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《新股消息》京東健康(06618.HK):不排除投資收購醫療機構
阿思達克 12-08 11:31
京東健康(06618.HK)集資所得有部分將用於業務擴張,首席執行官辛利軍表示,目前在線上線下零售與批發業務均有佈局,將加強供應鏈的投入,已連接逾10萬家藥房及診所,不排除未來會繼續收購及投資內地醫療機構,也會與外國企業作科研合作。

他表示,內地醫療市場主要由公立醫院所支撐,市民也傾向凡事都到大型醫院看病,缺乏家庭醫生初步篩查,加重公營醫療系統的負擔,預期在醫保政策支持下,互聯網醫院在未來3至5年將成為初步分診階段平台,為政府及市民提供普及的全方位基層醫療服務,期望京東健康平台服務量可由十萬級提升至百萬級,並將連接的線上醫院數量由十數家增至上百家。

疫情下互聯網醫療服務變得更普及,辛利軍指,雖然疫情促使令公司的線上問診業務以數倍速度增長,但目前線上藥品零售滲透率依然處於低水平,僅達約3%至10%,將致力提升滲透率。

問到為何到香港上市,他解釋在集團分拆時已為VIE股權架構,因此只可到海外市場上市,認為海外上市地中香港投資者對中國的醫療產業較了解,市場的成交量及流動性也充足。

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