零跑汽车2023年度报告

浙江零跑科技股份有限公司ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD. 2023年 度 報 告 2 3 4 5 10 14 43 45 53 71 76 77 78 80 81 82 179 H 1617 Grégoire Olivier202311 20Douglas Ostermann202311 20 4511 3485 4511 22 (ESG) (FCG, HKFCG) 9863 (FCG, HKFCG) 2920 www.leapmotor.com BOM60% (1)10-30 (2)StellantisN.V.StellantisStellantis 5478202330 (3) (1)IT 20231026Stellantis(Leapmotor International) (2) Stellantis2024Stellantis30 2023144,155202229.7%2019243.4%2023C105,70173.3%202244.3%C11202380,708202281.9%20232030 20230.5% 2 0 2 31,081.620223,481.419,388.1 1+N 202316,746.7202235.2%2019245.9%+ 1+N1+N14SN 1+NN1 20231026Stellantis 20231026StellantisHHStellantis194,260,030HStellantisHStellantis H14.53%202311 20Stellantis HStellantis 202312 31560182 DMP + 202329C11C11++202331C112023C01 C11EV T032023920C01C11 20239 4IAA MOBILITY 2023LEAP TOGETHER OTA OTA20236OTAC11C01UI3D+OTAAPP100 ESG 20238LEAP1.0LEAP3.02024110LEAP3.08295ADASNACOTACTC+88% 2015ESG 2023417ESG2023WindESG1002024MSCI ESGAA 20241333,4102023217.9% 1SOCsystemonchip+1MCUmicrocontroller unitOTA 202432C102024LEAP3.0C10C11C01C+C10SUV2024 Stellantis 2024119(i)H(ii)20242024600 202315-20+300C15-20C1115-20SUV 2023LEAP3.0 20231231 2023StellantisStellantis 2023 2023T03C1120238 202380.520221,911.3 202316,746.7202212,384.635.2% 2022(15.4%)20230.5%(i)(ii)(iii) 202316,732.8202212,378.035.2%(i)(ii)2022111,1682023144,155 20231,795.220221,113.661.2% 202313.920226.6110.6%OTA 20222023842.1857.5 202316,666.2202214,295.916.6% 20231,919.820221,410.636.1%(i)(ii) 20234,377.420225,226.8 2023157.12022106.347.9% 2023(322.7)2022(3,817.9)3,495.2 20234.1202211.765.1% 2023123178.72022123152.550.0% 20234,216.320225,108.920233,518.520224,565.5 20231231202212312,473.01,791.82023123198,000,0002022100,000,0003.9% 20233.6220224.89 20231231 202312 3119,388.1202212 319,781.998.2% 202312311,081.6202212 312,399.83,481.4(i)(ii)(iii) 20231231 202312312,599.2202312311,404.3 202312 31 202312 313,921.9202212312,522.255.5% 20231231 20231231 20231231202312315% 202312 31 20231231 20152023+T03SUV C11C01C10C11C01C10 Grégoire Olivier202311 20Douglas Ostermann202311 20 5 20231231 20231231 2023123128 4 14 24 202312 31 25 4.2%1.2% 26.4%9.1% 5% 5370 C1 26 2023123139 9 18 (a)(b) 20241231 8.10(2) 90.09%31.08%4.86%2.16% 14A0.1%5%14A.76(2)14A14A 2022914(i)(ii) (i)(ii)(iii)(iv) 2022202320241231 202312 3178.8 2022914 202412 31 51%31.08%4.86%2.16% 14A0.1%5%14A.76(2)14A14A (i)(ii)(iii)(iv) 2022202320241231 202312 31231.6 Stellantis21.26%Stellantis49%51%Stellantis0.1%14A.76 2023102620231031(a)LPMLPM(b)LPM(c)Stellantis LPMLPMLPM 28203771203811 20231026202310 31 (i)LPM(ii)LPM(iii) 2828203771203811 (i) (ii) Stellantis21.26%Stellantis49%51%Stellantis (iii) 37AA 300074014A.56 (i)A(ii) (i) (ii)(iii) 202312 319,314202312 31 3,478.6 20231231XV(a)XV78(b)352(c)C3 (5)500,000 (6)2,000,000 (1)20231231220,552,1741,116,413,915H (2)70%30%4,077,472H23,606,500H27,683,972H 20231231XV(a)XV78(b)352(c) (3)20162136 (4)70.28%12,806,500H 202312 31XV23336 (1)(http://www.hkexnews.hk/)202312 31220,552,1741,116,413,915H (2)20162136 (10)(i)0.01%(ii)59.99%40.0% (3) (4)45,761,266H (5) (11)1,223,24258.83% StellantisSTLA (8)0.0018%60.6%9.09%30.3% (12)33.33%33.33%10,800,000H (9)1 20231231XV235% III A.I 2021131I I III I12,806,5000.96% I IIII II20379I I13 I I12,806,5000.96% (1)I(2)I1.27(i)1(ii)I(iii)II(3)2643(4)1%(5)20231 1202312 31I B.II 20211 31II II II57,723,1644.32% II IIII1 IIII10 IIIIIIIIII II31II IIIIII IIIIIIII IIIIII II7 II II57,682,5744.31% C. 2022622 50,594,3483.78% 27.26 6 50637,429,14820228 527.26202312 31 202312 31 (1)20228 527.26620229 292026929(2)20242025(3)2643(4)1%(5)20231 1202312 31 2 0 2 31 23 11 25,695,000 Stellantis 20231026StellantisStellantisStellantis43.8Stellantis194,260,030HStellantis20231011Stellantis194.3Stellantis43.820231025H36.80Stellantis202311 20 2023123137,429,14837,429,148202312312.80% Stellantis8,508.6 StellantisStellantisStellantis20231026Stellantis 2024119(i)H200H43.80(ii)10,034,96439.8610.9100643.80 Stellantis202310 26202311 20 10.910065,017,482H5.010.043.8020241 19H25.80 2023 10.91006219.8200439.5400 (a)40% 20241 1920242 9 (b)25% (c)15% 2022929H6,168.9 (d)20% •40.0%•25.0%•25.0%•10.0% 20231231202312312024429 20232023 1 2 3 202320232023 2023 20244 29 4020162 572015 10201320162011201320092011 301993200820102010002236202112 2014(DesignZentrum NordrheinWestfalen)Red Dot AwardProduct Design2014(iF Industrie Forum Design)iF(iF ProductDesign Award) HDCVI201420112015 20076 19907 5320205 Grégoire Olivier63Olivier202311 3020132020200520121993200420227 OlivierStellantisStellantis2006PSAOlivier20 1984Olivier1990(Pechiney)(Alcatel)Olivier2001(Sagem) 20161220171220162017 2006OlivierPSA2007OlivierPSA20109OlivierPSA20169Olivier20182PSA20212OlivierStellantis 1993720054201412 2015Olivier Olivier 47202112 Douglas