线上药房盈利增长

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大行评级|里昂:处方药带动线上药房收入加快增长 相信盈利有上行空间
Ge Long Hui· 2025-09-19 02:56
Group 1 - The core viewpoint of the report indicates that prescription drugs are driving accelerated growth in online pharmacy revenues this year [1] - JD Health has guided for a year-on-year revenue growth of approximately 20% and an adjusted net profit growth of about 15% for this year [1] - Alibaba Health has projected a year-on-year revenue growth of 10% to 15% and an adjusted net profit growth of 20% to 30% for the fiscal year ending March 2026 [1] Group 2 - The report suggests that with strong sales of original brand drugs continuing in the second half of the year, there is potential for upward earnings revisions [1] - Although most retail categories have achieved high online penetration rates, pharmaceuticals have the greatest growth potential in the online space [1]