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醫渡科技(2158.HK)首次獲花旗“買入”評級,目標價50港元
格隆匯 08-09 15:31

花旗近期發表研報,首次給予醫渡科技(2158.HK)買入評級,目標價50港元。報吿指出:

- 作為國內醫療大數據解決方案行業的主要參與者之一,醫渡科技將受益於該行業的快速發展。目前,醫渡的業務覆蓋中國超過500家醫院,其中逾70家為頭部研究型醫院,可提供多種醫療場景的大數據技術解決方案。

- 獨有的業務核心基礎設施YiduCore能不斷積累知識,進而深化對疾病的洞察,彰顯了醫渡科技為客户賦能的技術實力。該設施具有高度的可擴展性和自我強化功能,可協助醫療機構快速準確處理經授權的數據,從而獲得開發研究驅動型醫療解決方案的強大能力。

- 不斷髮展的生態系統為醫渡帶來多方位的變現潛力。除了拓展現有業務規模,醫渡科技還基於其專家網絡和通過自身解決方案進一步深化的醫學知識,吸引了更多藥廠、生物技術公司和保險公司客户,並推出了針對個人的健康管理平台。

根據最近發佈的年報業績,截至2021年3月31日,醫渡科技在上個財年收入同比增長55.4%至人民幣8.67億元;毛利率37.8%,同比提升11.5個百分點。在數據基礎設施建設方面,除了覆蓋全國20餘個省的超過500家醫療機構,該公司已經在50多個疾病領域建立了專病庫,基於其大數據平台產出的論文累計近百篇,數據處理的質量和效率也在穩步提升。

今年7月底,公司旗下醫渡雲還宣佈,在北京市有關部門的共同指導和監督下,為普惠性商業健康保險“北京普惠健康保”提供主運營平台。該產品在推出後廣受用户歡迎,上市僅兩週,參保人數已突破100萬。

除花旗外,國泰君安和大和證券也在近期給予醫渡科技“買入”評級,目標價分別為61.7港元和60港元。

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