云音乐2024中期报告

2 4 5 15 25 55 22 20242 1520245 23 P.O. Box 309, Ugland HouseGrand Cayman KY1-1104Cayman Islands 3485 353A1201 90 1542 9899 820100005 http://ir.music.163.com 1826 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 183171712-1716 •20236 30394.1%20246 3041•20236 30965.147.7%20246 301,425.7•20246 30809.920236 30293.8 20246 30880.720236 30331.9 (1) 2024 202430% 2024JYPKakao 202425.5%IP 2024202435.0%202324.7%20242.62024809.92023293.82024880.72023331.9 •••• •2024JYPKakaoKC DIGITAL•Taylor SwiftTHE TORTURED POETS DEPARTMENT: THE ANTHOLOGY191 •ACGVap JapanB-zoneGT 20246732,000360 •AIAIX StudioIP • •202442024beatmakers •20245:20 AM•20242024•BlueglassManner6,000 202449.4% •PUGC/UGC •PGCPGC 20242024 •DJ•Farmer BobIP 2024UGCUGC •UGC •UGC • •VIP 4,070.51,425.7460.620246 30809.920236 30293.8 20246 30880.72023630331.9 20236 303,908.44.1%20246 304,070.5 20236 302,021.426.6%20246 302,559.720236 301,709.020246 302,144.3 20236 301,887.019.9%20246 301,510.8 20236 302,943.210.1%20246 302,644.820236 302,399.420242,014.4 20236 30965.147.7%20246 301,425.720236 3024.7%20246 3035.0%20242.6 202420236 30369.4369.8 20236 3072.623.7%202489.8 20236 30440.710.2%2024395.6 20236 3022.8202421.2 20246 307.820236 300.220246 30 20236 30208.62024214.4 20236 3018.220243.6 20246 30809.920236 30293.8 20246 30880.720236 30331.9 (1) 20246 3020246 3026202312 3140 2220246 30 20246 301,4351,30020246 30 20228 1820235 2420246 30591.720236 30579.8 202312 31D232 40(2)www.hkexnews.hkhttp://ir.music.163.com 13.2013.2113.22 13.51B(1) 3.103.21 3.103.21 20246 30571XV352 (1)Shining Globe International Limited129,034,168Shining Globe International LimitedShining Globe Holding LimitedShining Globe Holding LimitedTMF (Cayman) Ltd. (2)(i)2016300,000(ii)20222022201631,322 (i)20162,700(ii)202215,660 (1)www.hkexnews.hk20243 31(2)Shining Globe International Limited1,450,300,0001,406,000,0008,860,000Shining Globe International LimitedShining Globe Holding LimitedShining Globe Holding LimitedTMF (Cayman) Ltd.2024331(3)20092019 20246 30 20246 30336 (1)Shining Globe International Limited129,034,168Shining Globe International LimitedShining Globe HoldingLimitedShining Globe Holding LimitedTMF (Cayman) Ltd. (2)BABA9988Taobao Holding Limited (3)225,000GIC Private Limited(i) Novel Entertainment Limited10,366,988(ii) Sincere JovialLimited1,329,770(iii) LVC Cloudy Paradise LP2,226,5985%GICPrivate LimitedGIC (Ventures) Pte. Ltd.GIC Special Investments Private LimitedGIC Private LimitedNovel Entertainment LimitedSincere Jovial LimitedLVC Cloudy Paradise LP (4)20246 30215,654,651 20246 30XV23336 (a) 2016(b) 20222016202220228 1820236 152022172016 2016IV-20IV-24202220228 18202220235 24(www.hkexnews.hk)(http://ir.music.163.com) 00% 2016 2016201620231 12016506,143202220236 152016202312 3120241120246 3020162016 2022 20222022 202210,462,2804.85%3%20222,077,56919.9%0.96%1% 20231 1202312 31202210,462,2802,077,569202220241 120246 30202210,462,2802,077,569 C.2.1 20246 30 202112 216,000,0003,1602,584202112 1 30 265420246 303434 2410 34 2024822 20246 30 20246 30 20246 30 20246 30 20246 30 20246 30 1 1.1 20162 2PO Box 309, Ugland House, South Church Street, George Town, Grand Cayman KY1-1104, Cayman Islands NetEase, Inc.NetEase, Inc. 20246 3020248 22 1.2 20246 3034 20231231 2 202312 31 (a) 16177 (b) 20241 120246 30 3 202312 31 4 4.1 202312 31 202312 31 4.2 •1•12•3 20246 30202312 31 5 (a) 202420236 3010% (b) 202420236 30 202420236 30 6 7 8 9 16.5% 25%202215% 10% 10 (a) (b) 11 202420236 30 13 14 20246 30202312 315.08%5.63% 15 20246 30202312 3122 16 17 17 (a) (b) 10%50% 18 ••• 202420236 30 18 (a) 201612 311015,000,000A (i) 18 (a) (i) 18 (a) (ii) 20161,781,250 20236 3013 202420236 30 18 (b) 202212 3120221010,462,280A 20246 3013 20246 30 18 (c) 202420236 30 (d) 2019 201910201920192019322,458,300 18 (d) 2019 202420236 30 202420236 30 19 21 20246 30 (a) (b) 21 (c) 22 20246 30 2 0 2 11 12 3www.hkexnews.hkhttp://ir.music.163.com20246 30