4月11日,京东健康(06618.HK)股价在盘中出现大幅上涨,涨幅达5.08%,引起市场广泛关注。
消息面上,京东健康宣布与云南白药集团深化战略合作,双方将在全品类供应链、全渠道零售及创新营销等领域展开深度合作。根据合作计划,云南白药集团将依托京东健康"B2C+O2O+线下自营"的全渠道零售网络,进一步扩充医药健康合作品类,加速药品、器械及健康产品的铺货。预计未来三年,双方合作的复合增长率将超过50%,这一消息极大地提振了投资者信心。
此外,南向资金连续4日增持京东健康也为股价上涨提供了支撑。4月10日,南向资金增持京东健康390.54万股,截至当日收盘,港股通共持有京东健康29713.07万股,占流通股9.29%。近20个交易日内,尽管京东健康股价下跌4.41%,但港股通仍累计增持1337.94万股,显示出机构投资者对公司前景的看好。这种持续的资金流入可能进一步推动了股价的上涨。
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