ALI HEALTH(00241)

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阿里健康(00241.HK)2025财年全年营收305.98亿元,上年同期270.26亿元。
news flash· 2025-05-19 11:12
阿里健康(00241.HK)2025财年全年营收305.98亿元,上年同期270.26亿元。 ...
5月19日电,阿里健康2024年营收306.0亿元人民币,预估302.7亿元人民币。
news flash· 2025-05-19 11:09
智通财经5月19日电,阿里健康2024年营收306.0亿元人民币,预估302.7亿元人民币;调整后净利润19.5 亿元人民币;毛利率24.3%,预估24.1%。 ...
阿里健康:2025财年净利润同比增长62.2%
news flash· 2025-05-19 11:08
Core Insights - Alibaba Health announced a stable revenue growth for the fiscal year ending March 31, 2025, with total revenue reaching 30.598 billion RMB, representing a year-on-year increase of 13.2% [1] - The net profit for the reporting period was 1.432 billion RMB, showing a significant year-on-year growth of 62.2% [1] - Adjusted net profit amounted to 1.95 billion RMB, reflecting a year-on-year increase of 35.6%, with the adjusted net profit margin rising from 5.3% to 6.4% [1] Business Performance - The Tmall Health platform continued to develop steadily, with annual GMV maintaining robust growth [1] - The number of active users on the platform continued to increase during the reporting period [1]
阿里健康(00241) - 2025 - 年度业绩

2025-05-19 11:04
Financial Performance - Total revenue for the fiscal year ending March 31, 2025, reached RMB 30,598.3 million, representing a year-on-year growth of 13.2%[4] - Net profit for the same period was RMB 1,432.0 million, showing a significant increase of 62.2% compared to the previous year[4] - Adjusted net profit amounted to RMB 1,949.7 million, reflecting a year-on-year growth of 35.6%, with the adjusted net profit margin rising from 5.3% to 6.4%[4] - Gross profit rose by 26.1% to RMB 7,432.1 million, with a gross margin of 24.3% compared to 21.8% in the prior year[21] - The adjusted net profit for the fiscal year was RMB 1,949.7 million, a 35.6% increase from RMB 1,437.9 million in the previous year[21] - The net profit attributable to the parent company for the year was RMB 1,432,427 thousand, a significant increase of 62.1% compared to RMB 883,477 thousand in 2024[52] - Basic earnings per share increased to RMB 8.91 from RMB 6.29, reflecting a growth of 41.6%[52] - The group's profit before tax for 2025 was RMB 1,432,427,000, a significant increase of 62.2% compared to RMB 883,477,000 in 2024[73] Revenue Breakdown - Revenue from the pharmaceutical self-operated business reached RMB 26,124,420,000, growing by 10.0% year-on-year, driven by an expanded product range and improved user experience[23] - Revenue from the pharmaceutical e-commerce platform business totaled RMB 3,588,499,000, reflecting a significant increase of 54.0% year-on-year[24] - Revenue from healthcare and digital services decreased by 7.5% to RMB 885,373 from RMB 957,838 in 2024[63] User Engagement and Growth - The annual active user count on the Tmall Health platform continued to increase, contributing to a healthy growth in GMV (Gross Merchandise Volume)[8] - The number of online main merchants on the Tmall Health platform grew by 35% year-on-year to 48,300, while the number of SKUs increased by over 91% to 133 million[8] - The self-operated SKU count rose by 33.6% to 1.23 million, enhancing user experience for chronic disease patients[9] - The annual GMV of the Tmall Health platform increased significantly, with active online merchants growing by 35% to 48,300 and online SKUs rising over 91% to 133 million as of March 31, 2025[12] Operational Efficiency and Technology - The company is actively exploring AI applications in healthcare, aligning with national policies to enhance efficiency and service quality in the healthcare sector[7] - The group is committed to building a smart healthcare ecosystem by integrating AI technology with comprehensive pharmaceutical services[20] - The company is committed to leveraging digital technology and operations to provide accessible and efficient healthcare services to millions of families[10] Healthcare Services and Initiatives - The company has signed contracts with nearly 240,000 healthcare professionals to provide online health consultation services[10] - The group expanded its internet hospital services, successfully diversifying into multiple specialties, enhancing patient management and education[16] - The group actively engaged in social responsibility initiatives, providing medical support