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人中吕布
人中吕布
·
2022-01-14
$海螺创业(00586)$
有没有还守着的兄弟,吱个声
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人中吕布
人中吕布
·
2021-12-03
$1药网(YI)$
网售创新药好像不错,阿里健康、京东健康也在做,1药网不是有好多合作药店在3-6线吗,新药推广下沉搞起来啊
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人中吕布
人中吕布
·
2021-11-17
$1药网(YI)$
根据弗若斯特沙利文的数据,2020 年互联网医疗行业规模达3,140 亿元,同比增长44%;2020-2025 年复合增长率为36.7%,2025 年行业规模将达15,010 亿元;2025-2030 年复合增长率为22.9%,2030 年行业规模将达42,230 亿元,由此推算10 年CAGR 为29.7%。细分来看,在线零售药房规模最大,2020 年规模1,570 亿元,占比50%;预计2030 年规模将扩大到12,000 亿元,2020-2025 年复合增长率为28.9%,2025-2030 年复合增长率为16.5%,10 年CAGR 22.55%。
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人中吕布
人中吕布
·
2021-10-29
$1药网(YI)$
同仁堂表示:在数字化方面,首选1药网,同仁堂+1药网,强强联合[666]
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人中吕布
人中吕布
·
2021-10-26
$1药网(YI)$
前段时间的三明医改经验从“注意推广”到“深入推广”,现在看来国家医疗卫生体制改革在加速了,互联网医疗作为分级诊疗及医保控费的重要手段、医药电商作为药品供应链的重要环节都有机会获得拐点发展呀~!1药网作为行业受益者,抓紧机会冲鸭
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人中吕布
人中吕布
·
2021-10-19
$1药网(YI)$
$1药网(YI)$ 医疗肯定是未来投资回报率比较好的赛道之一,背后的逻辑是中国老龄化问题。用AI来提升医疗效率,能对医疗资源紧缺起一定缓解作用,肯定是未来的趋势行业,1药网的赛道还是不错的。
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人中吕布
人中吕布
·
2021-10-14
$1药网(YI)$
1药网的产业互联网商业模式是S2B2C,这个商业模式当中最核心的基础是供应链,通过对于供应链赋能B端,包括药店和医生,继而服务C端。
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人中吕布
人中吕布
·
2021-09-23
$1药网(YI)$
从供应商视角来看,1药网还实现了与药企的直连,系统可以根据历史销量、库存周转、预测销售,从几百家国内外知名药企和过千家供应商的数据中提取诸如送货周期和充货率等数据进行全面综合评估,最终自动下单采购。
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人中吕布
人中吕布
·
2021-09-07
赶紧带飞!
1药网宣布:未来12个月内回购1000万美元股票
1药网会快速地达到盈利平衡点。
1药网宣布:未来12个月内回购1000万美元股票
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人中吕布
人中吕布
·
2021-08-27
$1药网(YI)$
听朋友说,上回找个药,在美团、阿里上都没找到,结果1药网上有。建议公司多做宣传,这些就是差异化和壁垒啊!
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href=\"https://laohu8.com/S/00586\">$海螺创业(00586)$</a>有没有还守着的兄弟,吱个声","listText":"<a href=\"https://laohu8.com/S/00586\">$海螺创业(00586)$</a>有没有还守着的兄弟,吱个声","text":"$海螺创业(00586)$有没有还守着的兄弟,吱个声","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697097253","isVote":1,"tweetType":1,"viewCount":2293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601655460,"gmtCreate":1638525776328,"gmtModify":1638525776328,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>网售创新药好像不错,阿里健康、京东健康也在做,1药网不是有好多合作药店在3-6线吗,新药推广下沉搞起来啊","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>网售创新药好像不错,阿里健康、京东健康也在做,1药网不是有好多合作药店在3-6线吗,新药推广下沉搞起来啊","text":"$1药网(YI)$网售创新药好像不错,阿里健康、京东健康也在做,1药网不是有好多合作药店在3-6线吗,新药推广下沉搞起来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/601655460","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871778952,"gmtCreate":1637117339964,"gmtModify":1637117339964,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>根据弗若斯特沙利文的数据,2020 年互联网医疗行业规模达3,140 亿元,同比增长44%;2020-2025 年复合增长率为36.7%,2025 年行业规模将达15,010 亿元;2025-2030 年复合增长率为22.9%,2030 年行业规模将达42,230 亿元,由此推算10 年CAGR 为29.7%。细分来看,在线零售药房规模最大,2020 年规模1,570 亿元,占比50%;预计2030 年规模将扩大到12,000 亿元,2020-2025 年复合增长率为28.9%,2025-2030 年复合增长率为16.5%,10 年CAGR 22.55%。","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>根据弗若斯特沙利文的数据,2020 年互联网医疗行业规模达3,140 亿元,同比增长44%;2020-2025 年复合增长率为36.7%,2025 年行业规模将达15,010 亿元;2025-2030 年复合增长率为22.9%,2030 年行业规模将达42,230 亿元,由此推算10 年CAGR 为29.7%。