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恒生医疗指数ETF(159557)逆市飘红,药师帮涨超7%,机构:创新药板块景气度可持续
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-06 02:37
Group 1 - The Hong Kong stock market is experiencing weakness, with the Hang Seng Index down 0.29% and the Hang Seng Tech Index down 0.47% as of the report time [1] - The Hang Seng Medical Index ETF (159557) is performing positively, up 0.22%, with a turnover rate of 4.19%, indicating active trading [1] - Notable stocks within the ETF include Yaoshi Bang up over 7%, Green Leaf Pharmaceutical up over 4%, and Kangnuo Ya-B up over 3% [1] Group 2 - In Q1 2025, Chinese pharmaceutical companies completed 33 license-out transactions totaling $36.633 billion, a year-on-year increase of approximately 258% [1] - Industry experts suggest that Chinese pharmaceutical companies are advancing in innovative research and development, with expectations for continued growth in licensing transactions [1] - Zhongtai Securities highlights that the Chinese innovative drug industry is transitioning from a capital bubble phase to a period of genuine results, with increasing recognition from multinational corporations [1] Group 3 - Longcheng Securities notes that favorable policies for the pharmaceutical sector are emerging, indicating a gradual recovery in industry sentiment [2] - The hospital market, previously impacted by anti-corruption measures and centralized procurement, is expected to recover, with a focus on high-quality formulation stocks [2] - In the medium to long term, there is significant potential for innovative therapies and domestic demand for BIC/FIC innovative drugs, with an emphasis on companies with efficient management and quality product pipelines [2]
药师帮(09885) - 自愿性公告 股份回购
2025-06-05 11:11
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 就 因 本 公 告 全部或任何部分內容所產生或因依賴該等內容而引致的任何損失承擔任何責 任。 YSB Inc. 藥師幫股份有限公司 (於 開 曼 群 島 註 冊 成 立 的 有 限 公 司) (股 份 代 號:9885) 自願性公告 本 公 司 的 股 份 回 購 計 劃 取 決 於 市 況,並 將 由 董 事 會 全 權 酌 情 決 定。對 於 實 施 股 份 回 購 計 劃 的 時 間、數 目 或 價 格,或 本 公 司 會 否 進 行 任 何 股 份 回 購,概 無 暗 示 或 表 示 任 何 保 證。股 東 及 本 公 司 潛 在 投 資 者 於 買 賣 本 公 司 證 券 時 務 請 審 慎 行 事。 承董事會命 藥師幫股份有限公司 股份回購 此公告乃藥師幫股份有限公司(「本公司」)自願向本公司股東(「股 東」)及本公司 潛 在 投 資 者 作 出。 茲提述本公司日期為2025年5月7日、2025年5月9日、2025年5月12日、 ...
药师帮(09885) - 翌日披露报表
2025-06-05 10:24
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 藥師幫股份有限公司 (於開曼群島註冊成立之有限公司) | 1). | 股份回購待註銷但尚未註銷 | | 300,000 | 0.04399 % | HKD | 7.0147 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年5月7日 | | | | | | 2). | 股份回購待註銷但尚未註銷 | | 300,000 | 0.04399 % | HKD | 7.3631 | | | 變動日期 | 2025年5月9日 | | | | | | 3). | 股份回購待註銷但尚未註銷 | | 550,000 | 0.08065 % | HKD | 7.4661 | | | 變動日期 | 2025年5月12日 | | | | | | 4). | 股份回購待註銷但尚未註銷 | | 660,000 | 0.09678 % | HKD | 7.4557 | | | 變動日期 | 2025年5月13日 ...
瞄准药店新零售转型需求,药师帮助力打造“技术驱动型健康终端”
Zhi Tong Cai Jing· 2025-06-05 01:11
Group 1 - The retail pharmacy industry is undergoing a deep adjustment period due to the dual pressures of deepening pharmaceutical reforms and sluggish consumer spending, with overall growth rates hitting a five-year low [1] - Major chain pharmacies are shifting from scale expansion to refined operations, focusing on "diversification," "new retail," and "specialization" to build differentiated competitive advantages [1] - The transformation of the pharmaceutical retail industry is showing three major trends: accelerated layout of dual-channel pharmacies, continuous expansion of DTP specialty pharmacies, and gradual improvement of the new retail health service ecosystem [1] Group 2 - The new retail model has a penetration rate of 82.8% among households for medicine preparation, temporary purchases, and flash delivery services [1] - Leading chain pharmacies like Dazhenglin and Yixintang have initiated full-chain service capability construction to seize new retail transformation opportunities [1] - Cost control and efficiency improvement have become trends, with most chain pharmacies slowing down store expansion and focusing on enhancing the operational efficiency of existing stores [1] Group 3 - The digital pharmacy leader Yaoshi Bang has recently announced a strategic partnership with global collaborative robot leader Yuejiang Technology to integrate technologies such as pharmaceutical collaborative robots, AI models, and drug IoT into new retail scenarios [2] - The application of these technologies aims to enhance efficiency in prescription review and medication services, as well as to achieve full-process drug traceability management [2] - Automation technology is expected to become the core infrastructure for the new retail transformation of pharmacies, marking a fundamental shift from labor-intensive to technology-driven operations [2]
药师帮(09885) - 自愿性公告股份回购及执行董事增持股份
2025-06-04 12:48
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 就 因 本 公 告 全部或任何部分內容所產生或因依賴該等內容而引致的任何損失承擔任何責 任。 YSB Inc. 藥師幫股份有限公司 (於 開 曼 群 島 註 冊 成 立 的 有 限 公 司) (股 份 代 號:9885) 自願性公告 股份回購 及 執行董事增持股份 股份回購 茲提述本公司日期為2025年5月7日、2025年5月9日、2025年5月12日、2025年5月 13日、2025年5月14日、2025年5月15日、2025年5月16日、2025年5月19日、2025年 5月21日、2025年5月22日、2025年5月23日、2025年5月26日 及2025年5月27日的公 告(「該等公告」),內 容 有 關(其 中 包 括)其 股 份 回 購 計 劃。本 公 司 將 根 據 市 況 及 資 金 安 排,於 市 場 上 回 購 總 額 最 多1億 港 元 的 股 份。除 另 有 說 明 者 外,本 公 告 所 用 詞 彙 與 該 等 公 ...
