瑞信:料平安好醫生(1833.HK)將極大受惠於互聯網醫療支付指導意見
瑞信發佈了平安好醫生(1833.HK)於2020中國投資論壇關於投資者關係的發言要點。瑞信指出,國家醫療保障局近日發佈《關於積極推進“互聯網+”醫療服務醫保支付工作的指導意見》, 瑞信認為受益於互聯網+醫療服務的普及及支付水平的大幅提高,該政策將極大地惠及平安好醫生等互聯網+醫療服務提供商。
瑞信稱, 不斷增長的患者訪問量是公司的第一優勢。公司能提供超過3000種疾病診斷幫助的人工智能系統,可助力互聯網醫療服務發展。公司估計,到2025年,互聯網醫療的普及率將從目前的3%增長至15-16%,公司希望在患者就診方面保持領先的市場份額。
此外,公司計劃繼續致力於通過自有醫生團隊提供差異化的服務,今年年底之前將自有醫生團隊人數增加到超過2,000名,並繼續在2-3年內增加到3,000名。
平安好醫生正在積極與醫院,測試中心等線下醫療機構以及鹽野義等製藥公司合作。計劃在2022年底之前在每個省建立一家自己的線下醫院。
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