????:1????????????:????????

2?????

3??????????

4???????

5??????

6????26??????????????,????????BOSIDENG(3998.HK)??2023/24??????????????????,?????????????????????????????????????????232.1?????????????????????,?????38.4%;?????31.2??,????????????44.7%;?????,???????????????????55.6%????????8?????????????

????????,????????43.8%

2018??,?????,?,????“??????????”????????????,?????????????????????????????????????????,?????????????????????

2023/24???????,???????????????????????????,????????????,????????????????195.2?,????????????????84.1%,?????43.8%,??????;???26.7??????????????????????,?11.5%,????16.4%;??8.2???????????????????????,??3.5%,?????????????????16.6%;?2.0?????,??0.9%,????0.3%?

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

??????????2023/24????????????,????“?????”??,???????,???

2023???????????????????????????????,????????????????????????????????????????????,?????????????????????;????????????????????,?????????????????????,????;????????,?????????????

?????

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

2023?????????????,????????,???????,??;?????TOP??,??????,??????????

?????

2023?11??????,?????“???”IP,??,??,?????????

2023??????,????Brand Finance(???)????“2023?????????????50?”,?????????????????47??;???????????“?500???????????????????”,????30?????????????,??145?????????????????????????,??????????2023?????????«????500???????????????????»???,??????????462??,????????????

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

??,2023/24???????,???????????????????TOP??????,??????????TOP????;????,??“????????”??,??????????????????????“?????????????????”??????????2024????????????3????,?????????????????????????????206?3217??

?

???????,??????????????????2018??,?????????????????????????????,???????????????????,????????????????????,?????????,?????????,?????????????????????????,???????????????????2024??????????????3???????????,?80%??2023/24???????,??69.3???????,????40.6%?

?????????????

???????????????/?????????,????????40%??????????????????,???,????,????????????????,???

?????????TOP?,????TOP?,???????????????TOP????????99%,????????????;???????????????,???????????,??????????????????????????????

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

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

?????

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

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

??????????,ESG?????????????MSCI?

???????????,????????????2021??,?????????ESG????????,????ESG??????;?????????;?????????????????????22??????????,?????;???????,?????????????????

2024??1??16?????????????????,MSCI????ESG????,????????MSCI ESG???????A,???????????????

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

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