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平安(02318.HK):疫情下互聯網醫療發展最少加快三至五年 料續加大投入
阿思達克 09-22 12:13
中國平安(02318.HK)聯席首席執行官陳心穎出席中國平安投資者開放日時指,公司在七、八年前已看中互聯網醫療的勢頭,今年決定將相關策略升級,主要考慮到疫情下相關領域發展至少快了三至五年,加上現時互聯網醫療佔整體診斷比例僅3%至4%左右,醫療專家認為有潛力提升至逾三成,而平安好醫生(01833.HK)在當中流量已居首位,故認為需要繼續加大投入。

她相信互聯網醫療未來會快速發展,但仍要處理監管及醫保等方面的政策問題,此外亦要改善消費者習慣,建立信任和專業度。她指出過往平安好醫生透過自主醫療團隊建立競爭優勢,之後除自身資源外亦會加大與外部醫生合作,並推出其他子品牌和產品等,故需要加大投入。在盈利能力方面,她認為相關業務不急於盈利,更重視其收入、規模及龍頭地位,故仍需要繼續加大投入。

而平安好醫生首席執行官方蔚豪指出,年初至今疫情對社會經濟、群眾產生重大影響,認為在疫情背景下互聯網醫療的認知正在加速推動。他指出無論在政府、醫療工作者及用戶層面等,他們都認為線上醫療逐漸可行,亦越來越重視,認為公司在市場、政策環境推動下更應捉緊機會,分層分類為不同客戶提出針對性服務,同時亦希望提升在線醫療助患者解決問題。

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