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大和:平安好醫生(1833.HK) 互聯網醫院穩步發展 擁有區別於同行的“線上+線下”生態圈
格隆匯 11-17 14:14

大和11月13日發研報指,平安好醫生(1833.HK)於11月11-12日參加2020香港大和投資大會。管理層分享了平安好醫生的最新戰略和最近的政策發展,特別是在互聯網醫院、在線藥品分銷和行業競爭格局等領域的意見。

未來幾年,平安好醫生將在線諮詢作為其核心業務,並預計這一領域將實現雙位數的增長。公司通過自建和共建兩種模式建立本土化互聯網醫院,目標是到2021年底在大多數省會城市擴大其互聯網醫院的佈局。此外,公司管理層認為,在9月份配股後,公司手中握有充足的現金,應足以滿足未來3-5年的戰略擴張計劃。

報告還稱,平安好醫生擁有差異化的商業模式,其戰略定位是在線醫療服務價值鏈的上游(在線諮詢服務),而其他同行主要專注於下游(如藥品銷售)。另外,平安好醫生的盈利方式也更加多樣化,如“保險合作”模式(嵌入商業保險產品)、會員制產品和線下服務。

公司預計平安集團的協同效應將不斷增強,企業和互聯網醫院渠道的流量也將增加。未來5年內,公司的目標是吸引1200萬平安保險的客户(目前總數為6500萬)成為其付費用户。

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