2 4 7 27 28 40 51 53 54 56 57 58 59 100
168-200 1803 183 17 1712-1716 168-200 1803 0133.HK www.cmcdi.com.hk 2
47,840 47,691 0.3% 3.021 3.148 4.0% 988 1,983 5 5 (GDP) 7.8% 1.4 (CPI) 2.6% 2.8 50,95789.60% 45,8015,156 71 0.13% 5,778 10.15% 2,080 4
1,200 A 2,049 256 279 23 5
988 1,983 47,840 47,691 3.021 3.148 2,3641,975 4,342 1,978 21% 1,3681,733 4736.25% 1,607 5.37% AA A 1,200 A 2,049 785,714 256 279 23 7
9,58240% 5,778 10.15% 1,9865,058 0.24% 8
51,028 50,957 71 34,744 61.09% 9,660 (16.98%) 3,712 (6.53%) 2,841 (5.00%) 5,778 10.15% (2012 : 61.09% ; 2011 : 53.59%) (2012 : 16.98% ; 2011 : 20.20%) (2012 : 6.53% ; 2011 : 5.17%) (2012 : 5.00% ; 2011 : 3.39%) (2012 : 0.13% ; 2011 : 0.13%) (2012 : 10.15% ; 2011 : 17.23%) (2012 : 0.12% ; 2011 : 0.29%) 9
1. 118 20.67 2. 119 20.85 3. 110 19.42 4. 1 0.15 348 61.09 5. 17 2.93 6. NBA China, L.P. 25 4.44 7. 3 0.53 8. 28 4.99 9. 10 1.78 10. 13 2.31 96 16.98 11
11. 21 3.73 12. 0 0.06 13. 14. 4 0.67 15. 12 2.07 (i) 37 6.53 16. 2 0.43 (ii) 17. 4 0.68 18. 16 2.87 19. 1 0.18 (iii) 20. 5 0.84 (iv) 21. 28 5.00 509 89.60 12
910 A 5,3830.25%9,003936 2,765 1,050 A1,200 A 1.2964 2,049 A 670A 4,462 0.41%11,0181,155 1,409 (19.15 235 0.35% A 6.94%5,049 401 16 13
2010 1 30.3 15.35% 6,000 462 68 7.70% 50 20 14
2 4,000586 626 95 677 108 2,882 457308 48 3,524 556 12,0171,850 60% (TVB) Raine Group NBA China, L.P.NBA 2,300 NBA 1% NBA NBA NBA 14.4 NBA 9.9 NBA NBA NBA 75% 1,725 NBA 1% NBA NBA NBA NBA NBA (CCTV) CCTV NBA NBA NBA NBA 15
NBANBA NBA 2,000 7,5001,098 14.51% 7.62% IPO 15% 1.14% 6.48%) 13,800 22,500 19,500 2.103,07421% 862 12 ARPU 37% ARPU 15 ARPU 16
1.2 1,810 5.29% 2012 26.97%7 17.90% 10.13% 10.08% 48% 1.021,607 5.37% 126 9,000 4,000 1,400 40% 20 17
785 25.91 2,000 293 12.62% 28 1,500 223 7.50% 28 32 18
1,920 297 2% A 11,999 1,900 7.10% 15 19
(BIPV) 1,500 220 5% BIPV 45MW 2,000 303 5.26% 4,584 5.26% 4.83% 20
6,650 1,041 12.34% (IC) (LCD)IC (LED)IC IC IC IC IC IC 50079 1.80% 3,000 473 6.25% 21
568.5 19.8% 2849,438 1,186 17% A 2269 3.2% 2199 2478 194910% A QFII A 21760 2000 18056 22657 4223 22.9% 22
71 73 (BVI) 0.695 0.71 5.800% 0.695 0.71 23
24
2% 1) 3,000 5% 2) 3,000 1 150 2% 3) 1 2% * * 6,585,600 129,000 1.959% 2,195,500 43,900 2.000% 30,737,700 175,500 0.571% 4,394,100 87,500 1.991% 676,100 4,500 0.666% 2,929,500 58,000 1.980% 5,858,300 38,800 0.662% 2,226,200 43,800 1.966% 18,098,200 235,700 1.302% 3,033,500 60,300 1.988% 953,500 6,100 0.638% 2,974,500 59,000 1.986% 10,409,700 130,300 1.252% 789,500 34,200 4.335% 19,004,900 161,100 0.847% 1,075,300 6,200 0.575% 4,566,600 26,300 0.577% 4,733,300 74,100 1.566% 484,900 2,800 0.580% 16,068,600 125,100 0.778% 5,555,100 32,200 0.579% * 25
