叮噹健康(09886.HK)發佈2024年財報:全年營收達46.69億元
日前,即時健康到家服務企業叮噹健康(股票代碼:09886.HK)發佈2024年度業績報吿。
財報顯示,公司全年營收達46.69億元,毛利額創新高達15.38億元,毛利率為32.9%,同比增長1.8個百分點。通過供應鏈優化、數智化運營及成本控制,推動年內經調整後虧損收窄32%,凸顯降本增效成果,展現出公司在行業變革中的戰略韌性。
儘管市場競爭激烈,公司現金流保持充裕,為後續戰略投入奠定堅實基礎。
戰略佈局:智慧健康服務+智能專業化
2024年,叮噹健康以"醫、檢、藥、險"一體化生態為目標,持續加碼AI技術,賦能全鏈條效率。數智化運營的不斷深入,推動優化供應端備貨精準度(如流感季、過敏季動態調配庫存),降低人力成本並提升運營決策能力。
此外,叮噹健康在北京、上海、深圳、佛山等核心城市成功跑通"藥品網訂店送+在線醫保支付"模式,進一步激活存量用户並帶來增量業務。隨着在線醫保支付政策在更多城市的推進,公司有望通過醫保支付閉環贏得更多市場機遇。
生態建設:強化供應鏈+拓展冷鏈到家
叮噹健康積極加強生態合作,強化行業壁壘。財報顯示,公司與超過7,000家知名藥企及藥品分銷公司廣泛合作,打造醫藥健康供應鏈產品優勢。同時,叮噹健康在深圳、北京為糖尿病患者及特殊藥品需求人羣提供便捷的冷鏈到家服務,保持線上線下一體化服務運營模式和專業優勢,持續完善"醫+藥+檢+險"的服務生態。
未來展望
公司相關負責人表示:"下一步,叮噹健康將持續優化結構,聚焦核心城市增長,進一步完善核心城市圈的倉配體系,整合數字化與供應鏈,為用户帶來更專業、更便捷、更多元、更智能的服務體驗;力爭在AI+新時代,成為‘智慧健康服務直達入口’和‘智能專業的醫藥健康服務商’。"
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