《大行報告》花旗:內地出台線上複診醫保報銷措施 料阿里健康及平安好醫生受惠
就國家醫保局及國家衛健委印發《關于推進新冠肺炎疫情防控期間開展「互聯網+」醫保服務指導意見》明確,常見病、慢性病患者於互聯網醫療機構複診可依規進行醫保報銷。文件指出,互聯網醫療機構為參保人在線開具電子處方,線下採取多種方式靈活配藥,參保人可享受醫保支付待遇,花旗認為指引可促進企業在省級醫療行政機構、互聯網醫院的的線上渠道上進行醫保報銷,可鼓勵省級政府履行相關詳細監管。花旗認為,市場客戶對上述需求殷切,今次明確的政策性支持,互聯網醫療可為病人提供遙距方便服務,長遠提升內地醫療行業的效率。該行相信線上醫療諮詢、線上藥品銷售會逐步變得更重要,預期內地新冠疫情過後,會提供更多支持性政策,該行稱持續看好阿里健康(00241.HK)、平安好醫生(01833.HK)及在美上市的1藥網(YI.O)將可受惠行業政策。(wl/u)~
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