粉笔2024 年报

2024 235616205466103108109110112114115193 公 司 資 料 188262602 2024129 190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands Walkers Corporate Limited190 Elgin AvenueGeorge TownGrand Cayman KY1-9008Cayman Islands 183171712–1716 101031–6 15434301-10 18346 22 www.fenbi.com 2469 主 席 報 告主 席 報 告 2024 2024GDP20242024300 2024AIAI+AIAIAI AI+AIAIAI 2025 AI+2025AIAI2025 2025328 業 績 摘 要 管 理 層 討 論 與 分 析 •2070995982024105.9 •1,00030903001,2802024508.2 •30603012070008125158,00020241,687.3 •202439.4 管 理 層 討 論 與 分 析 2024AppAppApp AI20245AI2024AIDeepSeekAI AIAIAIAI 20233,021.37.7%20242,789.8 •20232,514.56.9%20242,340.81.20.930% •(1)(2)2023506.811.4%2024449.013% 20231,451.58.7%20241,325.8 •20231,120.78.2%20241,029.3 •2023330.810.4%2024296.5 20231,569.86.7%20241,464.052.0%52.5% 2023202455.4%56.0% 2023202434.7%34.0% 管 理 層 討 論 與 分 析 2023471.512.7%2024411.461.3 2023673.96.4%2024630.9 2023251.412.0%2024221.140.2AI12.8 20233.220240.220232024 202328.923.3%202422.2(1)(2) 20244.7202317.8 202328.820.8%202434.8 2023205.02024262.0 202316.437.1%202422.52024 20232024188.6239.66.2%8.6% 管 理 層 討 論 與 分 析 239,570188,566 20231231124.12024123180.62024532.8 20231231116.22024123191.5 管 理 層 討 論 與 分 析 2023123178.920241231129.32024534.2 2023123161.02024123177.0 602023123131.12024123120.6 20231231195.220241231123.8 20231231333.520241231232.72024 2023123138.92024123112.8 20231231149.520241231140.4 管 理 層 討 論 與 分 析 20231231227.120241231173.5 2024 202312311,048.620241231830.12024 20231231671.5202412 31946.0 管 理 層 討 論 與 分 析 2024291.0262.0(1)123.052.023.834.810.5(2)102.653.6 2024469.41,153.71,010.21,077.4623.1 2024498.7444.054.7 20242.2202328.1 202417.1202334.5 202418.3202356.32024 202412312023 20241231 202412312023 20241231202412312023 1231123120242023 (1)52.5%52.0%(2)8.6%6.2%(3)13.0%14.7% (4)(5) 2.32.32.22.3 (1)100%(2)100%(3)100%(4)(5) 管 理 層 討 論 與 分 析 202412317,177202312317,325202412311,368.1 20232023 42201522016112016320194 2013820152YUAN Inc20118 20057 402015220152202310 20122201510070020104201213000442008220103 2005620081 4120152 20125YUAN IncYUAN Inc20056200722010220124NTES9999 20056 董 事 及 高 級 管 理 層 1 202012008120191220122201912199372015201920092011 1983719895199311 1 20214Allinfra Ltd.20088201542015620209122005320088AusNet ServicesSP AusNet2003520053202530468 2001320044 20231 200372019720228002659 2003720101 40 402015220152201632019420161120209202010 201382015220104201310 2007620107 48201711 20022201711 20041 3920209202011 201710202092011720157201562017720104201182008820103 2008620198 董 事 及 高 級 管 理 層 2020320188201910201210201852010720127 201072017620144201812 20 20241231 202012142023192469 37202412315 111223 董 事 報 告 (i)4.5%20235.2%18.2%202318.3% 1.5%20231.6%3.5%20233.7% 20245% 董 事 報 告 13 24 20241231 20241231 2024129 13.51B(1) 2024129 13.51B(1) 2022122020221220 202412318.10 20241231 20241231 14A 董 事 報 告 3414A14A 2022122024123120251242025112025124 (i)(ii) 2024123121.02024123113.1 14A.0714A 2022122024123120251242025112025124 (i)(ii)(iii) 2024123123.0202412313.7 14A.0714A 2022122024123120251242025112025124 董 事 報 告 2024123112.0202412319.1 69.103%YUAN Inc30%YUAN Inc14A.0714A 14A.55 (i)(ii)(iii) 14A.563000740 (i)(ii)(iii)(iv) 2021731 202411850.10%5,302,135.392024103150.10%2024118 202150%202411120242024 董 事 報 告 (1)(i)(ii)(iii)– (2)– (3)92.45%5.00%2.25%0.10%0.10%0.10%95.0%5.0% (i)(ii)(iii) (2) 202412311,055.537.8% 董 事 報 告 20217312024118 (1)(2) 20217312024118 (1)(2) 20217312024118 (1)(2) 202173120241182021731(1)(2)(3)(4)(5) (1)(2) 董 事 報 告 20217312024118 (1)(2) (1)(2)(3)(4)(5) 2024123120241231 2024123120241231 20242024(i)(ii)2024 董 事 報 告 (1)(2)(3)(4)(5)(6)(7)(8)(9)– (1) (2) (3) (4) 14A 5%14A (1)14A.10514A(2)14A.53(3)14A.52 (1) (2)(4)14A(e) (3) (4) (5) 董 事 報 告 (1)20241231(2)20241231(3)20241231(4) (1)(2)(3) 359(b) 2024 C2 董 事 報 告 20241231XVXV78(a)(b)352(c) (A) (1)202412312,229,680,48020232023 (2)– (3)Chalk Sky LtdChalk Sky Ltd (a)Ocorian Trust CompanyZXL Family TrustSonata (BVI) Limited99.998%(b)Chalk Star Ltd0.002% (4)Chalk World LtdChalk World Ltd (a)Ocorian Trust CompanyWL Family TrustCreciendo (BVI) Limited99.998%(b)Chalk Wonder Ltd0.002% (5)Liang Ma Limited2024129 (6)Green Creek Holding LimitedTaurus Fund L.P.Green Creek Holding LimitedTaurus Fund L.P. (B) XVXV78352 20241231XV23336 Chalk Sky Ltd(2)Sonata (BVI) Limited(2)Liang Ma Limited(3)Ocorian Trust Company(4)(5)Tencent Mobility Limited(5)Zhou Quan(6)Ho Chi Sing(7)IDG-Accel China Growth Fund GP IIIAssociates Ltd.(6)(7) 董 事 報 告 L (1)202412312,229,680,48020242023 (2)–(3)(3)–(5)(4)–(3)(4)(5)(i) Tencent Mobility Limited178,736,000(ii)84,724,000(iii) TPP Opportunity I Holding C Limited13,042,000(iv) Triple Max Holding Limited8,694,000(v) TPP Fund II Holding C Limited8,330,000Tencent Mobility LimitedTPP Opportunity I Holding C LimitedTriple Max Holding LimitedTPP Fund II Holding C Limit