长和2023年中期报告

2023 GBM, KBE, LLD (Hon), DSSc (Hon)Grande Ufficiale Ordine al Merito della Repubblica ItalianaCommandeur de la Légion d’HonneurCommandeur de l’Ordre de LéopoldGrand Officer of the Order Vasco Nunez de Balboa BSc, MSc, LLD (Hon)Grande Ufficiale dell’Ordine della Stella d’ItaliaBA, DFM, FCA (ANZ)MA, LLLBA, MScBSc, MBABSc, MBABSE, MA, MA, EdM, Solicitor,FCG(CS, CGP), HKFCG(CS, CGP)(PE) LLMGBM, GBS, OBE, JPOBE, BBS, MABSc BScGBS, SBS, OBE, JPJP, DSSc (Hon)BScBA, PhDPhD, DBE, JP • 1 2 29 36 37 38 39 • 116IFRS1617IAS 17IAS 17IFRS 16IFRS 16IFRS 16IAS 17IFRS 16EBITDAEBITIFRS16 2EBITDAEBITEBITDAEBIT 2023630 116IFRS 1617IAS 17IAS 17IFRS 16IFRS 16IFRS 16IAS 17IFRS 16EBITDAEBITIFRS 16 2EBITDAEBIT 3202320226 303,830,044,5003,834,506,599 IFRS 16EBITDAEBIT51IFRS 1662 2023 20232933,9307%2022 1986,300E B I T D A(1)65900EBIT(1)433,700202212%20%27% 20232022IFRS 16EBITDAEBIT3%4%Cenovus Energy3 20232022 202120321246.2% I F R S 16110900202238%36%202213%10% IFRS 16202311280041%202213% 202362816,1641%EBITDA(2)EBIT(2)8861,900705,600542,0004%17%25%EBITDAEBIT7%20%28% 20236 302.9320226 304.98 20239 1420239 575 6 2022 6 3084 202387%11%12%EBITDAEBIT22%30% 2023 EBITDAEBIT30%118%2022EBITDAEBIT27%32%EBITDAEBITDAEBIT18%23% 4203520202050UK Power NetworksSA PowerNetworksVictoria Power Networks United Energy WellingtonElectricityEnergy DevelopmentsNorthern Gas NetworksWales & West Gas Networks AustralianGas NetworksDutch Enviro EnergyEnviroNZUK Railsista 15,100 203020181250.4%EBIDTA358%202733%90%33 CK Hutchison Group Telecom CK Hutchison Group TelecomCKHGT4176,100491,700EBITDA(3)EBIT(3)1001,900121,80033,5007,90020%86%73EBITDAEBIT 202214%62% 75.67%10% 33 202363033,9902%7%3 IFRS 16423,9004%IFRS 164% 3875,1001%733% 2023 EBITDA1335,70020226 301594,700EBIT85,20020226 30 2023 EBITDA(4)10%121006101%15G202315G2022EBIT(4)49%107,300EBITDA 6%202363012,250 2023EBITDA(5)EBIT(5)577,500187,70072,3001%75%88%202251(6)2022EBITDAEBIT23%20%Indosat OoredooHutchisonIOH 3 2023IOH9.5%3.9%IFRS 16IOHEBITDA24%751.9% 20235CK Hutchison Group Telecom LtdCKHGTCKHGT40%20236CKHGT3Vodafone UKCKHGT49%244,00017 Cenovus Energy16.7%IFRS 16E B I T D AE B I T413,200199,300144,50047%65%63% CKHGT202020301250%2030342%5G 2023 2023EBITDAEBITCenovus Energy 33Wind Tre 1,4673,500(7)2,8592,800(7)1,3919,300202212311,331900(7)17.0%2022 12 3116.7% 2022 202342035122050 2022IFRS 16100 CKHGT202220232023420351250%205010 2023220233 270EcoBeautyScore202343 20238 3 7IFRS 16IFRS 16IFRS 