to vulnerable groups across 31 provinces and regions in China[19] Financial Position and Cash Flow - Cash and cash equivalents as of March 31, 2025, were RMB 2,218,296,000, a decrease from RMB 3,490,169,000 as of March 31, 2024[38] - Net cash flow from operating activities for the year ended March 31, 2025, was RMB 1,395,033,000, compared to RMB 1,079,832,000 in 2024, representing an increase of 29.2%[39] - Net cash used in investing activities was RMB 2,596,482,000 for the year ended March 31, 2025, down from RMB 4,880,900,000 in 2024, indicating a reduction of 46.7%[41] - Net cash used in financing activities was RMB 72,517,000 for the year ended March 31, 2025, compared to RMB 1,982,395,000 in 2024, showing a significant decrease of 96.3%[42] - The company had no outstanding borrowings as of March 31, 2025, maintaining a capital debt ratio of zero[43] Employee and Corporate Governance - The total employee cost for the year was RMB 1,067.9 million, slightly down from RMB 1,097.3 million in the previous year[47] - The company adopted the 2024 Share Award Scheme, which is similar in major aspects to the 2014 Share Award Scheme, ensuring consistency in share reward practices[47] - The company is committed to maintaining high standards of corporate governance to protect shareholder interests and enhance shareholder value[82] - The board has confirmed compliance with the standard code for securities trading during the reporting period[83] Other Financial Information - The company reported no significant investments, acquisitions, or disposals of subsidiaries during the reporting period[49] - The company does not have any significant contingent liabilities or pledged assets as of March 31, 2025[44] - The company had no revenue from any single external customer accounting for 10% or more of total revenue for the year ended March 31, 2025[62] - The company has not experienced any impact on its financial position or performance due to the recent accounting standard amendments[59] - The company has chosen not to disclose remaining performance obligations due to their short-term nature[66]
恒指低开0.81%,报23156.27点;恒生科技指数跌1.02%。阅文集团跌4.7%,阿里健康、阿里巴巴跌超2.8%,京东健康跌2.1%。
news flash· 2025-05-19 01:30
恒指低开0.81%,报23156.27点;恒生科技指数跌1.02%。阅文集团跌4.7%,阿里健康、阿里巴巴跌超 2.8%,京东健康跌2.1%。 ...
医药行业2024Q1以来的下行趋势或已结束,恒生医疗指数ETF(159557)红盘震荡
Sou Hu Cai Jing· 2025-05-16 03:10
Group 1 - The Hang Seng Medical Index ETF has shown significant liquidity with a turnover of 1% and a transaction volume of 2.6148 million yuan, with an average daily transaction volume of 27.4616 million yuan over the past month [2] - The ETF's scale has increased by 28.6087 million yuan in the past month, ranking first among comparable funds, with a share increase of 12 million units in the last two weeks, also the highest among peers [2] - In terms of capital inflow, the ETF has seen net inflows on 5 out of the last 8 trading days, totaling 14.5271 million yuan [2] - The current price-to-earnings ratio (PE-TTM) of the Hang Seng Medical Healthcare Index is 23.4, which is in the 4.36% percentile over the past year, indicating a valuation lower than 95.64% of the time in the past year, suggesting historical low valuations [2] - The top ten weighted stocks in the Hang Seng Medical Healthcare Index account for 57.09% of the index, including companies like WuXi Biologics and BeiGene [2] Group 2 - Since the reform of new drug research and development policies in 2015, China's innovative drug industry has developed a strong ecosystem, integrating excellent resources in preclinical and clinical stages, which has gained recognition from multinational corporations (MNCs) [3] - The pharmaceutical and biotechnology sector's Q1 2025 financial reports show stable revenue and profit performance, with notable improvements in certain sub-industries, indicating a return of market enthusiasm for the sector [3] - There is a recommendation to focus on international biotech companies, revaluation of innovative pipelines in generic companies, and companies in the CXO industry with significant order and operational improvements [3] - Investors without stock accounts can access investment opportunities in the Hong Kong medical sector through the Hang Seng Medical Index ETF linked fund (018433) [3]
AI医疗有望卷土重来,恒生医疗指数ETF(159557)近一周新增规模同类居首!
