光大證券:首次覆蓋互聯網在線醫療巨頭平安好醫生(1833.HK),給予“買入”評級
格隆匯3月24日丨光大證券發佈最新行業研報稱,首次覆蓋互聯網在線醫療巨頭平安好醫生(1833.HK),給予“買入”評級。研報稱,公司是國內在線醫療巨頭,紮根醫療服務,有望打通醫療健康全產業鏈;公司在線醫療加速增長,家庭醫生增長前景廣闊;圍繞醫療服務輸出,持續完善多元生態圈。
2019年平安好醫生營收50.65億元,同比增51.8%。分業務板塊來看,家庭醫生收入8.6億元,同比增108.9%;消費型醫療服務收入11.1億元,同比增22.9%;健康商城收入29.0億元,同比增55.7%;健康管理和互動收入1.9 億元,同比增22.7%。
研報指出,公司通過AI輔助的自有醫療團隊,通過智能重症監控系統、AI智能輔助問診系統、合理用藥監測系統和智能醫療安全監控平台,顯著提升了醫生問診效率及診斷精度,極大改善了患者就醫體驗,極大提升效率。截至2019年末,公司的自有醫療團隊達1409人,簽約合作外部醫生(均為三級甲等醫院副主任醫師及以上職稱)5381名;合作醫院數超3000家,其中三級甲等醫院超1900家;合作藥店數目9.4萬家;覆蓋中國32個省,375個城市,較2018年底的1.5萬家增長顯著。2019年日均諮詢量72.9萬,按年同比增36.3%。
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