易鑫集团2024中期报告
www.yixincars.comwww.yixincars.com 24730515296 22 1C19 1826 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 18317M 709 365•1 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands www.yixincars.com 2858 易鑫集團 202420245.0% 2024202420246.5%202433.1%2024648%202428030.5% 2024易鑫集團32.95.3%3153.5%7163.1% 4557%4.102.6654% 20246309962024630901.86% 20246(ABN)2.97%(PPN)(SCP) 1.2318%20235GAP2024GAP 2024 202463040777.8%202412.4% (SAAS) AI20248.35867.3%2024720246305097264.1%2024200 易鑫集團Titan-AIAIAI20243.02易鑫集團20245 2024 2024815 202420245.0%2024-0.9% 2024 6.5% 20241,1906.3%20247506.9% (NEV)202441033.1%2024648% 2024280 202356%138%2 2024320244 1.20242.212023 202442024202452024-202520242 2024420243 202420242 易鑫集團 (1) 32.931.25.3%3153043.5% 17.518.02.7%1751813.2% 15.413.216.2%46.7% 7.03.977.8%714463.1%AITO20246304034.9%202412.4% SAAS 8.35867.3% 20249745.7%20238.7%202430.7% 2024630507 (i)2024 (ii)2024 20241.2318.1%20235GAPGAP2.235.5%2024GAP 6.834.31 5.074.13 20246302023630 20242023630 28.4457%44.68SaaS18.2159%28.8820242023630 21.4464%35.10SaaS79%75% 15.4021%18.64 SaaS0.86867%8.3519%SaaSSaaS97 5.1857%8.126.894.1466%1.231.0418% 7.0037%9.57 7.0035%9.46(1)7.5%8.4% (1) 23.3914.2165%10.2617.803.405.06 21.2914.237.06202348%50% 51%48% 3.5%4.3%(2)5.0%4.6% (1)(2) 5.1431%6.740.080.154.749%5.18 2.021%1.990.120.182%1.871.83 0.9315%1.080.050.110.8324%1.02 (i)(ii)(iii)3.3398%6.58 (i)1.092.00(a)1.442.43(b)0.340.422024 (ii)0.373.62 0.860.28 2.54127%5.77 0.150.01 1.310.12 2.6654%4.10 2023 202463024720231231239 (1) 202463038.33%6.9 202463067820231231476202463019.7142023123115.9 (1)180(2)90180 2024630180901801.47%1.86%202312311.49%1.89% 20171116 40 (i)(ii)(iii)(iv) ••• ••• •15•GPS• •10••• 180180180 202463044.512023123134.80 202463036.742023123131.15 6.3443.32 2024630242202312312322024630(i)61(ii)181202463025% 26 202463056540 (1)PPN(2)ABNA2.97% 202463060.212023123152.7614%202463022420231231213202463016420231231160 202463016020231231158 (1)(2)(3) 202312311.3320246301.37 202463051%2023123153% 20246301.51202312311.47 2026 2018613YushengYusheng2.6020.4020.00156.931,3000.0001YushengPre-APre-APre-AYusheng40.63%YushengYushengA-1A-2Yusheng2038612YushengPre-A (i)0.211.65(ii)Yusheng2018613Yusheng2018613 2019112020120.433.350.120.95YushengYusheng 0.120.94Yusheng 20237Yusheng YushengYusheng2024630Yusheng76Yusheng 2 0 2 463 0Y u s h e n g2 , 5 3 8 , 8 0 1 , 0 0 02 0 2 31 23 12,523,091,0005.7%202312315.8%20242023630Yusheng 2024630 20246304,303202312314,2312024222024611 2024202420246272024792024 5.074.70 14 2026 202463020231231 2024630XV(a)XV78(b)352(c) (1)2024233,466,189117,000,000(2)5,000,000202410,000,000(3)L(4)20246306,524,065,512 (1)Yiche Holding(2)Yiche Holding(3)L(4)2024630Yiche Holding75,158,453 2024630(a)XV78(b)352(c) 2024630XV23336 (1)TencentMobility Limited489,922,607THLH Limited931,604,9402,093,833,61221,106,272Tencent Mobility LimitedTHL H Limited573,885,842ProudviewLimited20246308.80%(2)JD.comGlobal Investment Limited406,675,101JDFinancial Investment Limited528,769,320JD.comInvestmentLimitedJD.comInvestment LimitedJD.com2024331JD.comMaxSmart Limited66.7%Max Smart LimitedUBS Nominees LimitedThe Max Smart TrustUBS Trustees(B.V.I.) Limited(3)935,444,421(4)Hammer Capital Holdco 1 Limited422,125,440Hammer Capital Offerco 1 Limited94,267,904Hammer Capital Holdco 1 LimitedHammer Capital Offerco 1 Limited(a)SilverOryx LimitedSplendidSun LLCSplendid Sun LLCAvantuaGroupLimitedAvantuaInvestments LimitedAvantua Group LimitedAceTrend Investment LimitedAceTrendInvestment Limited Go Winner Investments Limited70%Go Winner Investments LimitedWoodburyCapitalManagement LimitedWoodbury Capital Management Limited(b)(i)Hammer Capital Partners Ltd.Hammer Capital Partners Ltd.50%(ii) Hammer Capital Opportunities General Partner(5)HammerCapital Management Limited65,425,748HammerCapital Management Limited(6)Hammer Capital Ventures Limited3,781,500Hammer CapitalVentures Limited(7)LS(8)20246306,524,065,512 2024630XV23336 2017526201791 2023202324(a) 1. 20175262017912021562024202462720247920242024 2024630341,217,576 1. 1. 2024202479 20243820232024611 2. 201791 202463087,976,956 2. 22 2024382023 2024 202420242024(i)(ii)(iii) 2024 2024(i)2024(ii)(a)(b)(c) 2024202410 2024(i)202410%652,406,551 202420241220241% 10 12 (i)(ii) 2024 2024 12024592024(a)2024117,000,000(b)202410,000,000(c)2024123,000,000202420246272024792024 21217.03D(1)1%2024627 2024202422 20242024611 2024 202411202463020242024627202420242024 2024202411202463070,518,798402,406,551 20243.86% 2 0 2 4114 9 , 2 7 0 , 6 8 52 0 2 463 0652,406,55120242024815652,406,5512024202481510% 65.0855.25 2024630 50%200112112016262016202232920225120162022 2022 1.201411 3. 4.www.yixincars.com 5. 2016 202176(i)(ii)(iii) 20232172023331202333120232242023331 20211228202221510020211114131 C.2.1 C.2.1
