ALI HEALTH(00241)

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摩根大通:上调阿里健康目标价至6.5港元
Zheng Quan Shi Bao Wang· 2025-09-17 03:18
Core Viewpoint - Morgan Stanley's report indicates that Alibaba Health's stock price has outperformed its peers since the announcement of its fiscal year 2025 results in May, primarily due to investor optimism regarding recent updates to online prescription drug retail sales policies, despite these updates being largely similar to existing policies [1] Group 1: Financial Performance - Morgan Stanley has raised its revenue forecasts for Alibaba Health by 4% for both the current fiscal year and the next fiscal year, based on the synergistic effects with Taobao's fast e-commerce in terms of user traffic and total transaction volume [1] - The adjusted earnings per share forecasts for the current fiscal year and the next fiscal year have been increased by 3% and 4%, respectively, considering the marketing savings from Taobao's high subsidies for fast e-commerce [1] Group 2: Market Positioning - The report emphasizes that the synergy with Taobao's fast e-commerce will be a key focus for the first half of the current fiscal year, including growth in user and order volume, potential investment scale and forms, and user retention post-subsidy normalization [1] - Morgan Stanley has raised the target price for Alibaba Health from HKD 5 to HKD 6.5 while maintaining a "Neutral" rating [1]
大行评级|摩根大通:上调阿里健康目标价至6.5港元 上调收入及经调整盈利预测

Ge Long Hui· 2025-09-17 02:51
Core Viewpoint - Morgan Stanley's report indicates that Alibaba Health's stock price increased by approximately 27% after the announcement of its fiscal year 2025 results, outperforming peers by 8 percentage points, primarily due to positive investor sentiment regarding recent updates to online prescription drug retail sales policies [1] Group 1 - The report suggests that the impact of the new prescription drug retail sales policy is more emotional than substantive, as it does not differ significantly from existing policies [1] - The collaboration effect with Taobao's fast e-commerce is expected to be a key focus for the first half of the current fiscal year ending in September, particularly in terms of user and order growth, potential investment scale and forms, and user retention after subsidy normalization [1] Group 2 - The revenue forecasts for Alibaba Health for the current and next fiscal years have been raised by 4%, reflecting the synergy with Taobao's fast e-commerce in user traffic and overall transaction volume [1] - Adjusted earnings per share forecasts for the current and next fiscal years have been increased by 3% and 4% respectively, due to market promotion savings from high subsidies by Taobao, partially offset by investment from business collaboration [1] - The target price for Alibaba Health has been raised from HKD 5 to HKD 6.5, corresponding to a projected price-to-sales ratio of 2.5 times for the current fiscal year, while maintaining a "neutral" rating [1]
恒指、恒生科技指数双双转跌

Mei Ri Jing Ji Xin Wen· 2025-09-16 04:39
Group 1 - The Hang Seng Index and the Hang Seng Tech Index both turned negative, with the Hang Seng Index declining by 0.2% [1] - Alibaba Health and JD Health both experienced declines of over 4% [1]

国产干细胞药品取得突破 阿里健康等助力艾米迈托赛注射液临床应用
Xin Hua Cai Jing· 2025-09-15 12:39
在战略合作伙伴阿里健康的推动下,艾米迈托赛注射液的药品服务已实现全国范围的广泛覆盖。在淘宝 搜索"艾米迈托赛"进入专题页面,可以看到已有北京、上海、山东、江苏、河南、山西、陕西、湖北、 广东等20个省份开通了预约服务,药品的配送范围覆盖全国超半数省份。 目前,艾米迈托赛注射液正在积极拓展糖尿病肾病、急性肾损伤、血管衰老等多项研究,未来或将适应 症延伸更多疾病领域。 (文章来源:新华财经) 新华财经北京9月15日电 近日,我国首款也是目前唯一获批的干细胞药品(艾米迈托赛注射液)取得突 破进展。首张干细胞药物处方在京开出,接受该药物治疗的首位患者现已顺利出院。据介绍,艾米迈托 赛注射液由国内企业铂生生物研发,适应症为14岁以上消化道受累为主的激素治疗失败的急性移植物抗 宿主病(aGVHD)。于今年6月初,在北京大学人民医院黄晓军院士团队开出首张处方,正式开启商业 化临床应用。 "美国上市的同类产品19万美金一袋,中国自研的产品大约是两万元人民币一袋,可以显著降低患者的 经济负担。"北京大学人民医学血液科主任医师莫晓冬说,艾米迈托赛注射液的上市把急性移植物抗宿 主病治疗从单纯的单一靶点、单一途径,过渡到了多靶点多途 ...
阿里健康授出合共94.9万个受限制股份单位
Zhi Tong Cai Jing· 2025-09-15 12:08
Core Viewpoint - Alibaba Health (00241) announced the grant of a total of 949,000 restricted stock units to 17 grantees under the 2024 share incentive plan, pending acceptance for it to take effect [1] Summary by Category - **Company Announcement** - The company will grant 949,000 restricted stock units to 17 individuals as part of its incentive plan [1]
阿里健康(00241)授出合共94.9万个受限制股份单位
智通财经网· 2025-09-15 12:03
智通财经APP讯,阿里健康(00241)发布公告,于2025年9月15日,公司根据2024年股份奖励计划的条款 向17名承授人授出合共94.9万个受限制股份单位,惟须待接纳后方可作实。 ...
阿里健康(00241.HK)授出合共95万个受限制股份单位
Ge Long Hui· 2025-09-15 12:02
Core Viewpoint - Alibaba Health (00241.HK) has granted a total of 950,000 restricted share units to 17 recipients under the 2024 Share Award Plan, pending acceptance, aimed at promoting the company's development and expansion [1] Group 1: Purpose of Granting Restricted Share Units - The purpose of granting restricted share units includes providing opportunities for individuals with skills and experience to acquire equity in the company, thereby attracting them to facilitate further development and expansion of the group [1] - It also serves to recognize the contributions of existing employees to the success and development of the group [1] - Additionally, the grant aims to fully incentivize and motivate employees to remain with the group, promoting future growth and expansion [1]
阿里健康(00241) - 授出受限制股份单位

