出门问问2024年度报告

股份代號：2438(於開曼群島註冊成立的有限公司) 年度報告2024 24513202338646869717273134 Floor 4Willow HouseCricket Square, Grand CaymanKY1-9010, Cayman Islands 42171–728 D1110 24840 62101 27 108 83 HSBC Bank USA, N.A.1800 Tysons BlvdTysons, VA 22102 21 Campbells15303002–04 8111101–1104 Campbells Corporate Services LimitedFloor 4Willow HouseCricket Square, Grand CaymanKY1-9010, Cayman Islands 183171712 1716 02438 www.chumenwenwen.com 202412 31390.3AIGC221.7AI16.4152.2 AIGC202120222023202412 31AIGC6.839.9117.6221.71.7%8.0%23.2%56.8% A138.82023 —202312 31368.36.0%202412 31390.3 —AIGC202312 31117.688.5%202412 31221.7 202412 31 2024 AIGC221.788.5%AIGCAIGC202120222023202412 31AIGC6.839.9117.6221.71.7%8.0%23.2%56.8%AIGC 2024AI(AI Agent)AIGCAIDupDubAILivGenAIAI ToSMB/ToPCAIGC —DeepSeek 2024AGIAGI A AI— AIGC— AI AI— AIGC— AI 1.AIGC221.788.5% AIGCAIGCAIDupDubAILivGenAIAI2024AIGC221.7AIGC202120222023202412 31AIGC6.839.9117.6221.7 ARPPU202412 31AIGC1,000100 2. DeepSeek — 3. 2024AI(AI Agent) AI(AI Agent) •2024(Agent)Agent AI Agent—DeepSeek GitHub 2.5DWetaAvatar 4.0 WetaAvatar 4.0 Talking Photo WetaAvatar 4.0TicVoice ProAI20246.5 OCR 2024 4.AIGC ToSMB/ToPCToBToC2024AIGCAIGC56.8% 5.AI AIDupDub2024LivGen24AI 6. 502024Top 50CICAGITop 50ESG 1. ——AI(Agent)AI 2.AIGC ——TicWatch++ 3.Agentic AI AI AI(AI Agent)AgentAIBC AI DeepSeekTicVoice(Spark TTS) AIAI AgentAI+Agent+ 4.AI AIAI Agent AIAIAI AI A AI— AIGC— AI A AI— AIGC— AI 202312 31507.1202412 31390.32024AIA AIGC202312 31117.6202412 31221.7AIGC 202412 31186.9202312 31181.05.93.3%2023123135.7%202447.9%AIGCAIGCAIGC 202312 31326.137.6%202412 31203.4202312 31202412 3164.3%52.1%A202312 31138.8100%A202312 31187.350.9%202412 31 202312 31154.7202412 31136.9UCLAI 202312 31150.7202412 31196.0AIGC 202312 31202412 3189.088.3 202312 31753.836.3%20241231480.5 26(a)26(a)32.25BC12(1)100%8%(2)150%(3)202312 31D-2202312 31150% 32.25BC12(1)(2)202312 31 20231 1202312 31 26(b)26(b)26(b) 202412 31 A202312 31138.8202412 31202312 31 202412 31721.5480.512.917.933.420.119.5137.2 202412 31156.5202312 31144.38.5%20244 24 20.02.9% 202412 3142.1%202312 311,114.5% 202412 31309.6202312314,121.2202412312.52023 12 310.1202312 31 202412 31 202412 31222202412 31149.6 (a) (b) (c) (d) 20247 22HK SmartMV LimitedHuatai International Financial Products Limited8,877,00020247 22 202412 3101,493,0002024123165,319,00065,319,000202412 3112.4% 202412 31 202412 31 482012820235AI AI142010520128GoogleInc.GoogleLLC 19997200242005720105 41201322023520248 1 1520087201210MicroStrategy Services,Corp. 2006620085 502023517 27199720002000201420142016201612Rong360Inc.201710OTCAIJTYRong360 Inc.20195 19977 2021193420182019202120222023420238 (a)(b) 472023523 182006920207202082022220223 202412002878.SZ2024821600908.SH2016320171NASDAQEFUT20173202210601456.SH1456.HK201812202412688033.SH20181220251300523.SZ 2011122015120179 199972002720074 喆412024330 192006620164601988SH 3988.HK20164 2006720131201711 20247202410202412 20244 24C1202412 31C.2.1 C.2.1 202433.09D 3.10(1)3.10(2) 3.10A3.13 C.2.1 3.13 C.5.1 202412 31202412 3120246 28 202412 3120246 30 C.1.4 A B E.1.520241231 5010031002002 A.2.1(i)(ii)(iii)(iv)(v) 3.213.22(i)(ii)(iii)(iv)(v) 3.10(2)3.21 202412 3120246 30 202412 31 3.253.26(i)(ii)(iii)(iv)(v)17(vi) 202412 31202412 2720242024(i)(ii)(iii)(iv)202412 27 3.27A(i)(ii)(iii)(iv)(v) 202412 31 AI4150 202412 31 202412 31 202412 31202412 31 ID C3202412 31 20247 3120248 120248 1 10 3.2915 202412 31 2,480,0002,480,000 2121 www.chumenwenwen.com 42171–728ir@mobvoi.com — 202412 312024 202412 31 202412 31 AIMake AGI Accessible and AI CoPilot everywhereAIAI CoPilot AIGCAIGCCoPilotAIDupDubAILivGenAIAI 202412 31202412 31512131963 202412 31 4 14 202412 3128.8%18.6% 202412 3180.1%47.5% 202412 315% 202412 31 202412 3111 202412 3130 202412 311,748.5202412 3130 202412 3120.02.9%24 202412 31(i)(ii) 30 20244 2420244 23290.2202412 31 1.20244 23 202412 31202412 31 20248 21600908.SH202412002878.SZ202412688033.SH20251300523.SZ 202412 3113.51B(1) 89 202412 318.10 202412 31XVXV78352 (1) (3)AGI LimitedAGI Management LimitedMobvoi LimitedMobvoi AGI Limited99%1%AGI Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedMobvoi LimitedMobvoiAGI Limited375,862,577201912 1Mobvoi LimitedAGI Management LimitedAGI Limited Mobvoi AGI Limited42,505,19542,276,005 (4)14,867,279201912 129,734,558 (5)Wen&Hui LimitedW&H Management LimitedCMWW LimitedCMWW AGI Limited99%1%W&H Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedCMWW LimitedCMWW AGI Limited42,505,195201912 1CMWW LimitedW&H Management LimitedWen&Hui Limited CMWW AGI Limited375,862,57742,276,005 202412 31XV352 202412 31XV23336 (3)AGI LimitedAGI Management LimitedMobvoi LimitedMobvoi AGI Limited99%1%AGI Management LimitedSuntera Corporate Trustees (Hong Kong) LimitedMobvoi LimitedMobvoiAGI Limited375,862,577201912 1Mobvoi LimitedAGI Manage