小摩:平安好醫生(1833.HK)管理層調整或表明平安集團內醫療相關業務的進一步協同
格隆匯5月21日丨小摩近期研報指出,平安好醫生(PAGD)於2020年5月15日宣佈更換首席執行官,方蔚豪先生將接替王濤先生出任新(臨時)董事長兼首席執行官。擔任此重要管理職位後,方蔚豪先生將擔任平安集團三家子公司(PAGD,平安醫保科技和平安租賃)的首席執行官。因此,J.P.Morgan認為,此變化是朝着佈局醫療生態系統邁出的戰略性一步,在此戰略中,管理團隊可以更好地協調PAGD在在線醫療服務方面的實力,平安醫保科技的IT技術實力和政府關係,以及平安租賃的醫院客户網絡和醫學檢驗中心網絡。
與平安醫保科技的潛在協同作用:平安醫療保險管理公司成立於2016年,主要為醫療保險提供商(醫保局和商業保險公司)提供基於雲的技術支持醫療保險公司。截至2019年底,其客户網絡覆蓋200多個城市和中國8億保單持有人。在2019年7月,該公司成功中標國家醫保局信息化建設項目第七包。憑藉對公共醫療保險系統痛點的深刻理解,小摩相信公司可以通過政府合作項目幫助PAGD加快公共醫療保險聯繫,並增強醫療服務設計以滿足市場的需求。
與平安國際金融租賃的潛在協同作用:醫療器械租賃是平安集團金融租賃部門快速增長的業務部門。它還積極投資於第三方醫療檢測中心,並計劃在五年內建立約1000個共享的醫療檢測中心。PAGD可能會與該集團的租賃業務合作,以擴大公立醫院的合作網絡並尋求醫療服務支持。
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