久遠銀海(002777.SZ):看好醫保信息化領域的未來發展
格隆匯5月19日丨久遠銀海(002777.SZ)於2023年5月18日上午10:00-11:30接受機構調研,交流環節中,就“國家醫保信息化建設已經完成,未來醫保信息化行業發展前景如何,公司在醫保信息化行業的競爭對手是哪些?”,公司回覆稱,新一代醫保信息化系統在國家醫保局的指導下,各地的信息化平台建設已經完成並上線運營,保障了參保人辦理業務及就醫的需求;按照國家十四五全民醫療保障規劃,在滿足參保人的多層次醫保需求、提高醫保基金使用效率、提供更加便捷的醫保公共服務等方面提出了更高要求,這些都需要通過信息化建設來實現,因此預期未來在推動國家全民醫療保障以及推進醫療保障體制改革上有持續不斷的措施以及帶來信息化提升和新的應用場景創新的需求。因此公司看好醫保信息化領域的未來發展。
公司在醫保信息化行業深耕多年,在此次醫保新一代信息化平台建設中也取得了從國家醫保局到眾多省級和地州一級醫保用户的建設訂單並均已上線運營,公司將全力投入系統運維和後續建設中,繼續保持公司在醫保信息化領域的競爭優勢。醫保信息化市場屬於政府採購項目,均是通過公開招投標等市場化競爭,因此行業內也有相當數量的信息化供應廠商,目前看,參與了2020年至2021年新一代醫保信息化系統建設的供應商均是行業內比較有實力的主要供應商和服務商,因此行業競爭也比較激烈。公司將不斷深入瞭解市場、持續提高產品研發能力和業務創新能力,提升未來醫保信息化市場的競爭力,以獲取更多的信息化建設機會。
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