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]

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。 阿里健康今日发布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。 ...