朝云集团2024中期报告

....................................................................................................................2...................................................................................................................3....................................................................................................................4.......................................................................................................5....................................................................................................................14.......................................................................................26...................................................................................27....................................................................................................28....................................................................................................29....................................................................................................30.................................................................................................31 (Insight)(Brand)(R&D)(Marketing)(Sales)(Cooperation)(Management)(Work) Cricket SquareHutchins DrivePO Box 2681Grand Cayman KY1-1111Cayman Islands 2 1231 Conyers Trust Company (Cayman) LimitedCricket SquareHutchins DrivePO Box 2681Grand Cayman KY1-1111Cayman Islands 183171712 1716 20248 26ACGHKACG20248 26 ACGHKACG 8835 6601 www.cheerwin.com 20213 10 183401 3 2024 •20246 30()1,163.620236 3011.5% •47.620236 305.3%•34.820236 3018.4% •405.920236 3018.9% •843.320236 306.5% 2024 • • • • NielsenIQ20152024 2024 1. ••• 2. • • 3. 4. 5. 6. (i)(ii)(iii)(iv) 20236 301,132.810.3%20246 301,249.1 (1) (2) 20236 301,043.911.5%20246 301,163.6 20236 3045.25.3%20246 3047.6 20236 3042.618.4%20246 3034.8 (1)(2) 20236 30341.318.9%20246 30405.9 20236 30791.56.5%20246 30843.3 20236 30467.823.8%20246 30579.020236 3041.3%5.1202463046.4% (2) 20246 30540.120236 3041.2%20246 3046.4% 20246 3023.620236 3045.4%20246 3049.5% 20246 3014.720236 3042.6%20246 3042.3% (1) (2) 20246 30220.620236 3048.1%20246 3054.4% 20246 30358.420236 3038.4%20246 3042.5% 20236 3053.811.5%20246 3060.0202320246 304.8%4.8% 20236 30264.820.0%20246 30317.7 20236 3084.62.6%20246 3086.8 20246 3011.720233.3 20236 3020246 300.50.7 20236 30174.126.4%2024630220.1 20236 3038.415.1%20246 3044.220236 3020246 3022.0%20.1%25%201915% 20236 30135.729.6%175.920236 3012.0%20246 3014.1% 20246 30159.720236 3074.0220.1 20236 3014.420246 3019.6 20246 302,664.7 100%202312 311.0%20246 301.1% 202312 3120246 305% 20246 3020212 26 20246 30202312 31 20246 30 20246 301,14020236 3090920246 30112.1202395.3 202410 1020249 1720246 300.05380.058820236300.0410202463040.0%20236 3040.0% 20248 1920248 23 20248 2620249 1320249 1720249 121831717121716 20246 30571XVXV78352 (1)L(2)480,500300,00020246 3020247 16(3)300,00020246 30(4)20246 301,333,333,500 20246 30XVXV78352 20246 30336XV23 (1)L(2)(3)(4)(5)20246 301,333,333,500 20246 30XV23336 20217 23 121% 1710%133,333,35010%10%10%1710%1730% 20241 120246 30128,533,350128,533,350128,533,3501,333,333,5009.64% (i)(ii)(iii) 1.0020246 307 202463020246 30 (1)4.214.33 (2)20224 1520234 1525%(3)25%20244 1525%2025415 (3) (a)50% (b)50% (a)(b) (i)100%1(ii)90%100%100%0.9(iii)80%90%90%0.8(iv)70%80%80%0.7(v)70%0 (ii)80909080%80% (4)7 (5)10 (6)20244 151,050,0001.60 (7)20247 1620248 2620247 16 24 20216 3 (i)(ii)(iii)(iv) 1.0020246 30725,000,0001.87%20254 15 20246 30 (1)4.214.3317.09(8) (2)20224 1520234 1525%(3)25%20244 1525%20254 15 (3) (a)50% (b)50% (a)(b) (i)100%1(ii)90%100%100%0.9(iii)80%90%90%0.8(iv)70%80%80%0.7(v)70%0 (i)90100%(ii)80909080%80%(iii)800% (4)20244 154,800,0001.60 (5)20247 1620248 2620247 16 16,200,0003,600,000 9,600,0000.72%15,400,0005,200,00010,200,0001.15%1,333,333,50020241120246 3015,400,00015,400,000 24 171717 20213 102,418.82,883.8 20246 301,802.41,974.820246 30 C1 C.2.1 C3 25% (a)20247 16(b)20247 1620248 26(c)20247 16(d)20248 26 20247 1620248 26 20246 30 20246 30•2410 13.51B (1) (a)20247 16(b)20247 1620248 26(c)20247 16 202313.51(2)(a)(e)(g) 265220246 30343434 24102410 34 •20248 26 20246 30 20246 30 20246 30 20246 30 1. 3434 2. 20246 30202312 31 20241 1 161177 3. (ii) (ii) 202463053,857,000202312 31334,744,00020246 30202312 31 20246 30202312 31 (iii) 8 3. (iv) (v) 5% 4. 5. 6. 7. 8. 22 25% 2,000,0008.25%2,000,00016.5%16.5%2,000,0008.25%2,000,00016.5% 2019202415% 9. 20246 30 10. 202312 310.06400.070520236 30202212 310.02200.025120247 885,333,00020236 3029,333,000 0.05380.058871,733,00020236300.04100.044754,667,00020249 17 11. 202420236 30 12. 6,847,00020236 309,517,000 1.75620236 3033.1312,789,00020236304,849,00012,789,00020236 304,849,000 12. 20246 306,280,00020236 30 13. (i)2022430%57,700,00014 (ii)202361,500,00049% 14. 202112 313.046%66,900,000