Group 1 - The core viewpoint of the article highlights that Yaoshi Bang (09885) has seen a nearly 6% increase in stock price, attributed to its inclusion in the MSCI China Small Cap Index and a positive earnings forecast [1][1][1] - The company expects its profit attributable to shareholders for the half-year ending June 30, 2025, to be no less than RMB 70 million, which is more than three times the RMB 21.8 million profit expected for the half-year ending June 30, 2024 [1][1][1] - Longcheng Securities identifies Yaoshi Bang as a leader in the digital ecosystem construction of the domestic off-hospital pharmaceutical industry, noting steady growth in both its platform and self-operated businesses [1][1][1] Group 2 - The company is undergoing a strategic upgrade from "scale expansion" to "profit enhancement," with its proprietary brand business showing high growth [1][1][1] - For the period from January to April 2025, the company's GMV for its proprietary brand business reached RMB 717 million, representing a year-on-year growth of 108.1% [1][1][1] - The GMV for the company's proprietary brand business alone reached RMB 560 million, with a remarkable year-on-year growth of 532.3% [1][1][1]

Group 1 - MSCI China Index has added 14 new stocks including Horizon Robotics, Laopu Gold, and Sanofi Pasteur, while 19 Hong Kong stocks including Yaoshi Bang and Maifushi have been included in the MSCI China Small Cap Index, effective after market close on August 26 [1] - The MSCI China Small Cap Index tracks the performance of small-cap stocks in China and provides investors with a tool to invest in high-growth small and medium-sized enterprises, which typically have higher growth potential but lower market capitalization and liquidity [1] - The index is known for its strict selection criteria and frequent adjustments, making it a reference for many international investment institutions, with index funds and passive funds likely to see increased inflows following the inclusion of new stocks [1] Group 2 - Yaoshi Bang's inclusion in the MSCI China Small Cap Index is a recognition of the company's operational performance and growth potential, which will help broaden its investor base and enhance liquidity [2] - The company expects a net profit of no less than RMB 70 million for the first half of the year, more than 3.2 times that of the same period last year, despite challenges in the pharmaceutical distribution market [2] - Yaoshi Bang has achieved significant coverage, reaching 98.9% of counties and 91.2% of townships in China, with 491,000 pharmacy users and 330,000 grassroots medical institution users, indicating substantial scale effects [2] - The digital pharmaceutical distribution market in China is projected to reach RMB 358.3 billion by 2027, and with the company's focus on private brand business and supply chain optimization, its leading position in the niche market is expected to expand, entering a phase of profit release with significant value potential [2]

Core Viewpoint - The company, Yaoshi Bang (09885.HK), has announced a board meeting scheduled for August 20, 2025, to consider and approve its interim results for the six months ending June 30, 2025, and to discuss the potential declaration of an interim dividend, if any [1] Group 1 - The board meeting will focus on the approval of the group's interim performance for the first half of 2025 [1] - The meeting will also consider the declaration of an interim dividend [1]

董事會會議通告 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） 藥師幫股份有限公司（「本公司」連同其附屬公司及綜合聯屬實體（「本集團」）)董 事（「董 事」）會（「董事會」）兹通告謹定於2025年8月20日（星 期 三）舉 行 董 事 會 會 議， 以（其 中 包 括）考慮及批准本集團截至2025年6月30日止六個月之中期業績及其 發 佈，及 考 慮 派 付 中 期 股 息（如 有）。 承董事會命 藥師幫股份有限公司 主席兼執行董事 張步鎮先生 香 港，2025年8月8日 於 本 公 告 日 期，董 事 會 成 員 包 括 執 行 董 事 張 步 鎮 先 生 及 陳 飛 先 生，非 執 行 董 事 朱 梓 陽 先 生，以 及 獨 立 非 執 行 董 事 邵 蓉 女 士、 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 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8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09885 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | USD | | 0.0000025 USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 20,000,000,000 | USD | | 0.0000025 USD | | 50,000 | 本月 ...

