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阿里健康(00241.HK)與拜耳訂立戰略合作協議 惟股價逆市續跌4.5%至逾半年低
阿思達克 05-28 10:46
阿里健康(00241.HK)與德國藥廠拜耳訂立戰略合作協議,但大和及匯豐昨天分別下調阿里健康目標價17.7%至27元及13.4%至29元,前者反映下調今明兩年盈測,後者反映其毛利率遜預期。該股連跌第三天,最低見19.3元,創逾半年低,現造19.34元,跌4.5%,成交2,045萬股,涉資逾4億元。

阿里健康公布,與德國藥企拜耳簽訂戰略合作協議,雙方將重點探索抗凝類藥物的患者管理業務,並將在藥品新零售、患者教育、在線醫藥服務等領域展深開度合作。同時,依託於阿里健康領域生態佈局、自營鏈路及倉配體系,雙方並將在互聯網醫院項目、藥品新零售業務進行合作,探索線上處方流轉新模式,以期實現慢病患者的線上服務及全程管理,並計劃共建藥品業務品牌旗艦店,為患者提供更好的醫藥服務。

恆指今早在金融股帶動高開逾百點,在建行(00939.HK)、三大傳統銀行中銀(02388.HK)、恆生(00011.HK)及隨美債息率走高的匯控(00005.HK)依次升逾1%-2.5%支持,高見29,333遇壓,曾回順至29,098,現造29,227,回升114點或0.4%。

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