Hong Kong Stock Alert | MEDBOT-B (02252) Surges Over 9% Again as Overseas Annual Installation Volume Expected to Exceed Initial Guidance, with Overseas Revenue Share Now Surpassing Domestic Market

Stock News
2025/09/08

MEDBOT-B (02252) continued its upward momentum, rising over 9% once again. As of press time, the stock was up 7.26% to HK$28.38, with trading volume reaching HK$293 million.

On the news front, MEDBOT-B previously released its interim results, showing the group achieved revenue of RMB 176 million, representing a 77% year-on-year increase. During the period, the adjusted net loss was RMB 97.108 million, down 55.5% compared to the same period last year.

According to the announcement, the revenue growth was primarily driven by the rapid expansion of commercialization across multiple products, particularly with overseas market revenue achieving a substantial 189% year-on-year growth.

Industry analysis indicates that the Tumai system achieved 16 overseas installations in the first half of the year, with over 30 new orders secured. Given that overseas order revenue recognition typically occurs within 1-2 months, analysts project the company's full-year installation volume could reach 45 units, exceeding the initial guidance of 40 units set at the beginning of the year.

In the first half of the year, the company's overseas revenue share has already surpassed the domestic market, contributing 58% of total revenue compared to 40% for the full year 2024. The domestic market continues to face challenges including equipment allocation quota limits, intensified competition, and pricing pressure on surgical robots. Industry observers believe that the company's business growth over the next 3-5 years will likely be driven primarily by overseas markets.

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