Pharmacist Gang (09885) announced interim results. Profit attributable to shareholders of 111 million yuan increased by 41.9% year-on-year, and continued optimization of the platform category structure to achieve accurate supply-side expansion

According to Zhitong Finance App News, Pharmacist Bang (09885) announced that for the six months ended June 30, 2026, the group obtained revenue of RMB 10.283 billion, an increase of 4.5%; the profit attributable to the company owners was 111 million yuan, an increase of 41.9% over the previous year; and the basic profit per share was 0.164 yuan.

During the reporting period, the Group and upstream merchants deeply co-built the pharmaceutical industry ecosystem and continued to iterate the high-quality merchant cultivation system. While steadily growing the core strategic ecosystem partner team with monthly sales of RMB 10 million, the Group continues to incubate small and medium-sized merchants with monthly sales of RMB one million and 100,000 to build a long-term stable, compliant and high-quality upstream supply network. In terms of merchant empowerment, the company uses big data technology as the core to implement refined category operation strategies to provide upstream merchants with in-depth services such as accurate demand mapping, intelligent inventory warning, and dynamic pricing references to help accurate supply and efficient turnover.

Relying on the platform's big data demand insight system, the Group accurately captures changes in market demand, continuously optimizes the platform category structure, and achieves accurate supply-side expansion. As of June 30, 2026, the average number of SKUs per month on the platform has grown to about 4.3 million, an increase of 9% over the first half of 2025. A comprehensive supply matrix covering all categories of chemicals, proprietary Chinese medicines, Chinese medicine tablets, medical devices, and health supplements has been formed. Through refined and differentiated category operations, the platform accurately matches the diversified and scenario-based needs of various procurement entities, and continues to consolidate supply-side competitive barriers.

In the Chinese medicine tablet business segment, the Group adheres to the development path of “standards first, source control, and digital empowerment”, and continues to deepen the construction of the “Gold Standard” system. During the reporting period, the Group added 1 new cooperative production area for authentic medicinal herbs from Tianqi and Gentian, expanded the number of varieties covered by the Gold Standard to 372, updated the grade standards to 1,266, and further extended the coverage of the digital traceability system for the entire link of tablets. During the reporting period, the total sales volume of Chinese herbal medicines on the platform exceeded 20,000 tons, an increase of about 10% over the previous year, fully confirming the strong impact of standardized system construction and digital control capabilities on business growth.

In terms of iterating the digital infrastructure of the platform, the company continues to expand the AI application system to comprehensively improve the operational efficiency and decision-making accuracy of the entire industry by deeply coupling large model capabilities with the business center. In terms of profit model, the company mainly achieves revenue by charging an agreed percentage of transaction commissions from upstream sellers, and the overall average commission rate of the platform has stabilized at 3.3%. At the same time, the Group continues to optimize the platform subsidy mechanism and resource allocation system to balance the platform's profitability and ecological activity.