金吾财讯 | 京东健康(06618)午后维持高位运行，截止发稿，涨3.94%，报47.45港元，成交额3.17亿港元。高盛预计，京东健康在2025年第二季销售额增长约18%、营运利润增长约5%，考虑到逐步增加的投资。高盛相信公司对2025财年全年利润增长持平的指引，已计入下半年显著增加的投资。基于更好的利润率假设，高盛对京东健康2025利润的预测比市场共识高6%。高盛维持京东健康2025至2027年营收预测不变，但基于公司在成本和费用控制上的纪律，将净利润预估上调1%至2%。高盛维持该股“买入”评级，反映京东健康在药房及医疗服务领域的强势地位与营收可见度。
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