核心观点2025Q1公司实现营收166.45亿元,同比增长25.5%,实现经调整经营利润13.08亿元,同比增长73.4%,实现经调整净利润17.68亿元,同比增长47.7%,收入和利润端均大超市场预期。收入端超预期主要受流感错峰、低基数以及原研药的带动,利润端超预期主要受投入节奏的影响。今年以来,JDH在恒生科技表现排名靠前,尽管上个季度公司对于全年的利润指引和分红预期较为保守,但市场仍计入了...
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