艾德韦宣集团2024年中期报告
2024 249102025262729313352 IP 97927 Cricket SquareHutchins DrivePO Box 2681Grand Cayman KY1-1111Cayman Islands 3998 70-7211 140 Conyers Trust Company (Cayman) LimitedCricket SquareHutchins DrivePO Box 2681Grand Cayman KY1-1111Cayman Islands 101045 183171712-1716 Conyers Dill & PearmanCricket SquareHutchins DriveP.O. Box 2681Grand Cayman KY1-1111Cayman Islands 596 1 9919 2020116 1882012-14ir_activation@dlkadvisory.com www.activation-gp.com 中期業務案例 體驗營銷 中期業務案例 體驗營銷 中期業務案例 體驗營銷 中期業務案例 數字營銷和推廣 中期業務案例 IP拓展 2024202320231231 20242.020232.014,895,000 2024962024917 202493202496202492430183171712-16 (i)(ii)(iii) IP550(i)(ii)(iii)202312.7% 20242024316.32023350.330.2202341.030.0%32.7%2.7 2024 2023203035-40%24-26%Euromonitor2%40% 2024 LVMHJean-Jacques GuionyLVMH2024630 20231231550 2024IP257.52023280.248.9202361.69.920238.5 20242023 IP 202312.7% 2020 400-5005 2024ARCTERYX·A BATHING APE BAPE2024BOTTEGA VENETACHANEL24ADIOR2024XM VillaDIOR2024LORO PIANAInto The WildLOUISVUITTON2024MERCEDES-BENZ2024 Mercedes-AMG F1MIU MIUPRADAPradasphereSAINTLAURENTSJM RESORTS, S.A.ROLLS-ROYCE2024SII 2024257.52023280.28.1% 202481.4% FacebookInstagram Fondazione Altagamma22YZAlpha85% 2024ANTABARBOURBOBBI BROWNHAMILTONLA PRAIRIE MAXMARAMICHAEL KORSNEW BALANCENIKEOLAYPERFECT DIARYREMY MARTINSEPHORASILHOUETTESK-IITORY BURCHVENCHI 202448.9202361.620.6%202415.5%(i)(ii) 202331.2%202439.2% IP IPD UNIVERSEIP 2024 35IP 2024IP9.920238.520243.1% 2023245.22024213.0 2023105.11.6%2024103.4202330.0%202432.7% 202310.520245.3 202437.1202336.8 202324.1202429.420233.820249.6 20230.520241.2 20240.220230.2 202430.2202341.020249.5%202311.7% 2024630288.620231231307.1 2020116345.0 2021419224.52021419 202420251231 202463020231231 202463020231231 20246302332023630241202454.1202346.4 20231231397.62024630204.720231231339.42024630200.8 2024630 2024 20246308.1202312318.1 20246305% 20241231 C12024C.2.1 C.2.1 C3 2024C32024 202413.51B(1) 2024630XV352 1.2024630744,742,0002.117,669,156NBS Holdings3.154,413,5224.41,854,717Step Mind Enterprises Limited5.32,196,651ACT PartnersACT Partners 2024630XV2310% 3.4.154,413,5225.6.41,854,717Step Mind Enterprises LimitedStep Mind Enterprises Limited7.67,140,298(1)Asian Equity Special Opportunities Portfolio Master Fund52,140,298(2)15,000,000RUAN David Ching Chi45.60%RUAN David Ching ChiAsian Equity Special Opportunities Portfolio MasterFund 2024 2023 20235162023202320232023421 202320246302023 20241120246302023515202374,474,200 202033020235162023421 Teeroy Limited(i)(ii) 2024 1.20243.32.3.1.194.5.202420246.2024 202411202463074,474,200 3.21 2024 30,15341,026 20242023 22,69638,496 19,40135,5523,2952,944 22,69638,496 6,5953,2892,7193,365 9,3146,654 322,295359,975 288,625313,172 2024630 1. CricketSquare, Hutchins Drive, PO Box 2681, Grand Cayman KY1-1111, Cayman Islands39982020116 2024630 •••IP— 2.1 20246303420231231 2.2 20231231 161177 20202022 2024630 2.2 (a)1616 (b)2020202212 2023202411 (c)77 2024630 3. (a)(b)(c)IP 2024630 3. 2024630 3. 2024630 3. 2024630 3. 2024202363010% ABCDEF *10% 4. IP 2024630 4. 2024630 4. *(2023//) 5. ******** 2024630 6. 25%202325% 16.5%202316.5% 17%202317% 63020242023 7. 202463026,858,000202363038,082,000725,104,2652023630744,742,000 2024630 7. 8. 2024630998,0002023630534,00020246305,00020236305,0002023630 2024630 9. 10. 6090 2024630 11. 202463020231231 10,000,000,0000.0018,8008,800 744,742,0000.00120231231744,742,0000.001659659 2024630 12. 202463020231231 8,1008,100 13. 63020242023 —2.020232.0 14. (a) 63020242023 1,1251,125 2024630 14. 15. 2024630 15. 2024630 15. 202463020231231 2024630 15. 2024630 2024630 15. 20231231