1 2 3 4 12,900 12,900 1,290 12,900 3,510 4,390 1,290 3,510 12,900 25,810 1,290 12,900 6,950 8,750 1,290 6,950 300 580 30 300 4,640 5,800 1,290 4,640 2,500 5,010 250 2,500 3,500 4,380 1,290 3,500 12,850 25,700 1,290 25,700 4,830 6,030 1,280 4,830 390 780 40 390 4,720 5,900 1,280 4,720 16,420 12,830 1,280 16,420 3,090 3,860 1,290 3,090 12,880 25,770 1,290 19,330 430 850 40 430 1,820 3,630 180 1,820 12,890 12,890 1,290 12,890 190 390 20 190 12,890 12,890 1,290 12,890 2,220 4,440 220 2,220 1 2 3 4 26
2012 9,883 478,402 2011 (19,828) 476,911 2010 (112,059) 487,406 2009 263,606 598,070 2008 (620,278) 334,407 300000 200000 100000 0-100000 -200000-300000 -400000-500000 -600000-700000 -800000 263,606-19,828 9,883-112,059-620,278 2008 2009 2010 2011 2012 800000 700000 600000 500000 400000 300000 200000 100000 0 598,070 487,406 476,911 478,402 334,407 2008 2009 2010 2011 2012 27
32 15 53 5 4 7,917,17118,179,884 131,259,410 159,849,343 25 28
* * * * * * * 101 105 3.13 29
58 Finafrica 2005 CFO2006 CIO 50 30
55 Siam Select Fund Limited 44 31
51 55 Monitise Asia Pacific Limited Evolution Securities China Limited Siam Select Fund Limited Camper & Nicholsons First Eastern Limited Sustainable Development Capital (Asia) Limited 32
47 MC A 49 J.P. 33
49 64 34
60 PGG Wrightson Limited PGG Wrightson Limited 35
352 3,224,000 2.04% 352 18 36
336 3 42,604,015 26.91% 3 42,604,015 26.91% 1 42,604,015 26.91% 2 42,604,015 26.91% 3 39,393,627 24.88% Good Image Limited 39,393,627 24.88% Lazard Asset Management LLC 32,972,945 20.82% 9,682,000 6.11% 1 99.32% 2 Everlink Limited 3 336 37
25% 14A 1. 14A 14A 9,508,1969,869,331 38
2. 14A 8,23041,015 1. 2. 3. 14A.38 3000 740 14A.38 31 30 39
101 A.4.2 30 35 40
14 41
3/3 3/3 1/3 3/3 3/3 3/3 3/3 3/3 3/3 1/1 2/2 2/3 42
2/2 2/2 2/2 43
3.13 1/1 1/1 1/1 44
2,000 A A 45
a,c a,c a,c a,c a,c a,b,c c a,c a,c a,c a,c a,c a b c 46
9 117,155 45,680 51 47
15 O 32 113 (1/20) 168-200 1803 48
115A(i) (1/40) (ii) 2,000 168-200 1803 100 7 7 49
20 10 1/1 0/1 0/1 1/1 0/1 1/1 1/1 1/1 1/1 1/1 0/1 0/1 0/1 0/1 0/1 0/1 0/1 0/1 1/1 1/1 1/1 1/1 50
53 99 141 51
52
23,636,644 (19,745,991) 6 13,679,480 17,330,254 172,122 499,670 (11,789,508) (15,762,196) 15 (1,411,813) 58,112 8 24,286,925 (17,620,151) 11 (14,403,677) (2,207,479) 9,883,248 (19,827,630) 959,878 21,294,983 49,432 121,604 (13,430) 4,694 995,880 21,421,281 10,879,128 1,593,651 9,883,248 (19,827,630) 10,879,128 1,593,651 13 0.064 (0.132) 53
15 21,237,267 22,890,874 16 252,189,653 219,725,630 17 726,698 273,426,920 243,343,202 16 236,147,975 215,401,697 17 713,268 19 709,793 1,612,182 20 57,778,638 95,824,723 295,349,674 312,838,602 21 22,654,936 21,050,450 22 3,943,887 3,999,297 26,598,823 25,049,747 268,750,851 287,788,855 542,177,771 531,132,057 23 1,192,063 1,268,441 24 62,583,346 52,953,100 63,775,409 54,221,541 478,402,362 476,910,516 54
