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03-05
感觉有的玄
异动解读 | IFBH盘中大涨14.97%，公司澄清外源糖质疑提振信心
游走边境线
2023-03-16
公司的主要市场在哪些城市呀？感觉没怎么听说见到过！
叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场
去老虎APP查看更多动态
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09:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>IFBH今日盘中大涨14.97%，引起了市场的广泛关注。</p><p>消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。</p><p>公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06603":"IFBH"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180635860","content_text":"IFBH今日盘中大涨14.97%，引起了市场的广泛关注。消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。","news_type":1,"symbols_score_info":{"06603":1}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650162220,"gmtCreate":1678974610761,"gmtModify":1678974644958,"author":{"id":"4091426125266120","authorId":"4091426125266120","name":"游走边境线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091426125266120","idStr":"4091426125266120"},"themes":[],"title":"","htmlText":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","listText":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","text":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650162220","repostId":"2319622334","repostType":2,"repost":{"id":"2319622334","kind":"news","pubTimestamp":1678960483,"share":"https://www.laohu8.com/m/news/2319622334?lang=zh_CN&edition=full","pubTime":"2023-03-16 17:54","market":"hk","language":"zh","title":"叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2319622334","media":"金融界","summary":"根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。","content":"<html><body><article><p>国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股<a href=\"https://laohu8.com/S/09886\">叮当健康</a>（09886.HK）给了市场参与者极大的想象空间。</p><p><strong>一、叮当健康的核心竞争力：用科技创新保障</strong><strong>24小时购药服务</strong></p><p>2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。</p><p>从企业经营角度来讲，要满足消费者快速送药、7x24小时服务且保护隐私的医疗健康产品及服务的需求，离不开在线零售渠道的高渗透率、优秀的供应链管理能力以及智慧药房的广泛布局。</p><p>叮当健康通过与互联网整合在线渠道，提供<a href=\"https://laohu8.com/S/300959\">线上线下</a>(行情300959)解决方案，利用大数据保证骑手配送路线的优化及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>分单，提升配送效率，实现药品送达即时性。</p><p>目前，叮当健康凭借即时到家数字药房业务的优势，已成为数字零售药房行业领先的服务提供商和中国实时到家数字药房行业最大的产品及服务提供商。</p><p><strong>二、叮当健康在流量上具备一定积累和优势</strong></p><p>据公司招股书数据，2018年、2019年、2020年、2021年及截至2022年一季度，叮当健康的<strong>夜间订单</strong>（下午十时至早上八时）逐年增加，分别约为二百万笔、四百万笔、五百万笔、七百六十万笔及一百七十万笔。由此可见，叮当健康已经有了一批在特殊场景下的忠实用户，通过创建差异化优势，占据顾客心智。</p><p>除夜间订单外，全天候的服务对于维持及增加用户对平台的黏性以及提高用户留存率也至关重要。根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。</p><p>有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。</p><p><strong>三、叮当健康纳入</strong><span>港股通</span>，控股股东集团承诺延长解禁期</p><p>实际上，3月13日还有个重大的变化，就是港股通调整名单正式生效，叮当健康资本市场影响力将进一步提升。</p><p>叮当健康作为港股市场即时到家数字药房行业的稀缺性标的，获纳入恒生综合指数成分股，同期顺利进入港股通名单，这意味着公司资金流入渠道将大大拓宽，获得更多投资者关注，也可能有一些配置中概股、互联网的基金适当增加配置，未来有望带来持续的资金增量。</p><p>另外，公司在限售股解禁期前发出公告，称控股股东集团自愿延长解禁期至2023年9月，合计持股约50%。这给市场带来乐观情绪，也凸显了控股股东及高管层对公司未来发展的十足信心。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 17:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股叮当健康（09886.HK）给了市场参与者极大的想象空间。一、叮当健康的核心竞争力：用科技创新保障24小时购药服务2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09886":"叮当健康","BK1142":"互联网与直销零售"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319622334","content_text":"国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股叮当健康（09886.HK）给了市场参与者极大的想象空间。