异动解读 | 微创医疗盘中大跌5.42%,预计上半年亏损扩大至1.1亿美元

异动解读
Jul 18, 2025

微创医疗(00853.HK)今日盘中大跌5.42%,股价走势引发市场关注。这一跌势主要源于公司发布的盈利预警,预计2025年上半年业绩不及预期。

根据公司公告,微创医疗预计2025年上半年收入同比下降不超过4%(剔除汇率影响)。其中,除手术机器人业务外,其他主要业务板块收入均有不同程度的下降或增速放缓。更值得注意的是,公司预计上半年亏损将扩大至不超过1.1亿美元,相比去年同期的1.07亿美元亏损有所增加。

公司表示,业绩下滑主要受到复杂多变的地缘政治及国际贸易冲突影响,以及国内日趋激烈的行业竞争、医保费用精细化管理政策推进导致公司产品价格调整等因素的持续挑战。尽管如此,公司仍在积极优化资源配置、处置非核心业务,并提升运营效率,以应对当前的经营压力。

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