选股方面，该行看好阿里健康(00241)，维持"买入"评级及目标价7.8港元；预期在创新药及医疗健康产 品增长动能持续、与阿里巴巴-W(09988)协同效应深化，以及AI应用日益普及的推动下，阿里健康2026 至2028财年的收入及经调整净利润年均复合增长率将达13%及24%。 另外，该行亦看好平安好医生(01833)，维持"买入"评级，目标价20港元；预期在与中国平安(02318)协 同效应深化，及AI持续赋能的推动下，公司2025至2027年的收入及经调整净利润年均复合增长率将达 16%及56%。 同时，该行对内地医疗板块维持"增持"评级，偏好领先的创新药企和合约研究、开发及生产组织 (CRDMO)，同时看好能够有效运用真实世界数据以优化AI算法，以提升服务质量的互联网医疗企业。 首选股份包括百济神州(06160)、信达生物(01801)、翰森制药(03692)、中国生物制药(01177)、和黄医药 (00013)、药明生物(02269)、药明康德(02359)及阿里健康。 大华继显发布研报称，内地互联网医疗领域正进入新阶段，推动力包括科技巨头加快AI创新以及国策 支持，例如北京推出的线上初诊试点计划。虽 ...

选股方面，该行看好阿里健康(00241)，维持"买入"评级及目标价7.8港元；预期在创新药及医疗健康产 品增长动能持续、与阿里巴巴-W(09988)协同效应深化，以及AI应用日益普及的推动下，阿里健康2026 至2028财年的收入及经调整净利润年均复合增长率将达13%及24%。 另外，该行亦看好平安好医生(01833)，维持"买入"评级，目标价20港元；预期在与中国平安(02318)协 同效应深化，及AI持续赋能的推动下，公司2025至2027年的收入及经调整净利润年均复合增长率将达 16%及56%。 同时，该行对内地医疗板块维持"增持"评级，偏好领先的创新药企和合约研究、开发及生产组织 (CRDMO)，同时看好能够有效运用真实世界数据以优化AI算法，以提升服务质量的互联网医疗企业。 首选股份包括百济神州(06160)、信达生物(01801)、翰森制药(03692)、中国生物制药(01177)、和黄医药 (00013)、药明生物(02269)、药明康德(02359)及阿里健康。 智通财经APP获悉，大华继显发布研报称，内地互联网医疗领域正进入新阶段，推动力包括科技巨头加 快AI创新以及国策支持，例如北京推出的 ...

证券之星消息，2月13日南向资金增持11.21万股平安好医生（01833.HK）。近5个交易日中，获南向资 金增持的有5天，累计净增持862.63万股。近20个交易日中，获南向资金增持的有12天，累计净增持 332.76万股。截至目前，南向资金持有平安好医生（01833.HK）4.85亿股，占公司已发行普通股的 22.42%。 平安健康医疗科技有限公司是一家通过移动平台和线下资源从事提供医疗及健康服务的公司。该公司通 过两个分部开展其业务。医疗服务分部主要从事在线咨询、转诊及预约挂号、住院安排、疾病诊疗及相 关药品、医疗器械销售。健康服务分部提供多种整合医疗健康机构服务的标准化健康服务包，以满足用 户健康相关需要，覆盖体检、养老、齿科、抗衰、泛健康等多品类及服务形态。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

证券之星消息，2月12日南向资金增持397.98万股平安好医生（01833.HK）。近5个交易日中，获南向资 金增持的有5天，累计净增持906.87万股。近20个交易日中，获南向资金增持的有11天，累计净增持 222.41万股。截至目前，南向资金持有平安好医生（01833.HK）4.85亿股，占公司已发行普通股的 22.42%。 平安健康医疗科技有限公司是一家通过移动平台和线下资源从事提供医疗及健康服务的公司。该公司通 过两个分部开展其业务。医疗服务分部主要从事在线咨询、转诊及预约挂号、住院安排、疾病诊疗及相 关药品、医疗器械销售。健康服务分部提供多种整合医疗健康机构服务的标准化健康服务包，以满足用 户健康相关需要，覆盖体检、养老、齿科、抗衰、泛健康等多品类及服务形态。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

平安好医生2025年10月6日收报17.86港元，近4个月累计跌幅22.396%，市值累计蒸发86.456亿港元。 平安好医生2025年10月7日发布董事会主席、执行董事、首席执行官变更的公告。李斗由于个人工作安 排原因，提出辞任董事会主席、执行董事、公司首席执行官("首席执行官")，自二零二五年十月七日起 生效。李斗辞任执行董事后，不再担任董事会可持续发展委员会成员，亦不再担任根据香港联合交易所 有限公司("香港联交所")证券上市规则("上市规则")第3.05条项下之公司授权代表("授权代表")。 董事会宣布，公司现任非执行董事郭晓涛获委任为董事会主席，自二零二五年十月七日起生效。于二零 二五年十月七日，何明科获委任为首席执行官、执行董事、董事会可持续发展委员会成员及授权代表。 中国经济网北京2月12日讯平安好医生(01833.HK)港股今日收报13.86港元，跌幅2.463%。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 平安健康医疗科技有限公司是一家通过移动平台和线下资源从事提供医疗及健康服务的公司。该公司通 过两个分部开展其业务。医疗服务分部主要从事在线咨询、转诊及预约挂号、住院安排、疾病诊疗及相 关药品、医疗器械销售。健康服务分部提供多种整合医疗健康机构服务的标准化健康服务包，以满足用 户健康相关需要，覆盖体检、养老、齿科、抗衰、泛健康等多品类及服务形态。 证券之星消息，2月10日南向资金增持159.24万股平安好医生（01833.HK）。近5个交易日中，获南向资 金增持的有5天，累计净增持549.35万股。近20个交易日中，获南向资金增持的有11天，累计净增持 390.87万股。截至目前，南向资金持有平安好医生（01833.HK）4.79亿股，占公司已发行普通股的 22.14%。 ...

