微盟集团2024年中期报告

(Incorporated in the Cayman Islands with limited liability)（於開曼群島註冊成立之有限公司）Stock Code股份代號: 2013WEIMOB INC.微盟集團* Interim Report中期報告2024 4 5 10 24 36 38 40 42 44 99 127 20248212024821 1826 2024116 (FCG, HKFCG) 53 20241162024116 202411620241162024116 290 20241162024116 1768 22 20242 Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands P.O. Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 183171712-1716 258 2013 18272701 www.weimob.com 2024 2024 20248.6728.3%5TSO 8.1629.4%5.7620240.5319.8%0.4681.4% 20246.60.3202463020213202463017.72 20244.8731.0%31.3%68,7250.5%7,0833.042.6%3.1%62.4% 202483.4219.4%3.8124.5%69.4%74.5%4.4%38,70624.9%215,516TSO AIWAI10PaaSAI+PaaSWAISaaSWAIAIWAIProAI WOS20232023ISV2023-2024TOP1002023ToB•SGGXHIS202420242024 4.8731.0%2.9260.1%37.3%68,7257,083 20246303.042.6%3.1%62.4%8,0111,30719.1 47%43%40%+11%351%500+50%30050014% 43%21%19%19%163%111% WOS 2024GMV6.72024GMV1.4101% 3.8124.5%2.8469.4%74.5%202483.4219.4%4.4%38,706215,51624.9% 19% GGP6350% 70%GMV2,00060%GMV10020246 8202478% 152% 1AIAIAIAIAIToBToCAI 2WeimobGROAIAI 32024 4 5 2024202363020242023630 (1)(2) 20236301,209.628.3%2024630867.4 SaaSERPERPPaaS 2023630705.431.0%2024630486.82024 218.6 TSO 20236306,987.820246308,341.8 TSO2023630504.224.5%2024630380.6TSO 2023630393.325.9%2024630291.5(i)20.318.135.4(ii)TSO20.3 2023630239.018.7%2024630194.4(i)2023630117.6202463099.5(ii)202363045.4202463027.12023(iii)202363023.3202463013.6 2023630154.337.1%202463097.1TSO 2023630816.329.4%2024630575.9 202363067.5%202463066.4% 202363066.1%202463060.1% 202363069.4%202463074.5%82.6%74.7% 2023630844.133.0%2024630565.3(i)2023630268.0202463083.9(ii)2023630440.42024630382.62023(iii)202363073.7202463040.7 2023630380.024.5%2024630287.0(i)2023630279.72024630221.7(ii)73.539.3 2023630319.226.8%2024630233.820236301,4712024630817 20246304.820.024.8 202363050.5202463021.0 202463027.219.4 2023630385.32024630287.3 202363080.02024630213.0202162021137.8 202363020.920246308.1 20246300.5 2024202463054.5 202463022.7 2024630569.82023630469.6 (1)0.911.68.1 20246301,771.7 20246301,805.6 2023 (i)(ii) 2024630 2024630318,200,000268,625,000110,600,000 2024630 2024630 20246303,9521,225817 2024630C.2.1 C.2.1 2024630 2024630 2024116202411620241153.09D2024116 2024821202482120248203.09D 13.51B(1) 202463020236212024510 2024418Merrill Lynch (Asia Pacific) Limited20212024419182.8320244192024429195.8220211,0001,030.40 2024613202467200,000206,075.5020215.3920246132021202120212024621 2024630 202441920244262024426277,000,000202420244181.361.132024313.02024308.0202120232024 202420242024 202120232024 202162021293.62024630202.02024630 20231248,000,00020231,568.720246301,411.82024630 202442024308.020246302024630 2024630XVXV78352C3 (1)Yomi.sun Holding LimitedSun SPVSun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumi TrustSun SPVCantrust (Far East) LimitedYoumi InvestmentLimitedSun SPV (2) (3)Jeff.Fang Holding LimitedFang SPVFang SPV (4)Alter.YouHolding LimitedYouSPVYou SPVFount Investment LimitedFount Investment LimitedFountTrustInfiniti Trust(Asia)LimitedFountTrustFount TrustYou SPVInfiniti Trust (Asia) LimitedFount InvestmentLimitedYou SPV 2024630XVXV78352 2024630XV23336 1.Sun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumiTrustSunSPVCantrust(FarEast) LimitedYoumi Investment LimitedSun SPV2.Tencent Mobility LimitedHuang River Investment LimitedTencent Mobility Limited84,306,000Huang River Investment Limited212,568,4613.JPMorgan Chase & Co. 2024630XV23336 2018 20182018201871201820182018F. 2018 2 0 2 152 82 0 1 81,900,00020182018 2024630201870,495,00020246302.29%201870,333,0002018 20241120246302018162,0002018162,0000.01% 20182018 201820232018 2020 202020202020525202062920202023621202020202020525202353020205282023531 2020 20201015202020,620,000252202020202020270,000 2 0 2 152 82 0 2 016,316,000379202020202020161,500 20211220202015,651,00040620202020202030,000 2 0 2 3442 0 2 021,576,50071920202020202030,000 2023121220205,816,400165202020202020247,000 2020 1. 2.20246302020 3.20200% 4.2024112020273,643,09920246302020273,643,09920202024112024630202027,945,94927,945,949 (i)(ii)(iii) 20249590,000,000202420248291.221.3020242024542,090,7692024882024862024 2024202420249620242024830202495 2024630 2024630 2024630 2024630 1 WeimobInc.20181302219613P.O. Box 309, Ugland House,Grand Cayman, KY1-1104, Cayman Islands SaaS 2019115 2024630 2024821 2 2.1 3420243282023202312312023 2.2 2024630569,842,00029,498,0002024630121,706,016,000202442990659,116,00022121,213,720,000518,236,00018,739,0001,750,695,000 2 2.2 2024630 (1)20232024(i)SaaS+AI(ii)(iii) (2)2024630770,000,000240,000,000225,050,000 (3)202442024 2024630 2 2.2 20246302024630 (1) (2) (3) 2024 2024630 3 2023 3