中通快递-W2025 年中期报告

( 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 2025中 期 報 告 24812212532343638404270 20254252025425 Herman YU 16851201708 Herman YU 99565603 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 2025319 •8835 1608 1750 183171712-1716 ZTO Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket Square, Grand Cayman, KY1-1102Cayman Islands http://zto.investorroom.com/ (1) (2) (3) (4) 2025202463020,686.09.8%202522,723.3 ZTO (i)(ii) 99%20256306,00031,000110,000 20256309469010,0003,9009,4001517 1 20256302024 (ESG) 2019ESGESGhttp://zto.investorroom.com/ 202582027982.32027982.3202720257302025831202593 2002 202538840114%18% 202463020,250.010.4%202522,363.817.7%6.2%202563074.4%140.9% 2025630202417.5% 2025630202412.3% 202463014,063.421.5%202563017,089.7 6,774.020246,654.61.8%14.0%6 4,729.420244,395.97.6%(i)228.0(ii)172.07.1%220256306902024630515 343.02024405.115.3% •284.52024293.13.0% •4,958.720242,314.7114.2%2,312.3 20246306,622.614.9%20256305,633.6202463032.0%202524.8% 20246301,140.734.0%2025753.2 20246301,489.68.6%20256301,361.188.7 2024630349.074.2%2025630607.9(i)478.6(ii)96.0 20256304,880.55,481.911.0%26.5%21.5% 2024630533.123.6%2025630407.1 2024630199.816.4%2025630167.0 202563033.097.6 202563084.4201710 202463020.639.8%202563012.4 20246301,231.310.1%20256301,107.11.6(i)478.4(ii)194.5ZTO Express (Hong Kong) Limited112.0 2024630411.4%202563040 2025630 202563031.5%2024123132.1% 202563013,291.822.713,232.5202563083.6%83.3% 2025630110180.020256301.41%2.76% 12 2025630 202563036 20256304,375.010%397.7 2025630 202563031202463030 202563060 202563023,9132025630 20256301,590.320246301,717.8 ZTO ES202420241231 ABABB 2025630B 120256304,787,381A(a)ZTO ES964,765AZTO ES(i)(ii)(b)2024450,000A450,000 2Zto Lms Holding LimitedThe LMS Family TrustThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedThe LMSFamily Trust 2025630ABAB2025630598,368,490A206,100,000B4,787,381AZTO ES964,765A2024450,000206,100,000B77.7%ZTO ESZTO ES BABA206,100,000A2025630A34.4% 19C8A8A.468A8A8A 10%BA(1)B(2)BBA 2025630C1 C.2.1 3.21Herman YUHerman YUHerman YU303AHerman YU • • •••••••• 2025630•20256302410 2025630XV(a)XV78(b)352(c) (1)2025630598,368,490A206,100,000B (2)(i) Zto Lms Holding Limited206,100,000B(ii) Zto Lms Holding Limited4,608,920AA(iii)ZTO ES964,765A(iv)2024450,000A450,000(v)178,461AZto Lms Holding LimitedLMS Holding LimitedLMS HoldingLimitedThe LMS Family TrustThe LMS Family TrustStandard CharteredTrust (Singapore) LimitedThe LMS Family TrustZto Lms Holding LimitedZTO ES964,765A (3)ZTO ESA (4)(i) Zto Wjl Holding Limited42,088,065AA(ii) ZTO ES120,000A(iii)202421,000A21,000(iv)15,538AZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustThe WJL Family TrustStandard Chartered Trust (Singapore) LimitedThe WJL FamilyTrustZto Wjl Holding LimitedZTO ES120,000A (5)(i) ZTO ES84,595A(ii)202421,000A21,000(iii)17,230AZTO ES84,595A (6)L 2025630LMS (Hong Kong) LimitedTuxi Tech (Cayman)Inc. (1)TUXI LMS LimitedTuXi Tech (Cayman) Inc.195,000,000(2)120,000,000(3)TUXI WJL LimitedTuxi Tech (Cayman) Inc.45,000,000(4)Tuxi Honor Holding LimitedTuXi Tech (Cayman) Inc.2,500,000(5)120,000,00099%(6)L 2025630XVXV78352 2025630XV23336 (1)2025630598,368,490A206,100,000BLSP (2)SCTS Capital Pte LtdStandard Chartered Trust (Singapore) LimitedZto Lms Holding LimitedZto WjlHolding LimitedZto Ljf Holding Limited Zto Sxb Holding Limited Zto Qfx Holding LimitedZto LjfHolding Limited5,000,000 (3)(i)Alibaba ZT Investment LimitedAli ZT57,870,370A(ii) Cainiao Smart Logistics Investment LimitedCainiao Smart5,787,037A(iii) NewRetail Strategic Opportunities Investments 2 LimitedNRF4,629,630A(iv)3,322,050A(v)332,200A Ali ZTCainiao SmartNew Retail StrategicOpportunities Fund, L.P.NRSFNRF100%New Retail StrategicOpportunities Fund GP, L.P.NRSF GPNRSFNew Retail StrategicOpportunities GP LimitedNRSF GP Ali ZTCainiao Smart NRF71,941,287A (4)64,252,639A5,000,000A(i) 64,219,041AA5,000,000AZto LjfHolding Limited(ii) 33,598AZTO ESZto Ljf Holding LimitedLJFA Holding LimitedLJFA Holding LimitedThe LJF Family TrustThe LJF Family TrustStandard Chartered Trust (Singapore) LimitedThe LJF FamilyTrustZto Ljf Holding LimitedZTO ES33,598A Zto Ljf Holding Limited5,000,000A (5)ZTO ES33,598A(4) (6)Zto Wjl Holding Limited42,088,065AAZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustStandard Chartered Trust (Singapore)LimitedThe WJL Family TrustZto Wjl Holding LimitedZTO ES120,000A (7)Zto Lms Holding Limited206,100,000BZto Lms Holding LimitedLMS Holding LimitedLMS Holding LimitedThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedTheLMS Family TrustZto Lms Holding Limited 2025630XV23336 ZTO ES202420241231 352,791A6,341,912.13 20256302025630 13.51B(1) 2024 1.2025425 2.2025425 202413.51B(1) 20256300.30202593040%AB2025930183171712-171620251024AB20251031 13.2013.2113.22 •2025630 2025630 34692025630 24102410 •20