喆丽控股中期报告 2024

1 2 3 6 8 20 35 36 2829 100KC100 5 183171712-1716 2209 www.yesasiaholdings.com www.yesstyle.comwww.asianbeautywholesale.comwww.yesasia.com 571YesAsiaYesAsiaYesAsiawww.YesAsia.comYesStyleYesStyleYesStylewww.YesStyle.comYesStyle (1)YesStyleAsianBeautyWholesaleYesAsia (2) (3) (4) YesStyle YesStyleAsianBeautyWholesale 80.2%163,348,00090,657,00011,107,0001,563,000 K-Beauty91.4%80.6%15466K-Beauty448Amorepacific CorporationsCJ Olive Young LG Household & HealthCareLG H&HK-BeautyAmorepacific CorporationCJ Olive Young CorporationCARE PLUSLG H&HBeliefCNP Laboratory 114.1%30.5%35.4%42.4% YesStyleB2C75.1%125,132,00071,450,000YesStyleAsianBeautyWholesale36,951,00017,423,00022.6%AsianBeautyWholesale8.4%50.1%41.3% 喆 i)YesStyle YesStyle1365,000333,000YesStyleTikTok87,00072,00020.8%33,934,00015,769,000YesStyle27.2%22.1%InstagramTikTok YouTube ii) 23,796,00011,524,000YesStyle18.4%13,753,00011,617,000YesStyleZ149,00070,00044.9%3,402,0002,348,000 14,562,0008,844,00064.7%80.2% 30.6%10,584,0008,107,0001,820,000 98,000187,0000.1%0.2%YesStyle0.4%0.8% YesStyleYesStyleK-BeautyK-Beauty K-Beauty USITC20.1%477.1459.4319.3%K-BeautyK-Beauty10.02%99 K-beauty9.48%56YesStyle 22.6% B2CB2B YesStyle TikTok喆365,000 Too Cool For SchoolTCFSB2CB2BInstagramTikTok K-Beauty 喆 90,657,00072,691,00080.2%163,348,000(i)YesStyle71,450,00053,682,00075.1%125,132,000(ii)AsianBeautyWholesale17,423,00019,528,000112.1%36,951,000(i)1,179,000159,00013.5%1,020,000(ii)605,000360,00059.5%245,000 113,156,00062,475,00050,681,00081.1%46.3%1.047.3%AsianBeautyWholesale 50,192,00028,182,00022,010,00078.1%0.430.7%31.1% 50,0001,322.0%711,000(i)7,000818,000825,000(ii)60,00091,000151,000(iii)19,0002,00021,000(i)72,000239,000311,000(ii)14,00012,0002,000(iii)22,0007,00015,000 18,642,00011,146,0007,496,00067.3%(i)3,792,00088.3%(ii)1,778,00077.2%(iii)1,580,000116.3%(iv)245,00085.1%(v)87,0004.1%(vi)26,000100.0%(i)9,0001.3%(ii)3,0004.2% 18,234,00014,563,0003,671,00025.2%(i)2,477,00030.6%1,820,000(ii)446,00048.3%(iii)276,00051.6%(iv)206,00057.4%(v)116,0005.1%(vi)100,00043.9%(vii)62,00014.4%(viii)51,00049.0%(ix)32,0005.1%(i)60,0007.2%(ii)44,00086.3% 504,000642,00021.5% 2,416,000319,0002,097,000657.4% 11,107,0001,563,000(i)YesStyle(ii)AsianBeautyWholesale(B2B) 168,000252,00084,00033.3% 6,868,00025,181,000 18,081,000(i)15,148,000(ii)2,863,000(iii)417,000(iv)168,000(v)50,000(i)430,000(ii)151,000 18,201,0003,253,000(i)28,839,000(ii)4,330,000(iii)1,941,000(iv)638,000 4,355,0005,015,000 34.8%23.9% 20 1,100,0000.37%553,000863,0000.6%1.2%1,100,00010,120,000 310,0009.202,000 1,674,0001,257,000 XVXV78352 (1)121,970,9802,600,000100,00029,235,550600,000100,000154,606,53038.68%(2)4,742,120100,000(3)35,183,210100,000(4)100,000(5)100,000(6)100,000(7)37,50062,500(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 LimitedCyberWorks Ventures Limited50%CyberWorks Ventures Limited0008XVCyberWorks Ventures LimitedPCCW e-Ventures Limited39,704,030(2)Stonepath Group, Inc.26,000,000Stonepath Group, Inc.XVStonepathGroup, Inc.(3)In Express Limited50.01%49.99%XVIn Express Limited23,800,000(4)XV23(a)(b) 336 (10) 85% 10 18,397,5704.63%15,817,0903.96% (i)25%(ii)6.25% 380,000 18 (1)216,04829,800186,2481.072.99 39,539,07910% 121%12 10 (i) (ii) (iii) 12 (i)0.1% (ii)5,000,000 309,0003,090,000 (1)309,00098,00018309,0000.79 (2)45,6752009,5752,40033,5000.791.071.192.99 5,915,0001.49%8,348,2502.09% (i)25%(ii)6.25% 50,000 18 309,00010 C1D.2.5D.2.5 485454 2,264,000872,000 21 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% 22.0%1.0% 95.2%98.0% 10% 7 2,000,0008.25%16.5%16.5% YesAsia.com (Korea) LimitedYAKR9.9%26.4%YAKR9.9%20.9% 8 9 0.52,578,000 10 11 168,000252,000 12 0180 15 (i) (iii)189,000189,0002,522,000 16 5 喆3012 3L101L112P101 P104(16) 1614,337,000 17 18 (i)25%(ii)6.25% 18 39,539,0793,953,90810% (i)25%(ii)6.25% 18 (i)5.80(ii)24.48(iii)14.28(iv)11.60(v)5.10(vi)4.70(vii)7.90 18 100.170.17 6.706.75 309,00098,000 198,50025,00056,000 216,04845,67520039,3752,400219,7480.791.071.192.99 18 18 106,000240,000 19 (a) 19 (b) 20 21 565,000650,000 22