藥師幫通過港交所聆訊 2022年公司已實現正向經營現金流
格隆匯6月6日丨6月4日港交所官網顯示,藥師幫已通過港交所上市聆訊並更新聆訊後資料集,中金公司為獨家保薦人。藥師幫是中國院外醫藥產業最大的數字化服務平台,業務模式以“平台+自營”雙輪驅動,並配合一系列其他業務。於往績記錄期間,藥師幫的業務強勁增長,財務業績穩步改善。公司2020--2022年總收入分別為60.6億元、100.9億元、142.7億元(人民幣,下同),近三年複合增長率達53.4%。2022年,公司毛利達到14.34億元,同比增長57%,毛利率由2021年的9.1%增至10.1%。其中,自營業務對於公司總收入的貢獻最大,其毛利率由2021年的5.2%增至2022年的6.2%。聆訊後資料集顯示,藥師幫的總GMV於2022年達到378億元,佔中國院外數字化醫藥流通服務市場21%的份額,且自2020年的年複合增長率為38.6%。據弗若斯特沙利文報吿,這兩項數據在中國領先的院外數字化醫藥產業服務平台中均排名第一。此外,2022年公司有30.8萬個月均活躍買家,在中國院外數字化醫藥產業服務平台中排名最高。2021年於藥師幫平台上交易的月平均可提供庫存單位(SKU)數量超過330萬個,在中國院外數字化醫藥產業服務平台中排名也最高。展望未來,藥師幫計劃主要通過進一步採取措施實現盈利能力,包括擴大買家羣體並提升買家參與度、增加醫藥流通業務和其他業務的收入、優化公司的整體成本及開支結構、提高經營利潤率、改善公司的營運資金管理以及利用公司的競爭實力及優勢等措施。公司在招股書中提到,未來將通過多項經營策略及措施,使公司能夠增加收入並管理成本和開支,從而實現盈利能力與保持正向經營現金流。根據招股書,2022年藥師幫已實現正的經營現金流人民幣9800萬元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.