You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
東興證券:互聯網醫療健康佈局不斷完善,首次覆蓋平安好醫生(1833.HK)給予推薦評級
格隆匯 09-12 08:40

格隆匯9月12日丨東興證券近日發佈研報《平安好醫生(1833.HK):互聯網醫療迎來黃金時代,公司把握機遇開啟2.0征程》,稱看好平安好醫生互聯網醫療健康佈局不斷完善,盈利能力不斷改善,首次覆蓋給予“推薦”評級。

東興證券指出,平安好醫生多年經營打造一站式在線服務平台,公司持續保持高速發展。經過多年的發展,公司構建了健康服務、多元化醫療以及醫藥電商的閉環,為用户提供健康體檢、醫美齒科、問診諮詢、名醫預約、醫藥電商、複診隨訪、康復指導、慢病管理等一站式健康醫療解決方案,同時對整個醫療健康行業充分開放。2015年公司總營收2.79億元,2019年為50.68億元,期間營業收入持續保持增長,2015-2019年營收CAGR達到206.45%, 營收增長了18倍之多。

公司致力於應用AI來輔助問診,創新醫療模式,並與自有醫生相互配合打造內生能力。外延能力方面公司通過收購和擴張打造覆蓋全國的醫療健康服務網絡,線上線下相結合。在應對傳統醫療痛點方面,公司在線診療高效分流線下流量,並健康商城打通醫療閉環,依託強大AI技術輔助問診,提供低成本醫療服務,有效化解優質醫療資源稀缺的弊病。

疫情刺激互聯網醫療發展,公司乘勢而上多方佈局迎接2.0征程。疫情期間,用户對互聯網診療服務的認知和認可大幅度提升,最亮眼的數據是在線醫療的收入實現106.8%的增長,伴隨着日均諮詢量26.7%的增長。2020年是公司成立的6週年,過去公司從0到1,完成了用户積累、平台搭建、積累口碑。現在公司面臨着更大的行業機會,更明確的政策支持,更豐富的生態圈資源,公司在變現、打造一站式閉環生態、佈局醫保服務藍海多方面深入佈局,迎接2.0時代的挑戰。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account