宝龙商业2023 中期报告

2 3 4 17 26 27 29 30 31 (9909.HK)201912 30 20236 309510.714315.3 20236 3010520.113929.8 1399201101 20233 2920233 29 Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 183171712–1716 20233 2920233 29 810 Maples Corporate Services LimitedP.O. Box 309Ugland HouseGrand Cayman KY1-1104Cayman Islands www.powerlongcm.com 3319 20236 309510.714315.3202332023TOP1020235202362022 20236 3010520.113929.8 20236 30(i)(ii) (ii) (iii) (i) (iii) 20236 301,047.920226 301,024.52.3%10.7202210.20.595202291415.3202214.70.6 (1)(2)(3)(1)(2) 20236 30 20236 30 2023 2023 763,111 20236 30226.920226 30241.86.2%20.1202218.31.81052022871829.8202230.60.8 (1)(2)(3)(1)(2) 2023 20232023GDP5.5%8.2% 2023LVMH102023 1. 2023AI 2. 2023320232023202310 3. 2023YOUNG 20236 301,274.820226 301,266.48.4 (i)(ii) 20236 3048.049.4%3.8% 2022 (i)(ii)(iii) 20236 30912.76.8%71.6% 20236 3010.74.9% 20236 3087.115.7%6.8% (i)(ii)(iii) 20236 30226.96.2%17.8% (i)(ii)20236 3029.820220.8 (i)(ii)(iii) 20236 301,074.620226 301,025.748.984.3% 20236 30 (i)(ii)(iii)(iv)(v)(vi)(vii) 20236 30836.60.1% 20236 30438.21.8%20236 3034.4%20226 3034.0%0.4 20236 30378.32.8%20236 3036.1%20226 3035.9%0.2 20236 3059.94.1%20236 3026.4%20226 3025.8%0.6 20236 30 20236 3031.25.5% 20236 3014.20.1% 20236 3012.820228.7 202320226 3026.7%27.6% 20236 30257.020226 30240.36.9% 20236 30337.320221231232.545.1% 20236 301,038.7202212 311,094.15.1% 20236 30291.0202212 31229.326.9% 20236 30202212 31 20236 30202212 31 20236 300.452022 12 310.48 20236 30 20236 30 20236 303,528.5202212313,452.72.2% 20236 30202212 31 20236 305,686202212 315,72620236 30423.820226 30438.720236 30 20236 30 20236 30 20236 30XV352 (1)20236 30642,900,000 (2)202012 31202012 31 (3)Sky Infinity Family LimitedSeletar LimitedSerangoon Limited50%50%Seletar Limited Serangoon Limited The Sky Infinity TrustCredit Suisse Trust LimitedThe Sky Infinity Trust (4)(i)20209 1011,250,00020236 30(ii)20209 1011,250,00020236 15,625,00020236 305,625,000Tricor Trust (Hong Kong) Limited(i)(ii)20209 10202011 6 (5) (6)20229 22 (1)20236 304,140,403,000 (2) (3)Sky Infinity Family LimitedSeletar LimitedSerangoon Limited50%50%Seletar Limited Serangoon Limited The Sky Infinity TrustCredit Suisse Trust LimitedThe Sky Infinity Trust (4) (iii) 262,741,0007.1252024(1) (1)2024262,741,0007.125%20247.125%20227 420227 1320227 1420227 1620227 192022725 (2)2,200,000Sky Infinity Family LimitedSeletar LimitedSerangoonLimited50%50%Seletar Limited Serangoon Limited The Sky Infinity TrustCredit Suisse Trust LimitedThe Sky Infinity Trust 20236 30XV(a)352(b) 20236 30336 1.20236 30642,900,0002.43.61%0.69%0.07%3.4.202012 31202012315. 20238 2420236 300.1596.420236 30202312 20202312 1 20236 30202311 28202312 1 20236 3020231127183171712–1716 20209 10 1.2.3. (a)(b)(c)(d) Tricor Trust (HongKong) Limited 20209 1010 20209 105%31,075,000 20209 105% 14A 202011 2411,250,00020236 3050%50% 20209 10202011 6 20236 3011,250,00020236 30 19,825,0003.1% 20236 30 20236 30 (i) 201912 301,380.51,236.920201 2222,500,0009.5208.0184.6201912 161,588.5 (i)50%(ii)25%(iii)10%(iv)5%(v)10% 20236 3020236 30 (ii) 20236 3020236 30 20236 3020209 10202011 620236 30 2022 •20238 22314.HK 202213.51(2)13.51B(1) 20236 3013.2013.21 13.22 3.21(i)(ii)(iii) 3.10(2) 20236 30 20238 24 1 20193 25221961Maples Corporate Services Limited, PO Box 309,Ugland House, Grand Cayman, KY1-1104, Cayman Islands 201912 30 200910 1420236 3044.37% 20238 24 2 20236 3034 202212 31 20236 3020221231 1712812 2 20231 1 20241 1 281615 3 202212 31 202212 31 4 202212 31 5 (a)(b)(c) 5 (a) 5 (a) 20226 30 5 (b) 5 1314 6 (a)20236 30 (i)202363014.7%202263017.0%10%20226 30 6 (i) (ii) 8 (a) (b) 10 11 25% 25% 22 20236 3020226 30 12 (a) 202320226 30 (b) 14 15 20236 30 16 (a) 920236 3058,350,000202212 3143,960,000 20236 30202212 31 20 (a) 202011 24Tricor Trust (HongKong) LimitedElitelong Holdings Limited202012 4Elitelong Holdings Limited11,250,000 Elitelong Holdings LimitedElitelongHoldings LimitedElitelong Holdings Limited11,250,000 202011 2411,250,000 202362025650% 202365,625,000 20.15112,500226,688,000192,446,00020236 3024,708,000202263027,624,000 20 (a) 20197 198,77810% 201912 101,962,000,0000.0120,000,000201912 104,499,122.22449,912,2228,77845,000,00010% 20229 2125,000,0001.1111 202412 31100%20236 3012,463,000202212 3112,463,00020236 306,334,00020226 30 21 20236 16202212 3196,435,00087,924,000202112 31:189,495,000161,554,000202310 25 20238 240.1520236 300.1496,435,00088,910,00020236 30 22 23 (f) 24 24 (a) (i) (ii) (b) 20198 8(i)(ii) (c) (d) 24 25 20236 30202212 31 26 20236 30103,449,000202212 31213,656,000