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平安好醫生(01833.HK)目標中期將醫療服務業務收入佔比提升至逾50%
阿思達克 10-22 09:46
平安好醫生(01833.HK)舉行投資者開放日,主席兼首席執行官方蔚豪指出,去年上半年啓動戰略2.0,深化醫療健康服務垂直髮展,拓展「醫療+健康」,探索整合線上及線下O2O服務。 他透露,今年上半年付費用戶數已超過1,500萬人,單客價值ARPU達約200元人民幣,用戶留存率30%以上,合作醫療機構及健康機構分別有3,000家及8.5萬家。 公司中期目標將付費用戶數量提升至5,000至6,000萬人,單客價值ARPU料增長2至3倍,並將用戶留存率提升至40%以上。現時醫療服務業務佔收入目前爲約28%,平安好醫生計劃將佔比提升至50%以上,並擬增強醫療及健康管理O2O服務能力,盈利模式將轉變爲按照會員制收費,以及會員購買增值服務或商品收費。
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