本文源自：金融界AI电报 药师帮(09885.HK)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。 ...

上半年业绩的持续增长，得益于公司"向上走"战略的夯实推进。今年上半年，药师帮加速拓展首推业 务，不断扩充「乐药师」等自有品牌产品阵营，进一步提升公司的供给能力及运营能力，实现高毛利、 高附加值业务的增长提速。其中，战略单品藿香正气口服液上半年单日销售峰值一度突破500万元，在 济南、潍坊等地日均销量持续突破1000盒，展现出自有品牌在多线级市场的渗透能力；在第三终端的销 售占比达41.2%，较去年提升6.2个百分点，基层医疗覆盖取得突破性进展；新增买家约40,000家，消费 者黏性持续强化。 智通财经APP获悉，7月31日，药师帮（09885）于港交所发布盈喜公告。公告显示，公司今年上半年净 利润预期将不少于人民币7000万元，为上年同期3.2倍以上。公司延续2024年扭亏为盈的强劲势头，发 力自有品牌业务、供应链效率优化及基层医疗生态扩张，驱动业绩再创新高。 多家机构观点表示，药师帮已进入盈利加速释放期。其中，信达证券预测公司2025年归母净利润将达 1.49亿元，同比增幅高达395%，2026年有望进一步增长116%至3.2亿元。据行业测算，中国院外医药数 字化流通市场规模将在2027年达到3583亿元， ...

公开数据显示，药师帮2024年实现营收179.04亿元，同比增长5.5%；净利润首度转正至3001万元，经营 性现金流净流入同比大增45%至6.56亿元。今年上半年，公司业绩继续维持高增长态势：1-4月，厂牌首 推业务交易规模达7.17亿元，较上年同期猛增108.1%，其中自有品牌业务贡献5.6亿元，同比激增 532.3%。供应链效能持续领跑行业，存货周转33.4天，现金循环周期优化至负31.5天，"快周转+现金 牛"优势突出，财务基本面持续优化。 上半年业绩的持续增长，得益于公司"向上走"战略的夯实推进。今年上半年，药师帮加速拓展首推业 务，不断扩充"乐药师"等自有品牌产品阵营，进一步提升公司的供给能力及运营能力，实现高毛利、高 附加值业务的增长提速。其中，战略单品藿香正气口服液上半年单日销售峰值一度突破500万元，在济 南、潍坊等地日均销量持续突破1000盒，展现出自有品牌在多线级市场的渗透能力；在第三终端的销售 占比达41.2%，较去年提升6.2个百分点，基层医疗覆盖取得突破性进展；新增买家约40,000家，消费者 黏性持续强化。 7月31日，药师帮(09885)于港交所发布盈喜公告。公告显示，公司今年 ...

董事会认为，集团上述预期利润增加主要得益于以下原因：(1)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;(2)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;(3)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)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 expects a significant increase in profit for the half-year ending June 30, 2025, projecting a profit of no less than RMB 70 million, which is more than three times the profit of RMB 21.8 million for the half-year ending June 30, 2024 [1] Group 1 - The increase in expected profit is primarily attributed to the company's strong industry leadership and competitive advantages, which have allowed for steady revenue growth [1] - The demand for the company's proprietary brand products remains robust, contributing to the growth of this high-margin business and continuously improving the company's gross margin [1] - The company has a solid technological foundation, and the enhancement of its digital capabilities has improved the operational efficiency of its core platform and self-operated businesses [1]

Core Viewpoint - The company, Yaoshibang (09885.HK), anticipates a significant increase in profit for the half-year ending June 30, 2025, projecting a profit of no less than RMB 70 million, which is over three times the profit of RMB 21.8 million for the half-year ending June 30, 2024 [1] Group 1 - The expected profit increase is primarily attributed to the company's strong industry leadership and competitive advantages, which have allowed for sustained revenue growth [1] - The demand for the company's proprietary brand products remains robust, contributing to the growth of this high-margin business and continuously improving the company's gross margin [1] - The company has a solid technological foundation, and ongoing enhancements in digital capabilities are driving operational efficiency in its core platform and self-operated businesses [1]

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） 正面盈利預警 本公告乃由藥師幫股份有限公司（「本公司」，與 其 附 屬 公 司 合 稱「本集團」）根 據 《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》（「《上 市 規 則》」）第13.09(2)(a)條及香港 法例第571章《證 券 及 期 貨 條 例》第XIVA部項下的內幕消息條文（定 義 見《上 市 規 則》）作 出。 – 1 – 於 本 公 告 日 期，本 公 司 仍 正 在 落 實 本 集 團 於 報 告 期 的 半 年 度 業 績。本 公 告 所 載 資料僅根據董事會現時可得資料及對本集團未經審計綜合管理賬目的初步審 閱 作 出，而 尚 未 經 本 公 司 核 數 師 審 計 或 審 閱 ...

