中信证券:医疗健康产品的销售线上化率有望迎来长足提升
Xin Lang Cai Jing·2025-12-06 02:20

Group 1 - The report from CITIC Securities highlights the opportunity for the transformation of drug sales channels in China, shifting from hospital-based to external sales and from offline to online platforms [1] - The online sales rate of healthcare products is expected to significantly increase due to factors such as medical insurance cost control, the migration of original drug channels, and the rise of AI search and recommendation technologies [1] - Leading pharmaceutical e-commerce companies are expected to leverage their main site advantages, including traffic and fulfillment cost benefits, to capitalize on new opportunities in AI research and productization, as well as health management [1]