高盛发表研究报告指,受到海外营养品监管趋严及医疗器械受国家补贴高基数影响,阿里健康(00241.HK) 非药品类别销售增长转弱,目前预测在线上渗透率上升及院内处方外流等结构性因素支持下,药品仍可录得高双位数按年增幅,相应将2027财年收入及纯利预测分别下调4%及6%。该行指出,阿里健康将所节省的销售及市场推广开支再用于供应链及履约能力投资,有助加速B2C与O2O整合,持续向全渠道医药零售平台发展,...
Source Link高盛发表研究报告指,受到海外营养品监管趋严及医疗器械受国家补贴高基数影响,阿里健康(00241.HK) 非药品类别销售增长转弱,目前预测在线上渗透率上升及院内处方外流等结构性因素支持下,药品仍可录得高双位数按年增幅,相应将2027财年收入及纯利预测分别下调4%及6%。该行指出,阿里健康将所节省的销售及市场推广开支再用于供应链及履约能力投资,有助加速B2C与O2O整合,持续向全渠道医药零售平台发展,...
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