药师帮2023中期报告

藥師幫股份有限公司YSB Inc. （於開曼群島註冊成立的有限公司）股份代號：9885 For Layout Only2411122031323335363756 • Vistra (Cayman) LimitedP.O. Box 31119 Grand Pavilion,Hibiscus Way 802 West Bay RoadGrand Cayman KY1-1205Cayman Islands 397TIT8 3485 Harney Westwood & Riegels 251908 1617 Tricor Services (Cayman Islands) LimitedThird Floor, Century YardCricket Square, P.O. Box 902Grand Cayman, KY1-1103Cayman Islands 9885 www.ysbang.cn 20232202322023320251-35-10 GMV22,04134.4%20236 30589,000379,000211,000353,00017.6%331,00022.5%89.9%93.6%25.212.7%28.4 20236 307,100589,000GMV13,541GMV61.4%46.6% SKU3.3SKUSKU 20222023GMV3.1%3.2%GMV202220230.7%0.5% SKUSKU347,00037.6% 20236 301920 4050 20236 309,5001,000 GMV7,97318.8% 5001,000SKUGMV52717.3% 20236 301525,000 211,00020236 3010,700 2424 2420236 3023 SaaS 20236306,0009502022890 20236 3044,0004,00020222,700 2015 20236 30240,000 337.028.52.1–6.31.4 5,4292,20053.9%49076.8%1.742.5% 20236302,8001301320236 30211,00038,000202221,00097.6%85.2% 20231 202320236 + 20236 307,968.7817.220236 3010.3%20229.3% 20226 306,408.320236 307,521.8GMVGMV 20226 30276.650.6%20236 30416.6GMVGMV20226 309220236 30135202212 316,07220236 307,144 20226 3034.612.3%20236 3030.3 20226 306,097.217.3%20236 307,151.6 20226 306,029.120236 307,060.220236 30 20226 3046.364.2%20236 3076.0 20226 3021.829.5%20236 3015.4 20226 30622.331.3%20236 30817.220226 309.3%20236 3010.3% 20226 305.9%20236 306.1%(i)(ii) 20236 3081.8%20226 3083.3% 20226 3037.0%20236 3049.4%(i)(ii)SaaS 20226 30626.21.4%20236 30634.9(i)(ii)20226 30143.35.1%20236 30150.720226 30109.520236 30111.5 20226 30130.112.6%20236 30146.5 20226 3035.911.3%20236 3039.9 20226 3049.720236 3045.4 20226 3014.220236 301.6 20226 302023630517.63,171.9202212 31 20226 305.13.0%20235.0 20226 30644.320236 303,176.6 (i)(ii)(i)(ii)(iii) (i)(ii)(iii)20236 3070.2202294.8165.020236 30 20236 3020236 30202212 31985.6835.4 20236 30365.63,178.6(i)28.03,171.9(ii)331.7218.5235.2 20236 30434.0846.24,352.84,175.0376.4 20236 30217.5291.1 20236 3020236 305% 20236 30 20236 30 20236 30 20236 30202212 31 20237 2020237 20 20236 306,10820236 30 20192023 20236 30477.620226 30457.120236 30 20236 30 20236 30 20188 27 20236 30 C.2.1 20236 30 3.21 20236 30•20236 302410 20236 30 20236 30 20236 3020226 30 20236 28242.2 20236 30242.2202512 13.51B(1) 13.51B(1) 1)20238002412)20235Momenta202350660820233096693)300,000200,000 13.51B(1) 20236 30XV(a)XV78(b)352(c) (1)20236 30632,350,052(2)(i) MIYT Holdings LimitedMIYT Worldwide Limited125,316,184(ii)20194,800,000MIYT Holdings Limited(3)201920197,980,000(4)L 20236 30XV352 20236 30336 (3)MIYT Holdings LimitedMIYT Worldwide LimitedMIYT Worldwide LimitedTMF (Cayman) Ltd.XVTMF (Cayman) Ltd.MIYTWorldwide LimitedMIYT Holdings Limited125,316,184 (4)2019XV (5)Sounda Hopson Technology Holdings LimitedSoundaHopson Technology Investment Limited44%36%Sounda Hopson Technology Holdings LimitedSounda HopsonTechnology Investment LimitedSounda Hopson Investment Holdings LimitedSounda Hopson Investment HoldingsLimitedXVSounda Hopson Investment Holdings LimitedSounda Hopson Technology Holdings LimitedSoundaHopson Technology Investment Limited81,938,584 (6)DCM Investments (DE 5), LLCDCM IX L.P.93.17%DCM IX L.P.DCM Investment Management IX, L.P.DCM Investment Management IX, L.P.DCM IX International LtdXVDCMIX International LimitedDCM Investment Management IX, L.P.DCM IX L.P.DCM Investments (DE 5), LLC53,323,236 (7)Genius II Found Limited4,716,924Genius V Found Limited4,628,75250%XVGenius V Found Limited4,628,752Genius II Found Limited33,863,9804,716,924Genius II Found Limited33,863,9804,716,924GeniusII Found Limited33,863,980 (8)Internet Fund V Pte. Ltd.Internet Fund Holding V. Ltd.Internet Fund Holding V. Ltd.Tiger Global PrivateInvestment Partners XI, L.P.Tiger Global PIP Performance XI, L.P.87.01%Tiger Global Management,LLCTiger Global PIP Performance XI, L.P.Tiger Global Management, LLCCharles P. Coleman IIIShleifer ScottXVCharles P. Coleman IIIShleifer ScottTiger Global PIP Performance XI,L.P.Tiger Global Management, LLC Tiger Global Private Investment Partners XI, L.P.Internet Fund Holding V. Ltd.Internet Fund V Pte Ltd.80,000,000 (9)H Capital V GP, L.P.H Capital V, L.P.H Capital V GP, Ltd.H Capital V GP, L.P.XVH Capital V GP, Ltd.H Capital V GP, L.P.H Capital V, L.P.59,588,244 (10)0.22%35.82%73.67%0.01%Fosun InternationalHoldings Ltd.85.29%XVFosun InternationalHoldings Ltd.55,341,760 20236 30336 20192023 20236 302023 20196,018,0004.50% 2019 20191 12019 20192019 201947,772,984 20192019201920231 120236 30201936,593,99241,894,088201920236 3017 2019 2023 20236 1220232023202310 20232023 202363,235,0052%1112312% 202320236 2820236 28202363,235,00520236 30202320236 30202363,235,005 202310%63,235,005201920231,264,7002% 20232023628202362863,235,00520236 281,264,70020236 30202363,235,0051,264,70010%2% 325520236 30343434 24102410 34 20226 302410 • 20238 15 20236 30 20236 30 20236 30 20