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研報掘金丨中金:上調阿里健康目標價至5.5港元 維持“跑贏行業”評級
中金髮表研究報告指,阿里健康全年收入305.98億元,按年升13.2%;歸母淨利潤14.32億元,按年升62.1%;non-GAAP淨利潤19.5億元,按年升35.6%,基本符合市場預期。公司核心主業維持穩健發展,利潤端表現穩中有進,盈利產出或爲當前經營側重點。考慮到公司當前戰略重心或相對傾斜利潤端產出,中金上調阿里健康2026年度表觀歸母淨利潤8.2%至19.34億元,首次引入2027年度歸母淨利潤21.78億元。中金上調公司目標價17%至5.5港元,維持“跑贏行業”評級。
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