细分来看,在线零售药房规模最大,2020 年规模1,570 亿元,占比50%;预计2030 年规模将扩大到12,000 亿元,2020-2025 年复合增长率为28.9%,2025-2030 年复合增长率为16.5%,10 年CAGR 22.55%。","text":"$1药网(YI)$根据弗若斯特沙利文的数据,2020 年互联网医疗行业规模达3,140 亿元,同比增长44%;2020-2025 年复合增长率为36.7%,2025 年行业规模将达15,010 亿元;2025-2030 年复合增长率为22.9%,2030 年行业规模将达42,230 亿元,由此推算10 年CAGR 为29.7%。细分来看,在线零售药房规模最大,2020 年规模1,570 亿元,占比50%;预计2030 年规模将扩大到12,000 亿元,2020-2025 年复合增长率为28.9%,2025-2030 年复合增长率为16.5%,10 年CAGR 22.55%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871778952","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854741159,"gmtCreate":1635487609431,"gmtModify":1635487609431,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>同仁堂表示:在数字化方面,首选1药网,同仁堂+1药网,强强联合[666]","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>同仁堂表示:在数字化方面,首选1药网,同仁堂+1药网,强强联合[666]","text":"$1药网(YI)$同仁堂表示:在数字化方面,首选1药网,同仁堂+1药网,强强联合[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/854741159","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852043602,"gmtCreate":1635227659830,"gmtModify":1635227659830,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>前段时间的三明医改经验从“注意推广”到“深入推广”,现在看来国家医疗卫生体制改革在加速了,互联网医疗作为分级诊疗及医保控费的重要手段、医药电商作为药品供应链的重要环节都有机会获得拐点发展呀~!1药网作为行业受益者,抓紧机会冲鸭","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>前段时间的三明医改经验从“注意推广”到“深入推广”,现在看来国家医疗卫生体制改革在加速了,互联网医疗作为分级诊疗及医保控费的重要手段、医药电商作为药品供应链的重要环节都有机会获得拐点发展呀~!1药网作为行业受益者,抓紧机会冲鸭","text":"$1药网(YI)$前段时间的三明医改经验从“注意推广”到“深入推广”,现在看来国家医疗卫生体制改革在加速了,互联网医疗作为分级诊疗及医保控费的重要手段、医药电商作为药品供应链的重要环节都有机会获得拐点发展呀~!1药网作为行业受益者,抓紧机会冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852043602","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850736702,"gmtCreate":1634625689200,"gmtModify":1634625689200,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>$1药网(YI)$ 医疗肯定是未来投资回报率比较好的赛道之一,背后的逻辑是中国老龄化问题。用AI来提升医疗效率,能对医疗资源紧缺起一定缓解作用,肯定是未来的趋势行业,1药网的赛道还是不错的。","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>$1药网(YI)$ 医疗肯定是未来投资回报率比较好的赛道之一,背后的逻辑是中国老龄化问题。用AI来提升医疗效率,能对医疗资源紧缺起一定缓解作用,肯定是未来的趋势行业,1药网的赛道还是不错的。","text":"$1药网(YI)$$1药网(YI)$ 医疗肯定是未来投资回报率比较好的赛道之一,背后的逻辑是中国老龄化问题。用AI来提升医疗效率,能对医疗资源紧缺起一定缓解作用,肯定是未来的趋势行业,1药网的赛道还是不错的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850736702","isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825967619,"gmtCreate":1634191891631,"gmtModify":1634192398615,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>1药网的产业互联网商业模式是S2B2C,这个商业模式当中最核心的基础是供应链,通过对于供应链赋能B端,包括药店和医生,继而服务C端。","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>1药网的产业互联网商业模式是S2B2C,这个商业模式当中最核心的基础是供应链,通过对于供应链赋能B端,包括药店和医生,继而服务C端。","text":"$1药网(YI)$1药网的产业互联网商业模式是S2B2C,这个商业模式当中最核心的基础是供应链,通过对于供应链赋能B端,包括药店和医生,继而服务C端。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825967619","isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863631991,"gmtCreate":1632383085413,"gmtModify":1632383085413,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>从供应商视角来看,1药网还实现了与药企的直连,系统可以根据历史销量、库存周转、预测销售,从几百家国内外知名药企和过千家供应商的数据中提取诸如送货周期和充货率等数据进行全面综合评估,最终自动下单采购。","listText":"<a 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17:32","market":"us","language":"zh","title":"1药网宣布:未来12个月内回购1000万美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1126293364","media":"金融界","summary":"1药网会快速地达到盈利平衡点。","content":"<p>9月7日消息,中国领先的数字医药健康平台<a href=\"https://laohu8.com/S/YI\">1药网</a>宣布,经董事会批准授权发布了一项股票回购计划。根据该计划,公司将在未来12个月内以美国存托股(“ADS”)的形式回购至多1000万美元的A类普通股(统称为“股票回购计划”)。</p>\n<p>此前,1药网公布了2021年第二季度财报。