艾迪康控股2024 中期报告

2 46717242527293133 C320236190.000022019201979202420243282024% FCGHKFCG (PE) LIM Kooi June20245302024530 Third Floor, Century YardCricket SquareP.O. Box 902Grand Cayman, KY1-1103Cayman Islands 208 188131303 Tricor Services (Cayman Islands) LimitedThird Floor, Century YardCricket SquareP.O. Box 902Grand Cayman, KY1-1103Cayman Islands 20245302024530202453020245302024530 1617 2024672920 202467717710 1526 ir@adicon.com.cn(86) 0571 8777 5775 97927 www.adicon.com.cn 9860 ICL3520ISO151894,0001,7002,300ICL 2024ICL2023CovidCovid2024(VBP)(DRG)(DIP)2.02024630202363010%(ASP)4% 2024COVID-1910%202330%2024GuardantHealth2024202370%20246301,465.7202310.9%2023630717.021.9%2024559.7 LIMS(OMS)PIMSAI500AI 202420238%12%2024202310% 2013201920212021-2025 ICL ICL2022520213 ICL ICL ICL ICL ICL ICLICL ICLDRGICL ICL ICLICLICLICL (PCR)(NGS)ICL ICLICL ICLICL ICL 20235142023202381ICLICL DRG/DIP 2.0 202472.0(DRG)2.0(DIP)2.0DRGDIPICLICLICLICL 202497(i)(ii) 20246301,465.720236301,644.110.9%2024COVID-192023COVID-19 2024630906.02023630927.12.3%COVID-19COVID-19 2024630559.72023630717.0 202463038.2%202363043.6%(i) 2024COVID-19(ii)2024 2024630202.02023630233.713.6%2024 2024630107.52023630136.621.3%202420242023 202463058.7202363069.115.0%2024 202463050.0202363066.624.9% 202463019.7202363034.042.2%15.3 202463027.4202363045.940.2%20232024 202463030.3202363031.53.8%2024 2023630120.314.0%2024103.5 202312313,303.420246303,146.5202312311,757.020246301,577.5 2024630130.920231231176.625.9%2024 20246301,676.8202312311,515.410.6%COVID-19 2024630239.320231231201.119.0%COVID-19 2024630704.820231231742.15.0%COVID-19 2024630599.020231231755.520.7%(i)110.9(ii)24.3 202463021.02023123134.739.5%2024 2024630927.620231231712.630.2%20241250.0 20246302024630768.020231231959.420.0% 2024630202463020246302.85%4.0%20231231784.535.9%2024630502.6 2024630 (i)(ii) 202463053.7202375.629.0%2024 202463011.82023123114.518.6% (1)(2)(3) 2024630 2024 2024630 20246305,4562024630412.6 2024630XV352 (L) (1)Nice Sure Holding Co., Limited303,75011,249,646 (2)Corelink90,061,994 (3)2024630727,354,7911,517,000 2024630XV352 2024630XV235% (1)Pearl Group LimitedCarlyle Asia Partners V, L.P.CAP V Co-Investment, L.P.94.57%5.43%Carlyle AsiaPartners V, L.P.CAP V Co-Investment, L.P.CAP V General Partner, L.P.CAP V General Partner, L.P.CAP V, L.L.C.CAP V, L.L.C.TC Group Cayman Investment Holdings Sub L.P.TC Group Cayman Investment Holdings Sub L.P.TC Group Cayman Investment Holdings L.P.TCGroup Cayman Investment Holdings L.P.CG Subsidiary Holdings L.L.C.CG Subsidiary Holdings L.L.C.Carlyle Holdings II L.L.C.Carlyle Holdings II L.L.C.Carlyle Holdings II GP L.L.C.CarlyleHoldings II GP L.L.C.Carlyle Asia Partners V, L.P.CAP V GeneralPartner, L.P.CAP V L.L.C.TC Group Cayman Investment Holdings Sub L.P.TC Group Cayman Investment HoldingsL.P.CG Subsidiary Holdings L.L.C.Carlyle Holdings II L.L.C.Carlyle Holdings II GP L.L.C.PearlGroup Limited (2)Corelink (3)Mega Stream Limited (4)2024630727,354,7911,517,000 2024630XV23336 20192024 2019 20197920201172021414202110120192019 201966,205,516(i)Ingenuity Capital Holdings Limited52,743,281(ii)Proteus Capital Holdings Limited13,462,235725,837,7917.3%1.9%20192019 20246302019 (1)2019 2024 2024202432820242023 2024(a)(b) 2024202463020242024 20192024 2023 –20247CytivaDHR –20247JNJ 202313.51B 2024630 20246302024630 202464202453072,735,47920246420246301,611,50015,416,833.24(i)94,500202496(ii)1,517,000 20246301,517,000 2024630 20246302410 2024630 2024630 230.9 2024630 2024630 20246302023630 202463013.2013.2113.22 Ernst & Young Limited27/F, One Taikoo Place979 King’s RoadQuarry Bay, Hong Kong 25542024630343434 2410 34 2024830 1. 20083202023630Third Floor, Century Yard, Cricket Square, P.O. Box 902, Grand Cayman, KY1-1103, CaymanIslands 2.1 20246303420231231 2.2 20231231 161177 20202022 2.2 (a)1616 (b)2020202212 2023202411 (c)77 3. 8 10% 4. (i) (ii) 15 5. * 6. 2,000,0008.25%16.5% 10%20081120071231202395%200811 25% 6. 6. (1)20212021202315% (2)20222022202415% (3)20232023202515% (4)15%20182030 (5)20232024[2020]850% 7. 2024630 8. 727,289,6442023653,787,020 2023630 9. 202463045,024,000202363080,713,000 20246301,999,00020236302,763,000751,00020236302,408,000 10. 90120 10. 10. 9 (a)1616 (b)20246202231,900,000202463027,948,000 (c)202463018,200,000ICL2024630 (d) 11. 12. (a)202210150,000,0002024120246302,244,000202363029,000 (b)202362024420246304,478,000 14. (a)202463013,465,000162024630 (b)202463042,160,0002023123142,160,000 202288,916,00051%62,241,00026,675,000202463013,337,0002023123113,337,00019%202463043,809,0002023123143,809,000 (c)2021COVID-19202463063,308,0002023123157,127,000 15. 202453036,367,73920245305%20246301,611,50015,417,00014,033,000202463094,5001,517,000 16. 2019720201172021415202110110% 201912312024630101,171,226 i25%25%25%25%ii 2024630205,000202363015,776,000 17. 18. (a) (b) 18.