25 15,834,342 15,149,904 237,712,531 228,287,230 224,855,489 233,473,382 478,402,362 476,910,516 27 3.021 3.148 53 99 55
14 28,573,279 26,050,007 16 52,994,347 40,604,327 18 36,825,730 66,953,575 118,393,356 133,607,909 18 189,553,092 190,409,417 19 25,891 24,255 20 6,707,115 2,901,837 196,286,098 193,335,509 18 4,948,995 4,842,326 21 3,110,713 2,710,492 22 3,842,500 3,842,500 11,902,208 11,395,318 184,383,890 181,940,191 302,777,246 315,548,100 23 1,192,063 1,268,441 24 3,769,561 2,530,559 4,961,624 3,799,000 297,815,622 311,749,100 25 15,834,342 15,149,904 26 281,981,280 296,599,196 297,815,622 311,749,100 56
14,914,560 109,493,184 86,492,840 6,139,057 24,865 270,341,735 487,406,241 (19,827,630) (19,827,630) 21,294,983 21,294,983 121,604 121,604 4,694 4,694 21,416,587 4,694 (19,827,630) 1,593,651 (12,089,376) (12,089,376) 235,344 4,081,296 (4,316,640) 634,707 (634,707) 15,149,904 113,574,480 107,909,427 6,773,764 29,559 233,473,382 476,910,516 15,149,904 113,574,480 107,909,427 6,773,764 29,559 233,473,382 476,910,516 9,883,248 9,883,248 959,878 959,878 49,432 49,432 (13,430) (13,430) 1,009,310 (13,430) 9,883,248 10,879,128 (9,387,282) (9,387,282) 684,438 8,108,164 (8,792,602) 321,257 (321,257) 15,834,342 121,682,644 108,918,737 7,095,021 16,129 224,855,489 478,402,362 57
24,286,925 (17,620,151) 1,411,813 (58,112) (309,007) (1,692,195) (2,085,396) (11,987,285) (15,244,858) (25,714,856) 34,966,753 (13,695,598) (350,771) (26,589,016) 67,713,173 69,001 (20,084) 1,158,537 (13,692,997) 369,571 492,540 (38,687,505) 54,141,861 2,764,520 855,432 11,987,285 15,244,858 (4,770,851) (27,563,727) (28,706,551) 42,678,424 (20,022) (9,387,282) (12,089,376) (38,093,833) 30,569,026 95,824,723 63,282,735 47,748 1,972,962 57,778,638 95,824,723 58
1. 32 15 2. 7 12 2 7 2 9 9 4 7 10 12 3 27 9 4 10 2 11 2 12 2 10 11 12 2 13 2 1 1 59
2. 192011 2 272011 2 282011 2 32 3 2 20 1 2 3 4 9 9 9 9 39 9 9 39 9 9 60
2. 10 12 27 10 10 1227 10 1227 10 13 13 13 13 7 13 13 13 61
3. 62
3. 39 36 36 63
3. 39 64
3. 65
3. 39 66
3. 67
3. 68
3. 4. 69
5. 488,337,628 435,127,327 52,994,347 40,604,327 713,268 726,698 58,466,044 97,414,688 240,364,394 260,266,867 3,661,353 3,023,624 8,059,708 7,552,818 1,192,063 1,268,441 1,192,063 1,268,441 70
5. 6,608,996 424,534 144,639 2,586,719 4,008,503 3,640,584 294,273 338,349 36,166,929 38,072,887 124,856 2,502,404 8,957,498 8,821,259 294,273 71
5. 5% 130,000 161,000 5% 1,364,000 1,466,000 17 16 23 72
5. 20%20% 33,651,000 31,104,000 20%20% 37,827,000 33,398,000 73
5. 74
5. 236,147,975 252,189,653 488,337,628 713,268 713,268 236,147,975 252,902,921 489,050,896 1,192,063 1,192,063 1,192,063 1,192,063 215,401,697 219,725,630 435,127,327 726,698 726,698 215,401,697 220,452,328 435,854,025 1,268,441 1,268,441 1,268,441 1,268,441 75
