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大和:平安好醫生(1833.HK)雙線戰略利好收入增長 重申“跑贏大市”評級
格隆匯 05-13 21:51

日前,大和發表研究報告,投資者主要關注內地在線醫療市場的潛力以及平安好醫生(1833.HK)的定位,網上醫療服務納入國家藥物報銷目錄(NDRL)的未來前景;平安好醫生在“私家醫生”和“保險合作”模式中增長。

該行認為,就業務發展而言,平安好醫生雙線戰略增長驅動因素,將有利用户活動和收入持續增長。短期至中期的“私家醫生”和“保險合作”。根據在線諮詢的增長速度,平安好醫生計劃擴展內部醫療團隊,可能會每年增加100-200位醫生,即使在公共衞生事件期間,其目前的醫療團隊也足以應付在線諮詢的激增,因為其人工智能(AI)技術增強了醫生的服務能力並以較低的成本促進了業務發展。

在財務上,其強勁的日均活躍人數(DAU)的推動下,加上醫療AI,會導致規模經濟上升,最終盈利能力強勁,維持預計在2021年平安好醫生能達到收支平衡。該行重申其“跑贏大市”投資評級。

另外,自4月初以來,平安好醫生已進入湖北省社會醫療保險平台,並啟動在線服務,現時兩個省份的湖北居民可以到訪好醫生7 X24在線醫療諮詢和通過好醫生的應用或當地醫療保險局的二維碼(QR碼)提供的藥物處方服務。國家藥物報銷目錄規定的合格醫療費用現可以通過社會醫療保險直接報銷。該行相信,該計劃可幫助平安好醫生促進用户下載量和 MAU、加強與地方政府的合作,有助未來的獲利機會,例如通過在線健康商城獲利或與離線藥店合作。

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