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星展:受惠政策支持料内地医疗IT行业增长空间大
阿思达克 12-14 12:06
星展香港研究部董事兼医疗行业分析师江伟明在网上会议表示,预期内地医疗资讯科技服务行业未来会有更多政策支持,增长空间庞大,加上京东健康(06618.HK)等医疗相关股份近日有良好表现,随着更多企业上市,相信医疗资讯科技业会成为市场热潮。

他指,内地医疗基建与美国相比较为落後,有大发展空间,预料医疗IT将受惠於内地改善电子病历系统、统一医疗体系编码语言,及省市地区医疗基构讯息系统升级连接等,估计行业销售的年均复合增长率可由2015年至去年的29%,提升到去年至2023年的41%,并於2023年至2028年维持每年超过20%的增长。

江伟明提到,医疗IT股中看好创业慧康(300451.SZ),认为该公司在同行中获得最多的子行业订单,5,000万人民币以上收入的地区亦为行业最多,相信未来会有很多动力推动其收入增长。而医疗行业中除看好资讯科技服务外,亦看好有研发能力的企业及药品销售平台,估计网上卖处方药将成趋势。

另外,对於美国对中国企业采取更多限制,会否令更多中概股来港第二上市,他称不评论中美关系,但认为企业都希望在多个地方有融资渠道,而内地医疗行业的市场焦点非垄断法规,反是集中采购对药品减价的影响。

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