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2024年报 - 发现报告

药师帮2024年报

2025-04-25 港股财报 Joken Hu
报告封面

YSB Inc. 9885 24591927394354717778808183166168 • Vistra (Cayman) LimitedP.O. Box 31119 Grand PavilionHibiscus Way 802 West Bay RoadGrand Cayman KY1-1205Cayman Islands 397TIT8 33191910 188262602 1617 Vistra (Cayman) LimitedP.O. Box 31119 Grand PavilionHibiscus Way 802 West Bay RoadGrand Cayman KY1-1205Cayman Islands 9885 www.ysbang.cn 2024 820,000 2024Supporting Programmefor Helping A Thousand of Third-Party Merchants to Realise Monthly Sales More than One MillionSKU50%20241231600 58.6%68.9% SKU700220% 100%10.354.206.1512 2024SaaSPOCTSaaSAI ESG202420242024ESG 2025AI 2025317 20242030 202412 31827,000491,000330,000433,00018.0%401,00017.2%92.7%28.5 SKU400,0003,900,000130,000SKU2,07362.8%20241231271 202415,000820,000 202320243.2%3.3%20240.6%2023 SKU2024123111,6001,100SKU350,0009,000 33849202412 311514612.87%202358.6%202468.9%93.5% 0.5%0.4% 2024121,1575.8% 50011 20241231SKU83020247202024651152%202324%56% 20241231760370,000220%44%2024115,00038 10.35100%20241015202410 28202411262024202412318 SaaSAI 20248320241231411,00014,000 SaaS20241231660 SaaS SaaS202412318,4001,400 SaaS2024123160,00010,000231PHDS1,000PHDS 201520241231299,000 366.133.41.331.5 9,5008,27540.0%6,51642.8%4,80019% 202412312,6001805020241231330,0002023123180,00098.9%91.2% + AISaaSAI 2024123117,903.6202312 3116,972.35.5% 2023123116,036.22024123116,972.9 202312 31873.1202412 31881.13.2%3.3% 2023123162.921.1%2024123149.6 2023123115,231.45.6%2024123116,090.2 2023123115,054.15.8%2024123115,929.120241231 20231231146.60.4%20241231146.0 2023123130.650.7%2024123115.1 202312311,740.94.2%202412311,813.52023123110.3%2024123110.1% 202312316.1%202412316.2% 2023123183.2%2024123183.4%(i)(ii) 2023123151.3%2024123169.6%SaaS 202312311,387.35.3%202412311,461.220231231314.80.8%20241231312.3202312 31234.2202412 31232.7 20231231332.66.4%20241231354.0 202312 3193.60.6%202412 3194.2 2023123187.72024123191.2 2024123130.2202312310.9 202312 313,171.9202412312023 2023123110.013.0%202411.3 2024123115.1202312313,206.520241231 (i)(ii)(i)(ii)(iii)(iv) (i)(ii)(iii)(iv)20231231130.520241231156.720.1% 2024123120231231745.739.6%1,041.220241231 20241231655.914.4(i)137.7(ii)374.0150.1 20241231253.612,269.61,020.812,075.01,266.4263.0 20241231109.8(i)(ii) 20241231202412315% 20241015(i)(ii) GD Venture Ltd.Paul Sprint LtdJFC Venture LtdCenovaChina Healthcare Fund V, L.P.Cherubic Ventures Fund IV, L.P.CVP INTERNATIONAL INC.Cherubic VenturesSSG XIV Ltd.I-Bridge II Investment OneK LimitedAtum Ventures LimitedHSG Seed I Holdco,Ltd.D Healthcare 1 LimitedYikuaiyiyao Jiuhe Holdings LimitedHT Darwin Capital, G.P.YK United Limited(iii)(iv) Folding Space(Cayman) Ltd.(v)(vi)100%1,034.852024 202412 31 202412311,490.2 20241231 202412 310.9%202312313.1% 202412316,76320241231 20192023 202412 311,120.4202312 311,064.3 20241231 20241231 2024 15.1 2018827 (a)(b)SaaS 37 20232720241231 622531 166167 14 0.000002527 202412310.0750.08110.92298202531231331420255210.0812025527202553020256182025530 202412313,468.6 2024123126 202412 3130% 202412 3130% (a)(b)(c)(d)(e)(f)B2B(g) 2023612 20242024 18 3.2511 11.211 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)2022516(b)20225 16(c)2022516(d)2022516(e)2022516(f)2022516(g)2022516 (h)2022516 20245.21%20235.49% (i)A(ii)14A.52(iii)14A.53(1) 14A.55 •14A.56 36A 2023628242.2 2024123120241015242.220241231 1.2024167.42024 • 49201512018819994201410Fang Holdings LimitedSFUN19977 4120224202242022520087201052010520185UBS AG HongKong Branch2018520224202412: 2570200672008720129CFA202011 292021220217754202172666202112183320176 622023620211020206688670202382412023126887102021620246IMAB1983719897201072009 522023620201220218Qunar Cayman Islands Limited201722390ZH20183IQ201512YRD2014820217202172018320197Sunlands Technology GroupSunlandsOnline Education GroupSTG2010920195Fang Holdings LimitedSouFun Holdings LimitedSFUN19937 482023620233966920218224620207LI201520185HUYA2018620235660820138201410Fang Holdings LimitedSFUN20091999720015• 2018121999120131220141201722017320181119936201111 Leyou Investment Limited2015120091120135201362015100230820016 206820610033783291728ClouDr Group Limited99559879200811 13.51(B) 1)202412: 2570 2)202312688710 202412 31571XV352 (1)20241231675,766,001 (2)(i) MIYT Holdings LimitedMIYT Worldwide Limited125,316,184(ii)20195,400,000MIYT Holdings Limited 201920197,300,000 202412 31XV352 202412 31336 (1)20241231675,766,001XV(2)MIYT Holdings LimitedMIYT Worldwide LimitedMIYT Worldwide LimitedTMF (Cayman) Ltd.XVTMF (Cayman) Ltd.MIYTWorldwide LimitedMIYT Holdings Limited(3)2019XV(4)Sounda Hopson Technology Holdings LimitedSoundaHopson Technology Investment LimitedSounda Hopson Technology Holdings LimitedSounda Hopson TechnologyInvestment LimitedSounda Hopson Investment Holdings LimitedSounda Hopson Investment Holdings LimitedXVSounda Hopson Investment Holdings LimitedSounda Hopson Technology Holdings Limit