Group 1 - Southbound funds increased their holdings in Alibaba Health (00241.HK) by 3.354 million shares on November 26, 2025, marking a 0.19% change [1][2] - Over the past five trading days, southbound funds have increased their holdings for four days, with a total net increase of 6.738 million shares [1] - In the last 20 trading days, there have been 13 days of net increases, totaling 44.136 million shares [1] Group 2 - As of now, southbound funds hold 1.784 billion shares of Alibaba Health, accounting for 11.02% of the company's total issued ordinary shares [1] - The company primarily engages in the sale of pharmaceutical health products and operates e-commerce platforms for pharmaceuticals and consumer healthcare services [2] - Alibaba Health is a flagship platform for Alibaba Group in the health sector, utilizing cloud computing and big data technologies for digital healthcare and internet medical services [2]

◎记者 夏子航 11月25日，阿里健康与体外诊断行业头部上市公司圣湘生物正式签署战略合作协议。双方将聚焦呼吸道 感染性疾病领域，围绕检测产品、技术服务与创新模式展开全面业务合作，共同推动专业级呼吸道检测 能力向家庭场景延伸，助力淘宝闪购"居家闪检"服务体验升级。 近年来，阿里、京东、美团等互联网平台纷纷布局居家检测这一新风口。 一家互联网平台居家检测业务相关负责人向上海证券报记者表示，借助居家检测、可穿戴设备和连续数 据流，医疗健康行业有望迎来新机遇。"短期内，我们将开放检测与服务能力，接入更多合作伙伴，共 同拓展市场，提升服务能力；长期来看，我们将构建'检测—诊疗—用药—管理'的大健康生态蓝图。" 阿里健康与圣湘生物达成战略合作 11月18日，阿里健康联合淘宝闪购在北京、上海、广州、杭州四地率先推出"居家闪检"服务，上线 了"呼吸道病毒细菌12联检"项目，一次性覆盖甲型流感病毒、乙型流感病毒、肺炎支原体、新型冠状病 毒、腺病毒等12种常见呼吸道病原体，满足流感高发季多样化的检测需求。 用户在淘宝App搜索"居家闪检"进入服务页面预约后，由经过专业培训的骑手上门送达采样包，并协助 完成咽拭子样本采集，随后样本 ...

Core Insights - Alibaba Health reported a total revenue of 16.697 billion RMB for the six months ending September 30, 2025, representing a year-on-year growth of 17.0% [1] - The net profit reached 1.266 billion RMB, showing a significant increase of 64.7% compared to the previous year, with a net profit margin rising from 5.4% to 7.6% [1] - Adjusted net profit was 1.356 billion RMB, reflecting a year-on-year growth of 38.7% [1] Group 1: Business Performance - The Tmall Health platform maintained continuous growth in annual active consumers, with a stable increase in gross merchandise volume over the past six months [1] - The number of online products increased by over 24% to more than 97 million stock-keeping units, while the number of service merchants grew by over 39% to exceed 56,000 [1] - Self-operated business revenue reached 14.380 billion RMB, marking an 18.6% year-on-year increase, with prescription drugs and original research drugs categories experiencing rapid growth [1][2] Group 2: Strategic Initiatives - The company capitalized on supply-side structural optimization opportunities in the healthcare product categories, continuously enhancing the operational efficiency of its self-operated business [2] - Alibaba Health is deepening partnerships with pharmaceutical companies, actively introducing leading brands, and expanding collaboration channels to further enhance user perception [2] - The company is upgrading its healthcare service experience, providing integrated online and offline medical services across multiple platforms, including traditional Chinese medicine, health checks, diagnostics, consultations, appointments, vaccinations, dental care, psychological services, vision care, and nursing [2]