Core Insights - Ping An Health Insurance is committed to the "Healthy China" strategy, aiming to integrate health insurance with medical and health services, transitioning towards a professional medical health management company [2][3] - The company has launched the "Healthy Kitchen" standard to address unhealthy dietary habits, providing guidelines for nutrition, safety, processing, and cooking [2] - The "Forever Together" health membership card offers comprehensive health benefits, promoting a positive cycle of health rewards for members [2][3] Group 1 - The collaboration with Peking University Health Science Center aims to promote health management starting from family kitchens [2] - The launch of over 80 safe and traceable health food products in the "Healthy Kitchen" online store is part of the initiative to enhance health management at home [2] - The membership card includes nine benefits, such as dietary guidance, discounts on health products, and medical service perks, encouraging healthier lifestyles [2] Group 2 - The "Ping An Happy Health" insurance service system was upgraded last October, focusing on active living, quality medical care, digital healing, and long-term protection [3] - The membership card extends health management to preventive and ongoing care, helping clients convert healthy behaviors into "health assets" [3] - The company aims to deepen the integration of medical and insurance services, contributing to the construction of a healthy China and enhancing the well-being of the population [3]

Core Insights - Ping An Good Doctor has launched the "Spring Festival Never Closes · Ping An Supports Health" service guarantee action, utilizing its nationwide service network to provide three categories of services and nine initiatives [1] Group 1: Service Offerings - The company will maintain a 24-hour online service through its family doctor team, ensuring rapid response within 30 seconds for minor health issues, including home delivery of medications and precise medical guidance [1] - For complex health issues, the platform offers video consultation services with expert doctors, allowing users to connect within three hours for efficient access to quality medical resources [1] - Health screening services will continue to operate during the Spring Festival at health centers located in 11 cities, with professional imaging doctors available for interpretation [1] Group 2: Pricing and Supply Assurance - To ensure stable supply and pricing of medications during the holiday, Ping An Good Doctor has introduced a "Price Guarantee" policy, where all medications will not increase in price, and users can receive refunds for price differences within seven days of purchase [1]

Group 1 - The core viewpoint of the article highlights the launch of the "Spring Festival Health Guarantee Action" by Ping An Good Doctor to meet the health needs of the public during the Chinese New Year, emphasizing the company's commitment to providing continuous healthcare services [1] - The initiative includes a service network that covers "to line, to hospital, to home, and to enterprise," offering three categories of services and nine measures to ensure comprehensive health protection for the public [1] - The stock rating for Ping An Good Doctor is predominantly "buy," with two investment firms issuing buy ratings in the last 90 days, and the average target price set at HKD 20.14 [1] Group 2 - Ping An Good Doctor has a market capitalization of HKD 30.109 billion and ranks fourth in the medical services sector [2] - The latest report from CITIC Securities assigns a buy rating to Ping An Good Doctor with a target price of HKD 21 [1][2]

Core Viewpoint - The company, Ping An Good Doctor, has launched a health service initiative called "Spring Festival Never Closes · Ping An Protects Health" to ensure continuous access to medical and health management services during the Spring Festival, addressing the heightened health needs of the public during this period [1][2]. Group 1: Service Offerings - The initiative includes three main service categories and nine measures, focusing on providing comprehensive health protection for the public [1]. - The company integrates online and offline resources to address common health issues during the holiday, offering rapid consultations for minor ailments, standardized management for chronic diseases, and precise referrals for serious conditions [1]. - A 24-hour online family doctor team guarantees a response time of 30 seconds for consultations and home delivery of medications, while a team of expert doctors can connect with patients within three hours for complex cases [1]. Group 2: Community Engagement - The company extends its care to workers and their families through the "Hundred Enterprises Health Care" initiative, providing health lectures and specialized screenings [2]. - For elderly individuals at home, a dedicated team offers 24-hour health management and medical assistance, including home visits for health checks and safety assessments [2]. Group 3: Preventive Health Measures - The company promotes a "preventive health" approach by offering targeted health management plans to help users recover quickly after the holiday [2]. - In 11 cities, health centers provide a "Revitalization" service package, and a weight loss tracking activity is initiated for chronic disease management users, supported by AI health managers for dietary guidance [2]. Group 4: Corporate Responsibility - The health service initiative is seen as a test of the company's operational capabilities and a significant opportunity to fulfill its social responsibility [2]. - The company aims to meet diverse health needs during the holiday through a combination of online and offline services, ensuring families can enjoy quality health services that are convenient and cost-effective [2].