季度业绩前瞻 | 阿里健康：医药电商增长强劲，预测全年营业收入345.94~352.96亿元，同比增长13.1%~15.4%

朝阳永续03-12

分业务来说：1)医药自营与医药电商平台：平台年化活跃消费者超过3亿，SKUs同比增长超24%至9,700万个，服务商家数同比增长超39%至超过5.6万家。2)大模型应用落地：推动搜推优化、智慧供应链、商品运营及智能客服等环节提效，创造GMV增量。3)AI入口+垂类服务承接：蚂蚁阿福app月活超过1500万，千问App月活突破2亿，有望打通“问诊—购药/服务预约—履约”的链路，提升交易效率与复购黏性...

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