《大行報告》中信證券:京東健康(06618.HK)平臺心智持續強化 未來成長可期
中信證券表示,京東健康(06618.HK)今年以來持續強化用戶對其品牌認知和看病買藥心智,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,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。近年來公司財務業績、經營指標表現突出,今年下半年受去年同期高基數影響,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。
中信證券表示,公司是國內領先的互聯網醫療健康服務企業,堅持醫藥健康供應鏈和在線醫療健康服務能力建設,未來發展空間廣闊。結合公司2023年前三季度業績情況,該行調整公司2023及2024年營收預測至529.39億/631.59億元人民幣(原預測爲575.78億/748.28億元人民幣),新增2025年營收預測爲736.9億元人民幣。給予公司目標市值1,849億港元,對應目標價58港元。維持「增持」評級。
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