喆丽控股中期报告 2023

1 2 3 6 7 17 33 2829 100KC100 5 183171712-1716 2209 www.yesasiaholdings.com www.yesstyle.comwww.asianbeautywholesale.comwww.yesasia.com 161YesAsiaYesAsiaYesAsiawww.YesAsia.comYesStyleYesStyleYesStylewww.YesStyle.comYesStyle (1)YesStyleAsianBeautyWholesaleYesAsia(2)(3)(4) YesStyle 90,657,00062,905,00044.1%YesStyleAsianBeautyWholesale1,563,0002,264,000 (B2C)YesStyle YesStyleYesStyle71,450,00054,146,00032.0% (B2B)(AsianBeautyWholesale) AsianBeautyWholesale174.8%212.7%34.3%AsianBeautyWholesale17,423,0004,174,000317.4% K-Beauty50.1%77.0%K-Beauty452K-Beauty4305.1%Amorepacific CorporationCJ Olive YoungCorporationK-BeautyAmorepacific CorporationespoirCJ Olive Young CorporationIDEAL FOR MENfillimilli colorgram ROUNDA'ROUND BIOHEAL BOH YesStyle YesStyle311,000279,00011.4%YesStyleTikTok60,00044,00036.4% InstagramTikTokYouTubeYesStyle15,769,0009,349,00068.7%YesStyle17.3%22.1%YesStyle 11,524,0005,640,000YesStyle9,749,0008,272,00017.9% YesAsia69.6% 605,000325,000 8,844,0007,454,00018.6%44.1% 8,107,0009,073,00010.6%373401 K-BeautyK-Beauty (AMR) 62,905,00027,752,00044.1%90,657,000YesStyleAsianBeautyWholesale(i)YesStyle(ii)YesStyle(iii)AsianBeautyWholesale(B2B) AsiaBeautyWholesale13,249,000317.4%17,423,0004,174,000AsiaBeautyWholesale(i)34.3%(ii)212.7%(iii)174.8% YesAsia2,699,00069.6%1,179,0003,878,000 605,000325,000 62,475,00041,127,00021,348,00051.9%22.0%25.1% 3.531.1%34.6%(i)AsianBeautyWholesaleAsianBeautyWholesaleB2B(ii)YesStyleYesAsia5.4%20.8%173,000 28,182,00021,778,0006,404,00029.4% 582,000122,00079.0%(i)421,000(ii)43,00066.2%22,00065,00079,00059,000 2,072,00022.8%11,146,0009,074,000(i)1,042,00032.0%4,296,0003,254,000(ii)682,00042.1%2,302,0001,620,000(iii)309,00029.5%1,358,0001,049,000 3.9%5.1%1.2YesStyle 14,563,00015,147,0003.9%(i)966,00010.6%401373(ii)396,00014.7%2,291,0002,687,000(iii)119,00070.0%51,000170,000(i)648,000235.6%(ii)76,000271.4% 642,000225,000185.3% 319,00037,000282,000762.2% 1,563,0002,264,000(i)YesStyle(ii)YesStyle(iii)AsianBeautyWholesale(B2B)(iv) 252,00076,000176,000231.6% 9,885,00018,797,000 8,912,000(i)7,993,000(ii)2,208,000(iii)252,0001,535,000 6,050,000(i)8,445,000(ii)2,358,000(iii)1,819,000(iv)1,417,000 57.0%47.9% 19 1,100,0000.40%1,121,0001,191,0001.8%1.9%1,100,00010,120,000 70,0009.2014,000 1,644,0003,179,000 XVXV78352 (1)120,970,9803,600,000100,00029,235,550600,000100,000154,606,53039.03%(2)4,742,120100,000(3)35,183,210100,000(4)100,000(5)100,000(6)100,000(7)100,000(8)100,000 YesAsia.com LimitedYesAsia.com Limited10%YesAsia.com LimitedYesAsia.com Limited32YesAsia.com Limited XV23336 (1)PCCW e-Ventures LimitedCyberWorks Ventures Limited50%PCCW Nominees LimitedCyberWorksVentures Limited50%CyberWorks Ventures Limited0008XVCyberWorks Ventures LimitedPCCW e-Ventures Limited39,704,030(2)Pacven Walden Ventures IV, L.P.Pacven Walden ManagementII, L.P.XVPacven Walden Management II, L.P.Pacven WaldenVentures IV, L.P.29,408,590(3)Stonepath Group, Inc.26,000,000Stonepath Group, Inc.XVStonepath Group, Inc.(4)XV23(a)(b) 336 (10) 85% 10 (i)25%(ii)6.25% 5,000 (1)10,00010,0000.49 (10) 85% 10 20,398,1905.15%20,001,1905.05% (i)25%(ii)6.25% 7,440 17 (1)6,2006,2000.61 39,539,07910% 121%12 10 (i) (iii) 12 (i)0.1% (ii)5,000,000 198,5001,985,000 (1)198,50050,00017198,5000.52 4,060,0001.03%5,795,0001.46% (i)25%(ii)6.25% 17 198,50010 D.2.5D.2.5 1.(i)(ii)Azure(iii)(iv) 13 2.111 478489 872,000280,000 20 13.51(2)(a)(e)(g) 1 100KC100 622436 622662(3)63 622406(2)407(2)(3) 2 3434 3 4 6 6 11.0% 20.5%1.0% 98.0%99.1% 10% 7 2,000,0008.25%16.5%16.5% YesAsia.com (Korea) LimitedYAKR11%27.5%11%27.5%YAKR11%11% 8 9 10 252,00076,000 11 090 14 1,417,00015.1%7,974,0009,391,000 16 17 (i)25%(ii)6.25% 17 (i)25%(ii)6.25% 17 39,539,0793,953,90810% (i)25%(ii)6.25% (i)5.80(ii)24.48(iii)14.28(iv)11.60(v)5.10 17 7.077.33 198,50050,000 237,500140,000180,000 100.160.16 10,0006,20010,0006,2000.490.61 17 17 240,000515,000 18 19 20 21