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　　高盛发布研报称，将京东健康（06618）2025至2027年收入预测平均上调2%，以反映药品和营养产品的销售强劲超出预期；考虑到有部分的毛利率增长会被自订配送计划的投资所抵消，将净利润预测上调1至3%。目标价由37.8港元升至42.5港元，维持“买入”评级。

　　京东健康今年首季收入和利润均超出预期，主要受强劲的药品和营养产品势头、以及毛利率扩张推动。该行重申对京东健康在行业领先地位的信心，因为公司拥有强大的供应链能力和品牌认知度。管理层目前预计今年全年收入增长双位数，营业利润同比大致持平。该行认为指引相对保守，因考虑到今年下半年有较多投资，亦相信集团将扩大其市场份额，尤其是在药品类别，并会受惠于对自订派送的增长。

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