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平安好醫生(01833.HK)有信心加快實現盈利「上岸」
阿思達克 03-20 11:36
平安好醫生(01833.HK)去年度錄淨虧損近3.23億元人民幣(下同),較2022年度虧蝕6.36億元收窄。資深副總裁兼首席財務官臧珞琦指出,自2021年11月宣布經營戰略調整後,公司一直在推動金融客戶端(F端)及企業客戶端(B端)的核心業務結構優化,至今低戰略協同性業務基本調整完成,高毛利率醫療服務貢獻提升,推動整體毛利率提升至去年的32.3%,有信心公司可加快實現盈利「上岸」的目標。 國務院年初出台銀髮經濟發展意見文件,董事會主席兼首席執行官李斗指出,保險及養老均屬服務周期較長的行業,本質上更然契合,相信公司通過旗下完善的供應商網絡,以及在醫療健康服務領域的獨特優勢,可在全場景為用戶提供保險、醫療健康及養老的協同服務。 公司F端及B端去年付費用戶人數達到約2,630萬及逾560萬人,分別增長6.7%及75%,業務單客價值(ARPU)分別按年增長7.5%及3.6%。總裁吳軍表示,來自平安集團客戶資源滲透率較低,相信拓展空間仍然大,未來將採取雙輪驅動模式,除持續擴大新增付費用戶規模外,亦會加快建立以用戶為中心的會員營運體系,以提升用戶複購率及ARPU。
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