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Alibaba Health Information Technology Limited 2020-02-12T09:17 財經茄呢啡 阿里健康(0241)作為阿里集團在大健康領域的旗艦平台,業務涵蓋醫藥電商及新零售、互聯網醫療、消費醫療及智慧醫療等。阿里健康與阿里系其他業務帶來一定協同效應,例如由釘釘(阿里推出之企業版即時通訊軟件)「防疫精靈」,包括由阿里健康提供之多項產品功能,及線上問醫等。阿里健康市值已高達1600億元,估值不算吸引,高追風險不低。
Alibaba Health Information Technology Limited 2020-01-31T15:19 財經茄呢啡 但在鄧翠琴看來,現在的市場相對來說比較理性,就比如港股開市雖然大挫,其中還是能找到一些受惠的股權,尤其是如今還沒有治療方案來應付疫情,醫藥股難以真正受惠,但還是有些醫藥股在開市第一天出現上揚,包括阿里健康和平安好醫生。此外,科技版塊的利潤模式開始獲得驗證,受影響較小,類似股權反而比較強勢。
Alibaba Health Information Technology Limited 2020-01-31T15:19 財經茄呢啡 互聯網類尤其提供在線諮詢和藥品銷售股權,後市可睇高一線,例如阿里健康、平安好醫生及美國上市的1藥網。
Alibaba Health Information Technology Limited 2020-01-31T15:19 財經茄呢啡 花旗發表報告,相信整個內地藥業憧憬應對武漢肺炎爆發,看好個別行業股權,包括提供在線諮詢和藥品銷售的股權,例如阿里健康、平安好醫生。
Alibaba Health Information Technology Limited 2020-01-10T14:36 財經茄呢啡 雲鋒基金擬賣出阿里健康信息技術有限公司(下稱「阿里健康」,HK:00241)部分股權以籌集8億港元。
Alibaba Health Information Technology Limited 2020-01-08T08:33 財經茄呢啡 花旗指,內地藥物銷售將逐步轉移至網上平台,內地線上處方藥銷售法規相關細節料於今年內發布,阿里健康將是主要受惠公司之一。因此同時唱好阿里健康(0241)及平安好醫生(1833)。花旗首次給予阿里健康「買入」評級,目標價14元。阿里健康昨日曾創8個月新高,收市報9.86元,升11.9%,成交5.09億元。
Alibaba Health Information Technology Limited 2019-12-27T15:06 財經茄呢啡 銷售及市場推廣開支同比增加112.5%,略低於營收增速,與去年同期81.4%的增速相比,阿里健康今年的市場推廣力度顯然在加大。這筆費用重要還是用在了醫藥自營業務上,公司為了增加自營店的曝光量而增加了流量獲取費用。同一時間,阿里健康還加大了在銷售運營人員和創新業務人員方面的投入。產品開發開支同比30.34%,增速較去年同期回落一半多,再度印證了阿里健康將資源更加集中於銷售。
Alibaba Health Information Technology Limited 2019-12-27T15:06 財經茄呢啡 阿里巴巴在港股市場直接控股的有阿里健康、阿里影業、亞博科技控股三家公司,還有高鑫零售等八家阿里持股或間接持股的類似公司。
Alibaba Health Information Technology Limited 2019-12-27T15:06 財經茄呢啡 遂寧新聞網訊(全媒體記者田奇)12月24日,市中心醫院與阿里健康科技(中國)有限公司舉行戰略合作簽約儀式。雙方共同努力探索「互聯網+智慧醫療」服務新模式,增加醫院臨床水平和管理效能。市衛健委機關黨委書記夏軍,阿里健康副總裁張蕾,市中心醫院黨委書記陳擁軍,重慶市潼南區人民醫院,潼南區中醫院及我市各區縣人民醫院負責人參加簽約儀式。
Alibaba Health Information Technology Limited 2019-12-20T15:12 財經茄呢啡 從今年天貓雙11的數據來看,阿里健康同樣是維持了中期業績報告表現的增加勢頭。阿里健康此前披露數據顯示,在今年的雙11,醫療服務板塊成交額達到了去年同期的3.3倍,多個品牌品牌晉級天貓雙11億元俱樂部。此外,由於消費者對於治未病的認知增長,疫苗在線預約服務當日成交額更是高達去年雙11同期的9.7倍。
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