智通财经APP获悉，海吉亚医疗(06078)涨超10%，截至发稿，涨10.53%，报17.42港元，成交额4.12亿港元。
消息面上，据央视网消息，今年我国将全面推进基本医保基金即时结算改革，以加快医疗机构和医药企业资金周转。按要求，今年全国80%左右统筹地区基本实现基本医保基金与定点医药机构即时结算。此外，中银证券指出，医药+AI前景可期。该行认为，AI在诊断及诊断和疾病检测中展现出较大潜力。
交银国际表示，当前时点关注投资民营医疗服务板块主要由于估值已跌至历史底部，业绩增速复苏可期；改革短期影响有望逐步出清，长期支持民营医疗服务大方向不改；人口结构变化是板块成长的关键长期驱动力。该行看好海吉亚医疗较高的内生增长能见度，以及新院区建成落地后的业绩增量贡献。瑞银认为，市场忽略了海吉亚医疗因市场整合所带来的长期机会，因此该股当前的估值偏低。
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