1617.2%2022 12 3116.9% 20237%3,93065%35%202264%36%202215%20229%6%7% 20222022202312%EBITDA EBIT21%28%EBITDAEBIT20%27%EBITDAEBIT18%24%EBITDAEBIT25%43%EBITDAEBIT7%9%2022 20236 302932023295 15,10020236 30122816,1641% EBITDAEBIT4%17%25%EBITDAEBIT7%20%28%2023EBITDA97%EBITDAEBIT12%22%30%2022202317% 202311.3%11.3%16.8%2.0% 1EBITDAEBIT20181090%10%2IFRS 16EBITDA1483,90020226 301501,400EBIT1006,90020226 30987,000 75.67%Northumbrian WaterPark’N Fly Australian Gas Networks Dutch Enviro Energy Wales & West UtilitiesUK Rails10% 2023IFRS 16423,9004%IFRS 164% 20236 3036.01%2023IFRS 16106,6003%7%IFRS 162023159,2005%UK Power Networks2022IFRS 16202318%82,600Australian Gas NetworksMultinet GasUnited Energy202213%2023IFRS 1642,4001%2023IFRS 16420031%40%Canadian PowerPark’N FlyIFRS 1620235%7,2002%2023IFRS 16120013% 20236 301209.3%A/ 2023 CK Hutchison Group Telecom 1IFRS 16EBITDA1335,70020226 301594,700EBIT85,20020226 30306,700 2022EBITDAEBIT2022 3EBITDAEBITDA 4IFRS 16EBITDA1339,30020226 301491,000EBIT165,30020226 30277,300 33875,1001%2825003%20236 303,9902%7%20231.2%20221.1%Wind Tre 3ARPUAMPU20223%1%12.7711.484% 320232022116EBITDA5%1%5G202315G2022EBIT37%EBITDA CK Hutchison Group Telecom CK Hutchison Group Telecom 39%7%(17)3EBITDA19%5G(17)2023LBIT7,6001,5005G32023Ookla5G 1%EBITDA1%EBIT202263%5G20225G(FDD)(TDD)95%70% 60%10%EBITDA4%2022EBIT202227%5G202250%TDD 60%7%3%EBITDA12%20222023EBIT68%5G80%TDD50% 3%EBITDAEBIT7%19%35GFDDTDD75%55% AMPUEBITDAEBIT16%84%202335G90% 232,8001%15%EBITDA61,40024%5G5G2023EBIT2022LBIT3,6002023EBIT4,900 172022112022202216EBITDAEBIT2022 2022EBITDAEBIT6196,200 2023EBITDAEBIT187,70072,30023%20%Indosat Ooredoo HutchisonIOH2023EBITDA7%IOHEBIT526%IOH IOH20239.5%246,750IFRS 16EBITDA(19)113,83024%2023EBITDA46.1%IFRS 1619,08013,52021,4807 5 1 . 9 %I O H4G166,000 20222023 TOMMarionnaudCenovus EnergyTPG TelecomLimited 25.05%Hutchison Telecommunications (Australia) Limited EBITDAEBIT20229%15%IFRS 16Cenovus EnergyEBITDAEBIT413,200199,300144,50047%65%63% 20236 301,4673,500 2023630975,70024%20236302.9%20226301.8% 2023630356,10034%2023 20236 3031%69%202212 3134%66%343,70020236 3030%70%202212 3127%73% 50502023EBITDA⁽¹⁾4993,30047%20%202363036%4%17%5%⁽²⁾1,3919,30055%3%⁽³⁾6,7564,40020%22% 20236 3034%47%5%6%8%5036%47%5%4%8% 202310%EBITDA10NPAT250.310%EBITDA11NPAT3770.5 A2AA-A2AA-CK Hutchison Group Telecom HoldingsCK Hutchison Group TelecomBaa1A-A-CK Hutchison Group Telecom 12%202212 3110%) 1IFRS 162023EBITDA6115,10020226307052,50