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 ...

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%，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>> ...

Group 1 - Tencent Holdings (00700.HK) reduced its stake in Crystal Technology Holdings (02228.HK) from 6.47% to 5.93% [1] - Goldman Sachs raised the target price for Li Auto (02015.HK) to HKD 138 and increased earnings estimates for 2025 to 2027 [1] - UBS reduced its stake in Midea Group (00300.HK) from 5.05% to 4.95% on May 28 [1] Group 2 - Red Star Macalline (01528.HK) approved the draft restructuring plan for Red Star Macalline Holdings Group [1] - Genscript Biotech (01672.HK) achieved all endpoints in the Phase III trial of its first-in-class oral FASN inhibitor, ASC40, for acne [1] - Yaoshi Bang (09885.HK) signed a strategic cooperation and business deployment agreement with Yujian Technology to explore the application of collaborative robots and related AI products in drug development [1] Group 3 - NIO Inc. (09866.HK) reported Q1 2025 revenue of CNY 12.035 billion, up from CNY 9.91 billion in the same period last year; Q1 net loss was CNY 6.89 billion, compared to a net loss of CNY 5.258 billion in the previous year; the company expects delivery numbers for the second quarter to be between 72,000 and 75,000 vehicles [1]

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]

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]

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 訂立戰略合作與業務部署協議 最新業務部署進展 此公告乃藥師幫股份有限公司（「本公司」，與 其 附 屬 公 司 合 稱「本集團」）自願作 出，以 告 知 其 股 東 及 潛 在 投 資 者 有 關 本 集 團 若 干 業 務 發 展 之 最 新 情 況。 本公司董事會（「董事會」）欣 然 宣 佈，於2025年6月3日，本 集 團 與 深 圳 市 越 疆 科 技 股份有限公司（其H股於香港聯合交易所有限公司主板上市；股份代號：2432.HK） （「越疆科技」）訂立戰略合作與業務部署協議（「戰略協議」），開 啟 緊 密 戰 略 合 作， 並 已 展 開 具 體 項 目 的 部 署。 有關合作背景介紹 本集團創立於20 ...

Group 1 - As of June 3, a total of 105 stocks reached their 52-week highs, with Huayin International Holdings (00989), Dingyifeng Holdings (00612), and Youquhui Holdings (02177) leading the high rate at 57.26%, 37.93%, and 23.02% respectively [1] - The closing prices and highest prices for the top three stocks are as follows: Huayin International Holdings at 1.370 and 1.950, Dingyifeng Holdings at 0.770 and 0.800, and Youquhui Holdings at 3.550 and 3.580 [1] - Other notable stocks that reached their 52-week highs include China Antibody-B (03681) with a high rate of 21.62% and Fengcheng Holdings (02295) at 19.52% [1] Group 2 - The report also lists stocks that reached their 52-week lows, with Des Holdings (08437) showing the largest decline at -38.79%, followed by Dimi Life Holdings (01667) at -20.50% [3] - The closing prices and lowest prices for the top three stocks that reached their lows are: Des Holdings at 0.177 and 0.071, Dimi Life Holdings at 0.140 and 0.128, and Lujizhi Technology (01745) at 0.197 and 0.194 [3] - Other stocks with significant declines include GBA Group (00261) at -11.48% and Baide International (02668) at -10.88% [3]

Company Overview - Yaoshi Bang Co., Ltd. was established in 2015 and is the largest digital comprehensive service platform in China's outpatient pharmaceutical industry [2] - The company aims to empower participants in the outpatient pharmaceutical market through digitalization, including pharmaceutical companies, distributors, pharmacies, and grassroots medical institutions [2] - Yaoshi Bang's mission is to make quality medical products and services accessible at fair and transparent prices, enhancing the overall efficiency of the healthcare ecosystem [2] Financial Performance - As of December 31, 2024, Yaoshi Bang achieved total revenue of 17.904 billion yuan, a year-on-year increase of 5.49% [1] - The net profit attributable to shareholders was 30.013 million yuan, reflecting a significant year-on-year growth of 100.94% [1] - The gross profit margin stood at 10.13%, while the debt-to-asset ratio was 65.07% [1] Market Position and Valuation - Yaoshi Bang's stock price closed at 9.85 HKD per share, with a recent increase of 7.89% and a cumulative increase of 44.86% over the past month [1] - The company's price-to-earnings (P/E) ratio is 192.11, significantly higher than the industry average P/E ratio of 5.64 [1] - The company is rated "Buy" by Tianfeng Securities with a target price of 9.88 HKD [1] Industry Insights - The pharmaceutical and biotechnology industry has an average P/E ratio of 5.64, with a median of 5.97 [1] - Yaoshi Bang has established a vast digital pharmaceutical trading and service network, covering 491,000 pharmacies and 330,000 grassroots medical institutions, penetrating 98.9% of county areas and 91.2% of townships in China [2] - The monthly active buyers reached 433,000, indicating strong engagement in the digital pharmaceutical market [2]

Core Viewpoint - The company is experiencing a strong rebound in the Hong Kong pharmaceutical sector, leading to significant stock price increases and a projected turnaround to profitability in 2024 [3][4]. Group 1: Financial Performance - In 2024, the company reported an annual revenue of 17.904 billion yuan, a year-on-year increase of 5.5%, and an adjusted net profit of 157 million yuan, up 20%, achieving a net profit of 30.01 million yuan, marking a complete turnaround to profitability [3]. - The company’s brand promotion business generated a total transaction volume of approximately 717 million yuan from January to April 2024, representing a year-on-year growth of 108.1%, while the proprietary brand business reached 560 million yuan, up 532.3% [4]. Group 2: Strategic Initiatives - The company is focusing on its proprietary brand and brand promotion business, collaborating closely with upstream pharmaceutical companies to drive revenue growth [3]. - A share buyback plan was announced on May 7, with a total of 4.977 million shares repurchased for over 38.09 million Hong Kong dollars, reflecting positive expectations for its performance and market outlook [5]. Group 3: Market Outlook - According to projections, the Chinese out-of-hospital pharmaceutical distribution market is expected to exceed 1 trillion yuan by 2027, with digital pharmaceutical distribution reaching 358.3 billion yuan [5]. - The company has completed its warehousing and supply chain setup, moving past the phase of significant capital expenditure, and is expected to enhance its profitability through its brand promotion business [5].