京东健康（06618）今日盘中大涨5.13%，引起市场广泛关注。截至发稿，该股报63.45港元，成交额9091万港元。
消息面上，里昂证券发布研报，上调京东健康目标价至66港元，维持"跑赢大市"评级。该机构预计公司第三季度总收入同比增长25%至166亿元人民币，主要受益于原厂药和慢性病药销售的强劲增长。研报指出，京东健康第三季度药物销售保持稳健，同比增长超过30%，而保健品业务也维持20%以上的增长。
此外，里昂还上调了京东健康2025财年全年收入增长预测至22%，预计EBIT利润率将达到5.7%。分析师同时上调了公司今明两年的经调整净利润预测5%和4%。尽管公司计划下半年开设200间店铺，第三季度仅开设了50间，但预计经调整EBIT仍将同比增长超过40%至12亿元人民币。对于下半年展望，该机构预计京东健康收入将同比增长20%，其中第四季度增幅预计为16%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.