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]

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]

7月31日，阿里健康(00241)盘中下跌2.02%，截至13:17，报4.86元/股，成交3.04亿元。 本文源自：金融界 作者：行情君 阿里健康信息技术有限公司是阿里巴巴集团的医疗健康旗舰平台，主营业务包括医药自营业务、医药电 商平台业务、医疗健康及数字化服务业务。公司依托领先的数字技术和运营能力，为亿万家庭提供普惠 便捷、高效安全的医疗健康服务，打造出线上线下一体化的医药健康品服务平台。 截至2024年年报，阿里健康营业总收入305.98亿元、净利润14.32亿元。 ...

Core Insights - JD Health hosted the first "Scientific Liver Protection, Healthy Future" industry forum, releasing the "2025 Scientific Liver Protection Consumer Insight Report" in collaboration with Zhongkang Technology [1] Market Trends - The report indicates that liver protection drugs are characterized by high average transaction value and high repurchase frequency, driving continuous market expansion [1] - JD Health's data shows that the sales growth rate of liver protection drugs is expected to reach 26% year-on-year in 2024 [1] Consumer Behavior - Patients spend an average of over 1800 yuan annually on liver protection drugs, with an average transaction value exceeding 260 yuan [1] - The repurchase rate for these drugs is over 50%, with an average of nearly 7 repurchases per year per patient [1] Online Consultation Growth - JD Internet Hospital reports a significant increase in online consultations for liver diseases, with a growth rate exceeding 67% from Q2 2024 to Q2 2025 [1] Strategic Goals - JD Health aims to leverage its platform capabilities and resources to focus on early screening, prevention, and treatment of liver diseases, collaborating with partners to build a more comprehensive disease prevention and patient service system [1]

于7月29日根据股份购买协议拟以每股对价股份12港元的发行价格，根据一般授权分配及发行总计 198.55万股对价股份。 药师帮(09885)发布公告，于7月8日至7月29日，根据公司于2019年1月1日采纳的2019年股份激励计划， 因行使所获授予的购股权发行合共56.04万股股份。 ...

Core Viewpoint - The article highlights the rampant issues in online pharmaceutical sales, including counterfeit products, misleading labeling, and fraudulent reviews, which pose significant risks to consumers' safety and trust in e-commerce platforms [1][2][4]. Group 1: Counterfeit and Misleading Products - Numerous counterfeit products flood e-commerce platforms, often mimicking legitimate medications with similar packaging and names, leading to consumer confusion [1][2]. - Common tactics include "word games" where product names are altered to include terms like "repair" or "skin," and using similar color schemes to deceive consumers [2][4]. - Products labeled with "消字号" (disinfection) or "械字号" (medical device) are often misrepresented as effective medications, despite lacking rigorous clinical testing [4]. Group 2: Consumer Confusion and Regulatory Gaps - Consumers are often unfamiliar with the different product classifications, such as "国药准字" (national drug approval), which is the only legitimate identifier for approved medications [4]. - The approval process for non-drug products is less stringent, allowing potentially unsafe items to enter the market without adequate oversight [4]. Group 3: Fraudulent Practices on E-commerce Platforms - E-commerce sellers frequently engage in practices like fake reviews and inflated sales figures to mislead consumers into purchasing counterfeit products [6]. - The lack of a return policy for legitimate medications complicates consumer efforts to identify counterfeit products, as those that allow returns are likely not approved drugs [6]. Group 4: Regulatory Responses and Future Directions - The National Medical Insurance Administration is set to enhance drug traceability regulations starting January 1, 2025, aiming to create a comprehensive tracking system for pharmaceuticals [7]. - Experts emphasize the need for refined regulations to address the challenges posed by online drug sales, urging consumers to recognize legitimate products and utilize official tracking tools [8].