远东宏信中期报告2024

於香港註冊的有限公司股票代碼：03360.HK 1666608 9 www.fehorizon.com 1666608 3360 1831717121716 +5002000 20 (1)=+(2)(3)=(4)=(5)=(6)=(7)=(8)=(9)=(10)=(11)30=30 1. 1.1 GDP61.685.0%3.073.5%3.8%23.655.8%43.6%34.964.6%52.6%GDP0.89%2.55%1.80%0.11% 21.176.2%12.136.9%9.045.2%3.0923.603.7%20.463.6%3.144.5%24.543.9%7.7%9.5%10.1% 6.0%6.1%5.9%6.5%0.56.0%2.4% 13.662.0%8.0%6.8%4.2%11.592.8%9.415.6%2.1811.7% (M2)6.2%8.1%10.2520.50 1.2 5.3% 5.4%0.7%4.8%2.927.2514.3%2.7319.0%10.6%4.2%13.3%5.5%6.1%1,404.76.1%6.5%10.5%2.0%4.7%1113.3%13.3 1.3 20248,7918,851600.68%56,150202356,4002500.44% 1.4 + 1.5400 261330+ (ESG)ESGESGMSCI ESGACDPB-CSA402024CSAESG 5152003514 IRN 2. 2.1 +4,228,71311.60%2,085,07632.10% (1) (2) (3) (i)274,693,8183.91%263,959,17410,862,0396,062,901695,307485,6762.2.12.2.22.4.1 (ii)4,872,421406,890666,45069,1942,126,120211,8907,12026,1201213 (iii)428,086280,022138,608 315,855 2.2 18,036,33918,361,8071.77%10,862,03959.99%6.02%5.14% 18,036,33918,361,8071.77% 10,862,03959.99%6.485.023.58%2.72%1465.69% 72.445.14%48.7215.85%21.260.34% 40.90%39.91%40.01%37.35% 2.2.1 11,084,8373.47%10,699,93859.10% (1) (2) (3) (4) (5)132.18108.1722.20%14 274,693,8183.91%263,959,174 8.11%8.07%(i)(ii) 2.2.2 472,50965.69%162,1010.89% 2.2.3 6,890,244354,0027,244,24640.01% (1)12.1 (2)13.1 2.3 9,914,2099,909,2260.05%4,799,13848.41%5,008,7694.19%5,115,07151.59%4,900,4574.38%3,313,09619.61%1,661,5903.20% 2.3.1 (1) (2) 5,008,769209,6314,799,1384.16% (i)0.04(ii)0.03(iii)0.04(iv)0.05 2.3.2 2.4 8,122,1308,452,581330,4513.91%45.03%46.03% 2.4.1 (1) (3) (4) 3.95%141042.2.12.3.1384,899209,6312.88%3.91%4.42%54.47% (2)13.1 2.5 3.3 (3)2.3 (4)0.40.2 2.6 3,538,9859,1030.26% 43.57%41.76% 2.7 41,99747,26911.15% 2.8 581,489532,0699.29% 2.9 4,651,728630,78711.94%(i)175,2682.88%310,40865.69%140,13075.48%167,63266.78%(ii)100,29013.55% 2.10 (1) (2) 2.11 1,696,585195,25413.01% 42.3% (1) 2.12 2,085,076985,64832.10% 2.13 0.490.2432.88% 3. 3.1 361,642,05510,158,8192.89%266,379,0982,705,6411.01% 3.2 71.92% 3.2.1 (1) 3.2.2 (1) (1)(i)(ii)(iii) (2) 139.59124.7614 (4)77.21 3.2.3 3.2.4 59.54% 3.2.5 3.2.6 3.2.6.1 30 5.81%5.97%0.16 38.50%6.30% 20.09%10.13% 14.79%6.78% 11.39%9.09% 27.741.04%14 45.70%1.34% 18.90%2.53% 10.52%0.95% 6.47%1.14% (1) (2)=++ 3.2.6.2 3.2.6.3 330,878112,23275,82361,71658,49640,14239,0087,627,7001,739,579 30 300.90%0.01 30 30 3.3 283,815369,17223.12% 283,815369,17223.12% 3.4 