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港股异动 | 药师帮(09885)盘中涨超3% Q3厂牌首推业务交易额同比增长163%
智通财经网· 2025-10-10 01:51
Core Viewpoint - The company, Yaoshi Bang, has demonstrated strong growth in its business, particularly in its proprietary brand segment, which has become a key driver of the group's performance [1] Group 1: Business Performance - As of October 9, the company's stock rose over 3%, reaching HKD 12.12 with a trading volume of HKD 38.2278 million [1] - The total transaction value of the company's proprietary brand business for the third quarter of 2025 was approximately CNY 658.4 million, representing a year-on-year increase of 163% [1] - The transaction value of the company's proprietary brand business alone was approximately CNY 491.5 million, showing a significant year-on-year growth of 334.2% [1]
药师帮(09885.HK)第三季厂牌首推业务(包括集团自有品牌业务)交易总额6.58亿元 同比...
Xin Lang Cai Jing· 2025-10-09 11:54
来源:格隆汇APP 格隆汇10月9日丨药师帮(09885.HK)公告,厂牌首推业务乃集团"向上走"方案中的一项重要战略,同时 作为高利润业务,因此对提升盈利能力而言举足轻重。公司自其他业务运营所获得的洞察,公司积极寻 求与药企建立深度合作,旨在协助它们将针对下游需求定制的产品推向更广阔的市场,从而将潜在的市 场机遇转化为实实在在的销售业绩。另一方面,依托公司已经构建的品牌影响力和渠道优势,其战略性 推进自有品牌产品的拓展,致力于推出品类丰富且紧密贴合市场需求的高质量自有品牌产品,以满足更 广泛下游用户的多元化需求。截至2025年9月30日止3个月,厂牌首推业务(包括集团自有品牌业务)交易 总额6.58亿元,同比增长163.0%。 ...
药师帮第三季度厂牌首推业务交易总额约6.584亿元,同比增长163%
Zhi Tong Cai Jing· 2025-10-09 11:40
Core Viewpoint - The company reported significant growth in its business operations, particularly in its proprietary brand segment, indicating strong market performance and potential for future expansion [1] Group 1: Financial Performance - The total transaction volume for the company's flagship business, including its proprietary brand operations, reached approximately 658.4 million yuan in the third quarter of 2025, representing a year-on-year increase of 163% [1] - The transaction volume for the company's proprietary brand business was approximately 491.5 million yuan, showing a remarkable year-on-year growth of 334.2% [1]
药师帮(09885)第三季度厂牌首推业务交易总额约6.584亿元,同比增长163%
智通财经网· 2025-10-09 11:39
智通财经APP讯,药师帮(09885)公布,于2025年第三季度,厂牌首推业务(包括该集团自有品牌业务)交 易总额约6.584亿元,同比增长163%;该集团自有品牌业务交易总额约4.915亿元,同比增长334.2%。 ...
港股异动 | 药师帮(09885)盘中涨超9% 公司高毛利业务加速增长 POCT设备下半年仍将加速投放
智通财经网· 2025-09-30 02:28
药师帮(09885)盘中涨超9%,截至发稿,涨9.12%,报10.55港元,成交额3.2亿港元。 中信建投发布研报称,药师帮于2020年推出厂牌首推业务,选取市场需求较高的品类,寻找上游工业企 业代理生产,推送给下游品牌意识较弱的基层医疗机构、下沉药店,从而获取超额毛利率,2025年上半 年,公司厂牌首推业务GMV同比增长115.6%为10.8亿元,其中更高毛利率的自有品牌GMV同比增长 473.4%为8.52亿元。该行认为,公司后续仍将稳步推进高毛利率业务占比稳步提升,且公司在收购一块 医药后,自有品牌产品矩阵进一步丰富,后续有望带来额外增量。 中信建投续指,2024年,公司推出三款"未来光谱"系列POCT设备,聚焦基层医疗机构市场,完善基础 疾病检测领域布局,截至2025年6月底,公司已覆盖超过18000家终端机构,投放超过2.3万台,25年下 半年仍将加速投放。公司POCT设备会协同诊所数字化管理系统("光谱云诊"SaaS系统)、AI医生辅助系 统(光谱智医)协同部署,有望共同完善诊所端布局,提升用户粘性。此外,公司积极推进AI及机器人技 术应用,聚焦赋能下游客户及供应链效率优化,后续有望协同放量。 ...
药师帮盘中涨超9% 公司高毛利业务加速增长 POCT设备下半年仍将加速投放
Zhi Tong Cai Jing· 2025-09-30 02:16
中信建投(601066)发布研报称,药师帮于2020年推出厂牌首推业务,选取市场需求较高的品类,寻找 上游工业企业代理生产,推送给下游品牌意识较弱的基层医疗机构、下沉药店,从而获取超额毛利率, 2025年上半年,公司厂牌首推业务GMV同比增长115.6%为10.8亿元,其中更高毛利率的自有品牌GMV 同比增长473.4%为8.52亿元。该行认为,公司后续仍将稳步推进高毛利率业务占比稳步提升,且公司在 收购一块医药后,自有品牌产品矩阵进一步丰富,后续有望带来额外增量。 中信建投续指,2024年,公司推出三款"未来光谱"系列POCT设备,聚焦基层医疗机构市场,完善基础 疾病检测领域布局,截至2025年6月底,公司已覆盖超过18000家终端机构,投放超过2.3万台,25年下 半年仍将加速投放。公司POCT设备会协同诊所数字化管理系统("光谱云诊"SaaS系统)、AI医生辅助系 统(光谱智医)协同部署,有望共同完善诊所端布局,提升用户粘性。此外,公司积极推进AI及机器人技 术应用,聚焦赋能下游客户及供应链效率优化,后续有望协同放量。 药师帮(09885)盘中涨超9%,截至发稿,涨9.12%,报10.55港元,成交额3 ...
