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平安好醫生(01833.HK)維持於2024至2025年扭虧預測
阿思達克 08-24 18:01
平安好醫生(01833.HK)上半年虧損擴大至8.8億元人民幣(下同),首席財務官葉瀾指出,今明兩年是重要戰略投入期,期內對企業健康管理、互聯網醫院、線上藥店等領域加大投資,但評估業務發展步伐後,維持公司於2024至2025年實現收支平衡的預測不變,正有條不紊進行戰略投資。 至於上半年毛利率按年跌3.1個百分點至26.8%,她解釋主要由於疫情後用戶到線下進行消費醫療服務履約,產品履約率上升,令毛利率水平恢復至疫情前水平,認為反映出用戶體驗有所提升。 董事會主席兼首席執行官方蔚豪指,過去較重視用戶數量增長,現時用戶基礎已增長至4億人,下一步將著重提升服務質量,上半年專注於渠道及產品服務升級,拓展企業、金融機構及醫院渠道,並發展互聯網醫療。他透露,目前公司已有11家自建互聯網醫院,並已與205家醫院達成共同建設互聯網醫院平台合作。 他又指,公司已在中醫科、皮膚科、婦產科三大專科打通診療全病程,下一步將孵化眼科、類風濕、腫瘤及疫苗等專科覆蓋。
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