港股异动 | 梅斯健康(02415)涨超10% 中信证券认为专业医生平台爆发起点初显
梅斯健康(02415)涨超10%，截止发稿涨10.48%，报5.8港元，成交额223万港元。
中信证券认为，在医保控费、监管趋严的背景下，基于专业医生平台的数字医药营销相比医药代表更具有降本增效的优势。长期来看，预计2023年基于专业医生平台的数字医药营销市场规模将超300亿元，9年25倍，空间巨大;短期来看，医疗反腐限制医药代表入院，有望催化行业规模爆发。
该行测算2021年日本的数字医药营销占比和其中基于专业医生平台的数字医药营销占比为10.5%/55%，同期中国占比只有4.0%/4.6%，未来空间极大，该行预测，2030E中国市场规模将达322亿元，9年25倍。短期医疗反腐催化行业快速增长，先发企业医脉通和梅斯健康有望抓住产业契机成为龙头，基于医生资源开发高成长性业务，撬动更大远期空间。从历史估值来看，目前港股已处估值较低水平。
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