《大行報告》瑞銀料平安好醫生(01833.HK)或延至2024年達收支平衡 因投資增加
瑞銀發表研報指,平安好醫生(01833.HK)線上醫療服務業務保持強勁,受會員增加及可銷售處方藥所支持,今年收入有望按年增長80%以上,預計明年處方藥銷售較高增長速度將繼續。
平安好醫生致力發展互聯網醫院網絡,目標至2022年底在每個省建立至少1家自建的互聯網醫院,將同時考慮合作方式和自行建設兩種模式,料合計可達100家以上。
該行認為,互聯網醫院在未來2至3年內可貢獻流量增長及變現收入,但考慮到每家醫院將要投資約300萬元人民幣,今年下半年至2022年上半年將是投資期,估計收入明顯加速,但公司要推遲至2024至2025年才可達到收支平衡;未來將更多側重發展線上服務模式,健康購物平台業務今年的增長可能會較平穩。
瑞銀維持平安好醫生「買入」評級,目標價146元。
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