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調整蓄力不改向上趨勢 藥師幫回購持續推進

6月17日,港股三大指數震盪走弱。截至收盤,恆生指數跌0.34%,恆生國企指數跌0.4%,恆生科技指數跌0.15%。其中,醫藥股普遍回調,創新藥方向跌幅居前。受板塊情緒影響,藥師幫(9885.HK)下挫6.31%,收盤價報10.4港元。儘管股價波動明顯,但仍屬於短期市場震盪的正常範疇,該公司基本面與行業長期趨勢仍被市場看好。面對股價波動,藥師幫持續通過回購及高管增持以穩定市場預期。根據最新披露,6月17日公司繼續回購10萬股股份,總代價約爲103萬港元,平均每股10.31港元。自5月7日啓動億元回購計劃以來,公司已連續回購553萬股,總回購金額超4334.6萬港元。公司執行董事陳飛也於6月17日增持10萬股,連續增持累計超90萬股,進一步彰顯董事及管理層對公司前景的堅定信心。今年以來,藥師幫持續釋放積極信號。2024業績報告顯示,公司首次實現全年盈利轉正,經調淨利潤1.57億元,同比增20.1%。高毛利業務增長提速,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%;自有品牌業務規模達5.6億元,同比增長532.3%,逐步形成新的增長勢能。同時,緊跟未來藥店業態升級趨勢,公司近期入局醫藥機器人及AI大模型領域。6月,藥師幫與協作機器人龍頭越疆科技達成戰略合作,以醫藥協作機器人、AI大模型、藥品物聯網三大技術切入新零售場景,進一步發掘面向零售藥店的高附加值業務。業內觀點認爲,醫藥板塊下跌與產業政策、重大基本面變化無直接關聯,更偏向資金獲利後的技術性調整。藥師幫基本面穩健,行業長期趨勢向好,短期承壓無礙長期韌性,仍然值得重點關注。

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