金吾财讯 | 长城证券研报指，7月31日，药师帮(09885)H1正面盈利预告，公司预计2025年H1归属于股东净利润不低于7,000万元，为上年同期的归属于股东净利润2,180万元的3倍以上。 该机构指，自有品牌业务规模呈高增长态势，逐步实现从“规模扩张”到“盈利提升”的战略升级。经营性净现金流与自由现金流向好，高比例分红重视股东回报，回购注销彰显长期发展信心。公司是国内院外医药产业数字化生态建设的领跑者，公司平台和自营业务稳健增长，随着公司持续拓展业务版图，不断开展医药产业链上下游的业务创新和服务升级，深化与上下游合作伙伴的系统合作，该机构预计2025-2027 年公司实现营业收入 203.27 亿元、233.75 亿元、271.20 亿元，归母净利润1.24亿元、3.79亿元、7.20亿元，2025年8月4日股价对应的PE 倍数分别为47.7X、15.6X、8.2X，维持“买入”评级。
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