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港股医药板块强势反弹,药师帮(09885)密集回购、高管连续增持
智通财经网· 2025-05-22 00:25
智通财经APP获悉,近期,港股医药板块持续爆发,香港医药ETF盘中一度大涨超2%,三生制药、百济 神州、信达生物等集体走强,医药赛道成为资金关注焦点。受益于板块强势反弹,国内最大的院外医药 销售平台——药师帮(09885)股价呈现走强趋势。截至21日收盘,药师帮年内累计最大涨幅超68%, 总市值回升至56亿港元以上。 今年以来,药师帮持续释放积极信号。2024业绩报告显示,公司首次实现全年盈利转正,经调净利润 1.57亿元,同比增20.1%。高毛利业务增长提速,今年1-4月厂牌首推业务成交规模达7.17亿元,同比增 长108.1%;自有品牌业务规模达5.6亿元,同比增长532.3%,逐步形成新的增长势能。现金流表现强 劲,其经营性现金流在过去三年迅猛增长:2022年净流入9820万元,2023年猛增至4.51亿元,并在2024 年继续增长至6.56亿元。 基于对自身业绩和未来市场的正面预期,药师帮于5月7日宣布启动亿元规模的股份回购计划,并于5月7 日—21日累计回购共445.7万股股份,总回购金额超3399万港元。其中,公司于5月21日回购75万股,单 日回购金额超624.6万元。 据香港联交所股权披露信息 ...
西藏诺迪康药业股份有限公司 关于为全资子公司提供担保的进展公告
Summary of Key Points Core Viewpoint - The company has provided a guarantee of RMB 41 million for its wholly-owned subsidiary, Tibet Nodi Kang Biomedical Sales Co., Ltd., with a total guarantee balance of RMB 191 million as of the announcement date [1][5]. Group 1: Guarantee Overview - The company has signed a guarantee contract with Bank of China, Shannan Branch, to provide a joint liability guarantee for the subsidiary's credit business, not exceeding RMB 41 million [5]. - The subsidiary has provided counter-guarantees to the company [2][9]. - There are no overdue guarantees reported [3]. Group 2: Internal Decision-Making Process - The company held board meetings on March 13, 2025, and April 8, 2025, to approve the guarantee and credit limit for the subsidiary, allowing a total credit limit of up to RMB 1 billion for the year 2025 [6]. - The approval process for the guarantee is within the authorized limits and complies with relevant regulations [6]. Group 3: Subsidiary Information - Tibet Nodi Kang Biomedical Sales Co., Ltd. was established on July 25, 2022, with a registered capital of RMB 28 million [7]. - The company holds 100% ownership of the subsidiary [8]. Group 4: Guarantee Agreement Details - The guarantee covers all debts under the main contract, including principal, interest, penalties, and other related costs [8][9]. - The guarantee period lasts for three years from the maturity of the main debt [9]. Group 5: Overall Guarantee Situation - The total external guarantees provided by the company and its subsidiaries amount to RMB 800 million, representing 20.24% of the latest audited net assets [10]. - The actual balance of guarantees is RMB 541 million, accounting for 13.69% of the latest audited net assets [10].