Shanghai Securities News China Securities Network (Reporter Chen Jiayi) Ping An Health announced in October 2021 that Strategy 2.0 deepened. Now Strategy 2.0 deepen has spent two full years.Judging from the latest announcement, its strategic deepening results have been highlighted.
On March 19, Ping An Health announced the 2023 annual performance report.Data show that in 2023, Ping An and Health achieved revenue of 4.67 billion yuan, and the net loss narrowed sharply by 47.6%year -on -year to 330 million yuan.Among them, insurance and financial clients’ medical health service revenue was 2.20 billion yuan, an increase of 14.8%year -on -year. Enterprise employee health management service revenue was 1.08 billion yuan, an increase of 81.2%year -on -year, and the gross profit margin increased by 5.4 percentage points to 32.3%year -on -year.
Talking about performance and operational situation, Wu Jun, president of Ping An Health, shared at the performance meeting on March 20. In 2023, the strategic business of Ping An Health FN’s strategic business was stable. The strategic business revenue in the F side increased by 14.8%year -on -year, an increase of 4.5%month -on -month. In the pastThe number of paid users in December exceeded 26.3 million, an increase of 6.7%year -on -year.The scale of B -end business has increased significantly, and the cumulative number of service companies has reached 1,508, a year -on -year increase of 54%.
Talking about the profitability of profitability, Zang Yanqi, the senior vice president of Ping An Health and Chief Financial Officer, said that the growth of strategic business has driven the company’s overall profit ashore to accelerate.”The current company’s business structure is constantly optimizing, and the efficiency of resource allocation is also rapidly improving.” Zang Yanqi said that cost reduction and efficiency are the current financial results and the path and measures of business implementation.Looking forward to 2024, the company has the confidence to accelerate its profitability.
Talking about the development strategy, the construction of the two core hubs of “family doctors” and “pension housekeepers” is continuously cultivated.Li Dou, chairman and CEO of Ping An Health Board, said that Ping An and Health in the future will continue to make deep empowerment along this position. For insurance and financial customers to expand service scenarios, to do high -value and high -quality services;There is still a lot of penetration space; three to three arrivals, do a good job of supplier management, and enhance service reputation and cost -effectiveness; do specialized roles, focusServices, continuously enhance customer conversion and ARPU value.
Talking about the coordinated development with Ping An Group, Wu Jun said that Ping An Health and the Group achieved two -way stable growth through two -way empowerment.Specifically, Ping An Health has carried out innovative business models such as product fusion, equity procurement, value -added services such as life insurance, property insurance, health insurance, banks, etc., and can be recommended by customers from B -end and F.At the same time, Ping An and Health provides users with professional, high -quality, high -quality, one -stop medical and health care services, which can further improve user stickiness and recognition, thereby increasing repurchase and turning the low -frequency of finance into high -frequency services for medical and health.
Wu Jun said that the company’s cumulative number of corporate customers in the Ping An Group’s medical care ecosystem is only 2.7%, and there is still a lot of room for expansion.In the future, the company will adopt a double -wheel drive. On the one hand, the size of the number of new payment households will continue to expand the number of new payment households. On the other hand, it will establish a user -centric member operating system.One -stop high -quality “three -to -three” services enhance their usage habits and frequency, and continue to enhance the repurchase rate, recommendation rate and ARPU value.
Talking about the stock price, Zang Yanqi said that the current market value of Ping Health is at a historical low, and the stock price is seriously underestimated. It cannot truly reflect the company’s long -term value and business prospects. The company has sufficient cash flow to support future business investment and industry resources integration.