您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:药师帮2023年报 - 发现报告

药师帮2023年报

2024-04-19港股财报L***
药师帮2023年报

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 年報 24581624364051677273757678152154 • 202311 14 Vistra (Cayman) LimitedP.O. Box 31119 Grand PavilionHibiscus Way 802 West Bay RoadGrand Cayman KY1-1205Cayman Islands 397TIT8 3485 188262602 1617 Tricor Services (Cayman Islands) LimitedThird Floor, Century YardCricket Square, P.O. Box 902Grand Cayman, KY1-1103Cayman Islands 9885 www.ysbang.cn ++ 2023 2023 2,5002022 202312 312122 2023 2023SaaS ESGESGESG 2024GMV2-3 20243 11 2023202311 GMV46,91224.0%202312 31650,000401,000246,000367,00019.0%343,00021.1%91.7%93.3%27.38.7%29.6 20238,100650,000GMV28,465GMV60.7%25.8% SKU3.6SKUSKU50%SKU SKU20231,200 202385%2023110,000SKU1,300113% 50%70%60%GMV 20222023GMV3.1%3.2%GMV202220230.7%0.6% SKUSKU347,00037.6% 20235005,000 4050 202310,0001,000GMV17,35322.3% 5001015GMV1,0948.4% 2023605200,000 246,000202312,000 2424 2465 SaaS 20237,0001,800 202315050,0009,000 2015 2023260,000 354302-22 12,0008,0005,91072.0%4,660,00042.5%2023 12600,000146%2023123,8001,00020% 20232,900135112023246,00074,000202230,00098.6%88.4%16GMV18.4% 202312 3116,972.31,740.9202312 3110.3%202210.1% 202212 3113,519.0202312 3116,036.2GMVGMV 202212 31694.225.8%202312 31873.1GMVGMVGMV202212 31226202312 31285202212 316,072202312 318,081 202212 3161.62.1%202312 3162.9SaaS 202212 3112,840.118.6%202312 3115,231.4 202212 3112,679.518.7%202312 3115,054.1202312 31 202212 31124.118.1%202312 31146.6 202212 3136.616.4%202312 3130.6 202212 311,434.721.3%202312311,740.9202212 3110.1%202312 3110.3% 202212 316.2%202312 316.1% 202212 3182.1%202312 3183.2% 202212 3140.6%202312 3151.3%(i)(ii)SaaS 202212 311,325.64.7%202312 311,387.3202212 31313.00.6%202312 31314.8202212 31222.3202312 31234.2 202212 31286.816.0%202312 31332.6(i)(ii) 202212 3179.118.3%202312 3193.6 202212 3188.9202312 3187.7 202212 3120.0202312 310.9 202212 31202312311,299.53,171.9202212 31 202212 3110.22.0%202310.0 202212 311,500.0202312 313,206.5 (i)(ii)(i)(ii)(iii) (i)(ii)(iii)202312 31130.52022124.9255.420231231 202312 31 202312 31202212 31835.410.7%745.7202312 31 202312 31451.23,210.2(i)118.33,171.9(ii)708.156.1454.0 202312 31792.92,136.38,540.68,391.21,328.7 202312 31255.3317.1 202312 31202312 315% 202312 31 202312 31 202312 31 202312 313.1%202212 31 202312 31 202312 316,30620225,916202312 31 20192023 202312 311,064.3202212 31988.6202212 316.9%202312 316.3% 202312 31 202312 31 202312 31 2023 202311 14 15.1 20188 27 (a)(b)SaaS 37 622528 152153 14 0.000002528 2023 202312 319,370.4 202312 3126 202312 3130% 202312 3130% (a)(b)(c)(d)(e)(f)B2B(g) 20236 12 20232023 18 3.2511 2023300,000200,000 23.611 8.10 13.2013.2113.22 1. 2.85.92%3.18%0.92%9.98% (a)(b)EDIICP (a)(b)(c)(d)(e)(f) (a)20225 16(b)20225 16(c)20225 16(d)20225 16(e)20225 16 (f)20225 16(g)20225 16(h)20225 16 20235.49%20225.23% A (i)A(ii)14A.52(iii)14A.53(1) 14A.55 •14A.56 36A 20236 28242.2 202312 3124.0202312 31202512 20236 28202312 31• 202312 31 20243 11 48201512018819994201410Fang Holdings LimitedSFUNFangHoldings Limited19977 4020224202242022520087201052010520185UBS AG HongKong Branch2018520224200672008720129CFA202011 2820217754Sounda Properties Limited2021726662021121833202020176 612021102020668867020216IMAB202382411983719897201072009 5120201220218Qunar Cayman Islands Limited201722390ZH20183IQ201512YRD2014820217202172018320197Sunlands Technology GroupSunlandsOnline Education GroupSTG2010920195Fang Holdings LimitedSouFun Holdings LimitedSFUN19937 4720233966920218224620207LI201520185HUYA2018620235660820138201410Fang Holdings LimitedSFUN20091999720015• 1999120131220141201722017320181119936201111 Leyou Investment Limited20091120135201362015100230820016 156820610033783291728995569909879200811 13.51(B)1)202311 142)202382413)202350660820233096694)300,000200,000 13.51B(1) 202312 31571XV352 (1)202312 31640,485,502(2)(i) MIYT Holdings LimitedMIYT Worldwide Limited125,316,184(ii)20194,800,000MIYT Holdings Limited(3)201920197,300,000 202312 31XV352 202312 31336 (5)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.Tiger Global Management, LLCTiger Global PIP Performance XI, L.P.Tiger Global Management, LLCCharles P. Coleman IIIScott ShleiferXVCharles P. Coleman IIIScott ShleiferTiger Global PIP Performance XI, L.P.TigerGlobal Management, LLCTiger Global Private Investment Partners XI, L.P.Internet Fund Holding V. Ltd.InternetFund V Pte Ltd. (6)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. (7)DCM Investments (DE 5), LLCDCM IX L.P.DCM IX L.P.DCM Investment Management IX, L.P.DCMInvestment Management IX, L.P.DCM IX International LtdXVDCM IXInternational LimitedDCM Investment Management IX, L.P.DCM IX L.P.DCM Investments (DE 5), LLC (8)0.22%35.84%73.30%0.01%Fosun InternationalHoldin