新华财经北京11月26日电（记者沈寅飞）阿里健康26日发布2026财年中期业绩公告。截至2025年9月30 日的六个月，阿里健康营收达人民币166.97亿元，同比增长17%；毛利达41.84亿元，同比增长18.4% ； 净利润达12.66亿元，同比增长达64.7%；经调整后净利润为13.56亿元，同比增长38.7%。阿里健康称， 公司将持续投入医疗AI领域，不断深化在toB医疗垂类领域的战略布局，加速医疗AI领域的深耕与突 破。 公告显示，阿里健康围绕用户日益增长的健康需求，不断提升供给侧产品丰富度、优化用户体验。截至 2025年9月30日，天猫健康平台服务商家数超5.6万家，SKUs增长超9700万个，年度活跃用户数及年化 ARPU持续保持增长，平台GMV实现同比高质量稳定增长。阿里健康大药房持续提升自营业务的运营效 率，自营盈利能力显著提升。报告期内，业务收入达143.8亿元，同比增长18.6%；年度活跃用户数与会 员ARPU持续增长，SKU同比增长98.8%至161万。 阿里健康相关负责人表示，在医疗AI布局上，阿里健康持续加码资源投入，加速医药电商场景中的AI 应用，使得用户使用体验及搜索转化效率保持 ...

本报讯 （记者袁传玺）11月26日，阿里健康发布2026财年中期业绩公告。截至2025年9月30日的6个月 内，阿里健康营收达166.97亿元，同比增长17%；毛利达41.84亿元，同比增长18.4%；净利润达12.66亿 元，同比增长64.7%；经调整后净利润为13.56亿元，同比增长38.7%。公司业务增长稳健、高质量发展 态势巩固。同时，阿里健康将持续投入医疗AI领域，不断深化在toB医疗垂类领域的战略布局，加速医 疗AI领域的深耕与突破。 公告显示，作为国内年度活跃用户数最高和年度商品交易总额最大的线上B2C医疗健康品零售平台，阿 里健康围绕用户日益增长的健康需求，不断提升供给侧产品丰富度、优化用户体验。截至2025年9月30 日，天猫健康平台服务商家数超5.6万家，SKUs增长超9700万个，年度活跃用户数及年化ARPU持续保 持增长，平台GMV实现同比高质量稳定增长。阿里健康大药房持续提升自营业务的运营效率，自营盈 利能力显著提升。报告期内，业务收入达143.8亿元，同比增长18.6%；年度活跃用户数与会员ARPU持 续增长，SKU同比增长98.8%至161万。 作为新特药首发阵地，阿里健康持续深 ...

Core Viewpoint - Alibaba Health reported a strong financial performance for the first half of the fiscal year 2026, with significant growth in revenue, gross profit, and net profit, while continuing to invest in the medical AI sector to enhance its strategic positioning in the B2B healthcare market [1] Financial Performance - Revenue reached RMB 16.697 billion, representing a year-on-year increase of 17% [1] - Gross profit amounted to RMB 4.184 billion, with a year-on-year growth of 18.4% [1] - Net profit was RMB 1.266 billion, showing a substantial year-on-year increase of 64.7% [1] - Adjusted net profit stood at RMB 1.356 billion, reflecting a year-on-year growth of 38.7% [1] Business Growth and Strategy - The company maintains a robust and high-quality growth trajectory, focusing on enhancing product offerings and user experience to meet increasing health demands [1] - As the largest online B2C healthcare product retail platform in China, Alibaba Health serves over 56,000 merchants on the Tmall Health platform, with SKU growth exceeding 97 million [1] - The platform's GMV has achieved stable year-on-year growth, supported by an increase in active annual users and annual ARPU [1] Operational Efficiency - Alibaba Health's self-operated pharmacy business has significantly improved operational efficiency, leading to enhanced profitability [1] - Business revenue for the self-operated segment reached RMB 14.38 billion, marking an 18.6% year-on-year increase [1] - Active annual users and member ARPU continue to grow, with SKU count increasing by 98.8% to 1.61 million [1]

