???????2023/24???:??????,?????

????:??????:???????

6??26??????,?????????BOSIDENG(3998.HK)????????2023/24?????????????????,23/24?,???????38.4%??????232.1???????;??44.7%??31.2????????,????

??????,???????6??????

???????????“??????????????????????????????????”????,???????

??????,???2018?????,???“??????????????”????????????,????????,???????????????6????????????23/24????????,????,??????????????55.6%?

???????,??????42.7%

??????????????,23/24?????????,?????????,????42.7%???????????????????????167.8??,?????????;?????,????????????,??????,????????20.2????????,??65.3%;????????16.4%,?????????????26.7??,???????

?,???????????

????????????????????,??????195.2????????????????,????????43.8%?????“????”??,???????“??,?????”??,?????????????,???????????????,???,?????????????

?,??????????????????????????????????????2023????,?,???????????????????,??2023???????????????11????????????5?????,??in88???,????????????????????????????????,??????

??,??“???”?2023????????9?????????????????????????,????????????????????????????,?“??????????????”?,?,?“????”?

????,???????????????,????“????????????”??????????,?,?????????;???,??????,?,???????????????

????,????????

??????,????????

??,????????,??????2023/24????,??,????44.2?????,??25.5%?

2023??6?????,?????“??”???????????????????,???“??”?????????,????100+,??,??????????

????,??????????????????,???????????,????,???????????????????????,2023??618?,????????????GMV??45%,???

?,2024?4?18?????,?????BJIFF2024“??????????”,????????????,????“???????????????????”?????,?????

?????????,???,???????????????,??????(MSCI)??ESG????????“A”?,???????????????,?(CDP)????????“?????????”????“B”????????????????????,???????500??

???????

????????????????,???2024??3???????????????31???????,???115?????,??????2023??????3?????????31?????144?????29?????;?????19???????????,??4??????????????????,???????????????????????????

??????????????2023/24????????????,???????????????????????????????????????,?,?????,??????????

?????,?????????????,??????????????????????,????????????????????????“???????????????”????????

??,???????

????????????????????????????2024???????????3????,??????206?3,217?????

?????,???,????????????????????????“???????????,?????????????????????????????”?????????????,?????“??”;????????????????????????,?????????????,????“TOP??????”?????????,??????

?,?????,??????????????????????,????,?????????????,???????????????11?????,?,????????????(????+??????????????????)???????????,?,????????????????

???????,???????????5?????29????????????????????,?????6.4????,?;6???????13??,?????????,??????????????:?????????????????????????,???????????????????????????????????,?????????,??????

48?????,?????“?????????????”????,???????????????????????????????????????????????,???????????????????????????????????????“????????????????????”????????????????,?????????

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