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- 潜水者潜水者
  ·2022-03-17
  这篇文章不错，转发给大家看
  平安好医生盈利目标需时间验证正探索多种变现方式
  下半年，平安好医生半年度收入同比下降15%。在15日的业绩发布会上，平安好医生董事会主席、首席执行官方蔚豪强调了公司目前存在多种变现方式，包括减少了在C段的高成本泛流量获客、同时对线上问诊全面施行付费制。不过，平安好医生能否通过上述多样化变现手段缩小亏损，乃至实现盈利目标尚需时间不断验证。他介绍称，目前平安好医生主要有四种变现方式，包括会员产品、基于基础会员包的各类增值服务、商品销售以及HMO体系内的变现。
  平安好医生盈利目标需时间验证正探索多种变现方式
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- 潜水者潜水者
  ·2020-07-17
  $蔚来(NIO)$11块要到了，死多头们，买吗？
  1,369 评论
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- 潜水者潜水者
  ·2020-07-17
  $蔚来(NIO)$最近一直做空，这么大成交量，这么高的位置，一定会调整下去的，而且幅度应该很大，不好预测。
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18:55","market":"hk","language":"zh","title":"平安好医生盈利目标需时间验证 正探索多种变现方式","url":"https://stock-news.laohu8.com/highlight/detail?id=2220798491","media":"经济观察网","summary":"下半年，平安好医生半年度收入同比下降15%。在15日的业绩发布会上，平安好医生董事会主席、首席执行官方蔚豪强调了公司目前存在多种变现方式，包括减少了在C段的高成本泛流量获客、同时对线上问诊全面施行付费制。不过，平安好医生能否通过上述多样化变现手段缩小亏损，乃至实现盈利目标尚需时间不断验证。他介绍称，目前平安好医生主要有四种变现方式，包括会员产品、基于基础会员包的各类增值服务、商品销售以及HMO体系内的变现。","content":"<div>\n<p>3月15日晚间，平安好医生（1833.HK）披露2021全年业绩公告。2021年，平安好医生实现营业收入73.34亿元，同比增长6.8%。按照披露数据计算，2021年上半年，平安好医生收入增速达到39.02%。下半年，平安好医生半年度收入同比下降15%。根据披露，平安好医生年内净亏损15.39亿元，较去年同期的9.49亿元扩大62.3%。公司方面称，去年公司进行持续战略升级，在渠道、服务和能力方面...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022031618561079a3c26c&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022031618561079a3c26c&s=b><strong>经济观察网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月15日晚间，平安好医生（1833.HK）披露2021全年业绩公告。2021年，平安好医生实现营业收入73.34亿元，同比增长6.8%。按照披露数据计算，2021年上半年，平安好医生收入增速达到39.02%。下半年，平安好医生半年度收入同比下降15%。根据披露，平安好医生年内净亏损15.39亿元，较去年同期的9.49亿元扩大62.3%。公司方面称，去年公司进行持续战略升级，在渠道、服务和能力方面...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022031618561079a3c26c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1142":"互联网与直销零售","01833":"平安好医生","BK1515":"抗疫概念","BK1571":"互联网医疗","BK1219":"保健护理服务"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022031618561079a3c26c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2220798491","content_text":"3月15日晚间，平安好医生（1833.HK）披露2021全年业绩公告。