美银证券:升京东健康(06618)目标价至75港元 第三季业绩胜预期

智通财经
Nov 14, 2025

智通财经APP获悉,美银证券发布研报称,京东健康(06618)第三季业绩胜预期,收入同比增长加速至29%,对比上半年为25%; 经调整经营利润维持同比60%快速增长,经调整经营利润率扩张至8%的历史新高。 至于第四季,该行保守维持原有预期,等待流感季节进一步明朗化。目标价由71港元升至75港元,重申“买入”评级。

考虑到第三季业绩胜预期,该行将2025年收入增长预测由22%上调至23%,并将经调整净利润预测上调10%至62亿元人民币。针对2026年,虽然公司未有目标指引,该行仍对其增长保持乐观,且不认为O2O投资会大幅增加。

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