5. 219,725,630 726,698 220,452,328 (19,784,123) (19,784,123) (13,430) (13,430) 398,566 398,566 51,849,580 51,849,580 252,189,653 713,268 252,902,921 207,681,626 722,004 208,403,630 3,403,632 3,403,632 (13,691,743) (13,691,743) 4,694 4,694 8,858,210 8,858,210 18,561,858 18,561,858 (5,087,953) (5,087,953) 219,725,630 726,698 220,452,328 76
5. 1,268,441 661,699 427,590 508,706 (51,010) (452,958) 98,036 1,192,063 1,268,441 16 19,784,12313,691,743 77
6. 1,651,595 2,044,796 40,600 40,600 1,692,195 2,085,396 6,613,938 5,665,388 5,373,347 9,579,470 11,987,285 15,244,858 13,679,480 17,330,254 40,600 40,600 1,651,595 2,044,796 1,692,195 2,085,396 11,987,285 15,244,858 13,679,480 17,330,254 78
7. (a) (b) (c) (d) (e) 69,050,900 (41,040,366) (10,507,352) 4,563,169 158,480 22,224,831 10,620,428 1,366,639 218 11,987,285 40,600 40,600 143,559 4,288 147,847 79,671,328 (39,530,168) (10,507,352) 4,597,457 199,298 34,400,563 (11,789,508) 1,651,595 24,275 24,286,925 79
7. (31,467,745) 9,302,832 (1,923,863) 2,028,429 2,372,468 (19,687,879) 12,115,797 3,121,613 7,448 15,244,858 40,600 40,600 7,518 53,627 309,007 370,152 (19,344,430) 12,478,072 (1,614,856) 2,028,429 2,420,516 (4,032,269) (15,762,196) 2,044,796 129,518 (17,620,151) 80
7. 347,435,860 298,012,911 96,602,886 112,348,567 37,578,686 28,769,052 21,222,433 16,600,803 7,911,903 3,013,566 510,751,768 458,744,899 58,024,826 97,436,905 568,776,594 556,181,804 5,654 5,214 556,780 833,748 181,422 115,342 325,149 269,106 123,058 45,031 1,192,063 1,268,441 89,182,169 78,002,847 90,374,232 79,271,288 81
8. 135,724 175,060 (24,275) (129,509) 9,508,196 9,869,331 134,090 107,772 (114,674) 69,310 9. 1213 82
9. 25,787 20,528 25,787 20,528 * 25,787 3,464 * 25,787 3,464 ** 9,282 # 21,660 25,660 ## 17,064 ## 17,064 108,303 87,244 134,090 107,772 * ** # ## 10. 9 83
11. (4,913,290) (26,042,014) 24 (9,490,387) 23,834,535 (14,403,677) (2,207,479) 16.5%16.5% 63 2007 39 25%24% 25% 84
11. 24,286,925 (17,620,151) 1,411,813 (58,112) 25,698,738 (17,678,263) 25%24% 1 (6,424,685) 4,242,783 (2,946,750) (1,781,196) 3,167,490 4,390,134 (2,170) (2,267) 1,866,081 (1,830,106) 771,454 (1,149,391) (3,853,780) (8,914,252) (4,144,501) (14,403,677) (2,207,479) 1 85
12. 54 9,387,282 12,089,376 9.95614.34 6,844,381 2,353,436 13. 9,883,248 (19,827,630) 154,350,861 150,126,198 0.064 (0.132) 12 6,844,3812,353,436 14. 10,000,007 10,000,007 18,573,272 16,050,000 28,573,279 26,050,007 32 86
15. 16,452,455 16,452,455 1,015,521 2,692,819 3,769,291 3,719,859 21,237,267 22,865,133 6,486,055 6,511,796 (6,486,055) (6,486,055) 25,741 21,237,267 22,890,874 22% 22% Hansen Enterprises Limited 35% 35% 25.91% 25.91% 87
