平安好医生(01833.HK):战略升级下盈亏平衡点推迟 续与平安在保险方面合作
平安好医生(01833.HK)首席执行官方蔚豪出席业绩发布会时表示,今年将继续与平安保险产品结合,提供全面的医疗健康服务,包括会加大与平安健康险合作,共同研发产品,针对平安好医生用户提供独有的保险产品,切合用户的日常医疗需要等。
被问及其他互联网龙头亦加入线上医疗行业竞争,方蔚豪认为公司有独特优势及战略,除了拥自家医生团队外,亦可测试不同场景,另一方面公司累积了数据及算法,可助医生团队提升效率,加上目前AI技术是「人机结合」,非短时间内可被替代。公司亦可藉平安集团优势,为企业客户提供医疗、保险及健康管理服务,相关因素均是公司独有的资源。
被问及公司日後的盈利计划,首席财务官叶澜强调公司有盈利能力,而经营亏损也持续收窄,在保持毛利率稳中有升情况下,费用层面持续改善,经营效率持续提升。她续指在疫情影响及政策利好推动下,互联网医疗行业进入快速增长阶段,公司希望抓住机会战略升级、加大投入,故盈亏平衡点将有一定推迟,但整体计划与业务计划相匹配,冀透过战略升级增加上行空间。被问及会否有并购计划,她指出将更多考虑自建,不过如果有好的投资目标,亦会透过并购补充能力、进入新领域,建立良好的生态。
她指出,公司在海外发展理想,以日本为例,公司与软银有合营,在当地推出问诊服务後亦获用户好评,疫情期间在日本的合资公司与日本政府推出在线预约核酸检测服务,目前与多个日本省市正在洽谈相关合作;另外,公司在东南亚亦有合资公司,在当地拓展亦理想。(el/u) ~
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