永旺2024 年报

2345919223754596061636466128 Mizuho Bank, Ltd. 1617 24 3882607–11(852) 2565 3600(852) 2563 8654 984 www.aeonstores.com.hk KOMEDA’S CoffeeJELYCODOMonoMono 2024 20251)2)3)4)5) TOPVALU AEONAppAEONApp AEONSTYLEAEONSTYLE 20253 28 355% 2024 2,86020247.3%202431.0%44% 9.5%3,746.020234,140.9288.22023150.0 20245.0%20235.2%3.5%3.5%0.8%0.6% TOPVALUHÓME CÓORDYPEACE FIT WARM/COOL AEON STYLEAEON STYLE(MonoMono)AEONSTYLE3KOMEDA’SCoffeeJELYCO DO By KOMEDA’S Coffee O2O 4,349.320234,552.04.5%65.9202361.5 2025GDP5% (Mono Mono) 202582025 EBITDA1EBITDA246.72023157.888.9 2025256 202412 312023 202412 31 20246.9%8,095.320238,692.90.3%28.9%202329.2% 155.4 970.02023574.6 10.8202327.66.77.4(20230.70.9% 202412 31830.620231,149.62024123153.32%2023AEON Co., Ltd.229.7 4.7%11.9%202311.7%1.3%12.9%202311.9%2.4%12.8%202312.2% 2024123136.8202397.27.020236.7 5.920236.12.220232.2 202412 311,199.3202312 31683.7 338.12023188.7149.4 1EBITDA EBITDA 202412 314,8003,900 C2 (SI) 1.2.3.4.5. (a) 2024422 2024115,713LEDLED 20242,561 202471 (b) 151,150,1001,806,100LEDLED 1,054,000 149,6002024122025 (c) 1. (a) 202412 318,700 (b) 1,986 (c) i) ii) (d) 2. (a) 202412 31 (b) 0.000015% 22,11374%24%2% (c) 0 3. i)AEON111% 1.47ii)200iii)608iv)230,000,3v)98 43202332019520191020049AEONRetail Co.,Ltd.ARCL20112014AEON Co., Ltd.AEON Co20149 51202032020519974ARCLARCLARCLHome Coordy20165Sunday Co., Ltd.AEON Bike Co., Ltd.20153R.O.U Co., Ltd. 642023420243AEONCoACCL1984ARCLARCL2011520135Beijing AEON Co., Ltd.2013520152QADCL20193ARCL20203ARCL 5820223ACCL1991ARCLARCLAEONCo2011ACCL2015ASC2017GDA2021ACCL ASCACCLGDA 5520245AEON Financial Service Co., Ltd.AFS JapanAEON19924AEONCo2009720103201132011320123AEONCo.20123AFSJapan201272013520136AEONCredit Service (M) Berhad201462019620194ACS Servicing (Thailand) Co., Ltd.20196AEON Thana Sinsap (Thailand)PCL20206201912AEONSpecializedBank (Cambodia) PLC20205AEON Credit Service Co., Ltd.ACSAFSJapanACS202252022620246AEONBank,Ltd.20251 14AFSJapan30 5120219AEON Co., Ltd.20245AEON (Thailand) Co.,Ltd.200142001420219AEONAEON Co. (M) BHD23 6520161202136 512018820166MizunoSports PromotionalFoundation2017620182VFJapan Corporation Timberland2017610200572009317LIVE Group Limited 36202212201120122019 2014LCP,Solicitors and NotariesLCP,Solicitors andNotaries201810 820211 141034 5919945 AEON C1 202412 31 93.10A1921 20245 2720245 233.09D 14 1.20243 282.20245 2773.20243 2820245 2744.20245 274 20245 2720245 3120247 31 1.2.20245 273. 3.13 C.2.1C.2.1 1.2.3.4.5.6.7.(1)(2)(3)(4)13.51(2)(5);(6)(7)(8)13.7413.51(2) 1.20243 2820243 2812.20243 281 2024 ––––––2024 E.1.2(c)(ii) 1.20243 2820243 281 20243 281 2024 –– 202412 311415 1.20243 2820243 2842.20243 281 2024 –202312 31–20246 30––– ––– 3.21 ––––– 20241 120241 3120242 1 3.29202412 3115 C3202412 31 202412 31 5458 10 A.B.C.D.E.F.F1.F2.F3.F4.G.H.I.J. 571 (i)(ii)17 202412 31 9181921 6225665685% 3882607–11cs@aeonstores.com.hk(852) 2565 3600(852) 2563 8654 6152.5%50615 202412 31 202412 31 45845833404135856918 202412 3143 202412 31 202412 315960 202412 312023 202412 311821 202412 31(2023151,591,000 20243 28 20245 2720245 2720243 2820245 2720245 27 20253 28 88104 20253 2890 202412 31352C3 (A) 202412 31XV 39 622 14A (a) (i)20106 920256 3065%35%20856,394,78820106 970,000,000 (ii)20219 30AEONCo.,Ltd.ACL202412 31201812 2420211231ACL (a) (b) (c) (i) (ii) (iii) ACL ACL (a)0.2%(b)0.05% 21,999,69120219 3037,200,000 (i)(ii)(iii)5 (iii)20232 1AEONACS20234 1420234 1520264 14ACSAEON Co., Ltd.ACS ACS(1)ACS(2)(3)ACS(4)ACSACS0.42%3.2%ACSACSACSACS10,496,60220232 112,700,000 (iv)20216 3020221 1202412 31201812 1120211231AEON Co., Ltd. 39,677,25820216 3054,700,000 (v)201511 23112B1F00781F1008 2F202820AEONCo.,Ltd.29,740,312201511 2351,800,000 (vi)20222 22AEONACSACS20223 120252 28201922620222 28ACSAEONCo.,Ltd.ACSACSACS10,875,50020222 2216,500,000 (vii)202110 4ASC20221 1202412 31ASC2019116202112 31AEON Co., Ltd.AEONCo ASC(i)(ii)(iii)(iv)(v) ASCAEON Co5%ASC (i)(ii)ASC(i) 0.15%(ii) 0.20% ASC10,704,630202110 415,900,000 (viii)202210 21AEON GLOBAL SCM Co., Ltd.AGSCM JapanAGSCMJapanAGSCM202212 1202511 30AGSCM JapanAEON Co., Ltd.AGSCM Japan AGSCM JapanAGSCM Japan 44,599,812202210 2161,600,000 (ix)20237 25ADMCAEONAIBSADMC20207 3120238 29ADMC20237 2320238 302026829ADMCAEON Co., Ltd.ADMC10%ADMC(i)(ii)ADMCADMCADMC32,045,71820237 2538,600,000 (x)202312 15AMBM130001100120013001202012 15202312 18202312 19202612 18AMBMAEON Co., Ltd.DaliMallAMBMDaliMallAMBMDaliMallAMBMAMBMAMBMAMBM5,150,630202312 156,400,000 (xi)20216 30AEON TopValu Co., Ltd.TopVTopValuTopV20221 1202412 31TopVAEONCo.,Ltd.TopV(i)TopVTopValu(ii)TopVTopValuTopVTopV7% TopV (i)(ii)(iii)(iv)(v)(vi) TopV12,233,231202163053,700,000 (xii)202112 16AMBM4320222 120251 31AMBMAEON Co., Ltd. AMBMAMBMAMBM AMBMAMBM AMBM(i)(ii)(iii)(iv)10 AMBM3,971,741202112168,100,000 (xiii)20245 31AEONACSACS2L10820246 120255 31251,919ACS2023