粉笔2023 年报

23671519496196101102103105107108192 188262602 202338 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands Walkers Corporate Limited190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 183171712–1716 101031–6 1151509 18346 22 www.fenbi.com 2469 2023 607010 23 99% AIAIAIAIAIAiAIChatGPT 20243 28 20701995982023126 1,00030903009802023666 3060301207000812515800020231,665 202357 2023 2023 20222,810.47.5%20233,021.3 20222,353.96.8%20232,514.5(1)2023(2) (1)(2)2022456.611.0%2023506.8(1)20222023(2) 202220231,444.71,451.5 20221,141.71.8%20231,120.7 2022303.09.2%2023330.8 20221,365.714.9%20231,569.848.6%52.0% 202251.5%202355.4%(1)(2)(3) 202233.6%202334.7% 2022543.713.3%2023471.5(1)(2) 2022516.830.4%2023673.9(1)(2) 2022196.627.9%2023251.4(1)(2) 20220.320233.2 202232.611.3%202328.9 2022121.885.4%202317.8(1)(2)(3)20232022 202328.8202232.9(1)2023(2) 2023205.020222,045.5 202243.262.1%202316.4 202220232,088.7188.674.3%6.2% 202212319.0202312 3138.9 202212 31117.9202312 31149.5 20221231275.0202312 31227.1 2023 202212 31565.4202312 311,048.6 202212 311,047.4202312 31671.52023 202328.12022107.8 202334.52022742.6 202356.3202236.02023 202312 312022 202312 31 202312 31 202312 312022 202312 31202312 312022 1231123120232022 (1)52.0%48.6%(2)6.2%(74.3%)(3)14.7%6.8% (4)2.31.8(5)2.31.7 (1)100%(2)100%(3)100%(4)(5) 202312 317,325202212 317,440202312 311,657.2 20232023 41201522016112016320194 2013820152YUANInc20118 20057 392015220152202310 20122201510070020104201213000442008220103 2005620081 4920152 20125YUAN IncYUAN Inc20055NTES9999HELLO GROUP INC.MOMO2012420151220151220229 1996720061 4020152 20125YUAN IncYUAN Inc20056200722010220124NTES9999 20056 20231 202012008120191220122201912199372015201920092011 1983719895199311 4420231 20214AllinfraLtd.20088201542015620209122005320088AusNet ServicesSP AusNet2003520053 2001320044 4320231 200372019720228002659 2003720101 — 39— 392015220152201632019420161120209202010 201382015220104201310 2007620107 47201711 20022201711 20041 3820209202011 201710202092011720157201562017720104201182008820103 2008620198 2020320188201910201210201852010720127 201072017620144201812 20 202312 31 202012 1420231 92469 38202312 315 COVID-19 COVID-19COVID-19COVID-19 COVID-19COVID-19 (i)5.2%202210.7%18.3%202222.1%(ii)1.6%20221.0%3.7%20223.5% 20235% 13 24 202312 31 202312 31 202338 13.51B(1) 1.20233 8 2.202310 13.51B(1) 202212 20202212 20 202312 318.10 202312 31 202312 31 14A 3514A14A 202212202412 31 (i)(ii) 202312 3118.02023123111.3 14A.0714A 202212202412 31 (i)(ii)(iii) 202312 3117.0202312 319.0 14A.0714A 202212202412 31 202312 3110.0202312313.6 63.568%YUAN Inc30%YUAN Inc14A.0714A 14A.55 (i)(ii)(iii) 14A.563000740 (i) (ii)(iii)(iv) 20217 31 (1)(i)(ii)(iii)— — (3)92.45%5.00%2.25%0.10%0.10%0.10%95.0%5.0% 202312 311,445.347.8% 20217 31 (1)(2) 20217 31 (1)(2) 20217 31 (1)(2) 20217 31(1)(2)(3)(4)(5) (1)(2) 20217 31 (1)(2) (1)(2)(3)(4)(5) 202312 31202312 31 202312 31202312 31 202120212021(i)(ii)202150% (1)(2)(3)(4)(5)(6)(7)(8)(9) — (1) (2) (3) (4) 14A 5%14A (1)14A.10514A(2)14A.53(3)14A.52 (1) (2)(4)14A(e) (3) (4) (5) (1)202312 31(2)202312 31(3)202312 31(4) (1)(2)(3) 369(b) 2023 C2 202312 31XVXV78(a)(b)352(c) (A) L (1)202312 312,281,380,83020232023 (2)— (3)Chalk Sky LtdChalk Sky Ltd (a)Ocorian Trust CompanyZXL Family TrustSonata (BVI) Limited99.998%(b)Chalk Star Ltd0.002% (4)Chalk World LtdChalk World Ltd (a)Ocorian Trust CompanyWL Family TrustCreciendo (BVI) Limited99.998%(b)Chalk Wonder Ltd0.002%202312 19Chalk World Ltd27,500,000 (6)Green Creek Holding LimitedTaurus Fund L.P.Green Creek Holding LimitedTaurus Fund L.P. (B) XVXV78352 202312 31XV23336 Chalk Sky Ltd(2)Sonata (BVI) Limited(2)Liang Ma Limited(3)Ocorian Trust Company(4)(6)Tencent Mobility Limited(6)Ho Chi Sing(7)Zhou Quan(8)IDG-Accel China Growth Fund GP IIIAssociates Ltd.(7)(8)Matrix China II GP GP, Ltd.(9)Matrix China Management II, L.P.(9) LSP (1)202312 312,281,380,83020232023 —(3) —(5) —(3)(4) (5)(i) Tencent Mobility Limited178,736,000(ii)84,724,000(iii) TPP Opportunity I Holding C Limited13,042,000(iv) Triple Max Holding Limited8,694,000(v) TPP Fund II Holding C Limited8,330,000Tencent Mobility LimitedTPPOpportunity I Holding C LimitedTriple Max Holding Limited TPP Fund II Holding C Limited700 (6)Chi Sing Ho(i) IDG-Accel China Growth Fund III L.P.107,591,977(ii) Modish Century Limited40,485,630(iii) Even Classic Limited17,003,990(iv) IDG-Accel China III Investors L.P.7,636,523(v) Spring Moment Limited5,366,000IDG-Accel China Growth Fund III L.P.IDG-Accel China Growth Fund III Associates L.P.IDG-Accel China Growth Fund III L.P.IDG-Accel China III InvestorsL.P.IDG-Accel China Growth Fund GP III Associates Ltd.IDG-Accel China Growth Fund GP III Associates Ltd.ChiSing HoQuan ZhouModish Century LimitedSpring Moment LimitedIDG Breyer Capital Fund L.P.IDG Breyer Capit