《大行報告》中金:國家發文支持新業態發展 數字健康時代啟 薦阿里健康
中金發表報告表示,國務院日前提出在常態化疫情防控下,重點於新型消費板塊、以新業態新模式為引導加快新型消費發展,當中包括培育壯大各類消費新業態、優化互聯網醫療健康產業政策環境;大力推動智能化技術集成創新應用;以及物物相聯催生全面跨界融合,數字健康時代開啟。
該行推薦阿里健康(00241.HK),認為其作為阿里系大健康業務唯一旗艦平台,在疫情期間推進在線義診、慢病復診等互聯網在線診療業務,累積了海量患者數據;同時阿里集團通過支付寶進一步上線全國醫保電子憑證,實現醫保業務數據化加持,因此預計阿里健康有望進一步彰顯其生態型發展模式的突出優勢。該行予其「跑贏大市」評級,目標價為28元。
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