平安好醫生(01833.HK):戰略升級下盈虧平衡點推遲 續與平安在保險方面合作
平安好醫生(01833.HK)首席執行官方蔚豪出席業績發布會時表示,今年將繼續與平安保險產品結合,提供全面的醫療健康服務,包括會加大與平安健康險合作,共同研發產品,針對平安好醫生用戶提供獨有的保險產品,切合用戶的日常醫療需要等。
被問及其他互聯網龍頭亦加入線上醫療行業競爭,方蔚豪認為公司有獨特優勢及戰略,除了擁自家醫生團隊外,亦可測試不同場景,另一方面公司累積了數據及算法,可助醫生團隊提升效率,加上目前AI技術是「人機結合」,非短時間內可被替代。公司亦可藉平安集團優勢,為企業客戶提供醫療、保險及健康管理服務,相關因素均是公司獨有的資源。
被問及公司日後的盈利計劃,首席財務官葉瀾強調公司有盈利能力,而經營虧損也持續收窄,在保持毛利率穩中有升情況下,費用層面持續改善,經營效率持續提升。她續指在疫情影響及政策利好推動下,互聯網醫療行業進入快速增長階段,公司希望抓住機會戰略升級、加大投入,故盈虧平衡點將有一定推遲,但整體計劃與業務計劃相匹配,冀透過戰略升級增加上行空間。被問及會否有併購計劃,她指出將更多考慮自建,不過如果有好的投資目標,亦會透過併購補充能力、進入新領域,建立良好的生態。
她指出,公司在海外發展理想,以日本為例,公司與軟銀有合營,在當地推出問診服務後亦獲用戶好評,疫情期間在日本的合資公司與日本政府推出在線預約核酸檢測服務,目前與多個日本省市正在洽談相關合作;另外,公司在東南亞亦有合資公司,在當地拓展亦理想。(el/u) ~
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