阿里健康医疗健康龙头企业,生态协同增量可期

财通证券
Mar 04

核心观点医药电商龙头,生态导流+供给扩容驱动增长:阿里健康作为阿里系核心医疗健康资产,公司业务覆盖医药自营、医药电商平台、医疗健康及数字化服务等多元领域,深度布局药品、医疗器械与营养保健等品类,在集团数字技术与全域流量赋能下,公司已成为国内年度活跃用户数最高和年度交易额最大的线上B2C医疗健康零售平台,具备显著的平台化与生态协同优势。公司通过供需扩容与精细化运营实现高质量增长,依托阿里系高活跃流量...

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