阿里健康:2024财年业绩超预期,毛利率稳步提升,履约费用率显著优化

研究报告Research Report 4 Jun 2024 阿里健康 AliHealth (241 HK) 2024 财年业绩超预期,毛利率稳步提升,履约费用率显著优化 The Performance In FY2024 Beat Expectations, With A Steady Increase In GPM And A Significant Optimization Of The Fulfillment Expense Ratio [观Ta点bl聚e_焦yem Inevie1s] tment Focus [Tab维le_持Inf优o] 于大市Maintain OUTPERFORM (Please see APPENDIX 1 for English summary) 事件:公司发布2024财年业绩公告 评级 优于大市OUTPERFORM 现价 HK3.37点评目标价HK3.37 点评 目标价 HK6.34 收入及利润超市场预期,保健品和医疗器械快速增长。2024 财年 HTI ESG 4.0-4.0-4.0 公司实现收入270.3亿元(+1.0%)。其中, E-S-G: 0-5, (Please refer to ...