里昂发表研究报告指，京东健康上半年业绩符合预期，当中收入按年增长24.5%至353亿元，经调整EBIT按年升57%至25亿元，主要受惠于618购物节良好表现及用户数强劲增长，药品销售亦因原厂药需求转移由院内向院外而有所提升。 该行预期2025年下半年公司收入将按年增长16%，由药品销售增长逾25%所带动，预计营业补充品销售亦有高十位数按年增长。基于强劲销售动能，该行将2025及26年经调整净利润预测分别上调15%及13%，目标价由56港元上调至64港元，维持“跑赢大市”评级。
里昂发表研究报告指，京东健康上半年业绩符合预期，当中收入按年增长24.5%至353亿元，经调整EBIT按年升57%至25亿元，主要受惠于618购物节良好表现及用户数强劲增长，药品销售亦因原厂药需求转移由院内向院外而有所提升。 该行预期2025年下半年公司收入将按年增长16%，由药品销售增长逾25%所带动，预计营业补充品销售亦有高十位数按年增长。基于强劲销售动能，该行将2025及26年经调整净利润预测分别上调15%及13%，目标价由56港元上调至64港元，维持“跑赢大市”评级。
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