建银国际发表报告指,京东健康(06618.HK) 2025年第一季度业绩超出预期,归功于收入增长和毛利率扩张超出预期。总收入按年增长25.5%,达到166亿元人民币。剔除流感病例推动的药品需求增长,销售额仍增长18%,高于该行预估的152亿元人民币(原本预计按年增长15%)。自营(1P)和第三方平台(3P)均保持双位数增长,其中自营表现略佳。毛利率按年提升约1.6个百分点,原因包括广告和保健品等高...
Source Link建银国际发表报告指,京东健康(06618.HK) 2025年第一季度业绩超出预期,归功于收入增长和毛利率扩张超出预期。总收入按年增长25.5%,达到166亿元人民币。剔除流感病例推动的药品需求增长,销售额仍增长18%,高于该行预估的152亿元人民币(原本预计按年增长15%)。自营(1P)和第三方平台(3P)均保持双位数增长,其中自营表现略佳。毛利率按年提升约1.6个百分点,原因包括广告和保健品等高...
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