智通财经APP获悉，京东健康(06618)涨超4%，截至发稿，涨4.49%，报40.7港元，成交额3.43亿港元。
消息面上，京东健康一季度实现收入166.45亿元(人民币，下同)，同比增长25.5%；经营盈利10.71亿元，同比增长119.8%。一季度，京东健康在医疗AI领域取得多项进展，持续推动AI技术在医疗健康服务、专病诊疗、健康管理等方面的应用。建银国际将京东健康2025财年销售预测上调4.7%，原因是随着国家医疗保险预算收紧，原研药的市场份额稳步增长，导致开具原研药处方变得困难。这推动许多自费用户转向线上购买。
海通国际表示，25Q1公司收入规模突破历史最好季度表现，达到166.5亿元，好于全年指引。该行建议关注即时零售布局展开。据管理层，公司25年将重点发力10个城市的自营即时送药，该行认为其B2C+O2O的复合策略优势明显，一方面，赋能上游厂商实现全渠道布局；另一方面，“前置仓”式基建有助于提升区域单量密度，发挥规模效应，相比单一的商家入驻模式更具消费粘性。
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