2024 INTERIM中期 REPORT报告 Contents目录 CorporateInformation公司资料2–3 Chairman’sStatement董事长报告4–15 ManagementDiscussionandAnalysis管理层讨论及分析16–31 InterimCondensedConsolidatedStatementofComprehensiveIncome InterimCondensedConsolidatedStatementofFinancialPosition InterimCondensedConsolidatedStatementofCashFlows InterimCondensedConsolidatedStatementofChangesinEquity 简明中期综合全面收益表32 简明中期综合财务状况表33–34 简明中期综合现金流量表35 简明中期综合权益变动表36 NotestotheInterimCondensedFinancialStatements简明中期财务报表附注37–61 CorporateGovernanceandOtherInformation企业管治及其他资料62–68 CorporateInformation 公司资料 STOCKCODE 00602 REGISTEREDOFFICE CricketSquareHutchinsDrive P.O.Box2681 GrandCaymanKY1-1111CaymanIslands HEADOFFICEANDPRINCIPALPLACEOFBUSINESS INHONGKONG Suite715,7thFloor OceanCentre,HarbourCity5CantonRoad TsimshatsuiKowloonHongKong HEADOFFICEANDPRINCIPALPLACEOFBUSINESS INTHEPRC 4/F JiahuaMingYuanXinhuRoad Bao’anCentralDistrictShenzhen ThePRC COMPANY’SWEBSITE www.szbjh.com AUDITOR BDOLimited CertifiedPublicAccountants 25thFloor WingOnCentre 111ConnaughtRoadCentralHongKong AUTHORISEDREPRESENTATIVES Mr.ZhuangLuKunMr.HoYuetLee,Leo 股份代号 00602 注册办事处 CricketSquare HutchinsDrive P.O.Box2681 GrandCaymanKY1-1111CaymanIslands 香港总办事处及主要营业地点 香港九龙尖沙咀 广东道5号 海港城海洋中心 7楼715室 中国总办事处及主要营业地点 中国深圳市 宝安中心区新湖路 佳华名苑 4楼 公司网站 www.szbjh.com 核数师 香港立信德豪会计师事务所有限公司 执业会计师 香港 中环干诺道中111号永安中心 25楼 授权代表 庄陆坤先生 何悦利先生 CorporateInformation 公司资料 LEGALADVISERSTOTHECOMPANY AstoHongKonglaw WooKwanLee&Lo 26thFloor,JardineHouse1ConnaughtPlaceCentral HongKong AstoCaymanIslandslawConyersDill&PearmanCricketSquare HutchinsDrive P.O.Box2681 GrandCaymanKY1-1111CaymanIslands AstoPRClaw GuangdongPinfangLawFirmRoom412–415 HuayeBuildingLongjinRoadBao’anSecondDistrictShenzhen ThePRC PRINCIPALSHAREREGISTRARANDTRANSFEROFFICE Suntera(Cayman)LimitedSuite3204,Unit2ABlock3,BuildingD P.O.Box1586GardeniaCourtCamanaBayKY1-1100CaymanIslands BRANCHSHAREREGISTRARANDTRANSFEROFFICEINHONGKONG TricorInvestorServicesLimited17/F,FarEastFinanceCentre16HarcourtRoad HongKong 公司法律顾问 香港法律 胡关李罗律师行香港 中环 康乐广场1号怡和大厦26楼 开曼群岛法律ConyersDill&PearmanCricketSquareHutchinsDrive P.O.Box2681 GrandCaymanKY1-1111CaymanIslands 中国法律 广东品方律师事务所中国 深圳市宝安二区 龙井路华业大厦 412–415室 主要股份过户登记处 Suntera(Cayman)LimitedSuite3204,Unit2ABlock3,BuildingD P.O.Box1586GardeniaCourtCamanaBayKY1-1100CaymanIslands 香港股份过户登记分处 卓佳证券登记有限公司香港 夏悫道16号 远东金融中心17楼 Chairman’sStatement 董事长报告 