中烟香港2024中期报告

China Tobacco International (HK) Company Limited 6055 I.2II.6III.7IV.8V.13VI.38VII.42VIII.43IX.44X.46XI.48XII.49XIII.64 20196 12C3(i)(ii)201811 28CBT20195 28PyxusPyxus International, Inc.Alliance One International Inc.20208PYYX20246 30571 201812 21 % China Tobacco International (HK) Company Limited18One Harbour GateA10 10026055www.ctihk.com.hk 2024 CBTESG ESGESGESG 20246 3095,5211,2991%6,802.2354.15%744.7133.322%(1)(2) 20246 3034,1292,7339%917.8171.323%28.26.932%(1)(2) 20246 301,105,645542,70296%547.3307.2128%121.583.9223%(1)(2) 20246 30234,94068,66041%43.59.628%2.10.857%(1)(2) 20246 30CBT12,1602,06214%393.2117.843%67.85.98% 2024 2024 ESGESGESGERP 20246 30202312%8,704.020237,744.0202311%7,739.820236,998.7202329%964.22023745.3 20246 302023131%68.4202329.7 20246 30202360%115.5202372.4CBT 20246 30202333%679.72023510.5202341%643.32023457.0 20246 30643.320236 30457.0691,680,00020236 30691,680,00020246300.9320236 300.66 20246 309,665.2202312 316,740.420246 302,808.9202312 312,332.020246 306,521.7202312314,045.1 20246 300.91202312310.9220246301.42202312311.55 20246 302,739.3202312 312,216.0 CBT20246 30 20246 30202312 31 20246 30202312 31 (a) (b) 202111 2620219 23CBTAlliance OneBrazil51%49%20219 23202110222021112920219 29 202111 26CBTAlliance One InternationalAlliance One BrazilCBT49%Alliance One 20246 30 20246 30CBT 6,802.2429.778.1%4.9%1,635.21,583.319.0%18.4% (A) 20246 30 20187 17[2018]135135 P = A1.06 P = A = (i)(ii)6%3% 6,802.2100% (B) 20246 30 •••••••••••••••• •••• P = A1 P = A = (i)(ii)(iii)(iv) 20241 11%2%4% 881.999.1% (C) 20246 30 ••••••••••• ••••••••• 20181 1250 (i) 20179250 25035%45%(i)(ii)(iii)(iv)(v)1%2%2%5%5% (ii) CNTC 1%2%2%5%5% 374.999.2% (D) 20246 30 202210 31(i)202210 31(ii)202210 31 ••••••••••••••••••••• (i)(ii) P = A1 P = A = (i)(ii)(iii)(iv) 1% 41.4100% (E) 202111 28202111 17202120242021202420212024202111 17202411 1620212024202112 30 •CBT•20212024CBT 202111 26CBT51%Alliance One BrazilPyxusPYYX49%20211126CBT (i)(ii)1356%20212024135 (i)(ii)(iii)202120241356% 20212024202112 14 20212024202212 31202312 3120241 1202411 16444.6466.9490.2 329.25.0% (F) 202112 21202111 172021202420212024202111 17202411 1620212024202112 30 ••••• 202120241%1%0.25%(i)20,0000.25%(ii)20,0000.5% 202112 14 20212024202212 31202312 31202411202411 163.03.33.6 0.20.024% (G)Alliance One CBT(i)(ii)Alliance OneAlliance One International202111 26CBTAllianceOne(i)(ii)(iii)CBT(iv)CBTAlliance One20219 29 Alliance OneAlliance One2021112620221231202212 29Alliance OneAlliance One20231 1202312 3120231220Alliance OneCBTCBT20241 1202412 31Alliance One20219 29(i)14AAlliance One InternationalAlliance One BrazilAlliance One14A(ii)(a)(b)Alliance One5%(iii)14A.10120221229202312 20 (i) Alliance OneInternational20219 23Alliance One International202111 26Alliance OneAlliance One202111 26202212 3120225 30(i)(ii)CBT(iii)202212 31202212 2920231 1202312 312023122020241 1202412 31 20219 2920225 3020221229202312 20 Alliance One International Alliance One(i)(ii)(iii) 202312 31202412 31114.4892.385.0663.2 184.0 (ii)CBT CBTAlliance OneAlliance OneCBTAlliance One20219 23CBTAlliance One InternationalCBT202111 26CBTAlliance OneCBTCBTAllianceOne(i)(ii)Alliance OneCBT202111 26202212 3120225 30202212 31(i) (ii)CBT(iii)202212 29CBT20231 12023123120231220CBT20241 1202412 31 CBTCBT20219 2920225 3020221229202312 20 CBTAlliance One International CBTAlliance OneCBT(i)(ii)CBT(iii)CBT CBT202312 31148.01,154.4202412 31140.51,095.5 CBT245.7 (iii) Alliance One InternationalAlliance One International20219 23Alliance One International20211126Alliance OneAlliance One 202111 26202212 31202212 2920231 1202312312023122020241 1202412 31 20219 29202212 29202312 20 Alliance One International Alliance One(i)(ii)(iii) 202312 31475.53,708.9202412 31366.02,854.8 1,461.3 (iv)CBT CBTAlliance One BrazilAlliance One BrazilAlliance One BrazilCBT2021923CBTAlliance One BrazilCBT202111 26CBTCBTAlliance One BrazilCBTCBTAlliance One Brazil(i)(ii)(iii)CBT202111 26202212 3120225 30(i)202212 31CBT(ii)202212 31CBT20221229CBT20231 1202312 31202312 20CBT20241 1202412 31 CBTCBT20219 2920225 3020221229202312 20 CBTAlliance One Brazil CBTAlliance One BrazilCBT (a)Alliance One Brazil2.5%Alliance OneBrazil (b)(i)(ii)(iii)CBTCBT (c)20246 301.192 CBT202312 31108.0842.4202412 3148.6378.7 CBT122.0 (H) 202382520238 2520268 24 20238 25 P = A1 P = A = (i)(ii)(iii)(iv) 20241 11%2%4% 202312 31202412 31202512 31202612 311.814.22.217.02.620.33.124.4 7.7 (I) (i)(ii)20244 8202448202612 31 20244 8 ••••••• (i)250(ii) (i) 20179250 25035%45%(i)(ii)(iii)(iv)(v)1%2%2%5%5% (ii) CNTC 1%2%2%5%5% (iii) (i)(ii)(iii)(iv)(v) 202412 31202512 31202612 317.860.88.566.39.473.3 36,1120.3100% 1614A20241 1202406 3014A •AB C D14A(i)(ii)(iii)(iv) •EF14A(i)(ii) EF 202120242021202414A202111 1720211230202112 14 G14A.10120219 232021102220211129202253020221229202312 2020219 29 H14A.7620238 25