红星美凯龙2024中期报告

（一家於中華人民共和國註冊成立的中外合資股份有限公司）股票代號: 1528 2024中期報告 247304749525558 5186F801 221901-22901-26 146625 893203A-5 1231 H 183171712-1716 24 1033 11 2000 99917 1528601828 www.chinaredstar.com 3 (1)(1) 20245.0%5.4%5.3%20246.8%6.7%20241.4 20243.7%3.2%2.6%3.1%1.2% 811 1. 4,224.920235,659.925.4%14.0%iii23.2%2023 2. 1,427.520232,037.629.9% 3. 2,797.420233,622.322.8%66.2%202364.0%2.2 4. 463.211.0%2023606.210.7%23.6%2024 5. 700.416.6%2023905.816.0%22.7%2024 6. 1,300.520231,258.03.4%2023 7. 1 1 3 . 22 0 2 31 7 4 . 8164.8% 8. 1,336.82023128.11,142.8%383.82023251.3252.7% 9. 1,138.52,626.41,487.920231,203.364.8 10. 97,305.2202398,480.21,175.01,177.5 11. 194.92023255.82024202323.8% 12. 2,380.32,353.220232,529.82,506.8149.5153.6 821.320232,068.22,889.5 113.12023734.5847.6 781.020232,913.23,694.2 13. 31,346.429,574.01,772.4 9,782.54,510.311,927.55,126.1 13. (1)(2)(3) 14. 85,292.4723.930,963.9305.9 15. 16. 17. 18. 738.8308.7 19. 20. 21. 13,145202315,9771,116.620231,354.4 22.A 2021262021319 800 30,000.001.000.1% 22.A 2021513•15,780,0000.36%9.5014,994.30 1220215132022512202251212 22.A 20241282025926 202358202312296,162,100A2024630A9,617,900 2024852677494393021021,201,448 81.6%82.8%287 1.3+ 3+86 20241100 2.M+ M+M+ M+MALLM+16M+842025M+MALL533A.O.10 3. π610 4. 3153215 85120100 5. 315FUN618315M+PKCLAZBOYHTL1000+6618618M+231 6. + 1. 2. 3. 4. 5. 201116H2015626A2018117 C1 C1 C32024630 213.10(2)3.21 20242024630 202463013.51B(1) 202463020246301,044,800AAAA XV(a)XV78(b)352(c) (i) 20246304,354,732,6733,613,447,039A741,285,634H 92%XV6301,023,348,353A23.50% (a)XV78(b)352(c) XV233365% (1)20246304,354,732,6733,613,447,039A741,285,634H(2)(3)New Retail Strategic Opportunities Investments 4 Limited65,737,710HNew Retail Strategic Opportunities Fund, L.P.New Retail Strategic Opportunities Investments 4 Limited100%New Retail Strategic Opportunities Fund GP, L.P.New Retail Strategic Opportunities Fund, L.P.New Retail StrategicOpportunities GP LimitedNew Retail Strategic Opportunities Fund GP, L.P.Alibaba Investment LimitedNew Retail Strategic Opportunities Fund GP, L.P.New Retail Strategic Opportunities FundGP, L.P.100%Alibaba Investment LimitedNew Retail Strategic Opportunities GP Limited100%Alibaba GroupHolding LimitedAlibaba Investment Limited100%Alibaba Group Holding Limited65,737,710HTaobao China Holding Limited65,737,711HTaobao Holding LimitedTaobao China Holding Limited100%Alibaba Group Holding LimitedTaobao Holding Limited100%Alibaba Group Holding Limited65,737,711HAlibaba Group Holding Limited131,475,421H(4)2019514201920231248,219,904A20231130248,219,904A20241(5)Man Wah Investments Limited80%Man Wah In-vestments Limited47,904,600HMan Wah Investments Limited47,904,600H(6)UBS Trustees (B.V.I.) LimitedXi Xi Development LimitedXi Xi DevelopmentXi Xi DevelopmentNew FortuneStar LimitedNew Fortune StarNew Fortune Star68.28%2017322UBS Trustees (B.V.I.) LimitedXi Xi DevelopmentNew Fortune Star 336 202418 2024630 A A201811760182810.23315,000,0003,222,450,000.00A172,442,150.373,050,007,849.639.6814.4220181220181162018272018972024412024429 2024630A 3,222,450172,4423,050,008 A (1) (2)202441202452320244292023A20232023 (3)2024630328,96016,943124311,893202320246302024630 (4) (5) A 20219449,732,673A8.233,701,299,898.7922,936,099.503,678,363,799.292020532020632020623202141920215182021102120244120206320214262024429 2024630A 3,701,299.922,936.13,678,363.8 A (1)202441202452320244292023A3D2023(2)2030(3)(4)20246302020845.420246302024630(5) 1. 20207 2. 2024122026122023 3.3D 20223D 3.3D 2019520202023123132732023 3D 2024630 202471220248620242024712202486http://www.hkexnews.hk 20246 30 20246 30 (a)9(b)1616(c)(d)10%50%25% 20246 30 1. 201116A600153 H20156A20181 2. 2.1 3434 2. 2.2 20246301,423,256202463019,213,316 2024711220246302024630 3. 202463020231231 3. 202411 161177 12334 219718191028 1202511220261132027114 4. 8 4. 4. 5. 6. 7. 8. 25% 20202315% 2 0 2 21 2GR202231004738315% 10. 20246302023630 202212312022148,025202362620238252023428100.46200,27020236262023825 11. 20242023630 20246302023630202463020236302023630 20242023630 12. 20231231 12. 12. 2024630 12. 12. 20242023630 20246301,177,5232023630296,248 2024630202312313,579,0003,304,000 82,800,0002023123185,231,00019 13. 202463022,7530337202363016,906022,671 202463020231231 15. (a)(b)1,429,733202312311,416,3771,835,868202312311,835,8682024630239,18020231231238,489714,47920231231714,479(c)201881070%(d)202463020231231(e)202463020231231177,05520231231278,671 16. 18. (b)494,35020231231510,349 (c)144,113353,05620231231103,114332,794 19. (a)202463020231231 (b)2018712A18A1156486B18A21564871815648818A122.895.80%1818A22.116.30%1818181182021123202411320246301,797,602202312312,214,000 2024125110581108558558-2558-359836.44.2%17.851017.85202463054,600,000 20. 12312.4975.20%3 21. (a)71202024630815,23920231231851,87873,0932023123173,27