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大和:重申平安好醫生(1833.HK)“跑贏行業”投資評級
格隆匯 12-02 13:43

大和發佈研報稱,中國蓬勃發展的在線醫療科技市場正在吸引越來越多的資本和人才,這一領域有4個主要參與者,分別是平安好醫生、阿里健康、京東健康和微醫。維持“中性”行業評級,重申對平安好醫生(1833.HK)“跑贏行業”的投資評級。

大和稱,平安好醫生目前在這一不斷拓寬的賽道中處於領導地位。今年上半年,按在線問診病例數計,推測平安好醫生的市場份額是46% ,其次是京東健康的5%和阿里健康2%。作為在線醫療問診的先行者,平安好醫生通過其獨有的人工智能技術和內部醫療團隊而不斷鞏固其優勢。平安好醫生更好的定位在價值鏈的上游,由於在線問診服務是線醫療市場的起點,它可以把客户引導至下游服務。大和認為,人工智能系統的發展能幫助平安好醫生建立強大的護城河。

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