野村发表研报指，京东健康第三季业绩强劲，总收入按年增长29%，达到170亿元，由药品、营养品、医疗器械销售分别按年增长30%、30%及约15%所带动，并较该行的预估高出4%。在公共医疗保险控管趋严的背景下，京东健康的药品销售受益于处方从院内流向院外，以及药品销售在线渗透率的加速提升，预期此趋势将持续至2026年。 该行将京东健康2025、2026财年盈利预测分别上调9%、8%；维持“买入”评级，并将目标价从72港元上调至80港元，基于2026财年调整后32倍市盈率计算，以反映因营运杠杆增强而可能带来的盈利能力上行潜力。
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