【固生堂(2273.HK)】出海并购加速,回购加码彰显发展信心——事件点评(王明瑞/吴佳青)
光大证券研究·2025-11-18 23:05

Core Viewpoint - The company is accelerating its overseas expansion through acquisitions, with a recent agreement to acquire 100% of Da Zhong Tang in Singapore, marking a significant step in its strategy to internationalize traditional Chinese medicine [4][5]. Group 1: Acquisition and Expansion - The company announced the acquisition of Da Zhong Tang, which operates 14 traditional Chinese medicine clinics in Singapore, enhancing its local service capabilities and user trust [4][5]. - This acquisition follows a strategic partnership with a digital healthcare platform, indicating a robust approach to expanding its market presence in Singapore through a combination of acquisitions, partnerships, and self-built initiatives [5]. Group 2: AI Development in Traditional Medicine - The company is developing AI representations of renowned doctors, leveraging extensive clinical data to replicate expert diagnostic capabilities and enhance patient care [6]. - The AI system, based on deep learning algorithms, aims to facilitate knowledge transfer from top experts to junior doctors, thereby improving the efficiency of medical resource allocation and accelerating revenue growth [6].