美团-W2024年中期报告

2 22 20243 22 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 4BC100102 3485 A Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 1C19100738 1681 1826 369083690 -WMEITUAN-W 18127 -WRMEITUAN-WR about.meituan.com 183171712-1716 about.meituan.comwww.hkexnews.hk 202418.5%60736.8%1523.325.1% 800 2010,000 60%720241002,80060%50% +X2024 202428.7%21674.7%138.76.1% B2B 2024828 1.20242023 20242023 202368021.0%2024823 20242023 202351218.5%2024607 202316828.7%2024216 202342613.6%202448462.6%3.858.8% 202414821.4%3.418.0% 2024538.0%1.56.5% 20232126.0%20242720243.3% 2023195.32024276.4 2023103.82024120.0 2024630.6202315 202411313.7%2023476.9% 2023111202415221.8%3.325.1%(i)(ii)(iii) 20235220241331.0%24.96.1% 202312202427 2023122.42024341.2 2024114202347 2.20242024 20242024 202473312.2%2024823 20242024 202454611.1%2024607(i)(ii) 202418715.7%2024216 20244761.6%202448464.9%6.158.8% 20241396.8%202414819.0%1.018.0% 2024506.8%20245320246.5% 20242317.3%20242720243.3% 2024175.42024276.4 2024120.02024517.1 2024630.6202414 202411313.7%2024527.1% 202497202415217.8%7.325.1% 20242820241314.8%8.76.1% 202417202427 2024314.22024341.2 2024114202454 3. EBITDA EBITDA(i)(ii) (i)(ii)(iii) 202420236 3020243 3120242023630 (ii) 4. 2024630547785 2024191(i)(ii) 202452 2024205B 20246 3023% 5. 20246303752728 6. 20246 30 7. 20246 3031 8. 20246 30 9. 202463020231231 7 10. 202463020246 30 11. 20246301515.3%+2024630258,171,601A12.94%8202463052024630 20246 30 12. 20246 30 13. 20246 30 14. 20246 3027 20246 30XVXV78352 (1)L (2)Crown HoldingsSongtao LimitedSongtao LimitedCrown Holdings489,600,000AShared PatienceWAFO Global Inc.20233 24202211 16200B(3)Charmway EnterprisesDay One Holdings LimitedDay One Holdings LimitedCharmway Enterprises80,721,157A31,928,843BShared Vision(4)20246306,221,488,863596,590,940A5,624,897,923B20246 30 2024630XVXV78352 20246 30XV23336 (2)Crown HoldingsSongtao LimitedSongtao LimitedTMF (Cayman) Ltd.Songtao LimitedTMF (Cayman) Ltd.Crown Holdings489,600,000AShared Patience (3)Charmway EnterprisesDay One Holdings LimitedDay One Holdings LimitedTMF (Cayman) Ltd.Day One Holdings LimitedTMF (Cayman) Ltd.Charmway Enterprises80,721,157A (4)20246306,221,488,863596,590,940A5,624,897,923B20246 30 2024630336 20214271,483,600,000431.24202720271,500,000,000431.242028202820214 20202142720214 28 202463020272028202720282024630B 20272028B20246 30B12 20272028 2027202820272028 (i)(ii)(iii) 202311(i)(ii)20233 2420236 820236 30 (1) 201510 6201510 6 202311 (1) (2) 2018830202363020245 1720246 11 20233 2420236 820236 30 (1)2024322B88.2546.74202312 312.1.15(a)29 (2) (3) 20188 3020236 3020245172024611(i)(ii) 20233 2420236 820236 30 (1)2022923BB20235 2568630 (2)2023724B20236 30 (3)B105.30105.30105.30103.95 B (1)B104.1777(2)B104.4260(3)(4) 202312312.1.15(b)29 (5) 202411609,351,09962,401,365B2024630490,026,09962,329,530B BB2.17% 661,831,19910.84% (i)488,171,227 (ii)57,799,247 (iii)115,860,725 AB 515,869,783A44.51%A(i) Crown Holdings(ii) Shared Patience80,721,157A6.96%ACharmway Enterprises ABAB596,590,940BB10.61% 8A.22AA (i)8A.17(1)(2)(3)(4)(ii)8A.18AAA(iii)A8A.18(2)(iv)AB 2024614(i)202312 31(ii) 20243 2220245 23 C.2.120246 30C.2.1 20207312020731 20237313.288.17 20246 30 2024630222,110,000B23,325,869,463.77 23,325,869,463.77 2024145B82,508,3008A.217,928,843AB8A.138A.15 202463035,066,100 2024630 13.51B(1) 2023123113.51B(1) 20246 14 20243 22 2024830(a)150,0001,170,0007.8(b)150,0001,170,0007.8(3) 13.51B(1) 202461420245 23 452010(meituan.com) 16200512(xiaonei.com)20051220074(xiaonei.com)2006 10RENN20075(fanfou.com)200752009720197LI20218122015 2001720051 162005720075BIDU(fanfou.com)2007520097 20057 6220189 198619987201582003720156 9920001900087(i)(ii)(iii)(iv) 1984619866 20199EQT ABEQT201599922016920158000190008720231Fidelity China Special Situations PLCFCSS20221020241Sondrel (Holdings) PLCSND 5520189 19999200782007920141220151Lupin Capital (i)(ii)(iii) 1992719995 20069200781886200882015688120083201512WX20109201412SFUN2019720225CIH 5720189 199611Microsoft Research199811200710201311Bing20131120202201910DAO202362202 (i)(ii)(iii) 1996820172 7220236 19954201712(APEC)201532016420128200310 20227201971876000520037201940019008720021020175 19742197662009720137 1.20272028 20214 2720272028202720282,971.52027202882.4202463020231231158.8241.220272028520214 2020214 2720214 28 2.2021 20212021422187,000,0002021Tencent Mobility Limited187,000,00020216620211720246302023123115332021520214 2020214272021428 3. 2021713Tencent Mobility Limited11,352,600400.020246 30520214 202021427202142820217 13 3.21 2024630 20246302410 8A.30 (a)A (b)(c)(d)8A.148A.158A.188A.24(e)(f) 200112112008910201626202251202120221 150%20162018520222022 2022 (a)Solid Bit Hong Kong LimitedXigua Limited2010820101120159 (b)Xigua Limited201811 720156 (c)