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紧跟医药新零售, 药师帮抢先布局“AI、机器人”医药场景
Core Viewpoint - The strategic collaboration between Yaoshi Bang and Yujian focuses on the application of collaborative robots and AI products in the pharmaceutical sector, aiming to enhance the integration of robotics and the pharmaceutical industry [1] Group 1: Company Performance - Yaoshi Bang's stock price has surged, achieving a 52% increase in May and over 120% year-to-date, with a market capitalization exceeding HKD 7.5 billion [1][4] - The company reported a revenue of CNY 17.904 billion for 2024, a year-on-year increase of 5.5%, and a net profit of CNY 157 million, marking a 20.1% increase [3] - The company has successfully transitioned to profitability, indicating that previous investments in digitalization and supply chain optimization are yielding results [3] Group 2: Market Trends - The pharmaceutical sector in Hong Kong has shown strong performance, with the Hong Kong and A-share pharmaceutical indices rising over 35% and 43% respectively in 2025 [2] - The A-share pharmaceutical and biotechnology sector has also rebounded significantly, with a single-day trading volume of CNY 127.9 billion on June 3 [2] Group 3: Strategic Initiatives - Yaoshi Bang has initiated a share repurchase plan worth CNY 100 million, having repurchased 5.275 million shares for nearly HKD 40 million [4] - The company is entering the pharmaceutical robotics and AI model sector, collaborating with Yujian Technology to explore high-value business opportunities in retail pharmacies [3] Group 4: Analyst Perspectives - Analysts from Changcheng Securities project that Yaoshi Bang's revenue will reach CNY 20.327 billion, CNY 23.375 billion, and CNY 27.120 billion from 2025 to 2027, with corresponding net profits of CNY 124 million, CNY 379 million, and CNY 720 million [6] - Tianfeng Securities highlights that the company is entering a new phase of sustained profitability, marking a significant milestone in its growth trajectory [6] - Xinda Securities notes that the company has completed its major capital expenditure phase and is now positioned to enhance profitability through high-margin business initiatives [6]
瞄准药店新零售转型需求,药师帮助力打造“技术驱动型健康终端”
Zhi Tong Cai Jing· 2025-06-05 01:11
Group 1 - The retail pharmacy industry is undergoing a deep adjustment period due to the dual pressures of deepening pharmaceutical reforms and sluggish consumer spending, with overall growth rates hitting a five-year low [1] - Major chain pharmacies are shifting from scale expansion to refined operations, focusing on "diversification," "new retail," and "specialization" to build differentiated competitive advantages [1] - The transformation of the pharmaceutical retail industry is showing three major trends: accelerated layout of dual-channel pharmacies, continuous expansion of DTP specialty pharmacies, and gradual improvement of the new retail health service ecosystem [1] Group 2 - The new retail model has a penetration rate of 82.8% among households for medicine preparation, temporary purchases, and flash delivery services [1] - Leading chain pharmacies like Dazhenglin and Yixintang have initiated full-chain service capability construction to seize new retail transformation opportunities [1] - Cost control and efficiency improvement have become trends, with most chain pharmacies slowing down store expansion and focusing on enhancing the operational efficiency of existing stores [1] Group 3 - The digital pharmacy leader Yaoshi Bang has recently announced a strategic partnership with global collaborative robot leader Yuejiang Technology to integrate technologies such as pharmaceutical collaborative robots, AI models, and drug IoT into new retail scenarios [2] - The application of these technologies aims to enhance efficiency in prescription review and medication services, as well as to achieve full-process drug traceability management [2] - Automation technology is expected to become the core infrastructure for the new retail transformation of pharmacies, marking a fundamental shift from labor-intensive to technology-driven operations [2]
药师帮(09885.HK)与越疆科技订立战略合作与业务部署协议 推动机器人与医药产业融合升级
Ge Long Hui· 2025-06-03 09:38
双方在合作中将遵循协力创新、共赢发展的原则,共享技术资料及合作中新产生的知识产权、商业秘密 等。在约定条件下,越疆科技享有独家生产该项目机器人的权利,而集团则享有在医药行业独家销售该 项目机器人的权利。以此项目为基础,依托各自优势,双方将在战略协议框架下不断开展更多新项目。 格隆汇6月3日丨药师帮(09885.HK)宣布,于2025年6月3日,集团与越疆科技(2432.HK)订立战略合作与 业务部署协议,开启紧密战略合作,并已展开具体项目的部署。 双方基于植根行业多年的领先优势和高度协同的业务生态,决定建立全面战略合作伙伴关系,将以医药 协作机器人、医药AI大模型、药品物联网技术等为核心,共同探索协作机器人及相关AI产品在药品研 发、仓储、配送、即时零售、用药服务等领域的应用,推动机器人与医药产业融合升级,努力实现集团 「让好医好药普惠可及」和越疆科技「实现人机协作的最优配置」的使命与愿景。 在战略合作初始阶段,双方将率先于药店、药仓协作机器人领域展开合作。目前,双方已确定首个落地 项目计划,已完成可行性论证、技术路线研判、技术方案交换、合适部署环境选定等工作,并已开始搭 建测试平台。 集团董事会认为,与越疆 ...
药师帮(09885) - 自愿性公告 订立战略合作与业务部署协议
2025-06-03 09:30
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 ...