匯證:對線上醫療行業持正面看法 予阿里健康等股買入評級
匯證發表研究報吿指,在中國線上醫療板塊中,推介阿里健康(0241.HK),認為其與政府和支付寶連結的BMI系統將能作為催化劑,有利增加社會保險業務的收入,亦對中國線上醫療行業持正面看法,予阿里健康目標價33.5港元及買入評級,亦予京東健康(6618.HK)目標價154港元及買入評級。
報吿引述北京藥賦能科技公司行政總裁指,中國線上醫藥產業市場具有龐大的發展潛力,特別是B2B市場,亦預期B2C市場規模將於3-5年內達到4000-5000億元人民幣,而O2O市場方面雖然才剛開放不久,但料未來三年亦能按年增長100%以上。
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