中信证券:医疗健康产品销售线上化率有望迎来长足提升
Zheng Quan Shi Bao Wang·2025-12-06 02:17

Core Viewpoint - The report from CITIC Securities highlights the opportunity for the transformation of drug sales channels in China, shifting from hospital-based to external and from offline to online sales, driven by factors such as medical insurance cost control, the migration of original drug channels, and the rise of AI search and recommendation technologies [1] Group 1 - The online sales rate of healthcare products is expected to see significant improvement due to the aforementioned trends [1] - Leading pharmaceutical e-commerce companies are likely to leverage their main site advantages, including traffic and fulfillment cost benefits, to capitalize on new opportunities in AI search and health management [1] - The integration of AI in research and product development is anticipated to enhance the capabilities of these companies in the evolving market landscape [1]

CITIC Securities Co., Ltd.-中信证券:医疗健康产品销售线上化率有望迎来长足提升 - Reportify