中泰證券:平安好醫生(1833.HK)深化戰略規劃,予買入評級
近日平安好醫生(1833.HK)發佈戰略2.0深化規劃:依託平安生態獨特優勢“經驗+科技+客 羣+資源”,融合HMO健康管理、家庭醫生會員制與O2O醫療服務三大模式,實現“省心、省時、省錢”的價值主張。
中泰證券指,公司進一步深化戰略2.0,運營模式不斷升級迭代。同時,還基於戰略推進效果展望中期發展目標。用户方面,付費用户數將預期發展到5000-6000萬;單客户價值 ARPU值將提升至2-3倍;用户留存率將提升到40%+。能力方面,合作醫療機構和健康機構的數量及質量要達到行業第一。財務方面,醫療服務收入佔比將從目前28%,提升至超50%;根據公司制定的中期經營目標,核心運營指標有望不斷優化,反映出公司業務質量不斷提升,盈利能力不斷增強,生態體系將不斷完善。
又指,互聯網醫療行業加速發展,公司有望享受市場高增長紅利。考慮行業的高成長性,公司強勁的競爭優勢以及收入高成長性,給予"買入"評級。

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