中通快递-W2024 年中期报告

( 於開曼群島註冊成立以不同投票權控制的有限責任公司 )股份代號 :2057 2024中 期 報 告 24812212534363840424470 Herman YU 16851201708 Herman YU 99565603 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands •8835 1608 1750 183171712-1716 2057 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket Square Grand Cayman, KY1-1102Cayman Islands http://zto.investorroom.com / 2024202363018,723.610.5%202420,686.0 ZTO (i)(ii) 99%20246306,00031,000110,000 20246309651510,0003,8009,2001517 1 20246302023 (ESG) 2019ESGESGhttp://zto.investorroom.com / 2002 2024347.3356.415%18% 202363018,292.010.7%202420,250.011.8%202463088.3%26.2% 202463020231.0% 2024630202327.4% 202363012,895.79.1%202463014,063.4 •6,654.620236,381.74.3%6.7%3 4,395.920233,948.011.3%(i)223.4(ii)155.020246305152023630460 405.12023405.20.1 293.12023234.125.2% •2,314.720231,926.720.1%462.6 20236305,827.813.6%20246306,622.6202363031.1%202432.0% 2023630998.614.2%20241,140.7 20236301,291.215.4%20246301,489.6(i)78.4(ii)70.0(iii)31.6 2023630292.619.3%2024630349.0(i)266.1(ii)82.9 20246305,481.94,829.213.5%25.8%26.5% 2023630259.0105.8%2024630533.1 2023630143.938.8%2024630199.8 202463097.6207.2 2024630672.8(i)20247479.9(ii)192.9 202363070.971.0%202463020.6 20236301,030.619.5%20246301,231.33.6(i)2024630ZTO Express (Hong Kong) Limited98.0(ii)479.9192.9 2023630423.2%202463041 2024630 202463033.1%2023123131.9% 202463010,542.122.39,898.8202463087.7%76.5% 202463010,390.8202312317,766.020246301.8% 12 2024630 2024630 20246304,743.310%431.2 2024630 202463030202363045 202463044 202463023,9062024630 202463060,000 20246301,717.820236301,576.4 ZTO ES20162024319202420243ZTO ES2016202420231231 ABABB 2024630B 120246304,608,920A(a)ZTO ES964,765AZTO ES(i)(ii)(b)2024450,000450,000A 2Zto Lms Holding LimitedThe LMS Family TrustThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedThe LMSFamily Trust 2024630ABAB2024630606,766,663A206,100,000B4,608,920AZTO ES964,765A2024450,000206,100,000B77.4%ZTO ESZTO ES BABA206,100,000A2024630A34.0% 19C8A8A.468A8A8A 10%BA(1)B(2)BBA 2024630 C.2.1 202342610b5-1A.1A.3(a)B.8 3.21Herman YUHerman YUHerman YU303AHerman YU • •••••••• 2024630•20246302410 2024630XV(a)XV78(b)352(c) (1)2024630606,766,663A206,100,000B (2)(i)Zto Lms Holding Limited206,100,000B(ii) Zto Lms Holding Limited4,608,920AA(iii)ZTO ES964,765A(iv)2024450,000450,000AZto Lms Holding LimitedLMSHolding LimitedLMS Holding LimitedThe LMS Family TrustThe LMSFamily TrustStandard Chartered Trust (Singapore) LimitedThe LMS Family TrustZto Lms HoldingLimitedZTO ESZTO ES964,765A (3)ZTO ESA (4)(i) Zto Wjl Holding Limited42,088,065AA(ii) ZTO ES120,000A(iii)202421,00021,000AZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustThe WJL Family TrustStandard Chartered Trust(Singapore) LimitedThe WJL Family TrustZto Wjl Holding LimitedZTO ESZTO ES120,000A (5)ZTO ES84,595A21,000202421,000A (6)L LMS (Hong Kong) LimitedTuxi Tech (Cayman) Inc.2024630 (1)TUXI LMS LimitedTuXi Tech (Cayman) Inc.195,000,000(2)120,000,000(3)TUXI WJL LimitedTuxi Tech (Cayman) Inc.45,000,000(4)Tuxi Honor Holding LimitedTuXi Tech (Cayman) Inc.2,500,000(5)120,000,00099%(6)L 2024630XVXV78352 2024630XV23336 (1)2024630606,766,663A206,100,000BLSP (2)SCTS Capital Pte LtdStandard Chartered Trust (Singapore) LimitedZto Lms Holding LimitedZto WjlHolding LimitedZto Ljf Holding Limited Zto Sxb Holding Limited Zto Qfx Holding LimitedZto LjfHolding Limited10,000,000 (3)(i)Alibaba ZT Investment LimitedAli ZT57,870,370A(ii) Cainiao Smart Logistics Investment LimitedCainiao Smart5,787,037A(iii) NewRetail Strategic Opportunities Investments 2 LimitedNRF4,629,630A(iv)3,322,050A(v)332,200A Ali ZTCainiao SmartNew Retail StrategicOpportunities Fund, L.P.NRSFNRF100%New Retail StrategicOpportunities Fund GP, L.P.NRSF GPNRSFNew Retail StrategicOpportunities GP LimitedNRSF GP Ali ZTCainiao Smart NRF71,941,287A (4)66,252,639A10,000,000A(i) 66,219,041AA10,000,000AZto LjfHolding Limited(ii) 33,598AZTO ESZto Ljf Holding LimitedLJFA Holding LimitedLJFA Holding LimitedThe LJF Family TrustThe LJF Family TrustStandard Chartered Trust (Singapore)LimitedThe LJF FamilyTrustZto Ljf Holding LimitedZTOESZTO ES33,598A Zto Ljf Holding Limited10,000,000A (5)ZTO ES33,598A(4) (6)(i) Zto Wjl Holding Limited42,088,065AA(ii) ZTO ES120,000AZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustStandard Chartered Trust (Singapore)LimitedThe WJL Family TrustZto Wjl Holding LimitedZTO ESZTO ES120,000A (7)JPMorgan Chase & Co.36,358,528A15,821,470A14,522,181AJPMorgan Chase & Co.20231227AJPMorgan Chase & Co. 1,069,700A220,200A9,541A9,541A1,980,568A545,742A669,541A2,436,529A38,930A (8)Zto Lms Holding Limited206,100,000BZto Lms Holding LimitedLMS Holding LimitedLMS Holding LimitedThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedTheLMS Family TrustZto Lms Holding Limited 2024630XV23336 2016ZTO ES202420231231 20246302024630 13.51B(