花旗:上調阿里健康目標價至30港元 線上處方藥政策利好
花旗發表研究報告指,從今年一月開始就是首選股票的阿里健康(0241.HK),將成為線上處方藥銷售開放政策的主要受益者,加上來自阿里巴巴集團(9988.HK)提供的協同支持帶來優勢,故將目標價從20港元上調至30港元。
報告預料,中國線上醫療和健保品零售市場的成交總量可在2029年達到1.256萬億元人民幣,阿里健康作為行業龍頭,或可有65%的市佔率,會為產業鏈的各方提供更多有附加值的解決方案。支付寶在線上醫保報銷體系亦有助其發展。

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