2021年，平安好医生实现营业收入73.34亿元，同比增长6.8%。按照披露数据计算，2021年上半年，平安好医生收入增速达到39.02%。下半年，平安好医生半年度收入同比下降15%。根据披露，平安好医生年内净亏损15.39亿元，较去年同期的9.49亿元扩大62.3%。公司方面称，去年公司进行持续战略升级，在渠道、服务和能力方面加大费用投入。值得注意的是，自平安好医生2015年4月上线以来，公司至今未能实现盈利。在15日的业绩发布会上，平安好医生董事会主席、首席执行官方蔚豪强调了公司目前存在多种变现方式，包括减少了在C段的高成本泛流量获客、同时对线上问诊全面施行付费制。在去年中报业绩发布时，平安好医生便曾预测，公司有望在2024年至2025年实现盈亏平衡。不过，平安好医生能否通过上述多样化变现手段缩小亏损，乃至实现盈利目标尚需时间不断验证。调整相比于此前中报，平安好医生在此次年报中，将主营业务由原先的医疗服务、消费医疗、在线商城、健康管理和互动四大板块，重新整合为医疗服务和健康服务两大板块。按照公司层面的说法，在战略2.0深化的模式下，公司按照业务实质对分部收入进行整合，以分别凸显医疗服务和健康服务对公司的战略价值意义。根据公告，医疗服务是指提供照护生命、诊治疾病的健康促进服务，以及为实现这些服务提供的药品、医疗器械和其它服务，也即包括了在线问诊和相关药品及器械销售；健康服务则主要是对个体或群体健康状况及影响健康的危险因素进行全面连续的检测、评估和干预的服务。从收入占比来看，健康服务仍然是平安好医生的主要收入来源。2021年该板块实现收入50.46亿元，同比增长6.3%，占总营收比例为68.8%。根据披露，目前健康服务板块毛利率为17.5%，同比下降1.4%。毛利率下降的主要原因包括疫情后体检履约率逐渐回升以及广告客户投放预算下调。医疗服务业务同比增速快于健康服务。根据披露，医疗服务业务实现收入22.88亿元，同比增长8%，在整体营收中占比为31.2%。医疗服务板块毛利率为36.1%，同比下降9.5%。此外，在期间费用方面，销售及营销费用17.57亿元，同比增长10.7%；管理费用同比大幅增加至18.46亿元。主要原因是人力費用增加。平安好医生资深副总裁、首席财务官臧珞琦在业绩会上表示，在战略深化期，公司已严格控制了各项费用的支出，“实现下半年利润同比减亏10%，下半年费用率环比下降7%。”怎么变现“对于投资者而言，何时实现亏损减小与达到盈利目标是最为关心的话题。”一位平安好医生长期投资者告诉记者。在本次业绩交流会上，方蔚豪对于平安好医生的变现手段予以了重点介绍。他介绍称，目前平安好医生主要有四种变现方式，包括会员产品、基于基础会员包的各类增值服务、商品销售以及HMO体系内的变现。他表示，在报告期内，公司更加注重用户质量和服务体验，减少了在C端的高成本泛流量获客；同时对线上问诊全面施行付费制，并增加付费会员和付费非会员的多种服务选项。方蔚豪称，在付费问诊全面实行后，付费率上升了19.1个百分点至23.1%；专案成交率提高了12.9个百分点至22.2%。此外，据介绍，平安好医生的HMO体系内变现方式包括通过商业保险连接的企业福利兑换平台、商保保障的购药直赔服务、以及为寿险提供的问诊插件。“在构建商业化模式的过程中，我们的独特优势在于商业保险生态圈的赋能，以及家庭医生会员制这一抓手。”他同时指出，平安集团有2.25亿个人金融用户，以及平安各渠道已经渗透7000万大中型企业员工，上述人群和公司的医疗及健康服务有着强相关性，是公司重要的客户群。据方蔚豪透露，今年最重点的战略方向即为企业员工提供系统性、专业性、资源好的一站式健康管理计划。巨大的3.1亿人的企业员工市场是平安健康的另一聚焦点。值得注意的是，方蔚豪在答记者问时，就亏损扩大的问题，他表示，2020年平安健康确定了产品、渠道、三大能力升级的战略2.0，2021年是其战略转型持续落地的第一年，在这个过程中平安健康做了非常多的战略投入，包括医生生态、企业的健康管理服务、地面医院网络的建设、互联网医院等，去年整体的亏损加大也与此有关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941453655,"gmtCreate":1594995483177,"gmtModify":1704207746725,"author":{"id":"3532607107565326","authorId":"3532607107565326","name":"潜水者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532607107565326","authorIdStr":"3532607107565326"},"themes":[],"htmlText":"<a 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