港股异动 | 微创机器人-B(02252)涨超5% 手术机器人市场空间广阔 公司去年核心产品综合订单量超百台

智通财经
27 Feb

智通财经APP获悉,微创机器人-B(02252)涨超5%,截至发稿,涨5.59%,报24.55港元,成交额4.01亿港元。

消息面上,近年来,全球手术机器人市场迎来爆发式增长。据弗若斯特沙利文预测,到2030年,中国手术机器人市场规模将突破700亿元,年复合增长率超30%。据微创机器人此前披露,公司24年旗下腔镜、骨科、血管介入核心产品的综合订单量已累计超过100台。期间,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。

西南证券研报指出,公司“五分之四”机器人版图已成,2025-2026年将是重要扭亏节点;此外,国内配置证政策放松带来市场扩容,2023年6月新版医用设备配置证中腹腔内窥镜手术机器人规划数新增215%,公司订单量连续2年实现翻倍以上增长;海外市场快速突破,商业化首年即获批20+海外订单,5G远程手术方案助力学术推广和装机入院。

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