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花旗:政策利好繼續發酵 維持平安好醫生(1833.HK)買入評級 目標價130港元
格隆匯 02-03 12:02

花旗1月28日發研報指,在開放在線處方藥銷售和支持在線醫療報銷措施等政策利好的刺激下,預計在線醫療諮詢和藥品銷售增長將進一步加速。未來10年,互聯網醫療將在中國醫療體系中發揮關鍵作用,以更好地配置醫療資源,提高效率和透明度,並提高長期商業保險參與。花旗維持平安好醫生(1833.HK)“買入”評級,目標價130港元。

花旗表示,在政策支持下,網上會診將會越來越重要和普及。認為平安好醫生可以勝過其他提供在線諮詢服務的平台,因為後者通常缺乏高質量的內部醫生,外部兼職醫生可能由於其他需求而不能完全投入。而平安好醫生則不斷擴大醫療團隊。公司已擁有一支1800多名的內部醫療團隊和1萬名外部醫療專家組成的專注於五大專業領域的醫療團隊。

花旗還稱,平安好醫生積極引導會員產品在形式(與保險公司合作)、內容和渠道上的升級,預計覆蓋面將從家庭成員擴展到整個家庭。

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