近日由证券之星联合妙盈科技、盈科律所举办的2025证券之星ESG年度论坛暨第三届"ESG新标杆企业 奖"颁奖活动顺利落幕。凭借在产品可持续性方面的卓越实践，药师帮荣获"产品责任奖"。该奖项是由 证券之星联合妙盈科技等专业权威机构，在中国首席经济学家论坛等指导下设立的ESG领域权威奖项， 旨在挖掘并表彰在产品维度实现卓越实践，推动经济效能与社会责任深度融合的企业。 并且药师帮还把责任拆成颗粒度极细的KPI：入仓100%验收、产品及服务投诉解决率100%、对于面向 平台商家的投诉，药师帮对商家规定了72小时的处理时限，特别地，对于催发货类的投诉，药师帮要求 商家的处理时限缩短至48小时。 综上，药师帮凭借对产品全生命周期的精细化管理，将ESG理念深度融入医药流通实践。从源头电子化 审验到仓储智能化升级，再到末端高效冷链配送，企业以创新技术推动药品流通的绿色转型与质量保 障。此次荣膺"产品责任奖"，正是对其构建可持续医药供应链体系的有力印证，为行业树立了责任标 杆。 运输环节，药师帮更是把药品送达的速度再上一个台阶：报告期内实现在3小时内完成出库，跨省38小 时到城、49小时到镇，冷链温控一路在线，既保住了药效，也 ...

Core Viewpoint - The medical device and consumables sectors, along with AI healthcare, are experiencing significant growth driven by favorable policies and market dynamics. Group 1: Medical Device and Consumables Sector - The Hong Kong medical ETF (159366) saw a rise of over 4.5% on July 30, with a trading volume nearing 600 million, benefiting from the active market for innovative drugs and devices [1] - The medical device ETF (159883) recorded a net inflow of 2.03 billion, ranking first among comparable funds, with a total of 7.14 billion in net inflows over nine consecutive days [1] - Policy expectations are positive, with high-value consumables expected to benefit from improved procurement policies, leading to a reduction in valuation pressure and a more stable long-term performance outlook for leading companies [1][3] Group 2: Policy Support and Market Dynamics - Continuous policy support for the medical consumables sector is shifting the focus from price wars to value wars, with the National Medical Insurance Bureau facilitating the pricing of innovative medical consumables [3] - The optimization of the 11th batch of national drug procurement rules aims to address the issue of price undercutting, allowing companies to maintain profit margins and focus on innovation [3][4] - The simplification of the approval process for innovative consumables is expected to accelerate their market entry, enhancing the support for clinically valuable new products [4] Group 3: AI Healthcare Sector - The AI healthcare sector is gaining momentum, with the 2025 World Artificial Intelligence Conference showcasing practical applications that address clinical challenges and promote scalable solutions [5] - The release of the "2025 Artificial Intelligence + Health Shanghai Practice" outlines a development path for AI healthcare, focusing on data flow issues and the integration of AI with biomedicine [5] - The Hong Kong medical ETF (159366) has become a key investment vehicle for AI healthcare, reflecting a 7.36% increase over the past week, driven by the sector's growth potential [6] Group 4: Investment Trends and Market Sentiment - The release of policy benefits has positioned medical consumables and AI healthcare as core investment areas, with significant capital inflow observed in these sectors [6] - The recovery of domestic medical equipment procurement is expected to boost upstream consumable demand, while AI healthcare companies in Hong Kong are attracting foreign investment due to their technological advantages [6][7] - The collaboration between the recovery of the CXO sector and AI healthcare is amplifying growth potential, as domestic CXO companies leverage cost advantages to secure more AI-driven drug development contracts [7]

Group 1 - The Hang Seng Biotechnology Index (HSHKBIO) has seen a strong increase of 1.88%, with notable gains from constituent stocks such as MicroPort Medical (00853) up 8.63%, and Stone Pharmaceutical Group (01093) up 7.40% [1] - The Hang Seng Biotechnology ETF (513280) has risen by 3.00%, marking its third consecutive increase, with a latest price of 1.34 HKD and a weekly cumulative increase of 8.89% [1] - The trading volume for the Hang Seng Biotechnology ETF was active, with a turnover of 34.45% and a transaction value of 161 million HKD, indicating strong market participation [1] Group 2 - The Hang Seng Biotechnology ETF has experienced a significant increase in shares, growing by 2 million shares over the past week, ranking in the top third among comparable funds [2] - The ETF has seen continuous net inflows over the last three days, with a peak single-day net inflow of 3.83 million HKD, totaling 8.73 million HKD in net inflows [2] Group 3 - Over the past year, the net value of the Hang Seng Biotechnology ETF has increased by 130.59%, ranking 3rd out of 122 QDII equity funds, placing it in the top 2.46% [3] - WuXi Biologics announced the construction of a modular biomanufacturing facility in Singapore, which is part of a strategic collaboration with Pharmadule Morimatsu [3] - The latest report from Zhongyin Securities suggests focusing on three main lines: 1) sectors with stable growth such as medical devices and pharmaceuticals, 2) the CXO sector and medical equipment expected to see a turnaround, and 3) innovative fields related to national medical insurance negotiations [3] Group 4 - The Hang Seng Biotechnology ETF (513280) is highlighted as the only ETF tracking the Hang Seng Biotechnology Index to have received net inflows this year, with the lowest management fee of 0.15% per year among Hong Kong pharmaceutical ETFs [4]