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阿里健康(00241.HK)中期由盈轉虧2.32億元 線上自營店年度活躍消費者達9000萬
格隆匯 11-24 22:18

格隆匯11月24日丨阿里健康(00241.HK)公佈,截至2021年9月30日止六個月,公司錄得收入約人民幣93.58億元,同比增長30.7%,毛利約人民幣18.7億元。收入持續保持高速增長,得益於公司以醫藥自營業務專注於藥品銷售及服務並以電商平台商家豐富醫藥健康品供給的策略,其中以阿里健康品牌運營的自營藥房的藥品收入佔比達到64%,處方藥業務收入同比增長127.3%。

報吿期內,集團虧損額約為人民幣2.32億元,去年同期為盈利額約人民幣2.79億元。集團經調整後虧損淨額約為人民幣2.83億元,去年同期的經調整後利潤淨額約為人民幣4.36億元。報吿期內經調整後虧損淨額主要是由於(i)集團於一系列創新業務(如醫鹿APP、本地醫療、健康險等)增加資源配置;(ii)報吿期內在藥品倉儲物流等藥品供應鏈能力以及醫藥自營業務精細化運營、用户覆診開方體驗、處方藥物合規安全等方面的技術研發持續投入;(iii)集團在天貓醫藥平台和阿里健康大藥房品牌心智建設加大投入;及(iv)集團因提升在線B2C藥品銷售市佔率、加速處方藥業務佈局並增加相應市場投放帶來的自營業務利潤率降低。

阿里健康醫藥電商平台作為國內醫藥健康品庫存單位(SKU)最豐富、流程安全可靠的醫藥健康品領先服務平台,截至報吿期末,已服務於逾2.5萬個商家,較半年前增加3,000個,且庫存數量超過4,000萬個SKUs,較半年前快速增加700萬個。

報吿期內,得益於集團的運營及品牌優勢,以及團隊高效的執行能力,醫藥自營業務收入達人民幣81.19億元,同比增長34.5%,其中以阿里健康品牌運營的自營藥房的藥品收入佔比達到64%,處方藥業務收入亦增長127.3%。憑藉在處方藥領域的精細化運營,慢病用户人數達到500萬,同比增長170%,人均用藥時長和用户復購率持續提升。截至2021年9月30日線上自營店的年度活躍消費者(於過往12個月內在集團線上自營店實際購買過一次或者以上商品的消費者)達9,000萬。

截至2021年9月30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近14萬人,較截至2021年3月31日止上財年末增加8萬餘人(包含小鹿中醫醫生數量);截至2021年9月30日,醫鹿APP月活躍用户數超過200萬。截至2021年9月30日,集團已與超過5,500家公立和民營體檢機構建立合作關係,為用户提供消費級和專業╱醫療級的檢測,日均在線問診服務量已超25萬次。報吿期內,醫療健康及數字化服務業務收入達人民幣2.285億元,同比增長13.9%。

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