异动解读|京东健康盘中下跌3.52%,处方药网售新规持续压制互联网医药板块

行情直击
Jun 03

6月3日,京东健康盘中下跌3.52%,报38.3港元/股,成交额8808.45万港元。同期互联网与直销零售板块整体走弱,美团跌4.33%、京东集团跌3.75%、阿里健康跌2.88%。

消息面上,国家药监局近期发布《处方药网络零售合规指南》正式落地,明确处方审核须由执业药师完成,禁止AI代为审方,同时禁止处方药在首页展示及以赠送、直播等方式促销。实测显示,京东等平台高热度GLP-1减重注射剂已无法在线直接购买,线上销售链路已作调整。新规全面抬升合规门槛,互联网处方药零售正从"流量转化"逻辑回归医疗安全逻辑,短期对平台药品收入形成压力。此外,公司自5月15日以来已连续回购累计4.74亿港元,但期间股价仍累计下跌逾18%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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