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迎政策東風,中國平安H股漲3%創逾2個月新高
中國平安AH股盤初齊拉昇,A股漲2.28%報54.65元,股價創5月15日以來新高;H股漲3%報48.9港元,股價創3月20日以來新高。消息面上,近日,中辦、國辦印發《關於進一步保障和改善民生着力解決羣衆急難愁盼的意見》,明確提出完善基本醫療保險藥品目錄調整機制,制定出臺商業健康保險創新藥品目錄,更好滿足人民羣衆多層次用藥保障需求。《中國創新藥械多元支付白皮書》測算,2024年創新藥銷售市場規模達1620億元,在支付結構上,個人現金支付佔比約49%,商保僅佔7.7%。這一政策的出臺,意味着商業健康保險有望迎來巨大的發展空間。據悉,平安健康是我國首批設立的專業健康保險公司。公開資料顯示,2024年平安健康險淨利潤位居健康險公司第一,盈利能力強勁;醫療險市佔率達到7.6%,排名第二。公司致力於構建多方共贏模式,既推動創新藥的普及與發展,又滿足老百姓對優質醫療資源和創新藥品的迫切需求。


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