AI智能总结
GEM GEM GEMGEMGEM GEM 20259 30 •369,400,00020249 30271,400,00020249 3036.1% a) 83,300,00090,100,00020249 3020249 270,800,00020249 305,400,00019,300,00020249 30500,000 b) 10,100,000148,300,000 c) 4,600,000131,000,0007,200,000 •41,000,00020249 3028,900,00012,100,000(i)(ii)48,000,00042,000,0002024930(iii)7,600,00010,400,00020249 30 •25,600,00020249 301,600,00024,000,00024,400,00020249 307,100,000 • 20259 30 20259 30 1. 34GEM 20253 31202541 2. *70,798,00020249 305,405,000 (i)(ii)(iii) *19,991,00070,798,00050,807,000 (b) 20259 30 (c) * 4. 5. 6. (a) 14,177,00020249 301,972,00011,672,342,00020249 3011,672,342,000182,521,00020249 30234,105,000 (b) 20249 301,972,00011,497,608,000 9. 20259 3010,400,000First Games Technology Private Limited1,319,400,000137,300,000600,00020249 303,100,000 60One97Communications LimitedOne97 8% 11. (c) 12. 20249 30 GEM8279MSCI (i) (a)(b)(c)(d) (ii) (a)(b)(c)(d) (iii) (iv) (a) (b) (WLA)(APLA) Web3.0++ 2025 2025925,50173.66 202511.9%2.910.7%24520259110,8214.8% 2025422.92.510.49• 1.191 20257MPay +&2025PopMart 85 20253,013.34.2%201988.4% (i) 20251.1%1.0%2.7%0.3%0.3%0.8% (ii) +20252,96714.5%202518.4%2,15824.0%1,09156.9% (iii) 20251,72824.9%0.11.1 2025582.53.6%9.5%1,9632,20611.3% 202591842.811.2%26.5%16.5 + 2025194,761.3771.521.5%1,597.5023.301.5%3,163.8748.221.5% 2024951.5% +MPay++ PC202510 10724202510 13 97%290%101%339%AUM1,650%1,316% (i) 5503(NFC)NBAIP20258 2033620259 26 •Mini • •SAC_2045 •NBA (ii) MPay MPay160Super App MPay60MPay42%85%88% MPay20248MPay9020254MPayMPayMPay MPay20256MPayAPP20259MPay (iii) 90%AlipayHK10 20259 307,000 (iv) SaaS MPaymCoinmPass mCoin2025666921MPayPOP MART36.47MPay+8mPass+mPass MPay++MPayIP2025mPassAlan Walker 2025 Live in MacauTRAVIS SCOTT CIRCUS MAXIMUS 2025WATERBOMB MACAO 2025202320259300 8 4,39721% Alipay+ + Web 3.0++ 369,400,00020249 30271,400,00020249 3036.1% a) 83,300,00090,100,00020249 3070,800,00020249 305,400,00019,300,00020249 30500,000 20,000,00020249 302,100,000 b) 10,100,000148,300,000 4,600,000131,000,0007,200,000 179,300,0002024930131,300,000202493048,000,000 (i)20249 307,800,00022,600,0007,200,000 (ii)6,200,000 (iii)5,000,000 7,600,000105,000,00020249 3097,400,00020249 30 47,500,00020249 303,300,00050,800,000(a)20249 30(b)20249 30304.2% 41,000,00020249 3028,900,00012,100,000 (i) (ii) (iii)6,600,000 25,600,00020249301,600,00024,400,00020249307,100,000 (i)9,600,00015,300,00020249 3024,900,0002024 (ii)45%First Games Technology PrivateLimited20261,319,400,000137,300,000600,00020249 303,100,000 20259 30T+152,600,0002025930292,500,0002025331224,500,000 8%20259 3024.2% 20259309,340,600,000850,800,00020253316,244,600,000838,000,00020259 306,452,500,00020253313,346,900,00020259 301.120253311.3 (i)(ii) 20259 3020259 30 20259 30 20259 3010,400,00020253 3111,000,000600,000 20259 30GEM19 GEM19 20259 3039020253 31368100,500,000202493092,500,000 20259 302,100,00020253 312,200,000 20259 305,000,00020253 315,000,000 20259 3080,000,00020253 3136,500,000202593019,00019,000 20259 30 20259 30GEM17.10XIVA 202593025,600,000202533121,600,00020253 3188111 20259 3028,200,00020253 3121,000,00012202533112 20259 301,558,200,00020253 311,545,700,00012,500,000 20259 3010,400,000202533111,000,00045%First Games Technology Private Limited1,319,400,000137,300,0002026600,00020249 303,100,000 20259 301,329,900,00020253 31996,300,000 2 0 2 593 03 9 7 , 0 0 0 , 0 0 02 0 2 533 1307,800,000 2 0 2 593 05 , 3 8 5 , 3 0 0 , 0 0 02 0 2 533 12,398,500,0002,986,800,0002025331 20253 31260,700,00020259 30230,600,000T+120253 31 20259 30441,400,00020253 31370,600,00020259202511• 20259 30 20259 30XV(a)XV78(b)352(c)GEM5.485.67 a. 1.20259 3011,672,342,2352.51,658,00014,500,0003.2,006,250,000Maxprofit Global IncMaxprofit GlobalInc4.2,884,0002,500,000 b.XV 1.2.20259 3019,088,280,2843.17,7779004.23,700189,6001,01212,30098,40042,18842,1885.9,901 20259 30XV(a)XV78(b)352(c)GEM5.485.67 20259 30XV23336 1.20259 3011,672,342,2352.Alibaba Investment LimitedAILAnt International Technologies (Hong Kong) HoldingLimitedAntInternational TechnologiesAliFortune60%40%3.AIL100%4.Ant International (Cayman) Holding LimitedAnt International Technologies100%5.MaxprofitGlobal Inc2,006,250,0006.Rainwood Resources Limited52%700,723,224 20259 30XV23336 20259 30336 AliFortuneAntInternationalCayman)60%40%Ant International (Cayman) 51.5%Ant International (Cayman)48.5% MPay GEM5.485.67 20253 31GEM 20249 92024201420249 102024 2024 202420254 120259 30202420254 120259 302024350,170,26735,017,026 20249 920248 162024910 69,180,004989169,180,00420256 25 69,180,0047924,250,00020263 3169,180,004 37,512,05210,925,000 20254 120259 30258,961,105200,706,10120254120259 30350,170,26720254120259 306,308,5253,501,702 1.2.3.20256 2526,400,00036,780,0044.20256 250.20725.GEM GEMC1 (a)C.2.1 (b)B.2.2 (c)C.2.7 (d)C.1.5 (e)E.1.2(c) (f)E.1.5(i)GEMGEM17.50(2)(g)(ii)(iii)GEM17.50(2)(g