智通财经APP获悉,医脉通(02192)盘中涨超8%,截至发稿,涨6.76%,报13.9港元,成交额8258.83万港元。
消息面上,医脉通公布2024年业绩,收益约5.58亿元,同比增长35.5%;毛利约3.27亿元,同比增长30.2%;母公司拥有人应占溢利约3.15亿元,同比增长30.1%;基本每股盈利43.23分,拟派末期股息每股0.1366元,上年同期派0.1248元。该集团大部分营业收入来自精准营销解决方案,该解决方案为制药及医疗设备公司提供数字医疗营销服务。2024年,集团精准营销及企业解决方案的收入较2023年的人民币3.727亿元增长37.5%至5.125亿元。
德邦证券近期研报指出,医脉通横向拓展+纵向眼神战略布局,逐步延伸价值链。公司横向围绕着临床专科进行专科化建设与运营,不断拓宽公司覆盖科室、病种和对应的产品营销;同时沿着药品的临床研究、数字营销和患者管理等方面进行能力建设,投资并购,实现对药企客户需求的全覆盖,不断延伸价值链。并基于现有的海量数据,开发垂直大模型,进一步构建自己的护城河。
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