国开国际投资二零二五年年报

2451224274044859091939495128 12 12 34 Cricket SquareHutchins DriveP.O. Box 2681Grand Cayman KY1-1111Cayman Islands 12 84506-4509 12 Suntera (Cayman) LimitedSMP Partners (Cayman) LimitedSuite 3204, Unit 2A, Block 3Building D, P.O. Box 1586Gardenia Court, Camana BayGrand Cayman, KY1-1100Cayman Islands 1.2. 3.4. 1617 18474702 1062 11125 www.cdb-intl.com Conyers Dill & Pearman 6,4791.48214,5461.60582,6501,6347665704,5461.60582,6501,63460219.29339.94132.235.11 100,000,0001.65% 0%0% 3.60103.1728 1.11,90423.81%3.4 2.A0.1442.8847.8 3.MeicaiMeicaiD34,441,1691.06% 4.G7G7C39,720,1602.92% 5.J&T GlobalExpress LimitedYimeter Holdings LimitedYimeterYimeterBYimeterB7,950,955B0.09% G7MeicaiG7Meicai Meicai MeicaiSpruce2,570MeicaiD34,441,169MeicaiMeicaiMeicai MeicaiMeicai G7 G72,500G7C39,720,160G7G7SaaSG7IoTG7G7 G7G7 1.3 Yimeter1,735,266C D928,6052,663,87113,319,355B1519.HK YimeterBYimeter536.845,7007,950,955B0.09% 3,0000.96%10.0045,000,000A4.5BEST A0.1442.8847.8 11,90438,09623.81%76.19% 1.0515.01%594,592,922AAA4.3726.06017781.073.4 1110835932 2,449%2,285%1.58%2.28% 22 22 90 5 6,4791.48214,5461.60582,6501,6347665704,5461.60582,6501,63460219.29339.94132.235.11 (45,464,850)(160,581,789)(26,496,320)(16,337,183)(604,695)(213,467)(64,794,839)(148,097,697)(0.022)(0.051)360,104,111317,280,9830.320.3424.4922.85 1 2 3 113.1(i) 4484 22 622C3 128 38 1617 195 93 814,827,849934,871,451 12 883.1387(3) 2426 9 1. 2. XV352 336 1. 2. 336 (a) 0.26%0.2%5 (b) (c) 20 300,000300,00014A.08300,0000.1%5%14A14A.76(1) 14A.56 (a)(b)(c)(d) 14A.55 (a)(b)(c) 100,000,0001.65%66.16%14A(i)(ii)14A.90 14A20 2739 610 3.13 25%33.84% 51 20256 63.09D 53 680000011288Société Générale S.A. (SocGen) 54202432020006201970392.HK20198202251582.HK20226202412 19099920253 2600308201682019720226202312015620209201612(CACFO)2021120251020061020228202110(EMBA) 562326434 9881437076863 43 40 C1B.1 2425 25% •••• 25% 564.1 A.2.1 2C.1.4 3.13 2026 (i)(ii)(iii); (iv)(v) 143 2C.5.1 1. 2. 2B.12B.1 1225 3.21 (a)(b)(c)(d)(e) 2025 (1)202512 312025 (2)2025 (3) 2025 1 1. C.6.33.29153.2915 (i)(ii)(iii)(iv)(v)(vi)(vii) 58(2)(21)(i)(ii)(iii)(iv)(v)(vi)84506-4509 89 (i) (ii)(7)(7) (i)(ii)(iii)13.51(2)(iv) 13-14111101-02(i)(viii) (i) 84506-45092,902,215,3600.01 4043 D2 (i)(ii)(iii) TreadwayCOSO • • • • • D.2.2 1. 