《大行報告》摩通料阿里健康(00241.HK)今年收入增長可勝同業 重申為行業首選
摩根大通發表研究指,預計阿里健康(00241.HK)將在2021年實現GMV增長逾40%,以及收入增長60%至70%,領先同業的約40%至50%增幅,指出在行業政策持續利好下,核心業務可強勁增長,加上今年將更積極擴張,重申為中國線上醫療保健行業的首選。
大摩表示,阿里健康線上藥品銷售業務的產品組合升級,銷售渠道擴展,加上中國藥品集中採購及推廣以及疾病診斷相關分組等政策推出,料進一步改革中國醫療體系結構,創新藥物比重將提高。
該行預期,阿里健康透過線上平台「醫鹿」,構建針對所有主要健康需求場景的全套醫療服務解決方案,包括在線醫療諮詢服務、第三方診斷及上門診斷服務,同時支付寶在公立醫院網絡有廣泛滲透率,在嚴重疾病的情況下能協助用戶更快速應對,形成閉環式醫療服務生態,予「增持」評級,目標價29元。
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