智通财经APP获悉，平安好医生(01833)盘中涨近9%，截至发稿，涨7.41%，报15.66港元，成交额2.67亿港元。
消息面上，摩根士丹利上月发布关于中国平安的深度报告，认为平安可以抓住居民理财、医疗健康和养老领域的关键增长机会。该行指出，平安好医生则是这场“价值重估”中的重要锚点，作为平安体系内医养服务的战略板块，与综合金融业务协同，可以打造中国版HMO健康管理模式，铸建差异化优势。
据悉，美国联合健康集团用半个世纪验证了HMO（管理式医疗）模式的商业魔力。平安好医生对该模式的借鉴并非简单复制，而是结合中国市场特点完成“Optum升级版”重构。两者核心逻辑同源，均以“支付与服务深度绑定”为核心，从“事后报销”转向“全周期健康管理”，但平安好医生依托平安集团“综合金融+医疗养老”战略，打造了更贴合国情的“到线、到院、到企、到家”四到服务网络，精准破解医疗资源不均、老龄化加速等痛点。
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