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港股異動丨平安好醫生漲3%,領漲互聯網醫療板塊
港股市場互聯網醫療股集體集體走強,其中,平安好醫生一度漲3%報7.51港元,領漲板塊。行業消息面上,七部門此前印發《醫藥工業數智化轉型實施方案(2025-2030年)》提出,深化人工智能賦能應用。支持相關單位建立醫藥大模型創新平臺,協同開展醫藥大模型技術產品研發、監管科學研究等,強化標準規範、科技倫理、應用安全和風險管理等規則建設。開展“人工智能賦能醫藥全產業鏈”應用試點,鼓勵龍頭醫藥企業與醫療機構、科研院所、上下遊企業、大用戶等組成聯合體,面向醫藥全產業鏈形成一批效果顯著的標誌性應用場景。另外,4月23日,平安好醫生髮布25年一季度業績簡報顯示,收入利潤快速增長,實現營收10.6億元,同比增長25.8%;實現經調整淨利潤0.58億元,同比實現扭虧爲盈。中信建投發佈業績點評稱,公司戰略轉型在23年逐漸調整完成,24年開始逐漸步入正軌,重回增長軌道。25年初隨着公司並表平安集團,業務協同有望得到進一步加強。F端業務通過新模式陸續落地以及客戶滲透率逐漸提高,有望加速增長,B端業務通過集團渠道和自主拓展渠道持續成長,疊加信息化技術帶來的效率提升和費用優化。公司收入有望實現雙位數增長,隨着公司運營效率不斷提高,利潤率也有望持續改善。
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