22,945,5852,863,605 4,593,500 5,920,903 26,611,10621534 8,725,9064,346,056 16,397,49977.228.929.2 1,803,897240,978 182,185 2,393,524 3.5 302,589,2038,675,5672.95%87.53%86.98%0.55 3.6 + 53 1.61.5 264,864,268255,636,1453.61% 47.98% 78.92% 82.84% 82.04% 26.36% 3.7 59,052,8521,483,2522.58% (1) 54107.9925%1,333,247,41341.69%Farsighted WitLimited176,600,0005.52% (2) (i)2522300 (ii)2300250 (iii) (iv) (v)4,000,000,0001237 3.8 1Universe Trek Limited300,000,0002.5%296.68.241.007.75038.337.927.587.116.596.485.96169.5127.1290,000,000 2Universe Trek Limited250,000,00024610.011.007.761410.209.769.168.508.357.6995151249,100,000106.15%900,000 100.00%200,0001,000 378,020,2688.75%8.04% (i)(i)1,670,000(ii)34,681,236(iii) Idea ProsperousLimited868,947,897Idea Prosperous Limited (ii) 8 3.9 5.727.38393,881,302 11Equiom Fiduciary Services(Hong Kong) Limited30%14A.12(1)(b)14.070.1%5% 4. 4.1 83.67% 4.2 8 4.344.25 1.795.15 5. 3,744,986 6. 6.1 1. 2. 3.360 ++ AIAPP 6.2 6.3 5,4425,706104.85%99.97% 6.4 (1)=+ (2)=+++ (3)=++ 6.5 HSE 7. 40,902,497492,0367,720,619583,7828,782,11731,491788,376483,506 8. 113.1 2210080% D232(4A) 9. 19,86219,337525 50.8%7.4% 9.1 9.1.1 1 2(i)(ii) 3(i)5.86(ii)5.815.87 4(i)6.88(ii)7.176.80 5(i)5.60(ii)5.7145.58 6(i)6.82(ii)6.7146.80 7(i)7.36(ii)7.0327.18 86.256.236.28596.2463 917.07(3) 9.1.2 1 2(i)(ii) 3(i)7.40(ii)7.6187.38 4(i)6.48(ii)6.7006.55 5(i)8.40(ii)8.2028.32 6(i)6.34(ii)6.3786.42 7(i)5.39(ii)5.585.55 86.2500 917.07(3) 25,7803,2881,7121,71219,068 9.1.3 4%172,770,8461%1%34,521,086 172,770,84617.07(3) 9.1.4 12i.ii.iii.iv.340517.07(3) 209,42733,13413,41713,417149,45977,132 9.1.5 6%258,908,15151,781,630 258,908,15117.07(3) 9.2 10. 10.1 10.2 (1) 11. +ESG 12. (1) EBITDA (2)EBITDA=EBITDAEBITDA=+++0.10.0812.2511.81 9930 KHLIRN10020.5236.1 550515200271,00035 48.7215.85% (1)18.9524.35% (2)19.4670.63% (3)10.3084.12% 13. (5)1+ (1) 17.1716.62 (3) (4) (5) (1) 2040 1.5 6.485.0228.89% 139.59124.7611.89%1.831.791.43%1.31% 571XVXV78352 (1)L (2)11,853,59919,709,66350,627,3581,670,000 (3)Idea Delicacy Limited272,237,06240,726,000159,670,000107,503,000197,945,00090,866,835Idea Prosperous Limited (4)3,760,2649,473,90619,170,631586,000 (5)(1)New Trace Limited1,067,000New Trace Limited(2)Capital Rise Limited314,775,100(3)Capital Lead Limited50,000,000Capital Bridge LimitedCapital Rise LimitedCapitalLead LimitedCapital Bridge LimitedDCP Capital P