核心观点2024年公司实现营收581.6亿元,同比增长8.65%,实现Non-IFRS净利润47.92亿元,同比增长15.88%,收入和利润端均高于彭博一致预期。2024年公司营收保持稳健增长,3P增长快于1P,未来B2C医保有望在全国各地逐步打通,公司收入端将受到一定程度拉动,展望2025年,预计公司收入将重回两位数增长。今年以来,JDH录得较大涨幅,在港股互联网中表现排名靠前,市场已price...
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