大摩:料平安好医生(01833)可实现全年增长10%目标 目标价16.3港元

智通财经网
Oct 24, 2025

智通财经APP获悉,摩根士丹利发布研报称,平安好医生(01833)今年首三季收入同比增长13.6%至37.2亿元人民币(下同),净利润同比增长72.6%至1.84亿元,经调整净利润同比增长45.7%至2.16亿元。其中,第三季收入同比增长3%,第三季净利润大致持平,净利润率为4.1%,经调整净利润率为4.3%。该行现予目标价16.3港元及“与大市同步”评级。

大摩认为公司可实现全年收入增长逾10%、经调整净利润率5至6%的目标,实际将取决于AI投资步伐。正面而言,公司采用的AI技术已将复杂疾病的治疗准确率提升至约90%,相较于上半年约80%,并使家庭医生服务成本同比下降约52%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10