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星展:受惠政策支持料內地醫療IT行業增長空間大
阿思達克 12-14 12:06
星展香港研究部董事兼醫療行業分析師江偉明在網上會議表示,預期內地醫療資訊科技服務行業未來會有更多政策支持,增長空間龐大,加上京東健康(06618.HK)等醫療相關股份近日有良好表現,隨著更多企業上市,相信醫療資訊科技業會成為市場熱潮。

他指,內地醫療基建與美國相比較為落後,有大發展空間,預料醫療IT將受惠於內地改善電子病歷系統、統一醫療體系編碼語言,及省市地區醫療基構訊息系統升級連接等,估計行業銷售的年均複合增長率可由2015年至去年的29%,提升到去年至2023年的41%,並於2023年至2028年維持每年超過20%的增長。

江偉明提到,醫療IT股中看好創業慧康(300451.SZ),認為該公司在同行中獲得最多的子行業訂單,5,000萬人民幣以上收入的地區亦為行業最多,相信未來會有很多動力推動其收入增長。而醫療行業中除看好資訊科技服務外,亦看好有研發能力的企業及藥品銷售平台,估計網上賣處方藥將成趨勢。

另外,對於美國對中國企業採取更多限制,會否令更多中概股來港第二上市,他稱不評論中美關係,但認為企業都希望在多個地方有融資渠道,而內地醫療行業的市場焦點非壟斷法規,反是集中採購對藥品減價的影響。

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