京东健康(6618.HK):互联网医疗龙头企业 持续强化全渠道布局

国海证券
19 Feb

本篇报告核心解决以下问题:1)互联网医疗行业发展阶段、医药电商及在线医疗服务市场长期空间如何?医药电商如何重塑传统医药流通环节?各平台在医药电商及在线医疗服务的业务布局如何?2)京东健康的发展历程及业务布局如何?公司医药电商业务在用户侧、供给侧、履约侧、变现侧有何差异化优势?3)公司在线医疗健康服务如何打造“医+检+药”闭环而创造协同效应?1、互联网医疗行业——零售及医疗服务线上化率提升空间较大,...

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