涂鸦智能-W2023年度报告

245681117495373757981828486150 公司資料 A10310012 3485 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands 22 公司資料 Davis Polk & Wardwell3A10 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand CaymanKY1-1102Cayman Islands 1826 488 399 1812628 390 183171712-1716 2391 TUYA ir.tuya.com 安全港聲明 19952024424 重點摘要 20231231 •230.010.5%20221231208.2•PaaS167.79.7%20221231152.9•SaaS35.820.0%2022123129.8•46.4%3.42022123143.0%PaaS43.7%2.62022123141.1%•46.0%34.82022123180.8%10.9%36.72022123147.6%•26.2%44.02022123170.2%8.9%46.02022123137.1%•36.42022123170.7•20231231984.320221231952.0 20231231 •20231231PaaS14,000202212315,100202312316,100202212317,600•2023123112PaaS2265202212311226320231231PaaS83.4%2022123181.7%PaaS•2023123112PaaSDBNER3103%202212311251%•20231231993,00020221231708,00040.3%1.PaaSPaaS2.PaaS12PaaS100,0003.12PaaS12PaaS12PaaSPaaS12DBNERDBNERDBNER 業務回顧及展望 PaaSSaaSPaaS(OEM)SaaSSaaSCubeOEM OEM202120236,1003,800CalexSharpABBSCGPaaS2002,90020231231993,000 20232,0408.9%3,640202310.5%2023447.3% 2023 業務回顧及展望 2023CubeTuya2023VivoTuyaIoT CoreChoppiesCubeIoT PaaS++PaaSSaaS 2023202211.6%202325.5%Zigbee TuyaOS5AlexaTuyaSaaSTuya 業務回顧及展望 2023PaaS2.0( iot.tuya.com )( developer.tuya.com )( www.tuyaos.com ) 99.312TuyaOS280Tuya1,0008,500 2023Tuya 2023 20231231 2023230.02022208.210.5%PaaSSaaS •20231231PaaS167.72022152.99.7%2022PaaSDBNER202212311251%2023123112103% •20231231SaaS35.8202229.820.0% •2023123126.5202225.44.2%OEM 20231231123.32022118.73.9% 管理層討論與分析 20231231202289.419.3%106.72023123146.4%202243.0% •20231231PaaS43.7%202241.1%2.62022•20231231SaaS74.2%202279.0%•2023123125.5%202211.6% 1231212.52022257.617.5% 20231231131.72022188.630.2%2023123165.2202269.02023123115.52022 •20231231102.32022144.929.4%202312311,0472022123120.3%2023123187.52022130.3 •2023123140.4202255.727.3%(i)(ii)2023123135.0202248.8 •2023123180.7202267.519.5%15.520222023123120.1202220.0 •2023123110.9 20231231105.82022168.237.1%2023123125.1202299.274.7% 2023123146.0%202280.8%34.82023123110.9%202247.6%36.7 2023123160.32022146.258.7%2023123149.7 2023123120.4202277.2 2023123126.2%202270.2%44.0202312318.9%202237.1%46.0 202312310.1120220.26A 202312310.040.0320220.14 20231231984.320221231952.0 2023123136.4202270.720231231 73 管理層討論與分析 202274202275TuyaA2391TUYA-W7,300,000AA578,546,560 20231231 20232022123160.3146.220231231574.82023123136.42022123170.7 202134904.7202275AA19.37,300,000A70.0 20231231984.320221231952.0 20231231 20231231 2023123120221231 20231231475.5202312315%20231231 20231231 20231231 20231231 ASC 83020231231 管理層討論與分析 20231231 201520221223 20231231 20231231 2023620 2014828A2021318TUYAA2391TUYA-W TuyaInc.TuyaPaaSSaaSTuyaOEM202312311 董事會報告 5 202312312114A14A 2022614 20226120241231 TencentMobility LimitedAA10%0.1%5%14A.76(2)A14A.10514A.35 202312319.79.2 20231231 20212021 2014122320198232022119(i)(ii)(iii) 董事會報告 202312312023123120231231 202150% OEMEDIEDIEDISPSP20191SPSP 202120212022118H(i)2021(ii) 2001121120089102016262022329 2021121020211217 • ••• 董事會報告 ••• (i) (ii)(iii)(iv)(v)(vi) (i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix)(x) 董事會報告 1.00 (i)(ii)(iii)500,000(iv)(v)500,000(vi)(vii)(viii)(ix)(x)(xi) (i)(ii)(iii) 董事會報告 (i)(ii)(iii) (i)(ii)(iii)(iv) (i)(ii)(iii)(iv)A (i)A14A.105(ii)14A.53(iii)14A.52 (i) (ii)(iv)A (iii)(i)(ii)(iii) 董事會報告 (iv)A (v) AA (i)(ii)(iii) (i)(ii)(iii)(iv) 3000740 (i)(ii)(iii)(iv) 2023123100%202312310.010.001% ABAB 董事會報告 Tuya Group Inc.TenetGroupTenetVisionTenetGlobalTenetGlobalTenetSmartTenetSmartTMF(Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.70,220,130A43,379,870BUnileo1,974,570A26,825,430B 15,012,706A201572,194,700A70,205,300B(a)24.78%(b)25.45%(c)64.98%AB B1:1ABA70,205,300AA12.22%A 8A.22BBB (i)8A.17(1)(2)(3)(4)(ii)BB8A.18(iii)B8A.18(2)(iv)BA B 202312315.9%13.1%2023123111.3%38.9% 202312315% 1 202312318 2023123115 20231231 董事會報告 902022123170 20231231 20231231 20231231 2023123120231231 5 202312312022 2022616 董事會報告 202261650,00075,000 2420231231 202312312425 150,000200,000200,000250,0007,000,0007,500,0007,500,0008,000,00019,000,00019,500,000 20231231 董事會報告 20231231 20231231 20231231 18 20231231 2023123113.1713.22 20231231XV(a)XV78(b)352(c) (1)20231231504,387,299A70,205,300BL(2)5,100,000A 董事會報告 (3)Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.Tuya Group Inc.TenetGroup68,793,080ATenet Vision34,806,920BTuyaGroup Inc.1,427,050A8,572,950B(4)UnileoUnileo1,974,570A26,825,430B(5)6,500,000A(6)5,000,000A(7)400,000A100,000A(8)YANG Xu7,500A 20231231XV(a)352(b) 20231231XV23336 董事會報告 (1)20231231504,387,299A70,205,300BLS(2)New Enterprise Associates 14, L.P.NEA Partners 14 L.P.NEA Partners 14 L.P.NEA 14 GP, LTD.NEA Partners 14 L.P.NEA 14 GP, LTD.New Enterprise Associates 14, L.P.109,744,738A(3)Tencent Mobility LimitedTencent Mobility Limited55,924,749A2,375,000A(4)Tenet GroupTenet VisionT