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藥師幫1-4月自有品牌同增532.3% 高毛利業務提速
格隆匯 05-15 08:30

5月14日,藥師幫發佈聯交所公吿稱,今年1-4月,廠牌首推業務成交規模達7.17億元,同比增長108.1%;其中,自有品牌業務規模達5.6億元,同比增長532.3%,交出了一份亮眼的成績單。今年以來,藥師幫加速拓展首推業務,不斷擴充「樂藥師」等自有品牌產品陣營,進一步提升公司的供給能力及運營能力,實現高毛利、高附加值業務的增長提速。廠牌首推業務是藥師幫“向上走”戰略的重要佈局之一。得益於國內廣闊的行業覆蓋,疊加良好的數字化能力及市場洞見,藥師幫通過“平台+自營”的業務整合,衍生出廠牌首推及自有品牌業務,積極尋求與上游藥企的深入合作,孵化高附加值業務,進一步擴大整體業務規模、提升業務毛利率。通過該業務,藥師幫進一步加強上下游參與度,並提升供應鏈能力。據年報披露,截至2024年底,自有品牌累計採購客户數突破37萬家,大單品藿香正氣口服液首年上市即覆蓋藥店11.5萬家,逐步形成新的增長勢能。據公司年報,2025年藥師幫將延續“向上走”的長期戰略,通過賦能平台商家、優化產品供應體系、發力自有品牌等行動,打造高毛利、高附加值業務。一方面,公司將充分發揮技術能力,為上游賣家打造更為完備、高效的數字化運營體系,幫助上游商家在市場競爭中“做大做強”。另一方面,公司還將深化與重點醫藥頭部工業的戰略合作,發掘更多優質、創新的醫藥產品,解決上游夥伴的新問題、新需求,為業績增長帶來新的動能與空間。

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