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《大行》里昂:處方藥帶動中國線上藥房收入加快增長 線上滲透率進入黃金期
里昂發表研究報告指,中國處方藥帶動今年中國線上藥房收入加快增長。京東健康(06618.HK)指引,今年收入和經調整淨利潤按年各增長約20%和15%,而阿里健康(00241.HK)則指引明年3月底止2026財年的收入和經調整淨利潤按年分別增長10至15%及20至30%。 該行表示,隨著下半年原廠藥銷售持續強勁,相信盈利有上行空間。雖然大部分零售類別已實現高線上滲透率,但藥品在線上有最大增長潛力。
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