大行评级丨大摩:预计平安好医生可实现全年收入增长逾10%的目标 目标价16.3港元

中金财经
Oct 27, 2025

  摩根士丹利发表研究报告指,平安好医生今年首三季收入按年增长13.6%至37.2亿元,净利润按年增长72.6%至1.84亿元,经调整净利润按年增长45.7%至2.16亿元。   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按年下降约52%。该行现予目标价16.3港元及“与大市同步”评级。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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