中信证券:维持平安好医生(01833)“买入”评级 看好O2O医疗、健管、养老领域的广阔前景

智通财经
May 09, 2025

智通财经APP获悉,中信证券发布研报称,平安好医生(01833)发布2025年一季度业绩公告,业绩高增,维持公司2025-27年营收预测至54.29/60.96/66.83亿人民币;维持2025-27年归母净利润预测至1.88/2.47/3.16亿元人民币,按2025-2026年1.15x PEG对应94x PE,维持公司“买入”评级。

公司战略转型成效显现,营业收入重回增长轨道,F端医险协同+B端健康保障委托业务的双重催化带动业绩快速增长。该行看好O2O医疗、健管、养老领域的广阔前景,公司有望基于医险数据闭环的独特优势,利用AI大模型持续提升服务效能。

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