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港股異動 | 互聯網醫療股集體大漲 工信部聯動阿里健康開啟上海專屬購藥通道
格隆匯 01-04 10:38
格隆匯1月4日丨互聯網醫療股集體大漲,阿里健康漲近7%,眾安在線、麥迪衞康漲5%,京東健康漲3%,叮噹健康漲2%。消息面上,工信部聯動阿里健康開啟上海專屬購藥通道。除上海外,在工信部指導下,阿里健康近期已先後在北京、河北石家莊、重慶、浙江、江西等地配合藥品精準投放工作。國金證券指,予阿里健康“增持”評級,考慮到其供應鏈獨特優勢和阿里賦能效應,目標價7.51港元。短期看,防疫政策優化帶動線上醫療業務發展,公司2023財年業績有望快速增長。長期看,監管趨嚴有望加速淘汰不規範企業,頭部平台市佔率進一步提高;線上醫療滲透率提高趨勢確定,供應鏈與品牌效應有望打造公司核心競爭力。

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