阿里健康(00241.HK)中期經調整淨利潤大增286.4% 天貓醫藥平台年度活躍消費者超2.5億
格隆匯11月25日丨阿里健康(00241.HK)公佈，截至2020年9月30日止6個月，公司收入人民幣71.62億元，毛利人民幣18.6億元，同比分別大幅增長74.0%和80.3%。收入和毛利的高速增長乃得益於本報告期內醫藥自營業務以及醫藥電商平台業務快速成長。
報告期內，集團利潤額約為人民幣2.79億元，相比去年同期的虧損額人民幣760萬元。集團經調整後利潤淨額達到人民幣4.36億元，同比增長286.4%。實現扭虧為盈主要是由於：用户互聯網+健康意識提升，引致集團多項業務用户數目快速增長；集團於2020年4月完成向Ali JK Nutritional Products Holding Limited收購藥品類目電商平台業務所產生的裨益；及醫藥自營業務收入和毛利的高速增長以及規模經濟推動的效率提升及成本優化。
報告期內，經營活動所得現金流量淨額亦持續增長，達到人民幣5.66億元，盈利能力的持續提升，為集團加大在處方藥及慢病服務、醫療健康服務、醫療醫藥數字基建等長期業務的投入和佈局打下堅實基礎。
公告顯示，報告期內，集團所運營的天貓醫藥平台所產生的商品交易總額(GMV)超過人民幣554億元，同比增長49.7%。截至2020年9月30日，天貓醫藥平台的年度活躍消費者（於過往十二個月內在天貓醫藥平台實際購買過一次或以上商品的消費者）已超過2.5億。
報告期內，集團醫藥自營業務繼續保持強勁增長，收入同比增長75.7%，其中，線上零售自營非處方藥(OTC)和處方藥收入佔醫藥自營業務收入的61.7%。線上自營店截至2020年9月30日的年度活躍消費者超過6,500萬。同時，集團積極拓展與上游優質品牌商的合作，在天貓醫藥平台開設超過100家品牌旗艦店。
此外，報告期內，集團重新部署互聯網醫療業務，將互聯網醫療業務與消費醫療業務及其他業務整合為醫療健康服務業務，透過醫鹿APP+支付寶提供線上線下一體的醫療健康服務，打造互聯網分級診療業務體系，併為來自淘寶、天貓、支付寶、醫鹿APP、夸克搜索等終端使用者提供多方面、多層次、專業便捷的服務。截至報告期末，與集團簽約提供在線健康服務的主任、副主任及主治醫師中級職稱以上級別的醫生超過39,000人，較半年前增加近10,000人。
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