京东健康:业绩超预期 新业务方向探索或将加大投入

中金公司
10 Mar

2024 业绩高于我们预期京东健康发布2024 年业绩,收入581.6 亿元(+8.6% YoY),non-IFRS 净利润47.9 亿元(+15.9% YoY),对应non-IFRS 净利率8.2%(+0.5pctYoY),高于我们预期,主要因合作商家数增长较快带动服务收入高增长。发展趋势2024 年收入端稳健发力,指引2025 年收入端双位数增速。分板块看,产品销售收入488.0 亿元(+...

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