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研报掘金|中金:上调京东健康目标价至30.2港元 第三季业绩超出市场预期

Gelonghui Finance ·  Nov 20, 2024 06:27

格隆汇11月20日|中金发表报告指,京东健康第三季业绩超出市场预期,主要受惠于毛利改善以及费用持续优化。该行维持今明两年收入及盈利预测不变,目标价上调12%至30.2港元,维持“跑赢行业”评级。中金称,京东健康持续推进服务模式创新,截至上季末,公司已在12个城市落地医保个账线上支付服务,累计接入医保定点零售药店近2000间,覆盖人口超过1亿。考虑到自第二季以来O2O渠道纳入医保支付等活动相继推进,预计此类活动对基本面短期的贡献相对有限,但有望实现对网上购药行为的潜在引流。

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