财报显示,1药网第二季度的营收规模创下新高,达30.24亿元(人民币,下同),同比增长87%。在收入端增长显著的同时,1药网亏损持续收窄,净亏损占净收入百分比由2018年第三季度的22.3%降至本季度的3.9%。</p>\n<p>通过持续为药店在交易、流转、运营等多个环节带来效率优化,1药网积累了扎实的药店网络资源。截至二季度报告期末,1药网已服务药店达35.5万家,覆盖全国超65%的药店,相比于同期去年的26万家实现大幅增长。1药网供应链服务平台直采战略合作药企已超过380家。</p>\n<p>1药网联合创始人兼执行董事长于刚日前在接受媒体采访时表示,1药网非常有信心在12到18个月之内实现盈利,主要有几点原因:1,正在加速走向源头供应,减少中间环节;2,商品结构持续优化,增加了毛利率高的产品;3,供应链效率提升,降低履单成本。通过这一系列的努力,1药网会快速地达到盈利平衡点。</p>\n<p><img src=\"https://static.tigerbbs.com/4db9818387958c13335de10b9e8d91a4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1药网宣布:未来12个月内回购1000万美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 17:32 北京时间 <a href=http://usstock.jrj.com.cn/2021/09/07171133398956.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月7日消息,中国领先的数字医药健康平台1药网宣布,经董事会批准授权发布了一项股票回购计划。根据该计划,公司将在未来12个月内以美国存托股(“ADS”)的形式回购至多1000万美元的A类普通股(统称为“股票回购计划”)。\n此前,1药网公布了2021年第二季度财报。财报显示,1药网第二季度的营收规模创下新高,达30.24亿元(人民币,下同),同比增长87%。在收入端增长显著的同时,1药网亏损持续收窄...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/09/07171133398956.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43382abfe9113d896a3e669ce5b76e8a","relate_stocks":{"YI":"1药网"},"source_url":"http://usstock.jrj.com.cn/2021/09/07171133398956.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126293364","content_text":"9月7日消息,中国领先的数字医药健康平台1药网宣布,经董事会批准授权发布了一项股票回购计划。根据该计划,公司将在未来12个月内以美国存托股(“ADS”)的形式回购至多1000万美元的A类普通股(统称为“股票回购计划”)。\n此前,1药网公布了2021年第二季度财报。财报显示,1药网第二季度的营收规模创下新高,达30.24亿元(人民币,下同),同比增长87%。在收入端增长显著的同时,1药网亏损持续收窄,净亏损占净收入百分比由2018年第三季度的22.3%降至本季度的3.9%。\n通过持续为药店在交易、流转、运营等多个环节带来效率优化,1药网积累了扎实的药店网络资源。截至二季度报告期末,1药网已服务药店达35.5万家,覆盖全国超65%的药店,相比于同期去年的26万家实现大幅增长。1药网供应链服务平台直采战略合作药企已超过380家。\n1药网联合创始人兼执行董事长于刚日前在接受媒体采访时表示,1药网非常有信心在12到18个月之内实现盈利,主要有几点原因:1,正在加速走向源头供应,减少中间环节;2,商品结构持续优化,增加了毛利率高的产品;3,供应链效率提升,降低履单成本。通过这一系列的努力,1药网会快速地达到盈利平衡点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819222002,"gmtCreate":1630073590006,"gmtModify":1704955569378,"author":{"id":"3544440059012411","authorId":"3544440059012411","name":"人中吕布","avatar":"https://static.tigerbbs.com/adecfd412668c44d1e43684310e377b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544440059012411","authorIdStr":"3544440059012411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>听朋友说,上回找个药,在美团、阿里上都没找到,结果1药网上有。建议公司多做宣传,这些就是差异化和壁垒啊!","listText":"<a href=\"https://laohu8.com/S/YI\">$1药网(YI)$</a>听朋友说,上回找个药,在美团、阿里上都没找到,结果1药网上有。建议公司多做宣传,这些就是差异化和壁垒啊!","text":"$1药网(YI)$听朋友说,上回找个药,在美团、阿里上都没找到,结果1药网上有。建议公司多做宣传,这些就是差异化和壁垒啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/819222002","isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"揭人不揭短","avatar":"https://static.tigerbbs.com/8a6d90cbff3ceab2e34f58c7b8e0271f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000220","authorIdStr":"9000000000000220"},"content":"总市值 5.24亿 流通市值 1.69亿 总股本 8,287万 流通股本 2,676万 52周最高 45.88 52周最低 5.01 市盈率 -7.14 市净率 13.47 股息 0 股息收益率 0.00% ROA -14.09% ROE -54.62% 每股收益 -0.88,丑丑的财务数据,要涨还真不容易。","text":"总市值 5.24亿 流通市值 1.69亿 总股本 8,287万 流通股本 2,676万 52周最高 45.88 52周最低 5.01 市盈率 -7.14 市净率 13.47 股息 0 股息收益率 0.00% ROA -14.09% ROE -54.62% 每股收益 -0.88,丑丑的财务数据,要涨还真不容易。","html":"总市值 5.24亿 流通市值 1.69亿 总股本 8,287万 流通股本 2,676万 52周最高 45.88 52周最低 5.01 市盈率 -7.14 市净率 13.47 股息 0 股息收益率 0.00% ROA -14.09% ROE -54.62% 每股收益 -0.88,丑丑的财务数据,要涨还真不容易。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}