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]

作为券商月度策略的精华，券商每月金股受到市场关注。 回望5月，最牛金股当月涨幅高达52%。刚刚出炉的6月金股中，电子、医药生物、汽车、食品饮料等板块的金 股数量居前，港股标的关注度显著抬升。 展望6月，不少券商认为，当前弱美元趋势下，人民币资产有望受益，A股中长期有望震荡上行。 医药板块金股5月收益率领先 从5月金股表现来看，由长城证券推荐的药师帮（9885.HK）以52%的月涨幅排名第一；由华西证券推荐的曼 卡龙（300945.SZ）、由天风证券推荐的潮宏基（002345.SZ）紧随其后，分居第二、第三，月涨幅均超45%。 展望6月行情，不少券商认为，当前弱美元趋势下，人民币资产有望受益，A股中长期有望震荡上行。 中国银河证券策略首席蔡芳媛认为，6月A股市场将大概率震荡上行，建议把握波动中的确定性，关注消费、 科技、红利三条主线。随着经济复苏的持续叠加国内政策保持积极态势，并且监管层多次发声表达对A股市场 的呵护，人民币资产作为美国信用的一种对冲可能受益，多因素共振将持续助力市场风险偏好提升。 东吴证券认为，新一轮"东升西落"交易可能很快来临。美元周期是"东升西落"交易的关键，从历史经验看，在 全球流动性宽 ...

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]

Group 1 - The core viewpoint of the news highlights the positive performance of the Hong Kong pharmaceutical sector, with the China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index (930965) rising by 0.30% as of May 30, 2025, and notable increases in individual stocks such as Meizhong Jiahe (02453) up 11.32% and Fosun Pharma (02196) up 9.36% [1] - Fosun Pharma's subsidiary Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. received approval from the National Medical Products Administration for its new drug Luwo Mei Tini Tablets (brand name: Fumai Ning), which is indicated for treating Langerhans cell histiocytosis (LCH) and symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis type I (NF1) [1] - The Hong Kong Medical ETF (513700) has shown a 4.22% increase over the past week, ranking among the top in its category [1] Group 2 - The Shanghai Drug Administration is enhancing communication with the National Medical Products Administration to support enterprises in the registration and listing process, aiming to reduce obstacles and promote innovation in drug and medical device development [2] - The China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index comprises 50 liquid and large-cap stocks in the healthcare sector, with the top ten weighted stocks accounting for 60.54% of the index [2]

Group 1 - The Hang Seng Healthcare Index experienced a slight pullback on May 30, with the Hang Seng Healthcare Index ETF (159557) down by 0.31% as of the report [1] - Notable gainers among the constituent stocks included Bohan Biotech, which rose over 9%, and several others like CSPC Pharmaceutical Group and Yaoshibang, which increased by over 7% [1] - Year-to-date, the Hang Seng Healthcare Index ETF (159557) has achieved a cumulative increase of 32.19% as of May 29 [1] Group 2 - CITIC Securities anticipates a clear trend of performance and valuation recovery in the healthcare industry by the second half of 2025, with a more pronounced differentiation among companies [2] - The current position of the Hong Kong innovative drug sector index is at a five-year low, suggesting potential for recovery as the market sentiment improves following optimization of centralized procurement policies [2] - China Ping An highlights the expectation of equipment renewal policies in 2025, which may positively impact industry bidding growth, particularly benefiting leading domestic companies focused on high-end and intelligent medical equipment [2]

Group 1: Market Performance - The CSI Hong Kong Stock Connect Healthcare Index (930965) decreased by 0.45% as of May 30, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Yaoshi Bang (09885) up 8.11%, and CSPC Pharmaceutical Group (01093) up 6.56%, while Crystal International Holdings (02228) led the decline at 3.58% [1] - The Hong Kong Healthcare ETF (159718) fell by 0.39%, with a latest price of 0.76 yuan, but saw a 4.07% increase over the past week [1] Group 2: Liquidity and Trading Volume - The Hong Kong Healthcare ETF had a turnover rate of 11.78% with a trading volume of 30.169 million yuan, indicating active market participation [1] - The average daily trading volume for the Hong Kong Healthcare ETF over the past week was 60.5112 million yuan [1] Group 3: Innovation and Research Developments - The CSI Medical and Medical Device Innovation Index (931484) rose by 0.10% as of May 30, 2025, with notable gains from Jiutian Pharmaceutical (300705) up 4.20% and Yirui Technology (688301) up 3.42% [2] - The Medical Innovation ETF (516820) showed mixed performance, with a recent price of 0.36 yuan and a 1.72% increase over the past week [2] - The latest size of the Medical Innovation ETF reached 1.525 billion yuan, with significant leverage funding activity [3] Group 4: Key Research Achievements - A new obesity treatment drug, Masitide, led by a Chinese research team, was published in the New England Journal of Medicine, marking a significant milestone for China's metabolic drug research [3] - The 2025 ASCO conference highlighted 71 original research projects from Chinese pharmaceutical companies, indicating a rise in R&D capabilities [3] - Institutions are advised to focus on innovative drug companies and prescription drug leaders, with a long-term positive outlook on private medical service valuations [3] Group 5: Index Composition - The CSI Medical and Medical Device Innovation Index comprises 30 profitable and growth-oriented companies, reflecting the overall performance of the sector [4] - The top ten weighted stocks in the CSI Medical and Medical Device Innovation Index account for 66.51% of the index [4] - The CSI Hong Kong Stock Connect Healthcare Index includes 50 liquid and large-cap healthcare companies, with the top ten weighted stocks representing 60.54% of the index [5]

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].