智通财经APP获悉，阿里健康(00241)再跌近4%，截至发稿，跌3.46%，报4.47港元，成交额1.89亿港元。
消息面上，阿里健康此前发布截至今年3月底的2025财年业绩，期内实现营收305.98亿元，同比增长13.2%；净利润14.32亿元，同比增长62.2%；调整后净利润19.5亿元，同比增长35.6%。里昂表示，阿里健康2025年3月底止财年度下半年收入符合预期，但由于市场及推广开支增长，利润未达预期。
瑞银发表研究报告指，阿里健康盈利增长潜力下降，自营业务销售增长放缓，宏观经济压力下市场竞争加剧，加上线上销售渗透率已较高，或无法支撑现有估值，因此将评级从“中性”下调至“沽售”，预计2025至2028年收入及经调整净利润年均复合增长率将达到高单位数及低双位数百分比。
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