智通财经APP获悉，京东健康(06618)涨超3%，截至发稿，涨2.67%，报40.4港元，成交额1.58亿港元。
华兴证券发布研报称，1Q25年京东健康业绩增速超市场预期，根据公司1Q25年业绩报告，京东健康实现营业收入166.5亿元(+25.5%)；公司实现经营盈利10.7亿元(+119.8%)；调整后Non-IFRS净利润达到17.7亿元(+47.7%)，超过市场预期。1Q25公司收入表现好于市场预期的主要原因在于：1)1Q24低基数；2)年初流感带来的用药需求增长；3)线上医药品渗透率的进一步提升。公司认为，由于未来“618”等促销对销售的影响还有待观察，因此，维持2025-2027年商品销售收入YoY增速预测15%/15%/13%。
建银国际指出，京东健康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。该行将京东健康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。
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