高盛：医疗服务业之行的收获——价格竞争逐步稳定,消费疲软带来的压力
深圳汉鼎智库咨询服务·2024-05-23 03:53
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research 21 May 2024 I 1:43PM HKT China Healthcare Services Shenzhen trip takeaways: Pricing competition gradually stabilized; pressure from consumption downgrade We visited seven healthcare service providers in Shenzhen on May 16-17, 2024, including our covered names, TCM clinics (Gushengtang), IVF provider (Jinxin), retail pharmacy (Dashenlin), and non-covered names, e.g. dental clinic chain (Arrail Group, 6639.HK), eye hospital (C-MER eye care, 3309.HK), a ...