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《大行报告》花旗:阿里健康(00241.HK)中期业绩强劲 重申为首选股
阿思达克 11-27 14:35
花旗发表研报指,阿里健康(00241.HK)中期业绩表现强劲,收入按年增长74%,期内扭亏赚2.83亿元人民币,由於药品直销业务的采购成本降低,毛利率由25.1%提升26%。

报告指,截至今年9月,支付宝已签约超过3.5万家医疗机构,包括多家二级和三级医院,连接其医疗保险支付服务生态,相信支付宝建立的数字医疗卡系统与公立医院的积极合作,可引流至阿里健康医药平台,进一步巩固其市场领先地位。

花旗指出,阿里健康最能受惠於线上处方药销售政策开放的主要受益者,可藉政策变现,加上阿里巴巴(09988.HK)及天猫成熟电子商务平台的协同优势,将其列为行业首选股,予「买入/高风险」评级,目标价上调至30元。

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