2025-09-15 11:52
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 於2025年9月15日,本公司根據2024年股份獎勵計劃之條款向17名承授人授出合 共949,000個受限制股份單位,惟須待接納後方可作實。 本公告乃根據上市規則第17.06A、17.06B及17.06C條作出。 受限制股份單位 本公告僅供參考之用,並不構成收購、購買或認購阿里健康信息技術有限公司股份 的邀請或要約。 ALIBABA HEALTH INFORMATION TECHNOLOGY LIMITED 阿里健康信息技術有限公司 (於百慕達註冊成立之有限公司) (股份代號:00241) 授出受限制股份單位 授出受限制股份單位 於2025年9月15日,本公司根據2024年股份獎勵計劃之條款向17名承授人授出合共 949,000個受限制股份單位,惟須待接納後方可作實。授出受限制股份單位之詳情 如下: 授出日期 : 2025年9月15日 承授人 : 向承授人授出合共949,000個受限制股份單位,彼等為本 ...
互联网医疗概念股集体反攻!叮当健康、阿里健康涨超9%

Sou Hu Cai Jing· 2025-09-09 08:40
9月9日,港股互联网医疗概念板块一骑绝尘,成为当日市场的领涨先锋。 板块内,个股涨势喜人。截至发稿前,叮当健康(09886.HK)涨9.76%,阿里健康(00241.HK)大涨9.40%,京东健康(06618.HK)、平安好医生 (01833.HK)也都加入这股上涨浪潮,涨幅分别为6.58%、3.39%。 | 序号 | 財華社 FINET 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | --- | | 1 | 09886 | 叮当健康 | (0) 0.900 | +0.080 | 9.76% | | 2 | 00241 | 阿里健康 | 7.100 | +0.610 | 9.40% | | 3 | 06618 | 京东健康 | 1 67.200 | +4.150 | 6.58% | | 4 | 01833 | 平安好医生 | 11 21.940 | +0.720 | 3.39% | | 5 | 06060 | 众安在线 | 18.450 | +0.040 | 0.22% | | 6 | 02159 | 麦迪 康 | 1.490 | 0 ...
阿里健康涨幅扩大至10% 股价创逾两年半新高 公司有望受益创新药品强劲需求

Zhi Tong Cai Jing· 2025-09-09 07:48
Group 1 - Alibaba Health (00241) shares increased by 10%, reaching a high of 7.18 HKD, the highest since January 2023, with a trading volume of 2.036 billion HKD [1] - HSBC Global Research anticipates that health products will continue to be the fastest-growing category for Alibaba Health, supported by its strong platform ecosystem [1] - The focus on first-party sales (1P) profitability may limit sales growth for pharmaceuticals, but the shift of offline traffic to online due to tightened social insurance claims is expected to benefit Alibaba Health from strong demand for innovative drugs [1] Group 2 - The sales momentum of innovative drugs exceeding expectations may provide upward potential for revenue and net profit forecasts [1] - The National Medical Products Administration is drafting a compliance guideline for online retail of prescription drugs to enhance compliance awareness and capabilities among stakeholders [1] - The guideline emphasizes that companies must fulfill their responsibilities for drug safety and continuously improve their quality management systems and compliance management [1]