涂鸦智能-W2024中期报告

246131621424384 公司資料 20249 16 20249 1620249 16 A10310012 3485 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands 22 公司資料 Davis Polk & Wardwell3A10 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand CaymanKY1-1102Cayman Islands 1826 488 399 1812628 390 183171712-1716 2391 TUYA ir.tuya.com 重點摘要 2024630 •134.929.1%2023630104.5•PaaS99.933.7%202363074.7•SaaS18.22.1%202363017.8•47.9%2.3202363045.6%PaaS47.1%4.6202363042.5%•19.8%41.2202363061.0%5.0%25.4202363020.4%•0.3%42.4202363042.7%24.5%26.620236302.1%•26.3331.1%202363011.4•20246301,000.120231231984.3 2024630 •2024630PaaS12,70020236302,90020246304,10020236304,300 •202463012PaaS22802023630122512024630PaaS85.1%202363081.1%PaaS•202463012PaaSDBNER3127%20236301258%•20246301,192,00020231231993,00020.1%1.PaaSPaaS2.PaaS12PaaS100,0003.12PaaS12PaaS12PaaSPaaS12DBNERDBNERDBNER 管理層討論與分析 2024630 2024630134.92023104.529.1%PaaS •2024630PaaS202374.733.7%99.92023PaaS202463012DBNER20236301258%127% •2024630SaaS202317.82.1%18.2 •202463016.8202311.941.1% 202463070.3202356.823.7% 202463064.7202347.735.7%202463047.9%202345.6% •2024630PaaS47.1%202342.5%4.6PaaS•2024630SaaS71.6%202374.3%•202463027.5%202322.1% 管理層討論與分析 202463091.42023111.418.0%202463057.9202369.016.1% •202463046.5202354.514.8%20246301,035202363018.4%202463039.6202346.4 •202463018.4202320.18.5%202463015.8202316.9 •202463032.3202341.121.3%20246308.3202310.0 •20246305.8 202463026.7202363.758.1%20246306.8202321.3 202463019.8%202361.0%41.220246305.0%202320.4%25.4 管理層討論與分析 20246300.4202344.699.1%202463025.3 202463033.120232.2 20246300.3%202342.7%42.4202463024.5%20232.1%26.6 20246300.0020230.08A 20246300.0620230.00 20246301,000.120231231984.3 202463026.3202311.42024630 管理層討論與分析 202420236300.444.62024630575.3202463026.3202363011.4 202134904.7202275AA19.37,300,000A70.0 20246301,000.120231231984.3 2024630 2024630 管理層討論與分析 202463020231231 2024630(i)262.1(ii)20246305%2024630 202451420245212024630400,000,0002024620 2024630123.2202463011.3%20246302.9FederalDeposit Insurance Corporation 2024630 2024630 2024630 8302024630 管理層討論與分析 2024630 2024Tuya20247.410.0%Tuya 2024134.929.1%47.9%Tuya2023202411.8 2024Tuya332024 2024Tuya2024PaaS33.7% AXTech GroupAIPaaSCube 業務回顧及展望 TuyaTuyaTuya TuyaGenAI 2024AI2023202441.1%27.5% PaaS TuyaFirefly AI 2023AI2024AIAIAIAIAI AIAI2024AI AI 企業管治 ABAB TuyaGroup Inc.Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.70,220,130A43,379,870BUnileo1,974,570A26,825,430B 13,726,306A201572,194,700A70,205,300B(a)24.78%(b)25.39%(c)64.91%AB B1:1ABA70,205,300AA12.22%A 8A.22BBB (i)8A.17(1)(2)(3)(4)(ii)BB8A.18(iii)B8A.18(2)(iv)BA B 630C1 企業管治 C.2.1 (i)(ii)(iii) C32024630 3.21 24102024630 3.25 企業管治 8A.27 8A.30 2024630XV(a)XV78(b)352(c) 其他資料 (1)2024630504,387,299A70,205,300BL(2)5,100,000A(3)Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.Tuya Group Inc.2024630TenetGroup68,793,080ATenetVision34,806,920BTuya Group Inc.1,427,050A8,572,950B(4)Unileo2024630Unileo1,974,570A26,825,430B(5)6,500,000A(6)5,000,000A2024916(7)202463055,000A300,000A(8)2024630YANG Xu7,500A 2024630XV(a)352(b) 2024630XV23336 (1)(1)(%) 其他資料 (1)2024630504,387,299A70,205,300BLS(2)New Enterprise Associates 14, L.P.NEA Partners 14 L.P.NEA Partners 14 L.P.NEA 14 GP, LTD.NEA Partners 14 L.P.NEA 14 GP, LTD.New Enterprise Associates 14, L.P.109,744,738A(3)Tencent Mobility LimitedTencent Mobility Limited55,924,749A2,375,000A(4)Tenet GroupTenet VisionTenet GlobalTenet GlobalTenet SmartTenet SmartTMF (Cayman) Ltd.TMF (Cayman) Ltd.Tuya Group Inc.Tuya Group Inc.TuyaGroup Inc.TenetGlobalTenetSmartTMF(Cayman)Ltd.TenetGroup68,793,080ATenetVision34,806,920BTuya Group Inc.1,427,050A8,572,950B(5)The Bank of New York Mellon CorporationThe Bank of New York Mellon Corporation126,452,480 (L)126,440,750 (S)A(6)UnileoUnileo26,825,430B 2024630336 20141223201520207202122022615172023112024611202462020242015202417 2015 2015 2015 2015 2015AA 20152015 2015(i)(ii)201536482831 A201564,889,052A2015AA10%49,914,656A 201520152015A30% 其他資料 56,571,052A2015A11.22%AB9.85%56,571,052A49,914,656AA9.90%AB8.69% 202462020242015(i)2015(ii)2015A201520241120246202015201549,914,656020241120246202015201556,661,052020246302015 2015A A12AA1% 2015(a)A2015A(b)A10%2015 2015 201520246202024 201520152015A2015 2024630201551,037,005A50,741,105A8.88%8.83% 202463020157,261,875A6,619,250A1.26%1.15% 20246302015 30312015 17.03D(1)2024630201512AB1%2015 其他資料 (1)20152015(2)A(3)A1.90(4)(i)(ii)17.03D1%(iii)2015(5) 其他資料 2015 2024 202420246202024 2024(i)(ii) 2024(i)(ii) 20242024AA57,459,259A2024620202410%AB 202462020242024630202457,459,25957,459,259 其他資料 2024A5,745,925A202462020241%AB 20246202024202463020245,745,9255,745,925 2024202412A5,745,925A202462020241%AB 0.1%12A0.1%AB122024A0.1%AB 202412 (i)(ii)(iii)(iv)(v)