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港股異動丨多重利好助推,思派健康一度放量飆升近50%
多重利好助推,中國領先的健康險經紀與健康管理平臺思派健康(0314.HK)今日盤初一度飆升49.35%報6.93港元,股價創今年3月以來新高,截至目前成交額放大至超11億港元。消息面上,7月1日,國家醫保局、國家衛生健康委聯合印發《支持創新藥高質量發展的若幹措施》,其中提出,鼓勵商業健康保險擴大創新藥投資規模;增設商業健康保險創新藥品目錄;鼓勵商業健康保險、醫療互助等將創新藥納入保障範圍。《措施》還提出,醫保部門對符合條件的商業健康保險給予數據共享、結算清分等方面的合作支持,相關商業健康保險保障範圍內的創新藥應用病例可不納入按病種付費範圍,經審覈評議程序後支付。此外,6月26日,思派健康與國際保險服務集團安睿嘉爾簽訂戰略合作協議,雙方將聚焦企業團體健康保險和再保險業務領域,共同開發定製化保險解決方案,有助於思派健康拓展業務範圍,提升其在保險市場的競爭力。還值得注意的是,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。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。有市場人士指出,思派健康的AI應用符合政策方向,可能獲得更多資源傾斜。

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