永旺2023 年报

23461122243855616263656668130 ** Mizuho Bank, Ltd. 1617 * 24 * 3882607–11(852) 2565 3600(852) 2563 8654 * 984 www.aeonstores.com.hk *20243 28 3 2023 KOMEDA’S CoffeeDaisoJapanPop-upStoreSukiya TOPVALU AEONAppMobileAssistant 20243 28 DaisoJapanAEON6KOMEDA’SCoffeePop-up StoreSUKIYA 2023 TOPVALUHÓME CÓORDYPEACE FIT COOL and WARM 20233.2%16.2%7 AEONAppAEON5NetSuperMobile Assistant 9.7%4,140.920224,585.3149.92022124.2 TOPVALUHÓMECÓORDYAEONLiving PLAZA by AEONDaiso JapanMonoMonoKOMEDA’S CoffeeNet Super 202320235.2%20237.2% 3AEONAEONAEON MobileAssistantAEONApp 4,55220224,98661.52022117.5 21AEONSTYLE 3KOMEDA’SCoffeeDaisoJapan 2023 2024 20241202024 TOPVALU 27.6202234.928.20.7202228.90.1% 7.9%11.7%202211.5%7.2%11.9%202211.6%5.3%12.2%202211.7% 3AEON 6.1202225.52.2202226.720221.9 2024160.0 188.72022219.931.2 202312 31 EBITDA1EBITDA157.8202260.897.0 20239.2%8,692.920229,571.30.3%29.2%202229.5% 202312 3120220.020.0220220.030.0220220.05 110.1 6.720226.7 202312 313,208.820223,481.3676.02022827.0202312313,398%20223,417% 574.62022173.5 202312 311,149.620221,423.4 202312 31683.7202212 31615.8 2023123197.2202223.7 EBITDA EBITDA 202312 315,2003,700 27 (SI) 1.2.3.4.5. (a) 2023457 2023118,170LED 20232,209 202373.0 (b) 154,359,0001,956,000LEDLED 1,119,000 146,900 (c) 1. (a) 202312 318,900 (b) 1,835 (c) i)ii)iii)iv)v)vi) (d) 2. (a) 202312 31 (b) 0.000023% 13,12591%5%4% (c) 0 3. i)AEON111% 1.9ii)200120iii)519iv)370,0003v)99 42202332019520191020049AEONRetail Co.,Ltd.ARCL20112014AEON Co., Ltd.AEON Co20149 50202032020519974ARCLARCLARCLHome Coordy20165Sunday Co., Ltd.AEON Bike Co., Ltd.20153R.O.U Co., Ltd. 632023420243AEONCoACCL1984ARCLARCL2011520135Beijing AEON Co., Ltd.2013520152QADCL20193ARCL20203ARCL 5720195202152024320215ACCLQADCL19903AEON CoARCL20108Maxvalu Hokuriku Co., Ltd.20133ARCL20152QADCL 4920215AEONCo20014AEON CoAEON Co20213AEON Co2022520235AEON Financial Service Co.,Ltd. 5720223ACCL1991ARCLARCLAEONCo2011ACCL2015ASC2017GDA2021ACCL GDAASC 6420161202136 502018820166MizunoSports PromotionalFoundation2017620182VFJapan Corporation Timberland2017610200572009317LIVE Group Limited 35202212201120122019 2014LCP,Solicitors and NotariesLCP,Solicitors andNotaries201810 820211 141034 5819945 AEON C1 202312 31 92433.10A2223 14 1.20233 2832.20234 19 20235 3020238 252023103120231228 1.2. C.2.1C.2.1 1.2.3.4.5.6.7.(1)(2)(3)(4)13.51(2)(5);(6)(7)(8)13.7413.51(2) 2023 E.1.2(c)(ii) 2023 202312 311415 2023 202212 31202320236 30 ; 3.21 202320242 1 3.29202312 3115 C3202312 31 202312 31 5560 10 A.B.C.D.E.F.F1.F2.F3.F4.G.H.I.J. 571 (i)(ii)20 202312 31 11212223 6225665685% 3882607–11cs@aeonstores.com.hk(852) 2565 3600(852) 2563 8654 6152.5%50615 202312 31 202312 31 45610456103440413610561121 202312 3143 202312 31 202312 316162 2.05,200,000202312 31 202312 311821 151,591,000(2022301,344,000 20233 2820233 28 20234 120243 2820243 28 20231 1 104 20243 28 13.51 B (1) 13.51(B)(1) 202312 31352 (A) 202312 31XV 39 622 14A (i)20106 920256 3065%35%20855,480,85920106 970,000,000 (ii)20219 30AEONCo.,LtdACL202412 31201812 24202112 31ACL (a) (b) (c) (i) (ii) (iii) ACL ACL (a)0.2% (b)0.05% 23,445,13420219 3034,700,000 (i)(ii)(iii)5 (iii)20232 1AEONACS20204 1520234 1420234 1520264 14ACSAEON Co., Ltd.ACS ACS(1)ACS(2)(3)ACS(4)ACSACS0.42%3.2%ACSACSACSACS10,353,17920204 320232 115,400,000 (iv)20216 3020221 1202412 31201812 11202112 31AEON Co., Ltd. AEON Delight36,139,42520216 3049,500,000 (v)201511 23112B1F00781F1008 2F202820AEONCo.,Ltd.28,931,9792015112349,600,000 (vi)20222 22AEONACSACS20223 120252 2820192 2620222 28ACSAEON Co., Ltd.ACSACSACS13,681,92020222 2216,500,000 (vii)202110 4ASC20221 1202412 31ASC20191 16202112 31AEON Co., Ltd.AEON (i)(ii)(iii)(iv)(v) ASCAEON5%ASC) (i)(ii)ASC(i)0.15%(ii)0.20% ASC9,981,988202110 415,900,000 (viii)202210 21AEON GLOBAL SCM Co., Ltd.AGSCM JapanAGSCM JapanAGSCM202212 1202511 30AGSCMJapanAEON Co., Ltd.AGSCM Japan AGSCMJapanAGSCMJapan 41,358,843202210 2156,500,000 (ix)20237 25ADMCAEONAIBSADMC20207 312023829ADMC20237 2320238 3020268 29ADMCAEONCo.,Ltd.ADMC10%ADMC(i)(ii)ADMCADMCADMC16,676,128202012 420237 2527,200,000 (x)202312 15AMBM130001100120013001202012 15202312 18202312 19202612 18AMBMAEONCo.,Ltd.Dali MallAMBMDali MallAMBMDali MallAMBMAMBMAMBMAMBM5,335,834202012 15202312 156,170,000 (xi)20216 30AEON TopValu Co., Ltd.TopVTopValuTopV20221 1202412 31TopVAEONCo.,Ltd.TopV(i)TopVTopValu(ii)TopVTopValuTopVTopV7% TopV (i)(ii)(iii)(iv)(v)(vi) TopV11,238,07620216 3041,800,000 (xii)202112 16AMBM4320222 12025131AMBMAEONCo.,Ltd. AMBMAMBMAMBM AMBMAMBM AMBM(i)(ii)(iii)(iv)10 AMBM4,130,093202112166,800,000 (xiii)20233 30AEONACSACS2L10820234 120243 31244,581ACS20223 2520224 120233 31ACSAEONCo.,Ltd.ACS ACSACS ACS (i)244,581(ii)(iii)(iv)11,578(v)489,162 (i)(ii)AEON(iii) ACS3,219,00120223 2520233 303,560,000 (xiv)202212 13AEON South China Co.,Ltd.ASCAEONTopValu(