3月30日,智云健康(09955)发布2024年度业绩公告。面对严峻的市场环境,公司通过主动优化业务结构实现稳健经营,全年营收达34.9亿元人民币,毛利率稳中略升,达24.7%。而净亏损扩大主要源于非核心业务处置的一次性影响,并非经营性原因。
财报指出,短期发展策略上,公司将重点推进“AI SaaS+P2M”(从患者到工业)战略,通过自营药品销售确保现金流稳定;中期计划,将依托医疗数据资产构建商业化变现模型;长期目标则是整合医院、药店、药企、患者及支付方等医疗生态各方资源,打造个人慢病管理闭环。
此次业务调整体现了智云健康在战略聚焦与长期布局上的平衡,标志着智云健康从规模扩张向质量提升的战略转型迈出关键一步。随着战略重心的明确,公司未来的盈利能力和市场竞争力或将进一步提升,后续发展值得市场关注。
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