您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:高鑫零售二零二三╱二零二四年年报 - 发现报告

高鑫零售二零二三╱二零二四年年报

2024-07-23 港股财报 路仁假
报告封面

255200436 183 1712-1716 17,95820,581(2,623)(12.7)% (1,009)1,177(1,668)78(1,605)109 0.01 (1) (2) 64,118(3,403)39,921(1,000)24,197(2,403)19,449(2,945) (3) 9,539,704,700 805.35111.0413.8%(i)(iii) -6.6%B2CB2C 0.16 (i) 14.6214.750.130.9% 181.78185.103.321.8% 169.70181.26 22.1%2.9 23.691.185.0%21.1123.692.5810.9% 3.1%2.8%0.3 11.7721.86185.7%1.4% 3.390.5% 2.34 16.68 2.3% 0.1%2.4 10.466.22 16.051.0917.141,572.5% 0.630.310.32103.2%(i) 9.2643.0233.7678.5% 9.0031.40(i)27.21 5372 70165.04 194.490.760.80 0.52 (i) (i)12.78(ii)11.243.67 13.5819.886.3031.7% GDP5.2%1,260,5826.3%4.9%5.2%GDP5.3%296,299 CPI0.2%CPI0.3%CPI13.6%CPI7.3%CPI0.4%CPICPI3.2%CPI7.0%CPI6.4%0.7% 418,6055.8%52,89020.4%154,26411.0%130,1748.4%27.6%120,3274.7% 28,053 29%B2C22%App B2C36% 14M2016 1,33866.0%34.0%M133,6251 6.5%17.9%49.1%19.0%7.5%2 13 18013319638%5,244,43385,149133,6255,463,20740%50405411%1,327,62231,12301,358,74510%50505511%1,670,01744,32901,714,34613% 71507615%1,860,83722,47601,883,31314%2220245%613,71514,9400628,6555% 86,226107,785 49 1992 69 BABA998889988 9699 JD.com,Inc.JD9618 468279 60 1573813 61 ( C h i n a MengniuDairy Company Limited)2319 18963692 0023521207 5 1O x f o r dB r o o k e sUniversity E-Commerce Co., Ltd 97 9899 20234102103 174 100101 596226 13 122161 50,45020,25113(a) 183 1716 1720 3.13D212B (https://www.sunartretail.com/tc/about/cg/listofdirectorsofsubsidiaries.pdf) 56 306667 33 8352C3 (1) 25,000,000 (L) (3)176,896 (L) 338,200 (L)(6)0.00%13,128 (L)0.00% L(2)LEEChih-LanLEE Chih-LanUniqueGrand Trading Limited66,782,9641,551,238LEEChih-Lan (1) (2)4,419,731,966(L)(7)46.33%(3)4,419,731,966(L)(7)46.33% (3)2,607,565,384(L)27.33% New Retail Strategic Opportunities480,369,231(L)(8)5.04% Investments 1 Limited(5)New Retail New Retail Strategic Opportunities New Retail Strategic OpportunitiesFund GP, L.P.(5)480,369,231(L)(8)5.04% GP Limited(5) Alibaba Investment Limited(5)480,369,231(L)(8)5.04% (6) L100%XV 7(a)10110,000,00010,000,00115,000,00015,000,00120,000,00086,226107,78595.58100.66 7(a) (ii)(iii) 9 10% 1.00 140,000,000222.18(40,000,000)30425,000,0001.5425,000,000 65,000,000(40,000,000)25,000,000120,000,0002.1820,000,000 20,000,00020,000,00085,000,000(40,000,000)45,000,000 1.38%2.01%7(a)*1.2. (i)(ii)(iii) 3.a. b. c. 4. (i) (iii)(iv) 10%37,136,79310% 10%24,868,64010% 0.1% 10%30%4%15% (5) 12(25) 25 (10)9 (2) (1) 14/11/202317.1217.12121,252.771,164.4601,716.9848,490.7872,209.47 14/11/202317.1217.122,561,142.3653,815.7710,691.66185,614.80203,962.882,214,688.79 2,682,395.1354,980.2310,691.66187,331.78252,453.662,286,898.26 (1) (2) (i)37,136,793 (4) 0% (i)24,868,640(ii)24,868,6400% 19986 (i)(ii)(iii) (i)(ii) 18,000,000,00025,300,000,00035,000,000,000365.76,339.5 (ii) 14A.81 7,800,000,00012,400,000,00017,000,000,0002,334.21,928.22,651.1 (i)(ii) IT4G(vi)(i)(ii) (i) (ii)(i)(ii) 33% 320,000,000380,000,000420,000,00067.937.535.6 20244120243311.20242024 (ii)2024125 (i)2024 2024125 (i)(ii) 2024 40%51%49% 202438 20242025331202633120273312,4002,5202,645 20242024125 202420242024412027331(3) (i)(ii) 2024 2024 2024202533120263312027331606060 20242024125 202420242024412027331(3) (ii) 2024202533120263312027331 655 20242024125 202420242024412027331(3) (ii)2024 2024 20242024125 202438 2024202533120263312027331525550580 20242024125 202420242024412027331(3) (i)(ii)2024 40% 49% 2024202533120263312027331 320 20242024125 (i)(ii) 2024 51%49% 202533120263312027331320320 320 20242024125 2024 (i)(ii) 2024 33%20242024125 2024202533120263312027331808080(viii)20242024125 2024 20242024412027331(3)(i)(ii) 2024 33%20242024125 2024 1002024 2024125 202420242024412027331(3) (ii) 2024 20242024125 20242025331202633120273312020 20242024125 20242024412027331(3)(i) 2024 51%49% 2024 2024 203282024412027 20242024(3)(4) 2024 20242024328202448 2024202533120263312027331 20202533120263312027331 52024a) b)c)2024 3000740A.564365 (i) (iii)(iv) 33A33 10% ESGESGESG C2ESGESGESG 36 • • • •••••••• H1N1 C1 1720 ESG 2 (i) (iii)(iv) (ii) (i)(ii) (ii) C1 0.54:1 ESGESGESG ESGESGESG https://www.sunartretail.com/tc/about/cg/esgmanagementcommittee.pdf ESG(i)ESG(ii)ESG(iii)ESG A.2.1 ESG 1 6/65/52/25/51/13/36/65/52/25/51/13/36/65/52/25/51/13/325/51/12/234/61/13/3 8796 7(b) ESG ESGESGESGESGESG ESG •• •• www.sunartretail.com 6225665685% 192200436 • •2.1(h)4.67(b) • 572,56783,662 (54,609)(63,081)17,95820,581(18,178)(18,510)(2,251)(2,369) 2.1(a) 4 •17 • 8 (i) (i) 2 2.1 (a) 1151677211028 2.1 2.2(a) 2 2.1 (b) (iii) (iv) 2.1 2 2.1 (c) 2.1(e)2.1(g) 10–30 2.1(e) 2.1 (d) 10–30 3–55–8 2.1(e)2.1(g) 2 2.1 (e) (i) • • • • 2.1 (e) 2 2.1 (e) (i) •• • 12 2.1 2.1(m)(ii)2.1(e)(i)2.2(a) 2 2.1 (g) • (ii) 2.1 (g) 34 2 2.1 (h) •• (ii) 2.1 7(b) 2 2.1 (i) (iii) 9 2.1 2 2.1 (j) (iv) 2.1 2