瑞信:料平安好医生(1833.HK)将极大受惠于互联网医疗支付指导意见
瑞信发布了平安好医生(1833.HK)于2020中国投资论坛关于投资者关系的发言要点。瑞信指出,国家医疗保障局近日发布《关于积极推进“互联网+”医疗服务医保支付工作的指导意见》, 瑞信认为受益于互联网+医疗服务的普及及支付水平的大幅提高,该政策将极大地惠及平安好医生等互联网+医疗服务提供商。
瑞信称, 不断增长的患者访问量是公司的第一优势。公司能提供超过3000种疾病诊断帮助的人工智能系统,可助力互联网医疗服务发展。公司估计,到2025年,互联网医疗的普及率将从目前的3%增长至15-16%,公司希望在患者就诊方面保持领先的市场份额。
此外,公司计划继续致力于通过自有医生团队提供差异化的服务,今年年底之前将自有医生团队人数增加到超过2,000名,并继续在2-3年内增加到3,000名。
平安好医生正在积极与医院,测试中心等线下医疗机构以及盐野义等制药公司合作。计划在2022年底之前在每个省建立一家自己的线下医院。
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