金吾财讯 | 微创机器人(02252)股价发力，截至发稿，涨23.61%，报14.66港元，成交额4.87亿港元。消息面上，微创机器人公布，去年集团旗下腔镜、骨科、血管介入核心产品的综合订单量已累计超过100台。当中，图迈腔镜手术机器人全球订单达39台，商业化装机突破30台，全球累计商业化订单近60台。鸿鹄骨科手术机器人全球订单达25台，累计订单超过40台，覆盖中国、美国、德国、意大利、比利时、希腊、澳洲及巴西等五大洲的医疗机构。R-ONE血管介入机器人去年12月中标复旦大学附属中山医院等5家上海龙头公立医院的采购订单，国内订单达8台及全球18台。
中金公司研报称，尽管受医疗行业整顿持续、设备招采进展缓慢、IVD和高耗集采等因素的影响，医疗器械上市公司近几个季度有一定业绩扰动，但我们也观察到这些因素的边际影响在逐步减弱或修复改善，2025年医疗器械板块细分赛道或有望受益于产品升级与海外出口。
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