中通快递-W2024 年年报

( 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 :2057 年 度 報 告2024 24812205460779398100102105108168169 Herman YU 16851201708 Herman YU 99565603 20253 19 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands •8835 1608 1750 183171712-1716 2057 ZTO Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket Square, Grand Cayman, KY1-1102Cayman Islands http://zto.investorroom.com/ 20242023123138,418.915.3%202444,280.7 ()ZTO (i)(ii) 99%202412316,00031,000110,000 202412319559610,0003,9009,4001517 1 202412312023 (ESG) 2019ESGESGhttp://zto.investorroom.com/ 2025319 202412310.35202541040%AB2025410183171712-17162025422AB2025429 2002 202540842220%24% 2023123137,512.115.7%202443,395.312.6%2.7%2024123185.1%100.7% 2024123120232.4% 20241231202322.6% 2023123126,756.414.2%2024123130,563.6 13,966.4202313,591.62.8%8.9%4 9,163.820238,253.511.0%(i)542.6(ii)288.32024123159620231231464 828.32023854.53.1% 651.72023513.426.9% •5,953.420233,543.368.0%2,452.0 2023123111,662.517.6%2024123113,717.12023123130.4%202431.0% 202312311,654.617.3%20241,940.2 202312312,425.310.9%202412312,690.0(i)72.4(ii)47.6(iii)47.6 20231231770.72.7%20241231749.8(i)488.9(ii)171.3(iii)111.5 2024123111,776.910,007.917.7%26.0%26.6% 20231231706.840.6%20241231993.5 20231231289.516.7%20241231337.9 20231231164.523.3%20241231202.9 20241231931.4(i)479.9(ii)451.5 2024123117.92023123193.5 202312311,938.646.8%202412312,845.42024123120236.3%(i)ZTO Express (Hong Kong) Limited518.3(ii)202210%2023207.1 202312318,754.51.5%202412318,887.6 20241231 2024123132.1%2023123131.9% 2024123113,465.437.58,848.42024123192.9%84.1% 202412319,514.0202312317,766.0202412311.2% 12 20241231 2024123141 202412311,820.410%165.5 20241231 20241231592023123167 2024123152 2024123124,477 202412313,392.6202312313,226.5 ZTO ES20162024319202420243ZTO ES20162024 20241231 Herman YU 5459 201548 1 5819 2024123120-F ••••••• ••• •(i)(ii)A ••• • •PCAOBPCAOB •PCAOBHFCAA •AA•A• 20241231 20241129586(i)11319(ii)11131722,465.178,000179,720,000(i)730%53,916,000(ii)2024123170%125,804,000 20241129(i)57%(ii)16%(iii)12%(iv)10%(v)5% 20241129 (1)34.35%12.00%10.00%7.05%6.00%5.02%4.40%1.40%1.06%18.72%34344.00%202533167 20242024962024111 •••••• 2015818(i)(ii)(iii)(iv) 201581820159 2015818(i)(ii) 2015818(i)(ii)(iii)(iv) 73.8% 20158182020810100% 2022122320234262020920158 2024123184.4%2024123123.6%56.2% 14AHKEX-GL112-223.48 5%14A 14A14A A(i)14A(ii)14A.53(iii)14A.52 (i) (ii) (iv)14A(v) (iii) (i)(ii)(iii) (iv) (i)(ii)(iii)14A (v) •(i)(ii)(iii)(iv) • •14A14A •A 20241231 (i)(ii) 2024123120241231 388.3360.3 64.550.0339.0104.425.07.3101.1–7.03.1243.8– 403.4141.8 44.00.1(1) 616.022.9(1)101.812.3 (6)ZTO Freight ZTO Freight1,248.5745.2 2024123120241231 (1)20241302024112024130 (1) 202212232023426 (i)(ii)(iii)(iv) 20251231 202212232023426 (2) 20221223(i)(ii)(iii)(iv)2023426(v)(vi) (i)(ii)(iii)(i)(ii)(i)(ii) 20251231 202212232023426 (3) 202212232023426 20251231 202212232023426 (4) 20221223 20251231 20221223 20241302024130 (5) 20221223(i)2023426(ii) (i)(ii)(i)(ii)(iii) 20251231 202212232023426 20241302024130 (6)ZTO Freight ZTO Freight202212232023426ZTOFreightZTO Freight ZTO Freight ZTO Freight20251231 ZTO Freight202212232023426 (7) (A)20221223(i)(ii)(iii)(iv) ZTOFreight(B)2023426(v)2023426 (i)ZTO Freight(ii) 20251231 202212232023426 20241302024130 (8) 2023426(i) ZTO Freight(ii) ZTO FreightZTO FreightZTO FreightZTO FreightZTO FreightZTO FreightZTO Freight 20251231 2023426 202412311814A14A 2443 (1)(2)(3)(4)(5)(6) 14A.563000740 (1)(2)(3)(4)3637(5) ABABB 20241231B 1202412314,608,920A(a)ZTO ES964,765AZTO ES(i)(ii)(b)2024450,000450,000A 2Zto Lms Holding LimitedThe LMS Family TrustThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedThe LMSFamily Trust 20241231ABAB20241231604,239,182A206,100,000B202412315,517,901A4,608,920AZTO ES964,765A2024450,000206,100,000B77.5%ZTO ESZTO ES BABA206,100,000A20241231A34.1% 19C8A8A.468A8A8A 10%BA(1)B(2)BBA 2024123130%30% 5% 1 5 20241231102104 11.2 20228102027202720271.50%202331319120272027912027A2022825202736.4820271933144A 20228242022825202754930.3(i)(ii)(iii)202282425 20241231(i) 282.1(ii) 7.0(iii) 641.2202720241231 20243192024410202312310.62 2024820202491020246300.35 2025318202412310.35202541040%AB2025410183171712-17162025422AB2025429 8,045,382A158,786,680.88 20241231 161469 2024123110210424 20241231258 2024123112 202342520235120235130 20234252023518202351202351202361530 2728 • 8.10 2025417 542013520 592013520121020091020123 56202252017620163201722008320163 2006120037 54201352007520111VIPS202020231911) 2004519951219927 412023620235201911202342013920191120127201382006720081020226Quantium Solutions International Pte. Ltd. 2012MBA2006 Frank Zhen WEI53201582002202420102016202319971999(Morgan Stanley)19951997(McKinsey& Company)201912022720151201882686)20161201910699) 19955 55201610CEG (Asia) Li