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《大行報告》中信証券料阿里健康(00241.HK)可把握醫療數字化新基建機遇 維持「增持」評級
阿思達克 06-19 14:33
中信証券發表報告,料阿里健康(00241.HK)可把握醫療數字化新基建機遇,認為互聯網醫療明顯政策利好,有望加速發展,公司有望借助醫藥電商板塊優勢,延伸互聯網醫療生態,把握數字化新基建機遇,維持對集團的「增持」評級。

該行表示,根據公司2020年年報,報告期內實現營業收入95.97億元人民幣(下同),按年增長88.3%,實現淨虧損658.6萬元,較上年同期大幅減虧。另外,公司醫藥電商平台業務及醫藥自營業務分別實現收入11.7億元/81.34億元,按年增長69.6%/92.4%,而天貓醫藥平台GMV達835億元,年度活躍用戶超過19億。

中信又稱,今年3月15日,公司公告朱順炎擔任行政總裁,其原為阿里巴巴集團創新業務事業群總裁,具有較為豐富的數字化建設的經驗。預計疫情后健康領域新基建將迎來重大機遇,公司新一任行政總裁有望率領公司發力打造阿里大健康數字新基建。

該行相信,互聯網醫療持續向好,阿里健康盈利模式有望進一步建立,考慮到公司加大投入,調整公司今明兩年淨利潤預測至3.32億元/5.81億元,並新增2022年預測8.49億元。

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