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《大行報告》中信證券料京東健康(06618.HK)營收增速階段性承壓 但未來成長性可期
京東健康(06618.HK)今早股價受壓一度下挫8.6%,最新報36.05元下挫5.6%,爲跌幅最大藍籌股。中信證券發表報告表示,京東健康是國內領先的在線醫療健康服務平臺,持續強化用戶對其品牌認知和看病買藥心智,去年7月發佈醫療大模型「京醫千詢」,構築自身技術底座,助力產品、服務AI升級,去年12月舉行數智醫療大會,助力智慧醫院等環節實現數智化升級。 該行指近年來京東健康財務業績、經營指標表現突出,下半年受同期高基數影響,營收增速階段性承壓,但該行看好數字健康市場整體滲透率提升及公司作爲龍頭平臺的成長性進一步顯現。該行維持京東健康「增持」評級及目標價58元,相當於今年市銷率2.66倍。 中信證券指,結合京東健康2023年首三季度業績情況,調整對公司2023至2024年營收預測至529.39億及631.59億元人民幣(原預測爲575.78億及748.28億元人民幣,新增對其2025年營收預測爲736.9億元人民幣。(wl/k) ~
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