信邦控股2023年度报告

2349152539515556585961 1151503 1571 Conyers Trust Company (Cayman) LimitedCricket Square, Hutchins DriveP.O. Box 2681, Grand CaymanKY1-1111Cayman Islands 183171712-1716 97927 Cricket SquareHutchins DriveP.O. Box 2681Grand CaymanKY1-1111Cayman Islands www.xinpoint.com 202312312023 202320222023 2023 (EV)202331%EVEVEV38%950OEMOEMEVs —EV90% 2023 20233,102.92022123120227.6%15.4% 2017 2023607.42022431.340.8%202361202243 20232510350.3233202353.6%202219.890.1741 20171231 20253 2023PVD 2024 EVPHEVs EV60%EV 5G5GOEM 2023 2024326 58201482820164619887 20058 (i)(ii) 58201646198871999928 200482004820091220101201110 (i)(ii) 5820064201646202322119887 (i)(ii) 4820164620232212002121998620074 (i)(ii) 482016461997720056 200642008720111020081 (i)(ii) 5020164620017 2004320111010 (i)(ii) 502017652020086102620169202110211320179GEM8445201712GEMISP Global Limited848720196 199611 (i)(ii) 58201765200910 199410 (i)(ii) 582017651986719886199641990 202361997102001122001122012122013120235 (i)(ii) 5819887199141994101999220 20129 4020066 2006620085201162011720131220141 552016820 19906199321996420012 52201646 199312199911 2023 202375.3202211.9% 202312.4%202213.8202315.511.5201914.1 2023308.8 35% 20222030 2023Model Y2023 20233D 2023 202416%202364%202411.1%202336.5%60%202512%2024 2023 2022408.33.6%2023393.43,102.920227.6%20222,882.9 20231,103.02022882.125.0%202335.5%202230.6% 20232023202312313.6202212313.5 202386.6%202286.8% 202393.5%202288.5%5.0 (S&P Global Mobility)2024202488.32.8%(Scotiabank Economics)20242.3% 202320242023 2024202520231Cox Automotive1.5 2024313%202311.7%20243.1%26.810.3%202420%202336.5%4.820245.5 2023108%28%(Fitch Ratings)2024202422 20242024112028106 2023(Wanka Online Inc.)QCARLINKOEMsOEMs30020QCARLINK90QCARLINKQCARLINKOEMQCARLINK 20232024 20231220232023202375.3202211.9% 202320233,102.920222,882.9220.07.6% 2023202214.93.6%7.87202211.7%202320222023 i.2023202212.4%9.5%2023 ii.202314.5%20232024 iii.2023202240.83.8%20236%25.182023 iv.202313.7%15%25% 20222,000.820231,999.90.92023 i.2023202320236.0%711.37.6% ii.20231.0%2023 iii.2023768.22022814.246.05.6%202223.6%23.9% 7.6%2022 35.5%202230.6%202320221,103.0882.125.0% 202280.32023120.876.7202248.9 2022202313.217.1%90.5 2022353.117.75.0%2023370.8 i.20232.1ii.3.14.2%iii.2023iv.11.3 2022431.340.8%2023607.4 i.20237.6%220.02022882.120231,103.0 ii.2022202317.1%iii.202350.5%120.8iv.20235.0%370.8v.202368.1% 202341.9%61202243 2023768.02022507.1(a)2023604.72022428.5(b)2023163.3202278.64.520223.1 2023897.62022449.3 2023123170.52.0%202212315.0% 20231231 2023123170.5 20231231507.2468.024.810.9 2023123120221231 2023123113.4 2023262.12022167.2 2023 2023 20230.250.12023604.753.6% 202312315,227202212316,0594,319818118712023711.12022740.8 2023123187.5100.01,002,905,0000.12022123187.5 20176520172017 201881422,946,000202181520288132018814 2023 2023 C1 2023 C3 20232023 (a)(b)(c)(d)(e) 2023 20233.10A20233.10(1)3.10(2) (i) (ii) (iii) (iv) 2023 202366 3.13 202366 2024642024 c.1.4 C.1.42023 2023202314 2023 2023C.2.7 2023 2023 2023221 201765 2023 2022123120236302023 2023 201765 17 20232022 201765 20232023 2023 1,000,0001,000,0011,500,0001,500,0012,000,000 20238 2023 2023 202412312024 2023 571 2023 30% (i)(ii)(iii)(iv) 12341505160 51.3%48.7% 1 2 3 418 2023202315 (www.xinpoint.com) 21 21151503 (1) (2) haorancui@xinpoint.com1151503 202320231231A12022112023612023612023 (i)www.hkexnews.hkwww.xinpoint.com (ii) (iii) (iv) (v) 1151503 20232023 2023 Cricket Square, Hutchins Drive, P.O. Box2681, Grand Cayman, KY1-1111, Cayman Islands 202355122 20230.25202420247122024618 20231524 371524 481524 2023 20232023 (A)2024 202453020246420242024529430183171712-1716 (B) 2024202461320246182024612430183171712-1716 3 20231718 202313 202328 20231231815.4230.72023 20233038 27 2023 2023 2023 2023 2023 2024 3.13 914 202312312024 2023D215.215.3 2023D215.215.32023 20232023D215.215.3 20232022123114,483,00011,390,000 20232022123113,652,00010,605,000 20232023 89 2023 2023 2017652017616 20232023 20232023 2023 20231231XV(a)XV78(b)352(c) 1.736,186,750Mealth(PTC) LimitedMealth PTCGreen PinnacleGreen PinnacleMealth PTCMealthMealthMealth736,186,750Mealth PTCGreen Pinnacle 2.6,635,0006,507,000128,0002017 3.482,000380,000102,0002017 4.507,000400,000107,0002017 5.2017 20231231XVXV78352 20232023123118 20231231336 1.736,186,750Mealth PTCGreen PinnacleGreen PinnacleMealth PTCMealthMealth PTCGreen Pinnacle736,186,7502.Zhu Junhua742,821,7503.Greater TalentBull Capital China Growth Fund II, L.P.Bull Capital LPBull Capital LPBull Capital GP II LimitedBull Capital GPBull Capital Partners Ltd.Bull Capital PartnersBull CapitalLPPeace World Investment LimitedPeace WorldBull Capital PartnersBull Capital GP46.69%80%Peace WorldBull Capital LPBull Capital PartnersBull Capital GP Peace WorldGreater Talent 20231231XV23336 7.3%30.