港股异动 | 微创系集体飙升 微创脑科学(02172)盘中涨超25% 小摩看好微创医疗26年扭亏为盈

智通财经
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智通财经APP获悉,微创系集体飙升,截至发稿,微创脑科学(02172)涨20.4%,报13.1港元;微创医疗(00853)涨14.58%,报8.88港元;微创机器人-B(02252)涨1.97%,报20.7港元;心通医疗-B(02160)涨1.82%,报1.12港元。

小摩此前发布研报称,微创机器人的订单趋势强劲,亦属微创医疗旗下重要的子公司,预计由于中国和海外机器人安装的快速扩张,前者对集团销售贡献将由2024年约3%升至2033年约40%。该行重申对微创医疗积极看法,在中小型医疗技术领域(SMID)中集团是多元化本地领导者,具有强大的创新能力、海外市场扩张,并且预计至2026年可扭亏为盈;又指集团仍然是该行在SMID医疗技术领域的首选。

野村表示,从微创医疗2024财年初步业绩来看,收入实现了同比10%的增长,但这一数字低于此前指引的17%。盈利方面,亏损同比收窄幅度超过58%,至小于2.75亿美元,主要得益于公司持续推行成本控制策略,有效降低了运营成本;以及撤资非核心业务获得收益。展望未来,野村预计微创医疗在2025和2026财年可能会继续实施节省成本的措施,特别是考虑到目前销售额仍未达理想水平。

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