药师帮(09885) - 翌日披露报表
2025-06-04 12:48
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 藥師幫股份有限公司 (於開曼群島註冊成立之有限公司) 呈交日期: 2025年6月4日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 09885 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事 ...
港股异动 | 携手聚焦医药协作机器人等订立战略合作 越疆(02432)、药师帮(09885)盘中均张超7%
智通财经网· 2025-06-04 01:55
Core Insights - The strategic partnership between Yuejiang and Yaoshibang focuses on pharmaceutical collaborative robots, AI models, and drug IoT technology [1] - Both companies aim to explore smart solutions across the pharmaceutical supply chain, including research, warehousing, distribution, retail, and medication services [1] - The collaboration is expected to enhance the integration of robotics technology within the pharmaceutical industry, aligning with their respective missions [1] Company Collaboration - Yuejiang and Yaoshibang have signed a strategic cooperation agreement effective June 3, 2025, initiating a close partnership and specific project deployments [1] - Yaoshibang will handle the research and validation of application scenarios, while Yuejiang will focus on technology development, product production, and after-sales maintenance [1] Initial Project Phase - The first phase of the collaboration will target the pharmacy and drug warehouse collaborative robot sector [2] - The companies have identified their first project, completing feasibility studies, technical route assessments, and environment selection, and have begun building a testing platform [2]
港股药师帮涨近7%
news flash· 2025-06-04 01:28
港股药师帮涨近7%,消息面上,公司与越疆达成战略合作,推动机器人与医药产业融合升级。 无需港股通,A股账户就能T+0买港股>> ...
越疆(02432)与药师帮(09885)订立战略合作与业务部署协议 聚焦医药协作机器人、AI大模型及药品物联网技术
智通财经网· 2025-06-03 09:51
Group 1 - The core viewpoint of the news is that 越疆 (02432) has entered into a strategic cooperation agreement with 药师帮股份有限公司 (09885) to explore the integration of robotics and AI in the pharmaceutical industry [1][2] - The collaboration will focus on pharmaceutical collaborative robots, AI large models, and drug IoT technology, aiming to enhance applications in drug research, storage, distribution, retail, and medication services [1] - The first phase of the cooperation will target the deployment of collaborative robots in pharmacies and drug warehouses, with a feasibility study and technical assessments already completed [1] Group 2 - Both parties will adhere to principles of collaborative innovation and mutual development, sharing technical data and newly generated intellectual property and trade secrets [2] - The agreement grants the group exclusive production rights for the robots, while 药师帮 will have exclusive sales rights in the pharmaceutical sector [2] - The board of the group believes that this strategic partnership will facilitate resource integration, collaborative innovation, and promote technological advancement in the industry, ultimately benefiting social health [2]
药师帮(09885.HK)与越疆科技订立战略合作与业务部署协议 推动机器人与医药产业融合升级
Ge Long Hui· 2025-06-03 09:38
Group 1 - The core viewpoint of the articles is that the strategic partnership between Yaoshi Bang and Yuezhi Technology aims to leverage their industry advantages and collaborative ecosystem to enhance the integration of robotics and the pharmaceutical industry, focusing on applications in drug development, storage, distribution, and retail services [1][2] - The initial phase of the collaboration will focus on the pharmacy and warehouse robotics sector, with the first project already planned and feasibility studies completed [1][2] - Both companies will share technical resources and newly generated intellectual property, with Yuezhi Technology holding exclusive production rights for the robots and Yaoshi Bang having exclusive sales rights in the pharmaceutical sector [1][2] Group 2 - The board of directors believes that the strategic partnership will facilitate resource integration and collaborative innovation, enhancing technological development in the industry and promoting social health [2] - Yaoshi Bang, founded in 2015, focuses on empowering various enterprises in the pharmaceutical supply chain with digital and intelligent solutions, while Yuezhi Technology, also established in 2015, has developed over twenty collaborative robots for various sectors [2] - According to a report by Zhaoshi Industry Consulting, the global collaborative robot market in the healthcare sector is expected to reach $373.2 million by 2028, indicating significant growth potential in the pharmaceutical application of robotics [2]