核心逻辑:①从行业维度上看,医药电商具备价格便宜、种类丰富、信息透明等优势,同时消费者购药习惯正逐步转变,叠加医药电商相关监管政策逐步放宽(诸如2022年起处方药可线上实名购买),在多种因素综合作用下,网上药店销售规模占零售药店终端的比例从2015年的3.2%提升至2023年的32.5%。②从公司维度上看,京东健康与京东集团深度合作,在流量、履约、服务、供应链等方面具备较强竞争力,近7年公司收入...
Source Link核心逻辑:①从行业维度上看,医药电商具备价格便宜、种类丰富、信息透明等优势,同时消费者购药习惯正逐步转变,叠加医药电商相关监管政策逐步放宽(诸如2022年起处方药可线上实名购买),在多种因素综合作用下,网上药店销售规模占零售药店终端的比例从2015年的3.2%提升至2023年的32.5%。②从公司维度上看,京东健康与京东集团深度合作,在流量、履约、服务、供应链等方面具备较强竞争力,近7年公司收入...
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