固生堂(02273)早盘上涨4.58%,现报29.70港元,成交额2422.96万港元。
海通国际发布研报称,固生堂召开近期情况公开交流电话会议。公司预计饮片联采对集团整体毛利率的影响微弱;公司表示,2025年将实行三个重要策略,会员制升级为健康险产品,通过收购保险经纪公司,切入商保市场;开年后全面推行合伙人计划;在海外部分国家形成一定的经营规模。此外,公司表示,2025年计划通过布局二级医院再次进入统筹医保;2025年深圳区域收入计划增长25%,主要通过新的用户增长计划等。
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