建银国际下调阿里健康目标价33% 评级跑赢大市

老虎证券04-12

【建银国际下调阿里健康目标价33% 评级跑赢大市】金十数据4月12日讯，建银国际报告指，阿里健康(00241.HK)销售额从高基数回落，但因利息收入增加及履约成本降低而净利增加。尽管去年4月至6月中国各地新冠感染人数有所增加，但阿里健康并未发现与大流行相关的医疗产品的需求大幅上升，这加剧了库存的增加。因此，建银预测，阿里健康2024年的药品直销业务将年减8.2%至217亿元人民币，销售额将年增...

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