摩根士丹利发表研究报告指出华润医疗发布今年上半年利润警告普通股股东应占净利润预计按年下降20%至25%。若剔除与燕化IO

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摩根士丹利发表研究报告指出华润医疗发布今年上半年利润警告普通股股东应占净利润预计按年下降20%至25%。若剔除与燕化IOT协议相关的2.1亿元补偿基础业务利润将按年下降55%至60%低于市场共识和大摩的预估。大摩予华润医疗目标价3港元评级“减持”。大摩指出公司将利润下降归因于平均医疗保险每次就诊费用减少显示各地区受DRG/DIP 2.0导致的报销压力加剧。大摩认为这对其他依赖公共保险的医院营运商如...

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