平安(02318.HK):疫情下互联网医疗发展最少加快三至五年 料续加大投入
中国平安(02318.HK)联席首席执行官陈心颖出席中国平安投资者开放日时指,公司在七、八年前已看中互联网医疗的势头,今年决定将相关策略升级,主要考虑到疫情下相关领域发展至少快了三至五年,加上现时互联网医疗占整体诊断比例仅3%至4%左右,医疗专家认为有潜力提升至逾三成,而平安好医生(01833.HK)在当中流量已居首位,故认为需要继续加大投入。
她相信互联网医疗未来会快速发展,但仍要处理监管及医保等方面的政策问题,此外亦要改善消费者习惯,建立信任和专业度。她指出过往平安好医生透过自主医疗团队建立竞争优势,之後除自身资源外亦会加大与外部医生合作,并推出其他子品牌和产品等,故需要加大投入。在盈利能力方面,她认为相关业务不急於盈利,更重视其收入、规模及龙头地位,故仍需要继续加大投入。
而平安好医生首席执行官方蔚豪指出,年初至今疫情对社会经济、群众产生重大影响,认为在疫情背景下互联网医疗的认知正在加速推动。他指出无论在政府、医疗工作者及用户层面等,他们都认为线上医疗逐渐可行,亦越来越重视,认为公司在市场、政策环境推动下更应捉紧机会,分层分类为不同客户提出针对性服务,同时亦希望提升在线医疗助患者解决问题。
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