平安好醫生(01833.HK)指中期收入下降因主動調整業務結構 料加快實現扭虧
平安好醫生(01833.HK)上半年收入按年跌21.5%,資深副總裁兼首席財務官臧珞琦解釋,整體收入下降主要由於公司於期內推動戰略業務聚焦,主動調整協同性及毛利貢獻較低的業務,目的是改善整體盈利質量,例如將商城類業務從自營調整為平台模式等,預料僅屬短期影響,又指業務結構調整基本完成,預期未來收入將恢復增長。
她又指,隨著收入結構不斷優化,推動毛利率水平增長,中期毛利率已按年提升5.6個百分點,有望加速實現盈虧平衡,費用率亦估計會進一步下降,未來將專注於提升來自平安集團綜合金融業務用戶(F端)及企業客戶(B端)的戶滲透率、單一用戶服務頻次及ARPU,並有信心毛利率可持續增長。
總裁吳軍補充,除了有國家衛健委政策支持外,疫情後市民自身健康管理意識增長,企業認知到員工健康是長遠投資,均有利於健康業務發展,中長期看好企業員工健康領域的增長前景。問到當局打擊醫療行業貪腐情況,董事會主席兼首席執行官方蔚豪認為對公司經營並無影響。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.