廣發證券:在線醫療繼續翻倍增長,維持平安好醫生(1833.HK)買入評級
格隆匯9月14日丨廣發證券近日發佈研報《平安好醫生(1833.HK):在線醫療繼續翻倍增長,醫保支付加速落地》,維持平安好醫生買入評級,給予127港元的目標價。
廣發證券稱,平安好醫生上半年收入穩定增長,虧損縮窄,核心經營數據穩步增長。在線醫療強勁,驅動收入增長:上半年在線醫療收入翻倍(106.8%);消費型醫療收入同比增12.2%;健康商城收入略增;健康管理和互動收入同比增14.6%。
疫情推動多地互聯網醫療服務醫保支付加速落地,公司積極推進合建互聯網醫院及探索自建模式,在多地已接入醫保支付。
廣發證券指出,平安好醫生互聯網醫療政策持續落地,逐漸打開行業發展空間,疫情加速用户行為向線上轉移。平安好醫生是互聯網醫療健康龍頭,引領行業探索互聯網醫療的業務模式和商業模式,在線診療業務處於快速發展中,醫保支付項目快速落地,整體虧損率逐漸收窄。
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