15. 481,384,174 471,106,571 (384,463,553) (379,429,044) 96,920,621 91,677,527 21,237,267 22,865,133 319,938,375 348,902,963 (11,196,950) 2,104,736 (1,411,813) 58,112 (1,781,679) 446,259 (3,583,057) (1,801,378) 88
16. a 236,147,975 212,612,412 b 2,789,285 c 225,908,364 194,142,093 c 25,280,000 24,790,000 c 1,001,289 793,537 488,337,628 435,127,327 236,147,975 215,401,697 252,189,653 219,725,630 488,337,628 435,127,327 23,182,351110,234,802 c 52,994,347 40,604,327 (a) (b) (c) 4,772,890 89
16. 129(2) 10% A 0.25% 0.31% A 0.41% 0.41% 6.9369% 6.9369% 129(2) 10% 3.3297% 3.3297% 17. 713,268 726,698 5.80% 90
18. 245,012,895 268,245,384 (18,634,073) (10,882,392) 226,378,822 257,362,992 189,553,092 190,409,417 36,825,730 66,953,575 226,378,822 257,362,992 4,948,995 4,842,326 18,634,073 10,882,392 91
19. 63,102 463,605 224,668 203,073 1,275,398 43,115 49,014 709,793 1,612,182 3,504 2,038 22,387 22,217 25,891 24,255 20. 51,044,923 92,885,064 21. 31 18,993,58318,026,826 92
22. 23. 93
24. 8,697,712 53,885,634 52,953,100 52,953,100 74,094,298 9,490,387 (23,834,535) 139,859 2,693,337 62,583,346 52,953,100 2,530,559 3,792,442 1,239,002 (1,261,883) 3,769,561 2,530,559 75,35175,084 94
25. 0.10 300,000,000 30,000,000 149,145,600 14,914,560 2,353,436 235,344 151,499,036 15,149,904 6,844,381 684,438 158,343,417 15,834,342 9.95614.34 6,844,381 2,353,436 0.10 8,792,602 4,316,640 26. 109,493,184 137,692,699 247,185,883 61,738,033 61,738,033 (12,089,376) (12,089,376) 4,081,296 (4,316,640) (235,344) 113,574,480 183,024,716 296,599,196 (4,546,196) (4,546,196) (9,387,282) (9,387,282) 8,108,164 (8,792,602) (684,438) 121,682,644 160,298,636 281,981,280 95
27. 478,402,362476,910,516 0.10 158,343,417 151,499,036 28. 89,500 333,100 422,600 29. (a) 2 3,120 10 12,017 1,850 4,626 681 (b) 4,500716 96
30. NBA China, L.P. 1,725 NBA China, L.P. 75% 31. (a) 9,508,1969,869,331 1 2,508,4332,342,683 (b) 8,230 41,015 1 (c) 109,622 143,726 14,942 99,882 143,750 15,228 120,804 115,899 (d) 9 1 14 97
32. CMCDI Zhaoyuan Limited 1 1 10,000,000 1 1 1 1 1 1 1 1 Ryan Pacific Limited 1 1 1 2 700,000,000 Wheaton International Limited 1 1 98
32. Wisetech Limited 1 1 30,000,000 33. 5 16 23 99
12,767,998 8,440,088 13,088,836 17,330,254 13,679,480 (783,854,123) 366,023,519 (153,508,681) (17,678,263) 25,698,738 (2,206,239) 1,556,589 2,203,129 58,112 (1,411,813) 2,523,001 165,781,898 (103,974,484) 36,723,056 (2,207,479) (14,403,677) (620,278,464) 263,605,624 (112,059,495) (19,827,630) 9,883,248 526,998,638 834,608,234 602,035,215 556,181,804 568,776,594 (192,591,424) (236,537,902) (114,628,974) (79,271,288) (90,374,232) 334,407,214 598,070,332 487,406,241 476,910,516 478,402,362 100