柏能集团中期报告2024

235192324262729 EMS 11125 12206–19 Windward 3, Regatta Office ParkP.O. Box 1350Grand Cayman KY1-1108Cayman Islands 88828 Ocorian Trust (Cayman) LimitedWindward 3, Regatta Office ParkP.O. Box 1350Grand Cayman KY1-1108Cayman Islands 183171712–1716 www.pcpartner.com ODM/OEMZOTACInno3DManliODM/OEM NVIDIAAMDGPU EMSATMPOSEMS EMSZOTAC 4,175.418.4%4,944.2ODM/OEM3,333.9754.84,088.722.6% ODM/OEMODM/OEM563.1492.31,055.487.4%ODM/OEMNVIDIASUPERGPURTX4090 DODM/OEM 2,770.8262.53,033.39.5%NVIDIASUPERGPU EMS358.912.9346.03.6%ATMPOS 482.626.9509.55.6%ODM/OEM 2,842.5251.83,094.38.9%SUPER 1,332.9517.01,849.938.8%ODM/OEMEMS ISO9001ISO14001 ISO45001 QC080000 ISO13485RBA +1 AINVIDIASUPERGPUGPU GPUAIGPU AIGPUAI 4,175.4768.84,944.218.4%ODM/OEM 3,333.9754.84,088.722.6%NVIDIAGPUSUPERODM/OEMSUPERODM/OEM 2,770.8262.53,033.39.5%NVIDIASUPERGPUSUPER ODM/OEM563.1492.31,055.487.4%ODM/OEMNVIDIASUPERGPURTX4090DODM/OEMSUPERRTX4090 DODM/OEM EMS358.912.9346.03.6%ATMPOSEMS 482.626.9509.55.6% 2,842.5251.83,094.38.9%1,332.9517.01,849.938.8%ODM/OEMNVIDIASUPERGPU 50.6%17.6%NALAEMEAI9.0%5.8% 1,438.8728.72,167.550.6%ODM/OEMNVIDIASUPERGPUODM/OEM NALA NALA580.4638.057.69.0%RTX409098.2NVIDIASUPERGPU 1,104.6939.3165.317.6%RTX4090D GPUODM/OEM EMEAI EMEAI1,091.71,159.367.65.8%RTX4090177.2NVIDIASUPERGPU 3,731.6550.54,282.114.8%89.3%2.7%86.6%NVIDIASUPERGPU120.116.4103.713.7%ODM/OEM21.4% 558.4323.7234.772.5%11.3%7.8%ODM/OEMNVIDIASUPERGPU 12.88.421.265.6%21.417.538.90.93.34.213.410.423.8 60.36.154.210.1%NVIDIASUPERGPU 75.1210.335.7%285.4151.869.5221.345.8%58.55.664.19.6% 1.07.36.3 35.217.417.849.4% 36.210.525.7244.8% 194.120.1 194.10.5000.50020.10.0520.0520.2077.6 667.523.7643.83.6% 557.420.1537.33.6%33.839.113.835.61.3 92.610.482.211.2% 1%1.2 5.80.75.112.1% 4.58.75.77.513.2131.6% 4,627.9137.84,765.73.0% 1,391.31,135.5255.822.5%575.397.5672.816.9%541.1151.0692.127.9%19.17.326.438.2% 894.1130.61,024.714.6%752.735.7788.44.7%61.98.069.912.9% 1133111.13.32.14.8284.11133110.30.50.51.7305.7 474.641.1% 79.586.9166.4109.3% 38.62.835.87.3% 68.53.365.24.8% 2,491.2242.52,248.79.7% 2,452.215.42,467.60.6% 1,280.120.31,300.41.6%1,046.978.5968.47.5%233.298.8332.042.4% 48.84.844.09.8% 61.016.677.627.2% 982.426.2956.22.7% 41.15.835.314.1% 11030.20.530.71.7% 8.614.823.4172.1% 69.011.457.616.5% 2,884.338.80.42,845.9 1,391.31,135.5255.822.5%6452 858.3814.643.75.4%4031 968.41,046.978.57.5%GPU4342 558.5228.5246.4128.3 55.8 817.6797.5 0.3357.3 100% 50.8%41.8% 13.8 101.2 CBP30125.0%25HTSUS12344A4B301 30110%25%USTR 3014BNTR301CBPCBPHTSUSNTR3013330125%301 CBPHTSUS325%301 HTSUS25197 BDO USA, PCBDOCBPCBP 2,3432,490 7,961,8662.05% 571XV352 3365% a)b)c)d) 1041,751,86610% 7,961,866 7,961,866 0.2077,577,0000.1038,788,000 183171712–1716 C3 C1C.2.1D.2.5 C.2.1104 D.2.5 1. 34 2. (a) 115—1677 1 2. (a) 1 5— 5151 16 15 77 77 3. 4. (a) 4. (a) 4. (a) (b) 10% 5. 32,349,00043,846,000 15121 6. 7. 8. 9. 58/99/M212 20177 9. 8.25%216.5%216.5%2150% 50%16.550:5060 11.0 2350% 15%15%25%25% 10. 0.200.1077,577,00038,788,000 11. 12. 13,823,00028,192,0003,251,00072,0001,0002,000483,0002,741,0001,644,000 13. 13. (a) (b) 69,937,00061,859,000 13. (b) 60906090 (c)2,460,0002,460,000 (d)2230125%301 14. 15. 15. 16. 16. (i)0.3%2.5%0.8%2.5% (ii)357,302,000361,465,000181,001,000184,880,000 (iii)336,000336,000 (iv) 17. 18. 19. 20. 21. 21. 21. (a) 21. (b) Dreamscape Immersive Inc.4.514.5143.42%43.42%4.42%4.42% 1435,000366,000 22. CBPHTSUS8473.30.11808471301330125%25197CBP CBP 2519711.891.913(d)