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互聯網平臺經濟迎利好,支持社會資本進入醫療健康等服務領域

中國國務院總理李克強7月17日主持召開國務院常務會議,確定支持平臺經濟健康發展的措施,壯大優結構促升級增就業的新動能;部署進一步加強知識產權保護工作,切實保護各類市場主體合法權益。會議指出,互聯網平臺經濟是生產力新的組織方式,是經濟發展新動能,對優化資源配置、促進跨界融通發展和“雙創”、推動產業升級、拓展消費市場尤其是增加就業,都有重要作用。

近年來中國平臺經濟蓬勃興起,要發展平臺經濟新業態,順應群眾需要發展“互聯網+服務業”,支持社會資本進入醫療健康、教育、養老家政、旅遊、體育等服務領域,提供更多優質高效的便民服務。適應產業升級需要加快工業互聯網平臺建設及應用,推進製造資源、資料等集成共用,發展智慧製造和服務型製造。

假如貿易戰得以緩和,早前因此收影響的公司有助回升,我們建議關注耐世特(1316.hk)、偉易達(303.hk) 阿里研究院與德勤研究曾聯合發佈過一份報告《平臺經濟協同治理三大議題》。報告預計,中國平臺經濟規模將會在2030年突破100萬億元人民幣。巨大的潛在市場規模,加之政府支持,互聯網平台經濟迎來重大利好,我們推薦重點關注美團點評-W(3690.HK)、平安好醫生(1833.HK)、同程藝龍(780.HK)等。

撰稿: 段煉研究分析員
電話:
+852 2277 6515

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leonduan@phillip.com.hk
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