智通财经APP获悉,微创机器人-B(02252)尾盘涨超8%,截至发稿,涨8.23%,报15.78港元,成交额1.48亿港元。
消息面上,微创机器人此前发布年度业绩,2024年股东应占亏损6.42亿元,同比收窄36.5%。小摩此前指出,微创机器人订单趋势强劲,预计由于中国和海外机器人安装的快速扩张,公司对微创医疗销售贡献将由2024年的约3%升至2033年的约40%。
兴业证券表示,由于手术机器人颇具潜力的全球市场空间,与高客户粘性、可持续性的“设备+耗材/服务”商业模式,直觉外科凭借其引领市场的创新产品、格局稳固的市场占有率与增长稳健的业绩表现,在美股市场享有较高的估值水平。建议关注具备产品竞争力与持续创新力的国产手术机器人领先企业,如微创机器人等。
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