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藥師幫與越疆達成戰略合作,聚焦醫藥AI大模型及協作機器人應用

6月3日晚間,藥師幫(9885.HK)於香港聯交所發佈公告,宣佈公司與越疆科技(2432.HK)達成戰略合作,雙方將圍繞協作機器人及AI產品在醫藥領域的應用展開深度合作。根據本次協議,雙方將以醫藥協作機器人、醫藥AI大模型、藥品物聯網技術等爲核心,共同探索協作機器人及相關AI產品在藥品研發、倉儲、配送、實時零售、用藥服務等領域的應用,推動機器人與醫藥產業融合升級。合作初期將聚焦藥店與藥倉協作機器人,目前首個項目已完成可行性論證、技術路線分析等前期工作,進入測試平臺搭建階段。根據協議,雙方將共享技術數據及合作中新產生的知識產權,藥師幫獲得該項目機器人在醫藥行業的獨家銷售權。藥師幫作爲最大的院外醫藥數字化服務商,其業務生態涵蓋醫藥行業全價值鏈,在院外市場具備極高的滲透率(覆蓋98.6%縣城、90.7%鄉鎮)。越疆科技是全球協作機器人行業的頭部企業,是少數開發出自有全棧技術的公司之一。灼識諮詢數據顯示,預計2028年全球醫療健康領域的協作機器人市場規模將達3.73億美元。隨着市場規模的持續增長,醫藥健康領域或將成爲協作機器人應用與推廣的重要場景。藥師幫表示,本次戰略合作有利於整合資源、協同創新,促進產業科技發展,增進社會健康福祉。5月以來,受益於港股醫藥板塊強勢反彈,藥師幫股價持續走強。截至6月3日收盤,藥師幫年內累計最大漲幅超103%,總市值回升至69億港元以上,其業務邏輯與盈利能力已逐步得到市場認可。市場觀點認爲,此次與越疆科技的強強聯合,將進一步提高藥師幫的數字化創新能力、深化AI醫療佈局,提升業務智能化水平和運營效率,強化市場競爭力。其優質標的屬性突出,值得重點關注。

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