格隆汇8月20日丨药师帮(09885.HK)发布公告，截至2025年6月30日止六个月，实现收入人民币98.43亿 元，同比增加11.7%；毛利为人民币11.05亿元，同比增加25.3%；公司拥有人应占利润人民币7811.7万 元，同比增加258.0%；经调整净利润人民币1.22亿元，同比增加33.2%；每股盈利人民币0.11元。 报告期内，集团录得收入增加主要归因于：(i)报告期内自营业务持续稳定发展；及(ii)集团的收购事项 为集团收入增长注入新动力。集团自营业务的收入由截至2024年6月30日止六个月的人民币83.45亿元增 加12.5%至截至2025年6月30日止六个月的人民币93.89亿元，主要归因于：(i)买家群体扩大以及物流及 客户服务等买家体验持续优化；(ii)自营业务的月付费买家数量比去年同期持续稳定增加；及(iii)集团的 收购事项为集团收入增长注入新动力。 ...

Core Insights - The company reported a revenue of RMB 9.843 billion, representing a year-on-year growth of 11.7% [1] - Shareholder profit reached RMB 78.117 million, with a significant year-on-year increase of 258% [1] - Earnings per share stood at RMB 0.11 [1] Industry Overview - The Chinese pharmaceutical and healthcare industry faces both opportunities and challenges in the first half of 2025, driven by ongoing efforts to enhance grassroots medical systems and social security [1] - The "Healthy China 2030" strategy and policies promoting accessible healthcare are leading to structural changes in the pharmaceutical sector, aligning with the company's long-term strategy to improve drug accessibility [1] - Economic downturns and adjustments in medical insurance policies are causing a temporary slowdown in growth within the pharmaceutical and healthcare industry, emphasizing the need for quality improvement and efficiency [1] Company Strategy - The company has navigated a challenging market environment by leveraging its leading omnichannel strategy and focusing on core business areas [2] - Innovations and service upgrades across the pharmaceutical supply chain have been prioritized, enhancing collaboration with upstream and downstream partners [2] - The company aims to provide comprehensive digital solutions to a broader and more diverse user base, emphasizing user experience and cost reduction [2] - A core strategy of "technology-driven + ecological collaboration" has led to breakthroughs in scale expansion, profit optimization, and technology implementation [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） 截 至2025年6月30日止六個月 中期業績公告 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 統 稱「本 集 團」）董 事（「董 事」）會（「董事會」）欣然宣佈本集團截至2025年6月30日止六個月（「報 告 期」）的 未 經 審 計 中 期 業 績。該 等 中 期 業 績 已 由 本 公 司 審 計 委 員 會（「審計委員 會」）及本公司審計師德勤 • 關黃陳方會計師行（「審計師」）審 閱。 除 另 有 界 定 者 外，本 公 告 所 用 詞 彙 與 本 公 司 日 期 為2023年6月15日的招股章程 （「招股章程」）所 界 定 者 具 相 同 涵 義。 摘 要 | 至6月3 ...

Core Viewpoint - The stock of Yaoshi Bang (09885) has risen nearly 6%, currently trading at HKD 9.74, following the announcement of its inclusion in the MSCI China Small Cap Index, effective after the market close on August 26 [1] Group 1: Company Performance - Yaoshi Bang expects a significant increase in profit, projecting at least RMB 70 million for the half-year ending June 30, 2025, which is more than three times the RMB 21.8 million profit for the half-year ending June 30, 2024 [1] - The company has reported strong growth in its self-owned brand business, with GMV reaching RMB 717 million from January to April 2025, representing a year-on-year increase of 108.1% [1] - The self-owned brand business GMV has shown exceptional growth, reaching RMB 560 million, with a year-on-year increase of 532.3% [1] Group 2: Market Position - Longcheng Securities highlights Yaoshi Bang as a leader in the digital ecosystem construction of the domestic off-hospital pharmaceutical industry, indicating robust growth in both platform and self-operated businesses [1] - The company is transitioning from a strategy focused on "scale expansion" to one aimed at "profit enhancement," reflecting a strategic upgrade in its business model [1]

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]