藥師幫基本面向好 擬回購至多10% 估值迎長期佈局良機
10月31日晚，藥師幫（9885.HK）針對當日股價波動的情況，發佈公吿稱 “業務經營維持正常”、“且本集團業務經營及財務狀況並無重大不利變動”。同時，藥師幫也在公吿中表示，公司將繼續監察市況，並根據香港聯合交易所有限公司證券上市規則第10.06條的規定，考慮選擇適當時機利用股份購回授權在公開市場購回股份。據瞭解，根據藥師幫股東於2023年6月3日通過的決議案，董事獲授予一般授權，可購回不超過緊隨全球發售完成後已發行股份總數10%的股份。
對於近期股價出現的波動趨勢，有行業人士認為，或因市場短期情緒波動和行業政策調整所致，在基本面持續向好的背景下，且公司估值進入到合理區間，長線佈局的機會點或已出現。
藥師幫（9885.HK），中國院外醫藥產業最大的數字化綜合服務平台，今年上半年繼續呈現出強勁的發展勢頭。據半年報數據：2023年上半年藥師幫GMV同比增長34.4%，達到220.41億元人民幣。公司的盈利能力也進一步得到強化，經調整後淨利潤首次轉正，實現了79.69億元的營業收入，同比增長18%。
藥師幫以其獨特的業務模式和高效的運營體系，迅速在醫藥行業中嶄露頭角。公司通過建立數字化醫藥交易與服務網絡，為下游藥店及醫療機構提供豐富、優質的藥品資源，贏得了良好的市場口碑。在業績增長方面，藥師幫的平台業務和自營業務均表現出色。上半年，平台業務GMV為135.41億元，同比增長46.4%；自營業務GMV為85億元，同比增長18.7%。
在基本面持續向好的背景下，長線投資者或已迎來進入機會點。藥師幫所處的醫藥數字化市場具有廣闊的發展空間，隨着互聯網醫療的快速發展和政策支持的不斷加大，市場潛力將持續釋放。同時，藥師幫的規模優勢也在放大，盈利能力持續增強。此外，藥師幫還積極拓展光譜雲檢、智慧藥房等業務，提升公司的創新力。截至2023年上半年，藥師幫註冊用户達58.9萬家，月活用户付費率達93.6%，這一廣泛的用户基礎和強大的網絡效應為公司未來的增長打下了堅實的基礎。
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