云想科技2024年中期报告

2 4 5 20 38 39 41 42 44 75 183401 97927 1617 4th Floor, Harbour Place103 South Church Street, George TownP.O. Box 10240Grand Cayman KY1-1002Cayman Islands 2362–2366 39635 418 131 Harneys Fiduciary (Cayman) Limited4th Floor, Harbour Place103 South Church StreetP.O. Box 10240Grand Cayman, KY1-1002Cayman Islands 2131 www.netjoy.com AI 36.6315.591.226.68%1.30107.33%8.33%0.820.435.56%4.65 AIGCKA95429132,224 20242024STAR AIGCSaaSAIGC11.61%11.34784118.38%13,2374,738 95420.6%26.9%26.9%25.7% AIGC103.33%54912.25,000AIGC1,4262014 10.69%27.50% 3C IP3,580 AI APPAPP AIGC AIGC AIGCAIGC (i)(ii)(iii)1,620.753.81%1,558.95 (1)SaaSAIGC (2) oCPMoCPC CPC93.7% (1) (2) 27.4%26.9% 22.1%26.9% (1)100%(2)100%(3)(4)100%(5) 1,425.41,332.695.1%93.3%20.217.61.3%1.2%53.478.93.6%5.5% (1)SaaSAIGC (2) 129.9121.86.68% 7.51%8.33% 18.481.48 (i)(ii)(iii) 32.6245.02 (i)(ii)(iii)(iv)(v)(vi) 39.488.0%42.64 (i)(ii)(iii)5.4739.48%3.31 1.770.60 0.28 10.43 5.295.32 31.4624.2%23.851.94%1.53% (1) AIDMP363.61465.17 451.45414.942.30%4.00%2.30%4.30% (i)(ii) 4.31 50.1150.00150.00 323273201983 49.26 30,948,939795,658,0003.89% C1 C12 C3 13.51(2)(a)(e)(g) 44 3690VPIS 13.51(2)(a)(e)(g) XVXV78352 (i) 1.L2.795,658,0003.218,5244.7,800,0005.The Longhills TrustDerunInvestmentsDerun InvestmentsThe Longhills TrustDerun Investments6.333,1357.7,800,0008.The FS TrustQuantumComputingQuantum ComputingFS TrustQuantum Computing9.The RGRGU TrustGlobalAwesomenessGlobal AwesomenessThe RGRGU TrustGlobal Awesomeness10.40.84%11.9,762,58812. (i) 13.11,028,07514.3,350,00015.1,210,00016.5,066,926 (ii) XVXV78352 18 XV23336 1.L2.795,658,0003.CityLinkers Trust Hong Kong LimitedCityLinkers Trust Hong Kong LimitedPraxisIFM Fiduciaries(Hong Kong) LimitedCityLinkers Trust Hong Kong Limited26.164.218,5245.7,800,0006.Derun InternationalDerun InternationalThe Longhills TrustThe LonghillsTrustDerun InvestmentsDerun InvestmentsThe Longhills TrustDerun InvestmentsDerunInvestmentsThe Longhills TrustDerun International7.333,1358.7,800,0009.FSS InvestmentFSS InvestmentThe FS TrustThe FS TrustQuantum ComputingQuantum ComputingThe FS TrustQuantum ComputingQuantum ComputingTheFSTrustFSS Investment 10.Baxter InvestmentBaxter InvestmentThe RGRGU TrustThe RGRGU TrustGlobal AwesomenessGlobal AwesomenessThe RGRGU TrustGlobal AwesomenessGlobalAwesomenessThe RGRGU TrustBaxter Investment11.9,762,58812.13.40.84%14.90%41.96%15.Schroder Investment Management North America Limited2,151,000Schroder Investment ManagementLimited1,118,000Schroder Investment Management (Hong Kong) Limited68,561,000Schroder InvestmentManagement (Singapore) Ltd7,611,000Schroder Investment Management North America LimitedSchroder InvestmentManagement LimitedSchroder Investment Management LimitedSchroder Investment Management (Hong Kong)LimitedSchroder Investment Management (Singapore) LtdSchroder International Holdings LimitedSchroderInternational Holdings LimitedSchroder Administration LimitedSchroder Administration LimitedSchroders PlcSchroders Plc XV23336 6.5 8,808,000(68)5,281,6005,281,6002.4620.664% (13)2,395,5882,395,5882.4620.301% (10) (22)63,514,8120.8167.9827% (10) (1)(2)(3)(10)(4)(10)(5) (6)1%(7)2.3102.310(8)1.3101.310(9)0.8100.810(10)202220222022(11)202320232023(12) (a)(b)/(c)(i)(ii) 9.25%69,085,472795,658,0008.68% 69,085,4728.68% (i)(ii)(iii)(10)80,000,00010% 7 30,948,939795,658,0003.89% 1,868,1860.235% (10)1,868,186 (i) (ii) (iii) 40,000,0005.03% (10)40,000,000 (i) (ii) (iii) (1)(2)(3)(4)1.3101.310(5)0.5400.540 (a)(b)(c)(i)(ii) 2023 9.5 79,565,800795,658,00010% 2023 9.5 79,565,800795,658,00010% • 1. 4thFloor, Harbour Place, 103 South Church Street, George Town, P.O. Box 10240, Grand Cayman KY1-1002, CaymanIslands 1. 1. 1. (a)(b) 1. (Tradeplus) • •• 2.1 2.1 (a)(b)(c) (i)(ii)(iii)(i)(ii)(iii) 2.2 161177 3. 8 97,543,078162,693,221 4. (i) 4. (ii) oCPMoCPC (i)(ii)(iii) (oCPC)(oCPM) oCPMoCPC CPC (i)(ii) 4. (ii) (oCPC)(oCPM) 50,360,00036,654,000 4. (ii) 5. 6. 7. 383(1)(a)(b)(c)(f)2 (a) 7. 8. 7 9. 16.5%16.5% 9. 25%15% 40% 50% 9. 25% 10. 11. 746,725,100775,149,260 13. 14. 14. 15. 30180 15. 15. 17. 110,000188,000 4,188,0002,699,000 19. (a)(b) 21. 22. 10%5% 176,506,000100,500,000 23. 24. 10%50%25% 25. (a) 10%1% 0.1%500 1 25. (a) (i)(ii)(iii) 8,808,000 (68)5,281,6000.66% (13)2,395,5880.301% (22)63,514,8127.983% (b) 1,868,186 40,000,000 25. (c) (d) 26. (a) (b) 26. (b) 7 27. 28.