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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]