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《大行報告》中金:國家發文推進數據經濟戰略 阿里健康(00241.HK)數據化發展具潛力
阿思達克 04-17 14:25
中金發表報告指,4月10日國家發改委聯合網信辦印發關於推進「上雲用數賦智」行動培育新經濟發展實施方案的通知,強調實施數字經濟戰略。阿里健康(00241.HK)作為全面佈局「互聯網+醫療健康」領域的龍頭企業,在疫情防控中持續發揮積極作用,對公司評級維持「跑贏行業」,目標價18.3元。

中金指,阿里健康在互聯網醫療領域佈局已久,疫情期間迅速推進在線義診、慢病複診等互聯網在線診療業務,並順勢實現「醫+藥」二位一體聯動發展,該行認為將實現海量用戶需求留存。同時,公司在國內數十家基層醫院接入CT影像AI輔助篩查技術,推動AI輔助基層新冠肺炎篩查,進一步實現數字化技術的實際推廣應用。

該行又稱,阿里集團通過支付寶上線全國醫保電子憑證,實現醫保業務數據化加持;並借助追溯業務、智慧醫療等數字化及創新業務,預計公司或將發力數據資產「積累+運營」特色,彰顯其生態型發展模式的突出優勢,有望成為大健康數據時代的龍頭企業。

中金維持對阿里健康2020/2021財年收入預測90.1億和165.3億元人民幣,及首次引入2022財年收入預測268.9億元人民幣,增長76.9%/83.4%/62.7%。該行又預計公司2021財年扭虧,2021和2022財年分別實現淨利潤約2,100萬元及1.45億元人民幣。

該行指,考慮到國家持續加強對互聯網醫療服務的支持,預計有望間接帶動公司新零售業務發展;且今年4月14日,公司市值突破2,000億元,綜合考慮恆指納入標準,認為不排除公司股票被納入恆指的可能性,若順利進入,公司資本市場關注度有望進一步提升 。

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