同时，集团持续投入在医疗AI垂类领域。作为阿里巴巴集团在医疗健康领域的旗舰平台，集团不断深 化在to B的医疗垂类领域的AI应用和工具的佈局，探索满足医疗行业及医生不断增长的AI需求，加速医 疗AI领域的深耕与突破，推动业务高质量发展。 阿里健康(00241)发布截至2025年9月30日止六个月的中期业绩，集团业务保持高质量稳健增长，总收入 为166.97亿元人民币，同比增长17.0%。净利润额为12.66亿元人民币，同比增长64.7%。净利润率由 5.4%增长至7.6%。调整后净利润额为13.56亿元人民币，同比增长38.7%。 报告期内，阿里健康自营业务抓住医疗健康品等类目的供给侧结构性优化的机遇，持续提升自营业务的 运营效率，业务收入达143.8亿元人民币，同比增长18.6%。同时集团持续深化药企合作，积极引入头部 品牌，拓展合作渠道，进一步提升用户心智。自营业务的年度活跃用户数与会员ARPU持续增长。 截至2025年9月30日，公司运营的天猫健康平台拥有年化活跃消费者(过往于十二个月内在天猫健康平台 实际购买过一次或以上商品的消费者)保持持续增长，天猫健康平台商品交易总额(GMV)在过去六个月 中实现 ...

此外，阿里健康与礼来、阿斯利康、欧加隆、拜耳、辉瑞、诺和诺德、罗氏等头部企业达成战略合作， 在线上零售、品类拓展、新药首发、疾病教育等领域，全面展开数字化健康服务合作，帮助药企伙伴拓 展院外市场。 报告期内，阿里健康持续为用户提供线上线下一体化的医疗健康服务。与阿里健康签约提供在线健康咨 询服务的执业医师、执业药师和营养师合计超25万人，较去年同期增加2万余人。截至2025年9月30日止 6个月内，自营慢病业务的用户数量及其ARPU均实现持续增长。 责任编辑：何俊熹 新浪科技讯 11月26日晚间消息，阿里健康发布2026财年中期业绩公告。截至2025年9月30日止六个月 内，阿里健康营收达人民币166.97亿元，同比增长17%；毛利达41.84亿元，同比增长18.4% ；净利润达 12.66亿元，同比增长达64.7%；经调整后净利润为13.56亿元，同比增长38.7%。 公告显示，截至2025年9月30日，天猫健康平台服务商家数超5.6万家，SKUs增长超9700万个，年度活 跃用户数及年化ARPU持续保持增长，平台GMV实现同比高质量稳定增长。阿里健康大药房持续提升自 营业务的运营效率，自营盈利能力显著提升 ...

Core Insights - Alibaba Health (00241) reported a total revenue of 16.697 billion RMB for the six months ending September 30, 2025, representing a year-on-year growth of 17.0% [1] - The net profit reached 1.266 billion RMB, showing a significant increase of 64.7%, with the net profit margin rising from 5.4% to 7.6% [1] - Adjusted net profit was 1.356 billion RMB, reflecting a year-on-year growth of 38.7% [1] Revenue and Profitability - The company's self-operated business generated revenue of 14.38 billion RMB, marking an 18.6% year-on-year increase [1] - The annual active user count and average revenue per user (ARPU) for the self-operated business continued to grow [1] Platform Performance - The Tmall Health platform maintained a steady increase in annual active consumers, with the gross merchandise volume (GMV) showing high-quality stable growth over the past six months [1] - The company is enhancing operational efficiency in its self-operated business by seizing opportunities in the supply-side structural optimization of healthcare products [1] AI Investment - The company is continuously investing in the medical AI sector, focusing on deepening its AI applications and tools in the B2B medical vertical [2] - This initiative aims to meet the growing AI demands of the healthcare industry and physicians, promoting high-quality business development [2]

董事会预期截至2027年3月31日止两个财政年度的营销推广服务之原有年度上限将不足以满足集团的业 务需要。因此，于2025年11月26日，董事会建议按照上市规则第14A章的规定修订截至2027年3月31日 止两个财政年度的营销推广服务之原有年度上限。 格隆汇11月26日丨阿里健康(00241.HK)公告，内容有关（其中包括）公司与阿里妈妈就提供营销推广服 务而订立的2025年至2027年营销推广服务框架协议，为期三(3)年，自2024年4月1日起至2027年3月31日 止，除非根据其条款另行终止。 ...