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招银国际:首次覆盖平安好医生(1833.HK)给予“买入”评级,目标价149.5港元
格隆汇 06-17 15:30

格隆汇6月17日丨招银国际今日发布最新研报称,平安好医生利用其颇具规模的内部医疗团队和其特有的基于人工智能的医疗系统,为用户提供及时的高质量医疗服务。涵盖7*24小时的点对点服务,包括在线咨询、开处方、转诊、就诊预约、第2诊疗意见和快达1小时的药品快递服务。公司还提供综合性的消费者医疗服务、在线健康商城、健康管理和健康交互服务。

截至2019年,平安好医生拥有3.152亿注册用户,日均咨询量为72.9万,成为中国最大的移动医疗APP。与其他主要的在线医疗平台相比,平安好医生拥有更大的线上流量、更高的用户粘性和更大的新用户获取能力。

招银国际认为,平安好医生于在线医疗咨询服务中的强大竞争力决定了其在市场中的领导地位。招银国际首次覆盖平安好医生给予“买入”评级,目标价149.5港元,较昨日收盘价112.9港元有32.4%的潜在升幅。

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