1062ESGESG ESG 1.1 1.2 2025 1.3 C2ESGESG ESGESG 1.4 1.5 ESG 1.6 84506–4509(852) 3979 1500(852) 3979 1599www.cdb-intl.cominfo@cdb-intl.com 2. 2.1ESG ESG ESGESGESGESG ESGESGESG 5.2 2.2 1 2.3 ESGESGESG 1ESG ESG 2 ESG 3 ESG ESG 3. 3.1 ESG ••••• COSO 3.2 C1 2 3.3 ••• 202512 1845 3.4 133 2025 1313 4. 4.1 54.5%45.5%55.6%44.4% 11 4.2 7361511100%6 7 4.3 ••• 2025 •• 4.4 5. 5.1 8 5.2 ESG ESG (ISSB)S2 (IEA)2050(NZE)(STEPS)(NGFS)2050(Net Zero 2050)(Current Policies) ESG 1. 2. 3. 4. ESG 15 6 1–2–3–125–6–7– 20502030+2050 202420252035203040%203560% 6. 319,260 D (I). 19 (a) i5.2ii5.2iii5.2iv5.2 19 (b) i5.2ii5.2 (II). 20 (a)5.2 20 (b)20 (c)20 (d) D 5.2 21 (a)21 (b) 22 (a)5.2 iiiiiiiv 22 (b)22(a) 23.22(a) 24 (a)5.224 (b)24(a) 25 (a)5.2iii25 (b) 26 (a) 5.2 iiiiii D 26 (b) i (1)(2)(3)(4)(5)(6)(7)iiiii (III). 27 (a)5.2 i5.2iiiiiivv5.2vi 27 (c)5.2 (IV). 28.5.2 (a)1(b)2(c)3 5.25.25.2 29 (b) i ii iii29 (c)2 29(d)3201133 30. D 31. 32. 33. 34 (a) 34 (b) D 35.19(a)(iv) 36.5.2 37.(a)(b)5.2 (a)(b)(c)(d)(e)(f)(g)(h) 38. (c)(d) D (a)(b)123(c)(d) 5.25.25.2 (e)(i)(ii)(iii)(iv) 41.2126 37 385.2 85127 3 3.315 4.863 3 •3 •••• • • • • • P07387 1929,022,15429,022,154900,309,039965,103,878 166INGINGINGING 1 22 2 2.1 622 4 (a) 2 2.1 1897 2 2.2 (a) (b) 2.3 (i) • • 2 2.3 (ii) (iii) • • 2 2.4 2.5 2.6 (a) (b) 2 2.7 (a) 12 (b) (c) 2 2.8 (a) (b) 3 3.1 3 3.1 (i) 10%56.967.50 10300,687264,930 3 3.1 (ii) (i) (ii) A 12 3 3.1 (iii) 3.2 •• 3 3.2 ––(360,104,111)(317,280,983)(360,104,111)(317,280,983)929,331,193994,126,032569,227,082676,845,049 3.3 ••• 3 3 3 3.3 3 3.3 103,997,05789,757,840 4 3.3 5 6 7 8 9622383622G 9622383622G (a) (b) (c) (d) 10 9 1,000,0001,000,0011,500,0001,500,0012,000,000 10 5748530,0005% 5%10100%3930%90% 1,095,8891,095,889 11 16.5%16.5% 10%10% 62,560,20362,860,355 11 20256 6202520251 1 12 12 13 14 26 (a) 14 (b) (c) 15 i 3.3 i (a)24,998,400194,987,52011,90423.81% 71,419,0002% 90,586,00087,359,0003% (b)30,000,000234,000,0003,317,0100.96% BEST 3,428,0000.82% 15 i (c)Meicai25,700,000200,460,000Meicai 34,441,169 Meicai120% Meicai Meicai192,655,000279,429,000Meicai1.06%1.06% (d)Excellent Fleet LimitedG7 Networks Limited G725,000,000195,000,000G71,986,008 G712% G7G7Networks LimitedG7 Connect Inc G7202,655,000223,105,000G72.92%2.92% (e)130,000,000153,260,1807.39% J&T Global Express LimitedYimeter2,663,87113,319,355 15