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SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - VIEs Financial information (Details)
¥ in Thousands, $ in Thousands
9 Months Ended
Sep. 30, 2024
CNY (¥)
Sep. 30, 2024
USD ($)
Sep. 30, 2023
CNY (¥)
Sep. 30, 2024
USD ($)
Jan. 01, 2024
CNY (¥)
Dec. 31, 2023
CNY (¥)
Jan. 01, 2023
CNY (¥)
Current assets:              
Cash and cash equivalents ¥ 1,524,819   ¥ 2,702,523 $ 217,285   ¥ 2,243,537  
Restricted cash 556,266   320,809 79,267   2,854,568  
Prepaid expenses and other current assets 2,665,924     379,891   2,375,341  
Total current assets 6,942,335     989,274   9,823,478  
Non-current assets:              
Property and equipment, net 15,153,253     2,159,321   13,024,393  
Intangible assets, net 1,347,751     192,053   1,383,406  
Land use rights, net 588,846     83,910   602,503  
Operating lease right-of-use assets, net 4,412,834     628,824   4,012,329  
Restricted cash 882   882 126   882  
Deferred tax assets, net 309,390     44,088   247,644  
Other non-current assets 371,501     52,938   533,319  
Long-term investments, net 798,638     113,805   757,949  
Total non-current assets 22,983,095     3,275,065   20,562,425  
Total assets 29,925,430     4,264,339   30,385,903  
Current liabilities:              
Accounts and notes payable 728,361     103,791   696,177  
Accrued expenses and other payables 2,527,584     360,178   2,783,102  
Advances from customers 1,752,935     249,791   1,605,247  
Deferred revenue 87,354     12,448 ¥ 95,477 95,477 ¥ 95,078
Income taxes payable 51,554     7,346   35,197  
Current portion of finance lease liabilities 107,785     15,359   115,806  
Current portion of long-term borrowings 521,643         334,511  
Current portion of deferred government grants 8,538     1,217   8,062  
Current portion of operating lease liabilities 874,957     124,680   780,164  
Total current liabilities 8,363,584     1,191,801   11,437,132  
Non-current liabilities:              
Non-current portion of finance lease liabilities 1,169,573     166,663   1,159,525  
Unrecognized tax benefits 98,457     14,030   98,457  
Deferred tax liabilities 703,390     100,232   688,362  
Deferred government grants 265,941     37,896   145,112  
Non-current portion of operating lease liabilities 3,587,701     511,243   3,270,759  
Total non-current liabilities 14,700,982     2,094,873   12,434,388  
Total liabilities 23,064,566     3,286,674   23,871,520  
Net income 244,973 $ 34,910 (173,881)        
Net cash generated from operating activities 1,433,157 204,223 1,332,800        
Net cash used in investing activities (3,014,548) (429,568) (2,503,174)        
Net cash used in financing activities (1,412,900) (201,338) 1,183,461        
Net decrease in cash and cash equivalents and restricted cash (3,017,020) $ (429,922) 34,720        
Related Party              
Current assets:              
Amounts due from related parties 317,619     45,260   277,237  
Current liabilities:              
Amounts due to related parties 354,903     $ 50,573   356,080  
Variable Interest Entity, Primary Beneficiary              
Current assets:              
Cash and cash equivalents 887,756         923,692  
Restricted cash 336,835         434,421  
Accounts receivable 1,643,749         1,412,456  
Prepaid expenses and other current assets 2,338,063         2,081,948  
Total current assets 5,265,570         4,911,340  
Non-current assets:              
Property and equipment, net 7,335,083         7,398,768  
Intangible assets, net 448,077         453,606  
Land use rights, net 55,796         56,971  
Operating lease right-of-use assets, net 4,361,070         3,948,272  
Restricted cash 382         382  
Deferred tax assets, net 257,352         208,266  
Other non-current assets 186,563         148,383  
Long-term investments, net 160,101         168,377  
Total non-current assets 12,804,424         12,383,025  
Total assets 18,069,994         17,294,365  
Current liabilities:              
Short-term bank borrowings 552,270         30,000  
Accounts and notes payable 603,469         493,837  
Accrued expenses and other payables 1,116,332         1,616,423  
Advances from customers 1,752,935         1,605,247  
Deferred revenue 81,087         83,546  
Income taxes payable 14,038         13,531  
Amounts due to inter-companies, net * 3,618,592         4,736,035  
Current portion of finance lease liabilities 86,861         97,388  
Current portion of long-term borrowings 977,069         544,803  
Current portion of deferred government grants 8,538         8,062  
Current portion of operating lease liabilities 858,491         754,935  
Total current liabilities 10,024,584         10,339,887  
Non-current liabilities:              
Amounts due to inter-companies, net* 1,020,972         1,020,972  
Long-term borrowings 3,075,078         2,464,811  
Non-current portion of finance lease liabilities 748,256         720,954  
Unrecognized tax benefits 98,082         98,082  
Deferred tax liabilities 124,516         139,174  
Deferred government grants 35,771         11,862  
Non-current portion of operating lease liabilities 3,550,870         3,230,506  
Total non-current liabilities 8,653,545         7,686,361  
Total liabilities 18,678,129         18,026,248  
Net revenues 5,346,385   4,797,734        
Net income 142,932   42,318        
Net cash generated from operating activities 1,380,727   1,022,231        
Net cash used in investing activities (1,003,813)   (1,053,087)        
Net cash used in financing activities (510,436)   (181,814)        
Net decrease in cash and cash equivalents and restricted cash (133,522)   ¥ (212,670)        
Variable Interest Entity, Primary Beneficiary | Related Party              
Current assets:              
Amounts due from related parties 59,167         58,823  
Current liabilities:              
Amounts due to related parties ¥ 354,902         ¥ 356,080