港股異動丨互聯網醫療股逆勢走強,阿里健康大升超15%創逾2個月新高,平安好醫生升近8%
港股互聯網醫療股今日逆勢走強,其中,阿里健康一度大升超15%創逾2個月新高,京東健康一度升近9%,平安好醫生一度升近8%。阿里健康昨晚公佈截至2024年3月31日的年度業績顯示,營收為270.26億元,同比增長1%。醫藥自營業務收入達237.39億元,同比增長0.6%,主要得益於商品類目和用户體驗的優化。電商平台業務收入23.29億元,同比增長4.1%。醫療健康及數字化服務業務收入9.58億元,同比增長 2.6%。年度利潤為8.83億元,同比增長64.6%,經調整利潤為14.38億元,同比增長90.8%。天貓健康平台年度活躍用户達3億,服務商家超過3.5萬,同比增長28%。美銀證券發表研究報吿指,阿里健康3月底止全年業績勝預期。集團各大業務板塊收入趨勢穩定。由於營運成本控制和效率提高,2024財年淨利潤為8.83億元,遠高於該行預期。毛利按年增3%,符合預期。美銀證券維持對集團的“買入”評級,目標價4.5港元,並預計2025財年將出現良好的業務勢頭,料收入將恢復正增長,利潤增長將加快,受惠整合新收購的高利潤市場推廣業務。
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