Sou Hu Cai Jing· 2025-05-14 02:51
Group 1 - The Hang Seng Medical Index ETF has shown significant liquidity with an intraday turnover of 2.58% and a transaction volume of 6.738 million yuan, with an average daily transaction volume of 28.499 million yuan over the past month [2] - The ETF has experienced a notable increase in scale, growing by 4.1161 million yuan over the past week, ranking first among comparable funds, and its shares increased by 6 million units, also ranking first [2] - In terms of capital inflow, the ETF has seen net inflows on 4 out of the last 5 trading days, totaling 13.3303 million yuan [2] Group 2 - The current price-to-earnings ratio (PE-TTM) of the Hang Seng Medical Healthcare Index is 23.43, which is in the 4th percentile over the past year, indicating that the valuation is lower than 96% of the time in the past year and is at a historical low [2] - The top ten weighted stocks in the Hang Seng Medical Healthcare Index include WuXi Biologics, BeiGene, Innovent Biologics, and others, collectively accounting for 56.46% of the index [2] Group 3 - Industry experts believe that after four years of decline, the market's pessimistic expectations for the healthcare sector have been fully digested, and advancements in emerging technologies such as innovative drugs and AI healthcare are ongoing, leading to a potential recovery in the pharmaceutical sector [3] - The recovery in the healthcare sector is expected to be sustainable over a longer period, with a focus on increasing allocations towards emerging areas like AI healthcare and brain-computer interfaces [3] - Investors without stock accounts can access investment opportunities in the Hong Kong healthcare sector through the Hang Seng Medical Index ETF linked fund (018433) [3]
港股科技股拉升,腾讯音乐(01698.HK)涨超10%,京东健康(06618.HK)涨6.45%,阿里健康(00241.HK)、京东(09618.HK)涨超4%,美团(03690.HK)涨超3%。





news flash· 2025-05-14 01:47
港股科技股拉升,腾讯音乐(01698.HK)涨超10%,京东健康(06618.HK)涨6.45%,阿里健康(00241.HK)、 京东(09618.HK)涨超4%,美团(03690.HK)涨超3%。 ...

医疗板块强势反弹,恒生医疗ETF(513060)上涨1.72%,百济神州涨超5%
Sou Hu Cai Jing· 2025-05-13 02:07
截至2025年5月13日 09:39,恒生医疗保健指数(HSHCI)强势上涨1.38%,成分股百济神州(06160)上涨5.16%,医脉通(02192)上涨5.15%,乐普生物-B(02157)上 涨4.67%,信达生物(01801),翰森制药(03692)等个股跟涨。恒生医疗ETF(513060)上涨1.72%,最新价报0.47元。流动性方面,恒生医疗ETF盘中换手 3.08%,成交3.05亿元。拉长时间看,截至5月12日,恒生医疗ETF近1月日均成交13.50亿元,排名可比基金第一。 德邦证券指出,AI的发展带动AI医疗的全面普及,大量医疗企业接入DS、华为等AI模型,开始摸索AI在医疗的应用。我们认为,1)拥有大量底层病人数据 的企业将有很大应用落地空间,2)拥有医保数据的企业有望深入应用AI,3)AI制药继续升级,建议关注此类公司。此外,积极关注1)创新药及其产业链 的技术革新与BD潜力;2)有业绩,基本面出现拐点的企业。 西南证券表示,2025年2月,国产大模型DeepSeek-R1全面开源与多领域适配,AI医疗迈入技术融合与行业重构的新阶段,DeepSeek的多模型协同能力成为 行业新范式。这种" ...
大幅反弹!港股医药ETF(159718)高开高走涨超2%!医疗创新ETF(516820)小幅拉升
Xin Lang Cai Jing· 2025-05-13 01:56
Core Viewpoint - The recent policy announced by Trump to align U.S. drug prices with the lowest global prices could lead to a significant decrease in prescription drug prices in the U.S., potentially by 30% to 80%, raising concerns among pharmaceutical companies, especially those exporting to the U.S. [1][2] Group 1: Market Performance - As of May 13, 2025, the CSI Hong Kong Stock Connect Pharmaceutical and Healthcare Composite Index (930965) rose by 2.42%, with notable increases in stocks such as BeiGene (06160) up 4.15% and Innovent Biologics (01801) up 3.14% [1] - The Hong Kong Pharmaceutical ETF (159718) opened high and increased by 2.04%, with a latest price of 0.70 yuan, and a one-month cumulative increase of 3.32% [1] - The CSI Pharmaceutical and Medical Device Innovation Index (931484) increased by 0.87%, with stocks like East China Pharmaceutical (000963) rising by 2.23% [4] Group 2: Trading Volume and Liquidity - The Hong Kong Pharmaceutical ETF had a turnover of 1.72% during the trading session, with a transaction volume of 4.0999 million yuan, and an average daily transaction volume of 95.7602 million yuan over the past month [1] - The latest scale of the Medical Innovation ETF (516820) reached 1.588 billion yuan [4] Group 3: Index Composition - The top ten weighted stocks in the CSI Hong Kong Stock Connect Pharmaceutical and Healthcare Composite Index accounted for 60.54% of the index, including BeiGene (06160) and WuXi Biologics (02269) [5] - The top ten weighted stocks in the CSI Pharmaceutical and Medical Device Innovation Index represented 66.51% of the index, featuring companies like Hengrui Medicine (600276) and WuXi AppTec (603259) [8]