中通快递-W2023 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 2023 ·中期報告 24812202434363840424464 20235 120235 1 20236 1520236 15 20235 120235 120235 1 16851201708 33191901 20235 120235 1 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands •8835 1608 1750 183171712-1716 2057 ZTO Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket Square, Grand Cayman, KY1-1102,Cayman Islands http://zto.investorroom.com/ 2023202263016,560.713.1%202318,723.6 ZTO (i)(ii) 99%20236306,00031,000100,000 20236309646010,0003,8009,3001517 1 20236302022 (ESG) 2019ESGESGhttp://zto.investorroom.com/ 202351 202333310Grizzly Research LLC202332202331720233102023420 2022428202342020-F56.D72 2002 2023292.7302.420%24%1.5 202263015,899.715.0%202318,292.022.3%2023630140202363089.8%24.9% 2023630202234.7% 202263012,738.41.2%202363012,895.7 6,381.720225,983.96.6%12.8%50 3,948.020223,771.84.7%(i)123.617.0(ii)81.411.214.4%20236304602022630431 405.22022614.934.1% 234.12022202.815.5% •1,926.720222,165.011.0%(i)318.343.9(ii)83.811.6 20226303,822.352.5%20236305,827.8202263023.1%202331.1% 2022630720.538.6%2023998.6 20226301,075.120.1%20236301,291.2 2022630354.617.5%2023630292.6(i)167.4(ii)111.4(iii)83.8(iv)70.0 2022630229.612.8%2023630259.0 202263082.774%2023630143.9 2023630207.214.5 2022630106.933.7%202363070.9 2022630693.448.6%20236301,030.6125%15% 20226302659.3%202363042 20236307,781.4851.97,956.4202363086.4%77.3% 20236306,701.0202212315,394.420236302.45% 12 10% 2023630 2023630 2023630 202363031.3%2022123130.6% 20236303,406.510%309.7 2023630 2023630452022630332027 202363057 202363023,4492023630 202363059,000 20236302,488.220226302,452.6 ZTO ES2016ZTO ES2016202212232023426 ABABB 2023630B 120236304,025,182AZTO ES964,765AZTO ES(i)(ii) 2Zto Lms Holding LimitedThe LMS Family TrustThe LMS Family TrustStandard Chartered Trust (Singapore) LimitedThe LMSFamily Trust 2023630ABAB4,025,182AZTO ES964,765A206,100,000B77.3% BABA206,100,000A2023630A33.7% 19C8A8A.468A8A8A 10%BA(1)B(2)BBA 2023630 C.2.1 202342610b5-1A.1A.3(a)B.8 2023630 3.21303A • • ••••••• 2023630•20236302410 2023630XV(a)XV78(b)352(c) L (1)2023630611,017,539A206,100,000B (2)(i)Zto Lms Holding Limited206,100,000B(ii) Zto Lms Holding Limited4,025,182AA(iii)ZTO ES964,765AZtoLms Holding LimitedLMS Holding LimitedLMS Holding LimitedThe LMSFamily TrustThe LMS Family TrustStandard Chartered Trust (Singapore)LimitedThe LMS Family TrustZto Lms Holding LimitedZTO ESZTO ES964,765A (3)ZTO ESA (4)(i) Zto Wjl Holding Limited42,087,263AA(ii) ZTO ES120,000AZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustThe WJL Family TrustStandard Chartered Trust (Singapore) LimitedThe WJL Family TrustZto Wjl Holding LimitedZTO ESZTO ES120,000A (5)ZTO ES82,183A LMS (Hong Kong) LimitedTuXi Tech (Cayman) Inc.2023630 (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% 2023630XV(a)XV78(b)352(c) 2023630XV23336 LSP (1)2023630611,017,539A206,100,000B (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 Limited10,000,000 (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)(i) Zto Ljf Holding Limited66,219,041AA(ii) ZTO ES33,598AZto Ljf Holding LimitedLJFA Holding LimitedLJFA Holding LimitedThe LJF Family TrustThe LJF Family TrustStandard Chartered Trust (Singapore) LimitedThe LJF Family TrustZto Ljf Holding LimitedZTO ESZTO ES33,598A Zto Ljf Holding Limited10,000,000A (5)ZTO ES33,598A(4) (6)Invesco Advisers, Inc.IAI45,447,372AIAIInvesco Ltd.InvescoInvescoUCITSInvescoIVZInvesco Developing Markets FundIAI (7)Zto Wjl Holding Limited42,087,263AAZto Wjl Holding LimitedWJL Holding LimitedWJL Holding LimitedThe WJL Family TrustStandard Chartered Trust (Singapore)LimitedThe WJL Family TrustZto Wjl Holding Limited (8)JPMorgan Chase & Co.40,413,455A6,851,525A19,077,476AJPMorgan Chase & Co.2023626AJPMorgan Chase & Co.JPMorgan Asset Management (Asia Pacific)LimitedJPMorgan Chase & Co.99.99% 253,900A509,900A11,400A25,050A497,431A3,519,997A126,518A (9)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 2023630XV23336 2016 20166202016 20221223201620162016201620162022123121,000,0002016201617.