一、叮当健康的核心竞争力：用科技创新保障24小时购药服务2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。从企业经营角度来讲，要满足消费者快速送药、7x24小时服务且保护隐私的医疗健康产品及服务的需求，离不开在线零售渠道的高渗透率、优秀的供应链管理能力以及智慧药房的广泛布局。叮当健康通过与互联网整合在线渠道，提供线上线下(行情300959)解决方案，利用大数据保证骑手配送路线的优化及智能分单，提升配送效率，实现药品送达即时性。目前，叮当健康凭借即时到家数字药房业务的优势，已成为数字零售药房行业领先的服务提供商和中国实时到家数字药房行业最大的产品及服务提供商。二、叮当健康在流量上具备一定积累和优势据公司招股书数据，2018年、2019年、2020年、2021年及截至2022年一季度，叮当健康的夜间订单（下午十时至早上八时）逐年增加，分别约为二百万笔、四百万笔、五百万笔、七百六十万笔及一百七十万笔。由此可见，叮当健康已经有了一批在特殊场景下的忠实用户，通过创建差异化优势，占据顾客心智。除夜间订单外，全天候的服务对于维持及增加用户对平台的黏性以及提高用户留存率也至关重要。根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。三、叮当健康纳入港股通，控股股东集团承诺延长解禁期实际上，3月13日还有个重大的变化，就是港股通调整名单正式生效，叮当健康资本市场影响力将进一步提升。叮当健康作为港股市场即时到家数字药房行业的稀缺性标的，获纳入恒生综合指数成分股，同期顺利进入港股通名单，这意味着公司资金流入渠道将大大拓宽，获得更多投资者关注，也可能有一些配置中概股、互联网的基金适当增加配置，未来有望带来持续的资金增量。另外，公司在限售股解禁期前发出公告，称控股股东集团自愿延长解禁期至2023年9月，合计持股约50%。这给市场带来乐观情绪，也凸显了控股股东及高管层对公司未来发展的十足信心。","news_type":1,"symbols_score_info":{"09886":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":539421643850976,"gmtCreate":1772712824725,"gmtModify":1772716166851,"author":{"id":"4091426125266120","authorId":"4091426125266120","name":"游走边境线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091426125266120","idStr":"4091426125266120"},"themes":[],"title":"","htmlText":"感觉有的玄","listText":"感觉有的玄","text":"感觉有的玄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539421643850976","repostId":"1180635860","repostType":2,"repost":{"id":"1180635860","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772674478,"share":"https://www.laohu8.com/m/news/1180635860?lang=zh_CN&edition=full","pubTime":"2026-03-05 09:34","market":"sg","language":"zh","title":"异动解读 | IFBH盘中大涨14.97%，公司澄清外源糖质疑提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1180635860","media":"异动解读","summary":"IFBH今日盘中大涨14.97%，引起了市场的广泛关注。消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。","content":"<p>IFBH今日盘中大涨14.97%，引起了市场的广泛关注。</p><p>消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。</p><p>公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | IFBH盘中大涨14.97%，公司澄清外源糖质疑提振信心</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | IFBH盘中大涨14.97%，公司澄清外源糖质疑提振信心\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-03-05 09:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>IFBH今日盘中大涨14.97%，引起了市场的广泛关注。</p><p>消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。</p><p>公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06603":"IFBH"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180635860","content_text":"IFBH今日盘中大涨14.97%，引起了市场的广泛关注。消息面上，IFBH于前一交易日通过官方渠道发布严正声明，澄清其IF品牌100%椰子水产品未添加任何外源糖、外源水及人工香精，所有糖分均来源于天然椰子本身。此举旨在回应近期市场对其产品“添加外源糖”的质疑，该质疑此前曾导致公司股价连续多日下跌。公司的及时澄清有效缓解了投资者的担忧，市场信心得到显著恢复，从而推动了股价在今日交易时段的强劲反弹。","news_type":1,"symbols_score_info":{"06603":1}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650162220,"gmtCreate":1678974610761,"gmtModify":1678974644958,"author":{"id":"4091426125266120","authorId":"4091426125266120","name":"游走边境线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091426125266120","idStr":"4091426125266120"},"themes":[],"title":"","htmlText":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","listText":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","text":"公司的主要市场在哪些城市呀？感觉没怎么听说见到过！