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匯豐研究:維持平安好醫生(1833.HK) “買入”評級 目標價145港元
格隆匯 08-26 15:11

匯豐研究發研報指,平安好醫生(1833.HK)新產品和銷售渠道改善了收入結構,提高了利潤率,同時通過利用母公司的網絡和交叉銷售努力抵消了新冠肺炎疫情的影響,新管理層看到了改進的空間。

展望未來,匯豐期待公司採取以下舉措:

1) 推出產品和銷售渠道。除了推出就醫360等項目外,民營銀行等銷售渠道的拓展將繼續推動增長。

2)擴大社會保險服務範圍。目前,平安好醫生已啟動14個互聯網醫院項目,已在湖北、東莞和銀川聯網基本醫療保險(BMI)系統。

3)完善生態系統。通過與藥房和母公司旗下的體檢中心或檢測中心的合作,擴大其線下業務,為用户提供閉環系統。

4) 在競爭中保持領先,憑藉其內部醫生和人工智能技術、母公司潛在的客户網絡以及強大的企業關係,使其在競爭中脱穎而出。

匯豐維持平安好醫生“買入”評級,予目標價145港元,較8月21日收盤價110港元有31.8%的潛在升幅。

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