兩會釋放醫改信號,藥師幫等頭部企業或迎政策紅利
隨着全國兩會持續釋放醫改信號,醫藥行業迎來新機遇。兩會工作報告中,提到2025年醫藥衛生工作部署將聚焦創新、醫保及服務改革三大方向,強調基層醫療能力提升、優質資源下沉與區域均衡佈局。在院外市場持續擴容背景下,阿里健康、京東健康等深耕基層C端市場,及藥師幫等聚焦院外基層B端業務的企業或成主要受益者。當前,醫療領域改革呈現三大主線:一是強化基層診療及藥品供給能力;二是推進藥品管理機制創新,包括完善藥品供應保障機制等;三是醫保支付方式改革,包括全面建立藥品耗材追溯機制、加強醫保基金監管,對院外終端的數字化水平提出更嚴格的要求。作爲院外最大的醫藥數字化服務平臺,藥師幫的業務佈局與政策方向高度契合。其構建的基層網絡已覆蓋70萬家藥店診所,滲透率達98.6%縣域和90.7%鄉鎮;通過智慧供應鏈系統實現庫存週轉效率、配送效率的提升,保障基層醫藥的高效穩定供給;針對基層市場"小而散"特徵,開發"雲商通""光譜雲診"等SaaS工具,並計劃接入AI大模型。這種"數字基建+智能工具"的模式,精準對應提升基層服務能力的政策需求。據盈利預告,藥師幫 2024年已實現全面扭虧爲盈。這表明其前期在數字化建設與供應鏈優化方面的投入,已進入價值兌現階段。分析認爲,在政策持續推動基層醫療資源配置優化的背景下,具備數字化先發優勢的企業將進入發展快車道。隨着醫保支付改革深化和AI技術應用加速,院外市場的服務創新與效率提升將成爲行業競爭新焦點。
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