PDD / 拼多多 2023 年管理层讲话（非电话会议） 口径：公开信、致股东信、采访、公告声明、新闻稿书面引述；排除 earnings call transcript、财报电话会议、业绩会问答。结论： 2023 年未找到黄峥公开信/采访/讲话，也未找到 2023 致股东信；核心非财报材料是赵佳臻任命公告和齐鲁辞任公告。
一、材料清单
说明：原始 PDF 为宽表格，提取后表格结构错乱，此处改为列表呈现。
- 2023-03-20｜Q4/FY2022 Results：陈磊、刘珺；财报新闻稿 quote；非电话会 — SEC 6-K
- 2023-04-04｜Appointment of Co-Chief Executive Officer and Executive Director：陈磊、赵佳臻；高管任命公告 / 管理层发言；非电话会 — SEC 6-K
- 2023-05-26｜Q1 2023 Results：陈磊、赵佳臻、刘珺；财报新闻稿 quote；非电话会 — SEC 6-K
- 2023-08-29｜Q2 2023 Results：陈磊、赵佳臻、刘珺；财报新闻稿 quote；非电话会 — SEC 6-K
- 2023-08-31｜General Counsel transition：陈磊被提及；治理公告，无直接讲话；非电话会 — SEC 6-K
- 2023-11-28｜Q3 2023 Results：陈磊、赵佳臻、刘珺；财报新闻稿 quote；非电话会 — SEC 6-K
- 2023-11-28｜Resignation of a Director：齐鲁、陈磊；董事辞任公告 / quote；非电话会 — SEC 6-K
- 2024-04-25（覆盖 FY2023）｜2023 Annual Report / Form 20-F：陈磊、赵佳臻等；年报，无致股东信，无讲话 — SEC 20-F
二、核心非财报材料
- 2023-04-04：任命赵佳臻为联席 CEO 及执行董事 管理层：陈磊 Lei Chen；赵佳臻 Jiazhen Zhao 类型：高管任命公告/管理层声明 是否电话会议：否
原文摘录： “Jiazhen and I have established deep trust after working together for many years,” said Mr. Lei Chen, Chairman of the Board and Co-Chief Executive Officer of the Company. “His new leadership role reflects that our team is full of vitality and our next generation of leaders are ready to take on more challenges. In the future, Jiazhen will concentrate more on supply chain management and China operations, while my focus will be more on globalization efforts.” “I am honored that our Board has put its trust in me,” said Mr. Jiazhen Zhao, Executive Director and Co-Chief Executive Officer of the Company. “I will continue to work closely with Lei, and adhere to our principles of ‘Benefit All’, ‘People First’, and ‘More Open’ to create value for consumers, our ecosystem partners, and the society.” 整理要点： 赵佳臻成为联席 CEO 和执行董事。 陈磊称二人多年共事建立深厚信任，新任命说明团队充满活力，下一代领导者准备承担更多挑战。 分工：赵佳臻聚焦供应链管理和中国业务；陈磊聚焦全球化。 赵佳臻强调坚持 Benefit All、People First、More Open，为消费者、生态伙伴和社会创造价值。 2. 2023-11-28：齐鲁辞任董事公告 管理层/董事：齐鲁 Qi Lu；陈磊 Lei Chen 类型：董事辞任公告/公开声明 是否电话会议：否 原文摘录： Dr. Qi Lu said: “During my time as director, I have had the opportunity to witness the Company’s impressive development. I am proud of what we as an organization have accomplished over the past many years. In order to spend more time needed for my other work, I have made the difficult decision to resign from the Board.” Mr. Lei Chen, the Chairman and Co-Chief Executive Officer of the Company, said: “We and our Board greatly appreciate Dr. Lu’s service and contributions to our Company. I wish him all the best in his future endeavors.” 整理：齐鲁因需投入更多时间于其他工作辞任董事；陈磊代表公司和董事会感谢其贡献。 3. 2023-08-31：General Counsel transition 公告称朱健翀不再担任 General Counsel，General Counsel 职能由 Legal and Compliance Committee 承担，该委员会由陈磊主持。无管 理层直接 quote，作为治理背景备查。
三、财报新闻稿 quote（非电话会，但建议仅备查）
2023 年官方财报新闻稿中，陈磊、赵佳臻、刘珺的书面引述集中在“高质量发展、技术投入、生态建设、商家支持、农业科技、供应链技 术、核心研发能力”。 代表摘录： Q1 2023 陈磊： “Technology is the cornerstone of sustainable and inclusive growth that creates positive value for society.” Q1 2023 赵佳臻： “We are launching a dedicated ‘10 Billion Ecosystem Initiative’ to facilitate an environment where quality merchants can flourish.” Q2 2023 陈磊：
“Technology serves as a pivotal driving force of sustainable, high-quality development.” Q3 2023 陈磊： “We continued to invest decisively in areas such as agritech, supply chain technology, and core R&D capabilities.”
四、未找到
未找到黄峥 2023 年公开信、采访、演讲或致股东信。 未找到马靖 2023 年 PDD 公开讲话/采访。 未找到 2023 年独立致股东信；IR 股东信页面仅列 2018、2019、2020、2021。 未找到 2023 年非财报长采访/发布会演讲全文。 Sources 2023 Annual Report：https://www.sec.gov/Archives/edgar/data/1737806/000110465924051610/pdd-20231231x20f.htm 赵佳臻任命公告：https://www.sec.gov/Archives/edgar/data/1737806/000110465923041119/tm2311344d1_6k.htm 齐鲁辞任公告：https://www.sec.gov/Archives/edgar/data/1737806/000110465923121637/tm2331648d3_6k.htm General Counsel transition：https://www.sec.gov/Archives/edgar/data/1737806/000110465923097302/tm2325236d1_6k.htm Q1 2023 Results：https://www.sec.gov/Archives/edgar/data/1737806/000110465923065610/tm2317221d1_ex99-1.htm Q2 2023 Results：https://www.sec.gov/Archives/edgar/data/1737806/000110465923096546/tm2325046d1_ex99-1.htm Q3 2023 Results：https://www.sec.gov/Archives/edgar/data/1737806/000110465923121457/tm2331648d1_ex99-1.htm