高盛：京东健康(06618)首季表现胜预期升目标价至42.5港元_老虎社区_美港股上老虎

高盛：京东健康(06618)首季表现胜预期升目标价至42.5港元

智通财经2025-05-20

智通财经APP获悉，高盛发布研报称，将京东健康(06618)2025至2027年收入预测平均上调2%，以反映药品和营养产品的销售强劲超出预期;考虑到有部分的毛利率增长会被自订配送计划的投资所抵消，将净利润预测上调1至3%。目标价由37.8港元升至42.5港元，维持“买入”评级。京东健康今年首季收入和利润均超出预期，主要受强劲的药品和营养产品势头、以及毛利率扩张推动。该行重申对京东健康在行业领先地位...

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