异动解读 | 平安好医生盘中大涨15.37%,里昂上调目标价至20港元

异动解读
Aug 21, 2025

平安好医生(01833)今日盘中大涨15.37%,引发市场高度关注。这波强劲涨势主要源于里昂证券发布的最新研究报告,该报告大幅上调了平安好医生的目标价,并给予积极评级。

根据里昂的研究报告,平安好医生2025年上半年业绩表现亮眼。公司收入同比增长19.5%至25亿元人民币,调整后净利润更是同比大增136.8%至1.34亿元人民币。基于这一出色表现,里昂将平安好医生的目标价从10港元大幅上调至20港元,并重申"跑赢大市"评级。

里昂分析师认为,平安好医生是中国AI医疗和商业健康保险发展的主要受益者。报告指出,公司在医疗AI方面的进展和改善的盈利前景是推动股价上涨的主要因素。此外,里昂还上调了平安好医生2025年至2027年的收入和净利润预测。这份乐观的分析报告无疑提振了投资者信心,推动平安好医生股价今日大幅上涨。

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