????:1???????:??100?3?????????

2??????????200

3?????????????

4????95???

5??????????

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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