药师帮2024中期报告

YSB Inc. （於開曼群島註冊成立的有限公司）股份代號：9885 2 4 13 14 21 32 33 34 36 37 58 • 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 202452024202462024 GMV23,8308.1%2024630741,000426,000310,000425,00020.4%396,00019.6%93%28 20246 308,900741,000GMV14,234GMV59.7%5.1% SKU3.9SKUSKU60%SKU 202463085%60125,000SKU93296%58%72%1145%75%981%87% 20232024GMV3.2%3.3%GMV202320240.5%0.6% SKUSKU300,000 20246 30202 394920246 301715058%41%15%8 20246 3010,000800GMV9,095GMV38.2%14.1% GMV5014.9% 20246 30500511 2024GMV22494%GMV202322%45%GMV160%GMV30% 20246 3017030GMV160%GMV280%94%180% 202451020246202480% 310,00020246 3013,600 SaaS 20246307,700700 20246 3054,0004,700160 20246 30 2015 20246 30280,000 360.631.00.6–28.9 8,700130.0%3,86471.2%3,01074.7%3,80040%GMV20% 20246 302,9001501420246 30310,000202312 3164,00098.6%90.7%20248.2GMV6.4% SaaSAI 20246 308,814.020236 307,968.710.6% 20236 307,521.810.9%20246 308,344.8 20236 30416.620246 30440.5GMVGMV20236 3013,54120246 3014,234202312 318,08120246 308,9343.2%3.3% 20236 3030.320246 3028.6 20236 307,151.610.9%20246 307,932.2 20236 307,060.220246 307,850.120246 30 20236 3076.08.3%20246 3069.7 20236 3015.418.8%20246 3012.5 20236 30817.27.9%20246 30881.720236 3010.3%20246 3010.0% 20236 306.1%20246 305.9% 20236 3081.8%20246 3084.2%(i)(ii) 20236 3049.4%20246 3056.4%(i)SaaS(ii) 20236 30634.911.4%20246 30707.5(i)(ii)20236 30150.73.3%20246 30155.720236 30111.52024630117.4 20236 30146.515.8%20246 30169.7 20236 3039.914.5%20246 3045.7 20236 3045.420246 3049.1 20236 301.620246 309.6 20236 3020246303,171.9 20236 305.020245.3 20246 3013.420236 303,176.620246 30 (i)(ii)(i)(ii)(iii) (i)(ii)(iii)20236 3070.220246 3091.430.3% 202463020231231745.788.4%1,404.920246 30(i)(ii)(iii) 20246 30418.912.7(i)78.1(ii)100.6204.1 20246 30299.3227.5113.0 20246 3060.5(i)(ii) 20246 3020246 305% 20246 30 20246 301,063.7 20246 30 20246 301.5%202312 313.1% 20246 306,51320246 30 20192023 20246 30545.120236 30477.620246 30 20246 30 20246 30 20188 27 C.2.1 3.21 20246 30•20246 302410 2023300,00020246 30 20246 30 20246 3020236 30 20236 28242.2 20246 3074.820246 30202512 13.51B(1) 20246IMAB 13.51B(1) 20246 30XV(a)XV78(b)352(c) (1)20246 30640,960,475(2)(i) MIYT Holdings LimitedMIYT Worldwide Limited125,316,184(ii)20194,800,000MIYT Holdings Limited(3)201920197,300,000 20246 30XV352 20246 30336 (2)MIYT Holdings LimitedMIYT Worldwide LimitedMIYT Worldwide LimitedTMF (Cayman) Ltd.XVTMF (Cayman) Ltd.MIYTWorldwide LimitedMIYT Holdings Limited (4)Sounda Hopson Technology Holdings LimitedSoundaHopson Technology Investment LimitedSounda Hopson Technology Holdings LimitedSounda Hopson Technology InvestmentLimitedSounda Hopson Investment Holdings LimitedSounda Hopson Investment Holdings LimitedXVSoundaHopson Investment Holdings LimitedSounda Hopson Technology Holdings Limited Sounda Hopson Technology Investment Limited (5)Internet Fund V Pte. Ltd.Internet Fund Holding V. Ltd.Internet Fund Holding V. Ltd.Tiger Global Private InvestmentPartners XI, L.P.Tiger Global PIP Performance XI, L.P.Tiger Global Management, LLCTiger GlobalPIP Performance XI, L.P.Tiger Global Management, LLCCharles P. Coleman IIIScott ShleiferXVCharles P. Coleman IIIScott ShleiferTiger Global PIP Performance XI, L.P.Tiger Global Management,LLCTiger Global Private Investment Partners XI, L.P.Internet Fund Holding V. Ltd.Internet Fund 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.DCM InvestmentManagement IX, L.P.DCM IX International LtdXVDCM IX International LimitedDCMInvestment Management IX, L.P.DCM IX L.P.DCM Investments (DE 5), LLC (8)0.22%35.84%73.30%0.01%Fosun InternationalHoldings Ltd.85.29%XVFosun InternationalHoldings Ltd. (9)Genius II Found LimitedGenius II Found Limited30,757,9804,716,924XVGenius II FoundLimited30,757,9804,716,924Genius VFound Limited50%Genius V Found Limited4,628,752XVGenius V Found Limited4,628,752Genius II Found Limited30,757,9804,716,924 20246 30XV23336 (a) 2019(b) 2023 2019IV-15IV-162023IV-19IV-28 2019202310,377,5001.62% 20192019 (1)(2)2019(3)(4) 201920246 3017 2023 20232023 202412 31202320246 3017 335720246 30343434 24102410 34 •20248 26 1. 20188 27MIYT Holdings Limited20236 28 20246 30 2. 3434 3. 20246 30202312 31 20246 30 3. 20241 1 161177 4. i)ii)iii)iv)SaaSv)vi)vii) 4. 4. (b) (c) 5. 6. 7. 8. 25% 9. 10. 202420236 30 11. 11. 1620231 1 20236 3020246 30 20236 3020246 30 12. 1530 19 3090 15. 20236 28491,225,06820236 2820 16. 16. 17. 2017 20172 220171020191 12017 2019 20192