Changes in Hong Kong stocks | Ping An Good Doctor (01833) rose nearly 9% intraday, and Damo is optimistic that the company will build a Chinese HMO health management model

The Zhitong Finance App learned that Ping An Good Doctor (01833) rose nearly 9% in the intraday period. As of press release, it had risen 7.41% to HK$15.66, with a turnover of HK$267 million.

According to the news, Morgan Stanley released an in-depth report on Ping An in China last month, believing that Ping An can seize key growth opportunities in the fields of residents' financial management, health care, and pension. The bank pointed out that Ping An Good Doctor is an important anchor point in this “revaluation”. As a strategic sector for medical care services within the Ping An system, in collaboration with comprehensive financial services, it is possible to create a Chinese version of the HMO health management model and create differentiated advantages.

According to reports, the US UnitedHealth Group spent half a century testing the commercial magic of the HMO (managed care) model. Dr. Ping An Good's reference to this model was not simply replicated, but rather completed the “Optum upgrade” reconstruction based on the characteristics of the Chinese market. The two have the same core logic. They both have “deep binding payment and service” as the core, shifting from “post-factual reimbursement” to “full-cycle health management,” but Ping An Good Doctor has relied on Ping An Group's “comprehensive financing+medical care” strategy to create a “online, to hospital, to enterprise, home” four-point service network that is more suited to national conditions to accurately solve pain points such as uneven medical resources and accelerated aging.