瑞银研报指出,自5月下调阿里健康(00241.HK) 评级以来,公司的第一方平台销售(1P)增长超越该行预期,但认为当中更多是药品供应从线下转向线上的结构性变化,而非公司战略转向侧重第一方平台或第一方平台药品销售,亦相信同行的龙头企业均能从此结构性趋势中尽早获利。瑞银又指,阿里健康与主要竞争对手京东健康(06618.HK) 之间的差距正在扩大,而后者似乎已在用户认知度与药品供应链建立了竞争优势,并...
Source Link瑞银研报指出,自5月下调阿里健康(00241.HK) 评级以来,公司的第一方平台销售(1P)增长超越该行预期,但认为当中更多是药品供应从线下转向线上的结构性变化,而非公司战略转向侧重第一方平台或第一方平台药品销售,亦相信同行的龙头企业均能从此结构性趋势中尽早获利。瑞银又指,阿里健康与主要竞争对手京东健康(06618.HK) 之间的差距正在扩大,而后者似乎已在用户认知度与药品供应链建立了竞争优势,并...
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