DearShareholders, Inthefirsthalfofthisyear,theworldeconomyasawholeshowedatrendofmoderategrowthandslowrecovery,butatthesametime,risksandresistancecontinuedtoaccumulate,variablesandfluctuationsalsoincreased,andthegrowthprospectsfacedgreaterchallenges.China’seconomycontinuedtorecoverandimprove,continuedtocontributetothesupportof“stability”andthedrivingforceof“progress”,andcontinuedtocultivatenewqualityproductivityandpromotehigh-qualitydevelopmentthroughreform,injectingnewmomentumintotheworldeconomy.TheInternationalMonetaryFund(“IMF”)evaluatesthecurrenttrendoftheworldeconomyandcommentsthatthereisaslowrecoverytrend,buttheimbalanceworsened. 尊敬的各位股东: 今年上半年,世界经济整体呈现温和增长、缓慢复苏态势,但与此同时,风险和阻力不断积聚,变量与波动也有所增多,增长前景面临更大挑战。中国经济延续回升向好态势,继续贡献“稳”的支撑和“进”的动力,并持续通过改革培育新质生产力、推动高质量发展,为世界经济注入新动能。国际货币基金组织评价当前世界经济走势。认为世界经济总体维持缓慢复苏态势,但失衡状况加剧。 Chairman’sStatement 董事长报告 First,therecoverygapofdevelopedeconomieshasfurtherwidened.Europe’seconomicgrowthhasonceagainlaggedbehindthatoftheUnitedStates(“USA”),andtheUSA’sgrowthhasacceleratedwhileEurope’sweaknesswhichhasbecomemoreprominent.Inthesecondquarterofthisyear,therealGrossDomesticProducts(“GDP”)oftheUSAgrewby2.8%onanannualizedbasis;duringtheperiod,theGDPoftheeurozonemaintainedthelowgrowthtrendofthefirstquarter,amongwhichtheeconomiesofGermany,SwedenandHungarycontractedtovaryingdegrees.TheUSAhasstimulatedconsumptionandincreasedproductionbyexpandingdebtandsubsidies,bringingincrementalgrowthtoitseconomy;ontheotherhand,theUSAindustrialpolicyhaspulledEuropeanmanufacturingtomigratetotheUSA,furtherweakeningtheeconomicrisksofEurope. Secondly,therhythmofmonetarypolicyhasbecomecomplex.Japan,whichwassurpassedbyGermanylastyearandwhoseGDPdroppedtofourthintheworld,sawitsrealGDPgrowinthesecondquarterofthisyear.Althoughtherecoveryexceededexpectations,theJapanesegovernment’sforecastforthefull-yeareconomyfacesgreaterrisksbroughtaboutbythedifferencesinmonetarypoliciesbetweenJapanandtheUSA. Third,althoughtherearedifferencesinthegrowthprospectsofemergingmarketsanddevelopingeconomies,theoveralltrendisaslowdowninshort-termgrowthandstillhasgrowthmomentuminthefuture.Itispredictedthatastheimpactofmonetarypoliciesinmajoreconomiesweakens,theeconomicgrowthratesinLatinAmericaandtheCaribbean,theMiddleEastandNorthAfrica,andsub-SaharanAfricawillbesignificantlystrongerthanthoseindevelopedeconomies. 首先,发达经济体复苏落差进一步扩大,欧洲经济增长再次落后于美国,且美国增长提速、欧洲疲态突显。今年第二季度,美国实际国内生产总值按年率计算增长2.8%;同期欧元区国内生产总值环比保持一季度的低增长态势,其中德国、瑞典和匈牙利经济出现不同程度的萎缩。美国通过扩大举债和补贴等方式刺激消费、扩大生产,为自身经济带来增量;另一方面,美国产业政策拉拢欧洲制造业向美国迁移,进一步削弱欧洲经济风险。 其次,货币政策节奏更趋复杂。去年被德国超越、国内生产总值降至世界第四位的日本,今年第二季度实际国内生产总值环比有所增长,虽然复苏超出预期,但日本政府预测的全年经济正面临日美货币政策差异带来的更大风险。 第三,新兴市场和发展中经济体增长前景虽存在差异,但整体呈现短期