金吾财讯 | 平安好医生(01833)午后股价下探，尾盘跌势扩大，截至发稿，跌4.11%，报7.94港元，成交额9363.41万港元。美银证券将平安好医生目标价由13港元下调至7.6港元，由于盈利能力疲弱，重申“跑输大市”评级，并观望与大股东中国平安(02318)的协同效应。主要由于发行新股后，公司股数由11.2亿股增至21.6亿股，增长超过90%；该行调整估值基础，预测今年市销率由1倍调整至1.6倍，源于同业向下估值重评，并与同业均值看齐；以及该行将现金预测下调至70亿元，剔除股息影响。另外，美银证券预计平安好医生2025至2026财年的经调整净利润率介乎4%至5%，相对同业京东健康(06618)及阿里健康(00241)介乎7%至8%。
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