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彭博:平安好醫生(1833.HK)是中國互聯網醫療行業的新興領導者
格隆匯 07-13 14:55

彭博發研報指,中國的互聯網醫療行業可能以每年60%的速度增長,這將推動中國領先的服務提供商平安好醫生(1833.HK)的增長。疫情期間政府的扶持政策及對5G的推進或會加速該行業的發展。

一、互聯網醫療行業獲政策支持

彭博指出,受新冠肺炎疫情暴發以及政府將網絡醫療服務納入公共保險覆蓋等因素的推動,中國互聯網醫療諮詢可能會出現2015年以來的最快增長。行業諮詢公司Analysys的數據顯示,2020年中國移動的市場規模預計將達到人民幣2000億元,較上年同期激增46.7%。彭博相信,到2026年,在常見病和慢性病管理的後續諮詢的推動下,近三分之一的醫療諮詢可能會轉移到在線進行。

二、在線醫療諮詢收入可能會飆升

根據彭博估算,在線下向線上更快轉變的推動下,在線醫療諮詢收入可能會飆升,未來五年內,中國在線醫療諮詢服務收入將以每年約60%的速度增長。

三、平安好醫生APP是中國目前最大的移動醫療服務應用程序

此外,根據Sensor Tower和bigdata research的數據,2020年第一季度,就下載量和每月活躍用户數而言,平安好醫生APP是中國目前最大的移動醫療服務應用程序,領先於騰訊的微醫生(WeDoctor)。在前期大量投資的推動下,平安好醫生的市場領先地位源於其早期建立的生態系統,提供從在線醫生諮詢到藥物處方、配送以及健康管理等服務。

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