天图投资2023年度报告

: 1973 01973 20231231244192522023123113 02042023060822294763657173757780183184 05 4068B123/F–2/3 3485 H 1617 131 (ACG, HKACG) (ACG, HKACG) 2023 1973 • 8835 www.tiantucapital.com 2023106 19–2018 3333 2411.HK 1250 202023202310611.26 2023 2023A20238.7 202311. 620234 2023 2024 2023202314%12%2023A2023202420245%30%202330% 2023123124419252202312311320232023123181.3%18.7%2023 11.65.216202363.6152023123111.3% (1)(2)(3) 20231231 (1)(2)MOM(3) 202312311896520239464.445.1%54.9% BeBeBusSmallRigVSPO 2023IPO432.6 2024 2023AIPO2024 ••IPO• (i)(ii)2%20% 202246.0202344.6 (i)(ii)(iii)(iv) 2022377.22023813.7 2022423.22023769.1 202211.6202313.4 (i)(ii) 202250.6202370.72023 (i)2022(ii)(iii) 2022118.7202369.62022181036.5 (i)(ii)(iii) 20228.4202320.0(i)5.5(ii)4.6 202229.2202319.0 202384.22022107.32023 2023875.7202252.5 2022480.720232022615 875.72022532.9 202220231231551.9529.22023 202220231231748.3826.0 20222023123110,079.68,853.0701.7259.02023(i)(ii)20231231 20221231530.320231231617.02023 202212314,708.0202312314,230.2 2022123144.02023123129.120232022 20231231(i)(ii)(iii) 20221231245.120231231124.52023184.7202310 2022123120231231359.2 20221231613.6202312311,117.2 202220231231200.5119.1 202212311,283.9202312311,272.915.2 20222023123185.270.015.22023123170.04.785% 202222012202202222032022 2022202312311,001.31,005.9 2201200.020225 202220231231176.7176.7 20222023123120.720.2 100%2023123156.20%2022123158.26% 202312312,089.0 20231231 20231120AiFenLei Global Co., Ltd.AiFenLeiAiFenLei35,625,0008.32%AiFenLei 216.020231120AiFenLei 20231120202312820231212 20231231 20231231 A 1,834.1A20231231A40%1,408.88.4%A229.0A B 361.2B20231231B5%1,129.96.8%B53.7B C 90.4C20231231C40%888.95.3%C326.5C D 341.8D20231231D10%842.15.0%D47.311.7 2023123187202361.2202261.4 6020101202242019520124 28200242002419932000 20231002023202010020191002018100201710020161002016—100 198571993920175 52201572022420224201012019520124 2020115603721202172002420157 2021–2023100202021VC5020201002019100201810020171002016100 1993720006 512015720224201952012220182PEPE 17201711201795120512010120224200992012220061020095002191 202220202110036202120201910020182520181002017100362017PE10 19947200412201761998820175 582015720224202252019520129 200392006920122200392006519969200361985319969 19898199811 1999520176 5520161220224 1989719926 422020520224 201972022320199201811202012QTT2018720196201582017620176201858384772013120156000166 2003720061 6920224 202052023120006082017820242002482201682019720161202210026201997920159000069 19829199812199910 5020224 18201611201632014102016420065201410J.P.Morgan Securities (Asia Pacific Limited2005720064202311009878 1997520015 4320224 201949996201610201912015122016720136201510 2003620115•• 592019520124 20088201241997720095 1985719878 442019520127 20046201276009583958002797600109 2001620111020149 20176 422021720155 201111201542005201111 20037200411 20062201712 60—— 52—— 51PE—— 58—— 20224201510 2015102018520146201563000772011520134 201072011500848 2008720117201711 2022410 20231231 2023 ••• — H2023106 20231231 3.13 3.10(1)3.10(2)3.10A3.10(2) 3.21D.3 •••• 202310620231231• 3.25 ••••• 13 202310620231231 3.27B.3 • • • • 202310620231231 (a)(b) 13.92 415051606170 4555 A.2.1 •••• H2023106 C.2.7202310620231231 202310620231231 D.2(i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix) • • — ••••• •••• 20231231 (i) (ii)(iii)(iv)(v)(vi) 202392 (i)(ii) •• — 3.2915 57(10%)(10) (5) (10) (5) (90)(10%) 62(3%)(10)61(2) 4068B1232ir@tiantucapital.com(086) 0755-36909866(086) 0755-36909834 http://www.tiantucapital.com 4068B123/F-2/3ir@tiantucapital.com 20231231 (i)(ii)(iii)(iv)(v)(vi) 20231231 10%50%(i)(ii) 2023111 3.13 201011120157222023106 43 6225 (i)(ii)(iii) 20231231 20231231 2023123149.9%99.0%26.3%5.38% 5% 20231212202425 20231114 13.51B(1) (a)(b) 2023123118 13 E.1.5 500,0001,000,0001,000,0001,500,0001,500,0002,000,0002,000,0002,500,0002,500,0003,000,0003,000,0003,500,000 2023123120231231 20231231 2023920— 20231231 20231231 2023684068B24–252,953.8223%77% 2023712024630513,964.6814A 2021426 2023123114A.53 20231231 Tiantu China Consumer Fund I, L.P. Tiantu China Consumer Fund I, L.P.ITiantu Executive Partnership, L.P.Tiantu ExecutiveTiantu GP I LimitedTiantu GP ITiantu Executive202011Tiantu ExecutiveTiantu Executive LPATiantu GP ITiantu Executive100%1Tiantu Advisory Company Limited 202312310.120231231 14A.55 a)b)c) (i)Tiantu Executive(ii)20231231(iii)202312 31•14A.56(2)(4)20231231• 14A.56• a)b)c)d) 3814A14A 2023123114A 20231231XVXV78352 1.8,750,000680,48523%77% 2.264,000264,000 3.14,40014,400 20231231XVXV78352 20231231XV23336 1.8,750,0002.0.245%69.9%29.855%70%3.4.69635.Liberty Yard Limited6.Marvel Horizon Limited 20231231XVXV23336 2023123120231231 — 202312312023123137 202312312930 2023 20231231 20231231 202333020221231102103,955,00020234202023620231231 202