您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:蔚来-SW年报 2024 - 发现报告

蔚来-SW年报 2024

2025-04-09-港股财报周***
蔚来-SW年报 2024

(( 於開曼群島註冊成立以不同投票權控制的有限責任公司於開曼群島註冊成立以不同投票權控制的有限責任公司 )) 股份 代號股份 代號: 9866 年報 57.91.102.103.104.1224A.1915.1926.2167.2348.2389.24010.24111.26812.270.28513.28614.28615.28616A.28716B.28716C.28816D.28816E.28816F.28916G.28916H.28916I.28916J.28916K.290.29217.29318.29319.293304 311328 12b-2 201245 ASC 810 2018420214 4.C. 3.D. 3.D. 3.D. 2023331 3.D. A. [B.C.D. A3.D. •PCAOBPCAOB •PCAOBHFCA 3.D. 202411202512313202611202712311.5 NADONVO 2022 20241028 2021 2021816 (i)(ii)(iii)(iv) 202420245SUV L60202412 20232,630202438050202412311.11,510 20249BBBB20241228BBBB(i)B(ii)BBBB33100BB2810089.0%B88.25%11.75%BBBB2024B 8.5% 2027123120281231 8.A. 2024 (ii) PCAOBPCAOB 4.B. ICP(ii) B. 201712262018211 4.B. 4.B. 20% 10%20171017372017121201861537 20243.618.94A28.6072.85A3.719.36 303A.01303A.04303A.05303A.07302.00 +86-21-6908-2018Maples Corporate Services LimitedPO Box 309, Ugland House, Grand Cayman, KY1-1104, Cayman IslandsPuglisi & Associates850 Library Avenue, Suite 204,Newark, Delaware 19711http://ir.nio.com/ BaaS OTASkyride (i)(ii) (Power Swap) 2024820 (Power Mobile) 20241231 202065 202433020242024 Forseven ForsevenForseven Clean Parks 201471420151092015-2020202010202021-2035 2016725 20174520177190 20201123(OTA)OTAOTA20201231OTA 20201122021-203520212035(i)202512.020%(ii)2035 202312272024202421 20154222016-2020 20171226 2019628 20181120201231 20171231 2022918 2021727 2014315 (iv) 201212 20137 201571 82015 201511 2017201852020202010 (i)(ii)(iii)(iv)(v)(vi) 2021816 202161020219 20217202176 2021730 20211029 200710282019423 1982823201920022014429 1995628 202496202411120242024202210262023112022202220222024202220242024 20191226 2012111920121217201912305959 77201710173720186153777 201842021420221212 20221130 2021412 2021412 D. 3.D. 201,209 13% Eddy Georges Skaf20242Skaf20235CYVN Holdings L.L.C.CYVN Holdings L.L.C.McLaren Group Holdings LimitedForseven LimitedCYVN Investments RSC Ltd2019820235Skaf(Mubadala)2017820195(du)Skaf19952000 Nicholas Paul Collins20242Collins20241Forseven Limited20254McLaren Group Holdings LimitedCollins20153202312 (ii) ESGESGESG303AESGESG **135519 (1)(i)2025476013,500,000A(ii)Originalwish Limited89,013,451C(iii)mobike Global Ltd.26,454,325C(iv) NIO Users Limited16,967,776A33,032,224CNIO Users Limited14,967,776A33,032,224CNIOUsers Community LimitedNIO Users Limited2,000,000A (8) CollinsForseven Limited, 1st Floor Northfield House, Broadford Park, Guildford, Surrey,GU4 8EP (9)(i)Originalwish Limited89,013,451C(ii)mobike Global Ltd.26,454,325C(iii) NIOUsers Limited16,967,776A33,032,224CNIO Users Limited14,967,776A33,032,224CNIO Users Community LimitedNIO Users Limited2,000,000AOriginalwish Limitedmobike Global Ltd.SertusChambers, P.O. Box 905, Quastisky Building, Road Town, Tortola, British Virgin IslandsNIO Users LimitedMaples Corporate Services (BVI) Limited, Kingston Chambers, PO Box 173, Road Town,Tortola, British Virgin Islands (10)CYVN Investments RSC Ltd202422813D/ACYVN Investments RSC Ltd418,833,157ACYVN Investments RSC LtdCYVN InvestmentsRSC LtdMaryah Tower, 18th Floor, Al Maryah Island, Abu Dhabi, United Arab Emirates ACAC20189ACCAAC10.B. 201937 1,000,0004,000,000,000(i) 2,632,030,2220.00025A(ii) 148,500,0000.00025C(iii)1,219,469,7780.00025 (a)(b)(c) Foss v. Harbottle C.4.7.B.D.4.B.E. 82 (i)(ii) 777773.D. F.G.H. CDPAACDPCDPCDPACDPA144(a)(1)A 10.B. 15. https://www.nio.com/policies/compliance-policies 16F. 16G. 16H. Nio Nextev LimitedXPT LimitedNEU Battery Asset (Hong Kong) Co., LimitedNIO Power Express LimitedNIO User Enterprise Limited NIO USA, Inc.NIO Battery Assets Europe B.V.New Horizon B.V.NIO Nextev Europe Holding B.V.NEU Battery Asset Co., Ltd.NIO AI Technology LimitedNIO GmbH 202547(a)Originalwish Limited89,013,451C(b)mobike Global Ltd.26,454,325C(c)NIO Users Limited14,967,776A33,032,224C(d)NIO Users Community Limited2,000,000A16,967,776A148,500,000C2025472,245,990,5982,097,490,598A18,610,625A148,500,000C36.7% •8A.35 8A.138A.148A.158A.168A.178A.188A.198A.218A.228A.238A.24(i)(ii) Prime Hubs 1. 20184 20241231 20214 20222023202412311442072243914782023202412319081,131202412314202412314183441601291 2. 717,274 2. (e)20241231202412311.007.299320241231 (f) 2031058515315535 2. (k) (r) 2023202412315,040,1256,349,012 2. 3. 2)3)4) 1,849,600 2023123120241,165,24420242120242024164,5201,168,73213,404,825709,490 12. 202920302023910575,00020292029575,0002030203020293.875%2024415415101520304.625%2024415415101520291015202920301015203011.12202920271015100%203020281015100% 13. 2022202320241231279,355303,163329,9392023202412313,860,3846,985,787 2024531PEPE CNHCPE10PE CNHCPE CNHC10%PE CNHCPEPEPE CNHCPE CNHC520246520241231PE CNHC 90.91% 21. 2023202412311,0004,000,000,0000.000252,632,030,222AB148,500,000C1,219,469,7780.00025 202082,800,000101,775,00078,200,0005.9517.0039.00 21. 2024111227,690,07112(iii) 2 0 2 32 0 2 41 23 14 , 0 0 0 , 0 0 0 , 0 0 02 , 0 7 3 , 5 2 2 ,