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《大行報告》美銀證券引述專家指內地線上藥品銷售比例已增至30% 對阿里健康及京東健康具信心
美銀證券發表報告指,最近與中國一間連鎖藥房的專家進行了電話會議,得悉疫情後線上用戶和銷售的滲透趨勢良好,過去三個月,內地線上藥品銷售比例已增至30%。專家預計,B2C將按會在「雙十一」錄得按年增長,並在第四季持續提升滲透率。該行對京東健康(06618.HK)和阿里健康(00241.HK)保持信心,均予「買入」評級,目標價分別為68元及7元。 報告引述專家指,從用戶趨勢來看,消費者已經養成網上購物的習慣,因為線上購物人數和訂單一直增加,而線下商店的人流在疫情後仍然下降。在宏觀疲軟的情況下,線上的價格優勢更可吸引用戶。
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