出门问问2024中期报告

股份代號：2438(於開曼群島註冊成立的有限公司) 中期報告2024 2 4 5 13 29 31 33 35 36 58 Floor 4Willow HouseCricket Square, Grand CaymanKY1-9010, Cayman Islands 42171-728 D1110 24840 62101 27 108 83 HSBC Bank USA, N.A.1800 Tysons BlvdTysons, VA 22102 21 Campbells15303002–04 8111101–1104 Campbells Corporate Services LimitedFloor 4Willow HouseCricket Square, Grand CaymanKY1-9010, Cayman Islands 183171712 1716 02438 www.chumenwenwen.com 20246 30162.720236 30261.8A138.820236 30123.0 AIGC2022202320246 30AIGC8.0%23.2%56.7% A2023 —20236 30123.032.2%20246 30162.7AIGC20236 3041.2123.8%202463092.3—20236 3058.380.6%20246 30105.320236 3047.4%17.3%20246 3064.7%—32.7%20236 3083.020246 3055.9 2024AIAIGCAIAIAIGCAIGC 2024162.7AIGC92.3AI10.759.7261.820236A138.82024202337.9%AIGC123.8%3.1%2022202320246 30AIGC8.0%23.2%56.7% AIGCAIGC2022112027326136.5%AIGC20228820271,27594.4%2024 AIGCAI A AI— AIGC— AI 1.AIGC AIGCDupDubAIGCAIGCAIGCAIGCAIGC 2024202342% AIGCAIAIGC AIGC(ToSMB/ToPC)AI(SMB)(Professional Consumer)ToPCToBToCToPCToSMB/ToPCAIGC $,*&㜢⚸㫟㮓め7R3&7R60% 2. 䎹э溁੽澨䟗ࠥ 佖ՠ澩 AgentAIGC2.5DWetaAvatar4.0WetaAvatar4.0 Talking Photo 3. 502024AI2024Top 50Top 10CICAGITop50ESG (NVIDIA)Google(Qualcomm) 1. AIAI AIGCAIGC30% 2. AIGCAIGCCoPilotAICCoPilotAITicWatch 3.ESG ESG 4.AGIAGIAI CoPilot AIGCToSMB/ToPCAIGCAIGC AGIAGIAGIAI CoPilot A AI— AIGC— AI A AI— AIGC— AI 20236 30261.820246 30162.7AIA20236 30138.82023630123.0 AIGC20236 3041.220246 3092.3 20246 3057.420236 3064.77.311.3%20236 3024.7%202435.3%2024630 20236 30197.146.6%20246 30105.320246 3020236 3064.7%75.3%A20236 30138.820236 3047.4% 202320246 3072.655.8 20236 3059.920246 3091.3AIGC 202320246 3044.155.9 20236 30250.092.2%20246 30480.5 20(a)20(a)32.25BC12(1)100%8%(2)150%(3)202312 31D-2202312 31150% 32.25BC12(1)(2)202312 31 20231 1202312 31 20(b)20(b)20244 2420(b) 2024630 202412 31480 820236 302024 202420242023 215216(i)28(ii)(iii)2023124.2 6162 2024 2.132024 • •• 202420236 30 A20236 30138.820246 302023 20236 3055.8A138.820232024202332.2%83.0A 20236 30 A 20246 30385.9202312 31144.3167.4%20244 24 20246 302.9%20,000,00020255 20246 3033.4%202312 311,114.5% 20246 30467.4202312 314,121.220246303.32023 12 310.0920231231 20246 30 20246 3030020246 3081.0 (a) (b) (c) (d) 20246 30 23 20248 21600908 13.51B(1) 20246 30XVXV78352 (1)(2)20246 301,501,920,482 (3)AGI LimitedAGI Management LimitedMobvoi LimitedMobvoi AGI Limited99%1%AGI Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedMobvoi LimitedMobvoiAGI Limited375,862,577201912 1Mobvoi LimitedAGI Management LimitedAGI Limited Mobvoi AGI Limited42,505,19542,276,005 (4)14,867,279201912 129,734,558 (5)Wen&Hui LimitedW&H Management LimitedCMWW LimitedCMWW AGI Limited99%1%W&H Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedCMWW LimitedCMWW AGI Limited42,505,195201912 1CMWW LimitedW&H Management LimitedWen&Hui Limited CMWW AGI Limited375,862,57742,276,005 20246 30XV352 20246 30XV23336 (2)20246 301,501,920,482 (3)AGI LimitedAGI Management LimitedMobvoi LimitedMobvoi AGI Limited99%1%AGI Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedMobvoi LimitedMobvoiAGI Limited375,862,577201912 1Mobvoi LimitedAGI Management LimitedAGI Limited Mobvoi AGI Limited42,505,19542,276,005 (4)14,867,279201912 1Mobvoi LimitedAGI Management LimitedAGI Limited Mobvoi AGI Limited CMWW Limited W&H Management Limited Wen&Hui LimitedCMWW AGI LimitedAmberlei Limited29,734,558 (5)Wen&Hui LimitedW&H Management LimitedCMWW LimitedCMWW AGI Limited99%1%W&H Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedCMWW LimitedCMWW AGI Limited42,505,195201912 1CMWW LimitedW&H Management LimitedWen&Hui Limited CMWW AGI Limited375,862,57742,276,005 (6)Amberlei Limited100%Amberlei Limited201912 1Amberlei Limited375,862,57742,505,195 (7)SIG ISIG IIISIG I2018 1 10SIG III2012 1 102024630SIG Pacific Holdings, LLLPSIG ISIG III80%SIG Global Investments GP, LLCSIG ISIG I 20%SIG China Investments GP, LLCSIG IIISIG III 20%SIG Asia Investment, LLLPSIG ISIG IIIHeights Capital Management, Inc.SIG Asia Investment, LLLPSIG ISIG III SIG Pacific Holdings, LLLP SIG China InvestmentsGP, LLCJeffrey YassSIG ISIG IIISIG ISIG III (8)GoogleAlphabet Inc.GOOGL (9)HSG CV IV Holdco, Ltd.HSG CV IV Senior Holdco, Ltd.HSG CV IV Senior Holdco, Ltd.HongShan Capital VentureFund IV, L.P.HongShan Capital Venture Fund IV, L.P.HSG Venture IV Management, L.P.HSG VentureIV Management, L.P.HSG Holding LimitedZhen Partners Fund I, L.P.HSG Holding LimitedHSG HoldingLimitedSNP China Enterprises LimitedSNP China Enterprises LimitedHSG CV IV Holdco, Ltd.Zhen Partners Fund I, L.P. (10)100%100% 20246 30XV23336 201510 19—— D.— 1.20246 14 195,974,805151,825,003 20246 30275149,604,4959.96%10.08202442420246 30 110 225% 20243 30(i)(ii)(iii)(iv)(v)—— D.—2. 20246 30 20246 3082,605,62620246 307,509,602 14.15% 20246 3020236 30 20244 24C1 C.2.1 20246 3020246 30 C320244 24 20247 228,877,00063,32