平安好醫生(01833.HK):競爭對手加入助推動業態發展 未正面回應扭虧時間表
平安好醫生(01833.HK)臨時主席及首席執行官方蔚豪出席業績發布會時表示,疫情高峰期間平安好醫生APP訪問人次超11.1億次,APP新註冊用戶數量是疫情之前的10倍,而APP新增用戶日均問診量是疫情之前的9倍。''
他指出公司除關注服務平安集團的客戶外,亦會希望將服務帶往其他客戶,雖然現時公司業務中心為中國市場,但很多國家對互聯網醫療均持開放態度,而在疫情背景下很多國家和地區均歡迎類似的業務發展,會尋找合適的市場,利用當地的合作夥伴資源開拓業務,而現時公司在印尼及日本已有合作公司。
針對市場競爭加大,方蔚豪指出越來越多公司進入是好事,意味業務形式獲認可,亦符社會需要,歡迎新的玩家加入市場助推動業態發展。被問及扭虧的時間表,首席財務官葉瀾則未有正面回應,僅指公司虧損正逐步收窄,而互聯網醫療有重大發展機遇,而行業亦正加大投入,公司亦會進一步加大資源以提升競爭及市場領先地位,認為盈利目標與業務目標相匹配。(el/a) ~
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