2. 2.4 (a) 50233 (b) 2. 2.4 (c)12 2. 2.4 15 2. 2.4 (a) (b) 9 • •(a)(b) 2. 2.4 (a) 1212 30 90 2. 2.4 11223 (b) 2. 2.4 (a) (b) 9 2. 2.4 2. 2.4 • • •• 2. 2.4 15 (a) (b) 2. 2.4 2. 2.4 3. 682,012,000511,000,000 17397,878,000236,528,000 4. (b) 90% 10% 5. (a) 4 (b) 3090 3090 15 *(i)(ii) 7. 8. 9. (a)16.5%16.5%2,000,0008.25%16.5% 25%25%15%15%15%25% (b)25% 9. (c) 10%10% 605.9528.3 10. 383(1)(a)(b)(c)(f)2 (a) 11. 10 1,000,000900,000 12. 87,142,000104,734,000359,550,418325,641,500 (a)7,797,0007,941,000 (b)22(b)58,629,00047,634,000 14. 5023 (a) 22(b)28,821,00020,467,000 (ii)3,193,0006,543,000 14. (b) (c) (d)26(c) 15. (a) (b)15,300,00045%45% 16. (a) 17. (b) (a)11,000,00011,000,00011,000,00011,000,000 (i)(ii)27 (b) 19. 96,767,000218,520,000 20. 21. 21. (c) 22. 22. (a)493,078,000245,070,000 (b)139,370,000237,472,00028,821,00020,467,00058,629,00047,634,000 (c)638,678,000284,988,000197,554,000 23. 23. 43.4460,000,000240,000,000200,024,000 24. 1210 24. 10% 452,000100,0001,745,0001,587,000415,000372,000552,500100,000 1010% 1%0.1% 21112 24. (i)(ii)(iii) 25. (i)(ii) 26. (a) 3,889,00026,722,0003,889,00026,722,000 2,284,0002,593,0002,284,0002,593,000 26. (c) 27. 28. (i) 196,000552,000189,