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650162220","repostId":"2319622334","repostType":2,"repost":{"id":"2319622334","kind":"news","pubTimestamp":1678960483,"share":"https://www.laohu8.com/m/news/2319622334?lang=zh_CN&edition=full","pubTime":"2023-03-16 17:54","market":"hk","language":"zh","title":"叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2319622334","media":"金融界","summary":"根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。","content":"<html><body><article><p>国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股<a href=\"https://laohu8.com/S/09886\">叮当健康</a>（09886.HK）给了市场参与者极大的想象空间。</p><p><strong>一、叮当健康的核心竞争力：用科技创新保障</strong><strong>24小时购药服务</strong></p><p>2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。</p><p>从企业经营角度来讲，要满足消费者快速送药、7x24小时服务且保护隐私的医疗健康产品及服务的需求，离不开在线零售渠道的高渗透率、优秀的供应链管理能力以及智慧药房的广泛布局。</p><p>叮当健康通过与互联网整合在线渠道，提供<a href=\"https://laohu8.com/S/300959\">线上线下</a>(行情300959)解决方案，利用大数据保证骑手配送路线的优化及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>分单，提升配送效率，实现药品送达即时性。</p><p>目前，叮当健康凭借即时到家数字药房业务的优势，已成为数字零售药房行业领先的服务提供商和中国实时到家数字药房行业最大的产品及服务提供商。</p><p><strong>二、叮当健康在流量上具备一定积累和优势</strong></p><p>据公司招股书数据，2018年、2019年、2020年、2021年及截至2022年一季度，叮当健康的<strong>夜间订单</strong>（下午十时至早上八时）逐年增加，分别约为二百万笔、四百万笔、五百万笔、七百六十万笔及一百七十万笔。由此可见，叮当健康已经有了一批在特殊场景下的忠实用户，通过创建差异化优势，占据顾客心智。</p><p>除夜间订单外，全天候的服务对于维持及增加用户对平台的黏性以及提高用户留存率也至关重要。根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。</p><p>有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。</p><p><strong>三、叮当健康纳入</strong><span>港股通</span>，控股股东集团承诺延长解禁期</p><p>实际上，3月13日还有个重大的变化，就是港股通调整名单正式生效，叮当健康资本市场影响力将进一步提升。</p><p>叮当健康作为港股市场即时到家数字药房行业的稀缺性标的，获纳入恒生综合指数成分股，同期顺利进入港股通名单，这意味着公司资金流入渠道将大大拓宽，获得更多投资者关注，也可能有一些配置中概股、互联网的基金适当增加配置，未来有望带来持续的资金增量。</p><p>另外，公司在限售股解禁期前发出公告，称控股股东集团自愿延长解禁期至2023年9月，合计持股约50%。这给市场带来乐观情绪，也凸显了控股股东及高管层对公司未来发展的十足信心。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n叮当健康（09886.HK）占领用户心智，进医保以后有望扩展到更大用药市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 17:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股叮当健康（09886.HK）给了市场参与者极大的想象空间。一、叮当健康的核心竞争力：用科技创新保障24小时购药服务2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09886":"叮当健康","BK1142":"互联网与直销零售"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316180014841a581f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319622334","content_text":"国家医保局近日明确，“互联网+”医疗服务如果与医保支付范围内的线下医疗服务内容相同，且执行相应公立医疗机构收费价格，便可纳入医保支付，由此关注到一只稀缺股叮当健康（09886.HK）给了市场参与者极大的想象空间。一、叮当健康的核心竞争力：用科技创新保障24小时购药服务2021年，由于新冠肺炎疫情导致患者的消费习惯改变，同时新零售发展下平台物流能力持续加强，因急病而有紧急用药需求的客户不在少数。从企业经营角度来讲，要满足消费者快速送药、7x24小时服务且保护隐私的医疗健康产品及服务的需求，离不开在线零售渠道的高渗透率、优秀的供应链管理能力以及智慧药房的广泛布局。叮当健康通过与互联网整合在线渠道，提供线上线下(行情300959)解决方案，利用大数据保证骑手配送路线的优化及智能分单，提升配送效率，实现药品送达即时性。目前，叮当健康凭借即时到家数字药房业务的优势，已成为数字零售药房行业领先的服务提供商和中国实时到家数字药房行业最大的产品及服务提供商。二、叮当健康在流量上具备一定积累和优势据公司招股书数据，2018年、2019年、2020年、2021年及截至2022年一季度，叮当健康的夜间订单（下午十时至早上八时）逐年增加，分别约为二百万笔、四百万笔、五百万笔、七百六十万笔及一百七十万笔。由此可见，叮当健康已经有了一批在特殊场景下的忠实用户，通过创建差异化优势，占据顾客心智。除夜间订单外，全天候的服务对于维持及增加用户对平台的黏性以及提高用户留存率也至关重要。根据招股书数据，截止2022年3月，叮当健康自有平台上的注册用户数持续增长。有了特殊的切入场景，以及足够的用户数量、订单需求、数字化系统及供应链优势，叠加未来将纳入医保的利好政策，叮当健康或将以此为基础，进入更大范围的用药服务市场。三、叮当健康纳入港股通，控股股东集团承诺延长解禁期实际上，3月13日还有个重大的变化，就是港股通调整名单正式生效，叮当健康资本市场影响力将进一步提升。叮当健康作为港股市场即时到家数字药房行业的稀缺性标的，获纳入恒生综合指数成分股，同期顺利进入港股通名单，这意味着公司资金流入渠道将大大拓宽，获得更多投资者关注，也可能有一些配置中概股、互联网的基金适当增加配置，未来有望带来持续的资金增量。另外，公司在限售股解禁期前发出公告，称控股股东集团自愿延长解禁期至2023年9月，合计持股约50%。这给市场带来乐观情绪，也凸显了控股股东及高管层对公司未来发展的十足信心。","news_type":1,"symbols_score_info":{"09886":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
