招商局中国基金2024年年报

2484547627899104105106107108150 131604-09 **##********Michael Charles VITERI**** 108 #*** 183171712-1716 131609 00133.HKwww.cmcdi.com.hk 2024123164,738202355,79416.03%4.25020233.66316.03%202412,0355732,000.35% 202444202488 202420242.7%20242.8%0.7%0.0%20242024(GDP)134.95.0%9.13.5%49.25.3%76.55.0%1GDP5.3%24.7%34.6%45.4%2024(CPI)0.2% 2024A252635108367420243352202312.67%20241221479410723242202420060202317.67% 202477,56596.13%202368,3319,2343,0953.84% () 20242024219361580 202412312024101820251120241129202412176202511 20252025120252.7%20251.7%20254.1%202460.120252025 () 2025 2025328 2024123112,03557311,4622,000.35%2024123164,7382023123155,7944.250202312313.663 13,75090310,2273,523 6.96%1,77920231,912 2024 202498.05212H1,7062190.044% 2024121682.802,800361H20241227338,150H0.28%1.362,0013.506% () 20241231863258.63%3,0953.84% 2024123120231231 2024123120231231 20241.49% () 2024123177,56547,37258.71%5,137(6.37%)23,934(29.65%)1,122(1.40%)202412313,0953.84% () () 2002200620241231A5,5200.219%15,4611,9792024720231.09 20241230,17721,67339.24%20248,9057,402 202532620241,4841.22% 20201,500202312317302024620231,5001,500770 2024720241,0001010 202410 202411300 2024A () 1995202412316.94%5,049 20241214,43614,8342.68%20241811,027 20248.749.82% 2024+(FOF)(FOF)2024127,8595,000 2024172024 () 19892015102.463,878202412314.98% 2024122,2991,40563.63%2024924192 2024202320243.20.71% 199520152020202498.05212H1,706219202412310.044%20252212H3,398437202412202419 202412350 202410202024328.5837.97% () 6,00020104462687.70% 2024121091026.86% 7IMAX China Holding, Inc.43 2010620104210%2010615,8662,476279.33%2024122.39151% 20241240974044.73% 20241243202212 () NBAChina,L.P.NBA2007NBA20082,300NBA1%2017NBA2,300NBA20241231NBA1%2024120251NBA257301 202412NBA4,0522,79045.23%2024NBA1,262194.86% 2024517NBANBANBA 20241018NBANBANBA2027 2024126NBA2025NBA20251010122019NBA () 20156201551.201,962A3702018111A48120201020201112327A3,1164742021355A530812024123199.5A0.030%2,4844062025299.5A82011420247202318 2024121071060.94% 20241031202437.198.58% 2016135%20%2016101,0001492021735% 20241239402.50% () 20085A322017895,0007501.52,29323,043 201959202022021122220226302 2024125305350.93% 2024 () 2001201112,000303202412312894.825% 20241236352.86% 20242024900994 2016120241242024125 2015126.0279(AI)(IoT)9,00014.95%2016129,0001,3282024127,147 2024121,9162,13710.34% 20241223.9023.930.13% 20241227112 () 20251295 199920085(AI)2016111219.09454A1.301,883202412312018227681A0.295%20247202365 2024124,5734,4542.67%202418685.75% 20241019202433.449,936202435,696 2024627V4.08GPT-4 TurboAIAI () 201692.62572(IoT)201813,0004742024123111.45%2024121,134 2024127858537.97% 202412192.332420242 PonyAI Inc.20161120187201948610.889%20211202232023100.889%0.649%20249(IPO)0.649%0.609%2024112,274,6050.560%180 2024122,8111,64570.88%20241,1662.73% () 2024422(NASDAQ)20241127NASDAQ 20222023202493091.481.250.94 202532520242.741.25 2015720199112,0002831,0001443,0004271.625% 2024123,5021,81293.27%20241,73341.24% 20201023202191620221282025226 202120222023202493092.664.078.308.42 202420244Insta360 X4 8KX4Insta3608KX3X AI20246Insta360 GO 3S 4K20249Insta360 Link 2Link 2C AI202410Ace Pro 2AI4K60fps202412Connect4K14614 202420243Fast Company2024(Google)(Apple) () 202462024 BrandZ50Insta3602761% 202410Time2024Insta360 X4 8K 2016(AI)202026,0008602021115,0007801.11,64020241282.802,800361HH338,1501.362,0014,238,150H3.506%4,238,150H3,900,00012338,1506 2024124,2614,0684.74%20241083,469 20241102024131HIPO20241230 202120222023202463060.841.891.451.30 202532620241.331.45 () 20023202062.23,1120.17%202311200.12%2.753,87020241202412310.05%6,60093320249202387 2024122,3275,49557.65%2024741219.40% 20245APPAPP 20246 202412BoC PayPayMeTap & GoMobileBankingK PLUSNAVER PayICBC Mobile Banking (ICBC Pay)8 () 202026045810(AI)(IoT)5,0001.11%202095,0007502024121,804 2024129351,09814.85% 2024126942.742.7621 FlexivLtd.20166202012500202412311.58% 20241251060215.28% 20242.4RizonGravMoonlight9 20245Xcelerator 202412(Noematrix)Pre-A+ () 20182021472,400367600933,000460202246501023,650562202412314.295% 2024125914960.40% 2024520242024TOP 10 20246(RBVM) 20246(CNNVD)202320232023 20249 2024122024(NVDB) () 20173(SoC)(5G)SoC202193,5005421.29%202451.29%1.28% 2024127949584.04% 2024NB-IoTSoCXY1200S/XY2100SCAT-1XY4100XY4100L 20168(FTTH)(5G)2021123,0004722.50% 2024127535478.81% 202410G-EPON OLT1577nm DML V2CW-DFB20252 () 20196(UWB)202375,0007026.42% 20241253170624.79% 2024UWBMK8080MK8000(IoT)MK80008AEC-Q100UWB MoonshotAI Ltd.202352023121,0001.29%20242361.29%0.67% 2024121,5351,00053.50% 202420243200 20248(API)9APIB202410AIKimi500202412k1k1k1 AI(aicpb.com)202412Kimi3,8373KimiAPP(MAU)1,6692MAU30% () 19982012111,9991,9007.10% 20241224828914.19% 2024202431690.42% 2001(BIPV)20162200971,50022020241231201951654953.90% 20241210416135.40% 202482620241,6372,960 202466 () 202091.13572,40021.24%202011202172,40036