叮噹健康(09886.HK)公佈年度業績:總收入48.57億元同比增長12.2%,淨虧損大幅收窄91.9%,註冊用户與醫療問診服務同步增長
格隆匯3月28日丨叮噹健康(09886.HK)公佈年度業績,截至2023年12月31日止年度,集團總收入增至人民幣48.568億元,同比增長12.2%;註冊用户與醫療問診服務同步增長,累計註冊用户達到約4150萬人,並於在線問診業務錄得821萬次健康諮詢及問診。截至2023年12月31日止年度內,公司淨虧損水平收窄91.9%,同比減虧人民幣26.114億元,錄得虧損人民幣2.309億元,經調整虧損率為2.2%,同比減少0.8百分點,主要得益於公司的降本增效經營策略,有效提升了運營效率。
截至2023年12月31日止年度內,集團的快藥業務仍保持增長,按照渠道劃分的收入明細包括,線上直營方面錄得收入人民幣35.279億元,同比增長14.1%;業務分銷錄得收入人民幣5.458億元,同比增長25.0%;線下零售收入錄得人民幣6.439億元,同比減少4.5%;以及其他業務錄得收入人民幣1.392億元,同比增長9.2%。
報吿期內,集團加強自身供應鏈體系建設,包括倉儲物流以及冷鏈物流服務能力,在包括糖尿病、皮膚病等專科領域,以數字化+專業物流方式,進一步提升用户服務能力,保障用户的安全用藥。通過與超過6,000家制藥及分銷企業合作,集團着力於拓展合作夥伴關係,共同提升及擴大產品組合的多樣性,並建立了「藥交匯」創新業務平台,提供多渠道、高品質的健康商品。
報吿期內,集團啟動了叮噹HealthGPT,並首推基於此研發的應用型醫藥AI產品 -「叮噹藥師」、「營養師AI助手」。未來,集團將更好地為萬千百姓提供專業、便捷、安全的用藥、營養保健等服務,進一步實現AI在醫藥領域的「技術普惠」。「叮噹藥師」、「營養師AI助手」目前已通過國家執業藥師、營養師職業資格考試的模擬考試,並不斷升級調優。「叮噹藥師」、「營養師AI助手」可以高效地調度和分析數據資源,構建交互思考能力,來幫助藥師、營養師提高工作效率和服務質量。集團的醫療團隊包括超過800名的內外部醫生,以及超過400名的醫療專業藥師覆蓋集團的智慧藥房網絡,使集團能夠按照國家的監管要求,為用户提供安全、有保障的健康服務。報吿期內,集團共提供了超過821萬次在線問診。
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