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匯豐:管理層調整不會影響平安好醫生(1833.HK)的發展前景,上調目標價至117.5港元
格隆匯 05-21 09:08

格隆匯5月15日丨平安好醫生(1833.HK)近日發佈公告,稱方蔚豪先生接替王濤先生出任執行董事、臨時董事會主席、首席執行官。匯豐認為,管理層調整不會破壞平安好醫生的發展前景:

1、新任首席執行官會帶來專業的經驗:方蔚豪先生以前的履歷和經驗,與監管機構、醫院等建立了良好的關係,這將有助於增加平安好醫生在醫保支付方面的業務佈局;2、加強與集團的聯動:作為平安集團大醫療健康生態圈的重要成員,新任首席執行官可以幫助平安好醫生協同母公司平安集團的資源;3、專業員工和架構保持不變。

匯豐認為,政策以及公司發展都步入正軌:

在政策方面,國家發改委首次提及互聯網醫療醫保首診制,這是一個重要的里程碑,它進一步證明了中央政府對於中國普及在線醫療的決心和承諾。越來越多的省政府在制定政策,推出醫保報銷互聯網醫療服務的計劃。

在公司業務層面:1)平安好醫生已經打通湖北省醫保在線支付;2)平安好醫生的AI系統獲得世界家庭醫生組織的最高級別認證。

匯豐相信,消費者接受速度會加快,在線醫療服務的使用率會提高,平安集團會繼續提供合作支持,推出更具多樣性和針對性的產品。從長遠來看,政策利好因素也會支持股價表現。

匯豐將平安好醫生的目標價上調至117.5港元,維持“買入”評級。

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