金吾财讯 | 京东健康(06618)早盘反复扬升，截至发稿，涨2.74%，报44.95港元，成交额7417.05万港元。美银证券发表报告，预期京东健康上半年业绩将优于市场预期，将其2025年上半年收入按年增长预测从19%上调至21%，经调整营运利润预测从19亿元人民币上调至22亿元。展望下半年，美银认为京东健康将继续落实核心策略（扩大市场份额、加强上游药房及品牌合作、优化营运促进重复购买及交叉销售、市场营销提升用户品牌认知），对其收入增长更乐观。该行基本维持下半年营运支出预估，预计利润将再投资于O2O业务，并将2025至2027年经调整净利润预测上调6%至8%，目标价从43港元上调至50港元，重申“买入”评级。
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