Market Performance - Hang Seng Index fell by 403 points, or 1.6%, closing at 24,773 points[1] - Shanghai Composite Index dropped by 42 points, or 1.18%, closing at 3,573 points[2] - S&P 500 decreased by 23 points, or 0.4%, closing at 6,339 points, marking the third consecutive day of decline[2] Currency and Economic Indicators - Hong Kong Monetary Authority bought HKD 39.25 billion during New York session due to a weak HKD[1] - People's Bank of China conducted a 7-day reverse repo operation of CNY 283.2 billion at a steady rate of 1.4%[2] - July's official manufacturing PMI in China fell to 49.3, below expectations[2] Real Estate and Corporate Performance - Top 100 real estate companies in China reported total sales of CNY 2.07 trillion in the first seven months, a year-on-year decline of 13.3%[4] - Internet and related services companies in China generated revenue of CNY 961.3 billion in H1, a year-on-year growth of 3.1%[4] - Sinopec expects H1 2025 net profit to be between CNY 20.1 billion and CNY 21.6 billion, a year-on-year decline of 39.5% to 43.7%[6] Automotive Sector - XPeng Motors delivered 36,717 smart electric vehicles in July, a year-on-year increase of 229%[7] - Cumulative deliveries exceeded 800,000 units as of July, with a total of 233,906 units delivered in the first seven months, marking a 270% year-on-year growth[7]

Core Viewpoint - The company, YaoShibang (09885), has announced a positive earnings forecast, expecting a significant increase in profit for the upcoming half-year period, leading to a rise in its stock price by over 3% following the announcement [1]. Group 1: Earnings Forecast - YaoShibang anticipates that the profit attributable to shareholders for the half-year ending June 30, 2025, will be no less than RMB 70 million, which is more than three times the RMB 21.8 million profit for the half-year ending June 30, 2024 [1]. - The board attributes the expected increase in profit to the company's strong industry position and competitive advantages, which have allowed for steady revenue growth [1]. Group 2: Business Performance Drivers - The sustained high demand for the company's proprietary brand products, which have a high gross margin, is contributing to the growth of this business segment [1]. - The company has a solid technological foundation, and continuous improvements in digital capabilities are enhancing the operational efficiency of its core platform and self-operated businesses [1].

董事会认为，集团上述预期利润增加主要得益于以下原因：(集团凭着稳固的行业领先地位及竞争优 势，持续保持收入的稳健增长；集团自有品牌产品的下游需求持续保持旺盛，该高毛利率的业务规模持 续增长，不断提升公司的毛利率水平；集团拥有扎实的科技底座，通过数字化能力的不断提升，带动核 心的平台和自营业务的运营效率不断提升。 药师帮(09885)盈喜后涨超3%，截至发稿，涨3.31%，报10.6港元，成交额1829.01万港元。 消息面上，7月31日，药师帮发布公告，预期截至2025年6月30日止半年度公司拥有人应占利润将不少于 人民币7000万元，为截至2024年6月30日止半年度公司拥有人应占利润人民币2180万元的3倍以上。 ...

Core Viewpoint - The company, Yaoshi Bang, has announced a significant increase in expected profits for the upcoming half-year period, projecting a profit of no less than RMB 70 million, which is more than three times the profit of RMB 21.8 million from the previous year [1] Group 1: Financial Performance - The expected profit for the half-year ending June 30, 2025, is projected to be at least RMB 70 million [1] - This represents an increase of over 3 times compared to the profit of RMB 21.8 million for the half-year ending June 30, 2024 [1] Group 2: Reasons for Profit Increase - The board attributes the increase in expected profits to the company's strong industry position and competitive advantages, which have allowed for steady revenue growth [1] - There is sustained strong demand for the company's proprietary brand products, contributing to the growth of this high-margin business and improving overall gross margin levels [1] - The company has a solid technological foundation, and continuous improvements in digital capabilities have enhanced the operational efficiency of its core platform and self-operated businesses [1]

Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company is expected to achieve a net profit attributable to shareholders of no less than RMB 70 million in the first half of 2025, which is more than three times the RMB 21.8 million net profit from the same period last year [1] - The high growth in performance is attributed to "scale effects + high gross margin business + digital empowerment" [4] - The company's self-owned brand products continue to see strong downstream demand, contributing to the growth of high-margin business and improving overall gross margin [4] - The strategic flagship product, Huoxiang Zhengqi Oral Liquid, has shown strong sales performance, with a peak daily sales exceeding RMB 5 million [4] - The company is expected to maintain high growth in the second half of 2025, driven by self-owned brands, AI, robotics, and stock buybacks [4][5] Financial Summary - The company’s total revenue is projected to be approximately RMB 20.83 billion, RMB 23.51 billion, and RMB 26.70 billion for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 16%, 13%, and 14% [6][7] - The net profit attributable to shareholders is expected to be RMB 1.49 billion, RMB 3.20 billion, and RMB 5.50 billion for the same years, with year-on-year growth rates of 395%, 116%, and 71% [6][7] - The gross margin is projected to improve from 10.89% in 2025 to 11.82% in 2027 [6] - The return on equity (ROE) is expected to increase from 6.14% in 2025 to 16.68% in 2027 [6] - The earnings per share (EPS) is projected to rise from RMB 0.22 in 2025 to RMB 0.81 in 2027 [6]