里昂:处方药带动中国线上药房收入加快增长 线上渗透率进入黄金期

智通财经
Sep 19, 2025

智通财经APP获悉,里昂发布研报称,中国处方药带动今年中国线上药房收入加快增长。京东健康(06618)指引,今年收入和经调整净利润同比各增长约20%和15%,而阿里健康(00241)则指引明年3月底止2026财年的收入和经调整净利润同比分别增长10至15%及20至30%。该行表示,随着下半年原厂药销售持续强劲,相信盈利有上行空间。虽然大部分零售类别已实现高线上渗透率,但药品在线上有最大增长潜力。

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