《大行》汇研:网上购药市占率持续扩张 京东健康(06618.HK)目标价上调至77.5元

阿斯达克财经
Feb 10

汇丰研究发表报告指出,京东健康(06618.HK) 和阿里健康(00241.HK) 去年实现强劲营收增长,尤其药品销售增幅达20%至30%,大幅跑赢全国整体市场仅2%的增长,反映线上平台持续从医院渠道争取市场份额。报告认为,去年底部分线下渠道的增长反弹,主要源于表现欠佳药店被整合所致,无需过度担忧,2025年首三季实体药店数量已减少1.6万家。汇丰预计,线上药品销售增长将逐步回归正常化,京东健康及...

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