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板塊異動 | 互聯網醫療三巨頭"抱團上漲",阿里健康漲超7%創新高

uSMART盈立智投12月9日消息,互聯網醫療三巨頭繼續"抱團上漲",上市第二天,"行業老大"京東健康繼續強勢,繼首日收漲55.85%,今日盤中再度漲超9%,總市值超過3600億港元;

"行業老二"阿里健康也盤中漲超7%創新高,總市值超過3400億港元,值得注意的是,自從11月25日發佈三季度業績以來,阿里健康累計漲近30%;

"老三"平安好醫生也一掃萎靡態勢,今日小幅反彈。

京東健康–最大的在線醫療平台

根據弗若斯特沙利文數據,按收入計算,京東健康是2019年中國收入最高的在線醫療平台,總收入達108億人民幣。它也是2019年中國收入最高的在線零售藥店,市場份額爲29.8%(阿里健康以27.1%的份額排名第二)。

阿里健康是京東健康的比較對象

銀河國際認爲京東健康的業務模式與阿里健康的業務模式十分相似,因爲兩者都是基於電商形式進行業務(收入主要來自在線藥房直接產品銷售+市場佣金+平台使用費)。京東2020上半年收入中約94.4%來自零售藥房業務(阿里健康:截至2020年9月30日的六個月爲97.2%,。京東健康的毛利率、履行費用比率和經調整淨利率也與阿里健康相若。

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