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京東健康(06618.HK):政府對行業長期支持態度不變 監管影響屬積極及正面
阿思達克 08-25 11:26
京東健康(06618.HK)首席執行官辛利軍在中期業績電話會議上表示,最近市場對內地互聯網醫療行業的監管有憂慮,但認為投資者不必過度解讀風險,雖然政府近期加強規範及管理,不過長期支持態度不變,相信監管對行業長期發展有利。 他指,內地政府對行業的監管是一直存在,常態監管屬正常情況,例如大藥房業務每年都要接受多次檢查。而政府對「互聯網+醫療」態度非常支持,政策徵求意見時亦與行業相關企業有充分溝通,相信監管落地反而可加快行業發展,並對更有規範性的大企業有利。因此他對行業前景充滿信心,相信監管對生意的影響屬積極及正面。 另外,他提到,即使疫情相關藥品銷售沒有去年般強勁,但處方藥增長仍然較快,相信醫保大量採購及與更多藥企合作,都有助增強業務銷售能力。
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