天宝集团2024 中期报告

2 4 5 13 25 27 28 29 32 34 36 (ACCA) Cricket SquareHutchins DriveP.O. Box 2681Grand Cayman, KY1-1111Cayman Islands 151–1536610–612 516005 Conyers Trust Company (Cayman) LimitedCricket SquareHutchins DriveP.O. Box 2681Grand Cayman, KY1-1111Cayman Islands 1979 www.tenpao.com 1617 https://tp.tenpao.com/zh-HK/investors-query 18 22 45 5.6%2,471.022.8%501.9207.028.6%175.81317 5.2 16.1%40.0% 15.5%17.0%52.0GW69.5%168.7GW(CAGR)37.4%5.6% IoT 326.0342.71.141.14 12.2%39.7% 332.921.7347.8 183.9111.6190.7114.8 66.9133.1 50.1%48.0% 207.9654.9 543.4828.0 28(b) 7,800395.7326.2 C1 C.2.1 C.2.1 C3 5.22.8 1617 25% 571XV352 1. 2.TinYing Holdings LimitedTinYing Holdings LimitedThe TinYing TrustVistraTrust(BVI)LimitedTinYingHoldings LimitedVistraTrust(BVI)Limited * XV352 336 1.2.Pandanus Associates Inc.PandanusFILLimitedFILFILPandanusPartnersL.P.Pandanus L.P.37.01%Pandanus L.P.PandanusPandanusPandanus L.P.FIL* 336 1717(i)(ii)(i)(ii)(iii)(iv) 19,348,000456,000456,00018,892,000(i)(ii)99,544,000 17 (i)(ii)(a)(b)17.1317.0217.0417.0617.0917.01(1)17.1317.02 (i)(ii)(iii) (i)(ii) 10%10%24,746,3419.20%14,046,34110,700,000252,813,4134.23% 1.3.5. 2. 3. 4. 5.10,700,00084,748,000 10,710,0001.5516,600,500 3,336,3411.24% 50,000,00050,000,00050,000,000120,000,000130,000,000140,000,000 27783434 2410 34 2778 1 223Cricket Square, HutchinsDrive, P.O. Box 2681, Grand Cayman KY1-1111, Cayman Islands 2 34 3 3.1 3 3.2 4 5 5.1 5.2 5 5.3 •—•—•— 5 5.3 5 5.3 5 5.3 (a) (b) (c) 5 5.3 (c) 5 5.3 (c) (i) 5 5.3 (c) •• 6 (i)(ii)(iii)(iv)(v)(vi) 6 (a)(b) 6 6 8 9 10 16.5%2,000,0008.25%2,000,00016.5%2,000,0008.25%2,000,00016.5% 10 25% 15%15%15% 15%15%25% 11 (a) (b) 12 5.22.853.628.9 9.698,917,000 14 (a) 14 (b) 15 — 15 6,600,0007,100,00024(a) 16 17 17 3090 274,192,000214,798,00024(a) 18 19 —7 21 310,963,000677,556,00024(a) 2.57%2.10% 22 23 1.00(i)(ii)8,700,0002,000,000 23 * 84,748,0001.001,698,000 24 24 (a)207,944,000589,752,000 24 (b) 25 (i) — 26 27 28 (a) 29 (a) (i) 29 (a)(ii) 29 29 (c)