美团-W2023年年报

2023630 2023626 22 2024322 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 4BC100102 美 團20233 183171712-1716 3485 3A10 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 1542 1681 1C19100738 369083690 1826 -WMEITUAN-W -WRMEITUAN-WR 18127 about.meituan.com A10B 2024322515,869,783A44.33%A(i)CrownHoldings(ii)SharedPatience84,401,229A7.25%ACharmwayEnterprises ABAB600,271,012BB10.65% 8A.22AA (i)8A.17(1)(2)(3)(4)(ii)8A.18AAA(iii)A8A.18(2)(iv)AB 美團2023+ 20231231 202320222,20025.8%2,767202229531.2%20233872022284202320220231392022672023EBITDA2392332023405202312313331,118 202328.7%2,06931.2%387202218.4%18.7% 202326.8%55111.1%8014.5% 20232023302023 2023美團40%5美團美團美團2023美團30%400美團20024 2 0 2 3100%30%60% 20232023 2023 2023100%+X2023 202318.0%69820228.9% 202311.5%18624.1%4826.0% 2023美團美團202312美團2024 202312美團202330% 2024 2023202430 2024+ 2024322 20232022 20232022 202260122.6%2023737 20232022 202243526.8%2023551美團 202216711.5%2023186 202243212.7%202348771.8%5.766.1%(i)美團(ii)(i)(ii)美團(iii) 202210855.3%202316717.9%4.822.7% 2023548.7%1.37.4% 20222510.2%2023273.7% 202219.22023408.4 2022187.9202361.7 2023212022588.5 2023182.4%2022731.61.2% 20227220238016.6%2.114.5%(i)(ii)美團(i)美團(ii)美團 20226420234838.2%12.226.0% 202295.92023705.5 202322202211 20232023 20232023 20237653.6%2023737 20232023 20235774.4%2023551美團 20231881.1%2023186 20234951.6%202348764.7%1.466.1%美團 202316722.1%0.622.7% 2023547.4% 2023256.4%2023273.7% 2023276.42023408.4 202328.1202361.7 202321202314 2023182.4%2023344.4% 202310120238017.5%3.014.5%(i)(ii)美團 20235120234827.2%1.226.0% 2023434.52023705.5 202322202336 2023123120221231 202320221231 20222,20025.8%20232,767 20232022 20221,60828.7%20232,069 202259218.0%2023698 20221,58213.5%20231,79671.9%7.064.9%(i)美團(ii)(i)(ii)美團(iii) 202239747.5%202358618.1%3.121.2% 20232129.4%1.77.7% 2023944.4%1.03.4% 2022468.6202311 2022102023234.2 202363202242 20231344.8%2022582.6% 2022295202338718.4%0.318.7%(i)美團(ii) 2022284202320247.9%19.028.9% 202235.8202312 2023139202267 EBITDA EBITDA(i)(ii) (i)(ii)(iii) 2023202212312023930202320221231 EBITDA 202312313331,118 20231231405(i)(ii) 20231231247 2023123128 2023123136% 20231231 2023123139,0852022123133,977 121920 + 2023123137,3312022123121,628202312315% D232 20231231 2023123120231231 2023123131 20231231 20231231114,731 833 452010美團( meituan.com ) 15200512( xiaonei.com )20051220074( xiaonei.com )200610RENN20075( fanfou.com )200752009720197LI20218122015 2001720051 44 152005720075BIDU( fanfou.com )2007520097 2002720057 56201510 200591999Trip.com Group Ltd.TCOM9961CTRP20038200510200020051020027 19881992 200810Trip.com Group Ltd.TCOM9961CTRP20171600258 20184202211PDD2016120238NOAH668620157202312689009 6120189 198619987201582003720156 9920001900087(i)(ii)(iii)(iv) 1984619866 20199EQTABEQT201599922016920158000190008720231Fidelity China Special Situations PLCFCSS20221020241Sondrel (Holdings) PLCSND 5520189 19999200782007920141220151Lupin Capital (i)(ii)(iii) 1992719995 20069200781886200882015688120083201512WX20109201412SFUN2019720225CIH 5720189 199611MicrosoftResearch199811200710201311Bing20131120202201910DAO202362202 (i)(ii)(iii) 1996820172 7120236 19954201712(APEC)201532016420128200310 20227201951876000520037201940019008720021020175 19742197662009720137 45 44 201411200462005102005102008820111201410700 201871896 2004620105 2018820233300251 40美團CEO美團美團美團美團美團美團 2015美團美團美團EverythingNow美團 20066 48 20171199792005200552006860058820068201110BIDU20111020161258WUBA 720036 2015925B 美團11 20231231 50%(a)(b) 20231231 1.20272028 20214271,483,600,000431.24202720271,500,000,000431.2420282028202720282,971.5202720281,307.7202320221231241.21,548.9202720285202142020214272021428 2.2021 20212021422187,000,0002021TencentMobility Limited187,000,0002021662021347.6202320221231333620215202142020214272021428 3. 2021713TencentMobility Limited11,352,600400.02023123152021420202142720214282021713 2023123130% 2023123130% 15 26 27 美 團202351 202312313,256 2023123131 20231231 20233252023626 2023630 202332520236262023630 202313.51B(1) 3.13 20214121500,0002)15,00031,000,0002023630(i)500,000(ii)1,000,000 8 18 8 8 20231231XVXV78352C3 (2)Crown HoldingsSongtao LimitedSongtao LimitedCrownHoldings489,600,000A202332420221116200B (3)CharmwayEnterprisesDayOne Holdings LimitedDay One Holdings LimitedCharmwayEnterprises88,650,000A26,000,000BShared Vision (4)HongShanFundsSequoiaCapital China FundsHongShanCapital I,L.P.SequoiaCapitalChina I, L.P.HongShan Capital Partners Fund I, L.P.Sequoia Capital China Partners Fund I, L.P.HongShan Capital Principals Fund I, L.P.Sequoia Capital China Principals Fund I, L.P.HongShanCapital II, L.P.Sequoia Capital China II, L.P.HongShan Capital Partners Fund II, L.P.SequoiaCapitalChina Partners Fund II,L.P.HongShanCapital Principals Fund II,L.P.SequoiaC