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《大行》摩通:固生堂(02273.HK)、平安(02318.HK)、財險(02328.HK)受惠內地醫療發展
摩通發表報告指,隨著中國老齡化社會趨勢的快速發展,預測未來十年中國的醫療支出將增加1.7倍至2.4萬億美元。 報告指,近期內地政策鼓勵為老年人和已有健康狀況的人群提供保險產品,這將有助於釋放潛在的增長空間。根據趨勢,包括傳統中醫藥和眼科在內,中國的醫療保健服務市場將持續擴張,儘管早前曾出現需求低迷的時期,但該行預計今年起將開始復甦。 該行指,相比之下,牙科行業仍面臨需求疲弱和政策不明朗的情況。因此該行認為上述趨勢的主要受惠者包括固生堂(02273.HK)、平安(02318.HK)、中國財險(02328.HK)。
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