阿里健康(00241.HK)年度調整後淨利潤19.5億元 同比增長35.6%
格隆匯5月19日丨阿里健康(00241.HK)公佈，截至2025年3月31日止年度，集團收入實現穩定增長，總收入為30,598.3百萬元人民幣，同比增長13.2%。報吿期內淨利潤額為1,432.0百萬元人民幣，同比增長62.2%。調整後淨利潤額為1,949.7百萬元人民幣，同比增長35.6%，調整後淨利潤率從5.3%提升至6.4%。
報吿期內，天貓健康平台業務持續穩健發展，年度GMV（商品交易總額）保持穩健增長，年度活躍用户數（過往於十二個月內在天貓健康平台實際購買過一次或以上商品的消費者）持續提升。報吿期內，集團積極運營天貓健康類目的廣吿業務，持續賦能商家，提升品牌商經營服務能力，其收入實現高速增長。在醫療大模型應用領域，醫藥電商業務場景下，從流量、供給和服務承接等實現全鏈路AI賦能探索。未來公司也會持續在醫療服務領域積極探索大模型應用，期待進一步優化醫療大健康領域的工作效率與流程質量。
截至2025年3月31日，天貓健康平台服務的在線主營商家數和有交易商家數均保持高速增長，而於報吿期末在線主營商家同比增長35%至4.83萬個，同時在線SKUs同比增長超過91%至1.33億。
截至2025年3月31日，在線自營店有效GMV（商品交易總額）保持健康增長，年度活躍用户數和自營會員數量持續提升，自營SKU同比增長33.6%至123萬。同時，公司持續提升慢病用户體驗，慢病用户數持續提升的同時，人均DOT時長同比增長9%。報吿期內，公司進一步整合優化藥品物流網絡佈局，致力於提升整體物流體驗。藥品次日達水平持續保持高位的同時，次日送貨上門服務逐步拓展至覆蓋廣州、寧波、金華、嘉興、紹興、湖州、台州和温州等13個城市。
截至2025年3月31日，與集團簽約提供在線健康諮詢服務的執業醫師、執業藥師和營養師合計增長至近24萬。
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