港股异动 | 药师帮(09885)涨近6% 公司获纳入MSCI全球小型股指数 自有品牌业务规模呈高增长态势
智通财经网· 2025-08-13 06:04
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]
调整蓄力不改向上趋势 药师帮回购持续推进
Ge Long Hui· 2025-06-18 00:31
Core Viewpoint - The stock market experienced fluctuations, particularly in the pharmaceutical sector, but the company's fundamentals and long-term industry trends remain positive [1][2] Group 1: Stock Performance - On June 17, the Hong Kong stock market indices showed a downward trend, with the Hang Seng Index falling by 0.34%, the Hang Seng China Enterprises Index down by 0.4%, and the Hang Seng Tech Index decreasing by 0.15% [1] - Pharmaceutical stocks generally retreated, with the company, Yaoshi Bang (9885.HK), dropping by 6.31% to close at 10.4 HKD [1] Group 2: Company Actions - In response to stock price volatility, the company has been actively repurchasing shares and increasing executive holdings to stabilize market expectations [1] - On June 17, the company repurchased 100,000 shares at a total cost of approximately 1.03 million HKD, averaging 10.31 HKD per share [1] - Since initiating a billion HKD repurchase plan on May 7, the company has repurchased a total of 5.53 million shares, with a total repurchase amount exceeding 43.34 million HKD [1] - Executive Director Chen Fei also increased his holdings by 100,000 shares on June 17, bringing the total to over 900,000 shares, reflecting management's confidence in the company's future [1] Group 3: Financial Performance - The company has released positive signals this year, achieving its first annual profit in 2024, with a net profit of 157 million HKD, representing a year-on-year increase of 20.1% [1] - High-margin business growth has accelerated, with the transaction scale of the brand's first-push business reaching 717 million HKD from January to April, a year-on-year increase of 108.1% [1] - The company's proprietary brand business reached 560 million HKD, showing a significant year-on-year growth of 532.3%, indicating the formation of new growth momentum [1] Group 4: Industry Trends - The company is adapting to future pharmacy industry upgrades by entering the fields of pharmaceutical robotics and AI models [2] - In June, the company formed a strategic partnership with leading collaborative robotics firm, Yuejiang Technology, to explore high-value-added business opportunities in new retail scenarios through pharmaceutical collaborative robots, AI models, and drug IoT technologies [2] - Industry experts believe that the recent decline in the pharmaceutical sector is more related to technical adjustments following profit-taking rather than direct impacts from industrial policies or significant fundamental changes [2]
盈利拐点确立、估值反击战打响,市场热烈回应药师帮(09885)亿元回购
智通财经网· 2025-05-20 00:33
Core Viewpoint - The company, Yaoshi Bang, has initiated a share buyback plan of up to HKD 100 million, signaling strong market confidence and a commitment to enhancing shareholder value [1][3][8]. Group 1: Share Buyback and Management Actions - The company announced a share buyback plan to utilize up to HKD 100 million by October 31, 2025, and has already repurchased 3.707 million shares since the announcement, with a total expenditure exceeding HKD 27.74 million [1][3]. - Executive director Chen Fei increased his stake by purchasing 500,000 shares in April and an additional 100,000 shares on May 15 [2]. Group 2: Financial Performance and Growth - For the year 2024, the company reported a revenue of CNY 17.904 billion, a year-on-year increase of 5.5%, significantly outperforming the industry average [4]. - The company achieved a net profit of CNY 30.01 million, marking its first full-year profit, with adjusted net profit reaching CNY 157 million, a 20.1% increase year-on-year [4][5]. - Operating cash flow remained positive at CNY 656 million, reflecting a 45% year-on-year growth, indicating strong financial health [4][6]. Group 3: Operational Efficiency and Market Position - The company has a healthy debt structure with total liabilities of CNY 4.226 billion, primarily consisting of accounts payable [6]. - The company maintains a unique cash cycle with inventory turnover days of approximately 30 days and accounts receivable turnover days close to zero, allowing for efficient cash management [6]. - As of December 2024, the company had over 827,000 registered buyers, covering 98.9% of counties and 91.2% of townships in China, with a monthly active buyer count of 433,000 and a payment rate of 92.7% [4]. Group 4: Future Growth Potential - The company is positioned for significant growth with a projected compound annual growth rate of 145% in net profit from 2024 to 2027, driven by the successful implementation of high-margin proprietary brand initiatives [8][9]. - The ongoing optimization of grassroots medical resource allocation in China is expected to further enhance the company's growth prospects, as it stands to benefit from increased demand in the pharmaceutical procurement sector [9].