异动解读 | 微创机器人-B盘中大涨6.53%,政策利好叠加瑞银唱好及产品获欧洲认证

异动解读
Apr 15

微创机器人-B今日盘中股价大幅上涨6.53%,引起了市场的广泛关注。

消息面上,近期手术机器人领域政策支持持续加码,北京市医保局等十部门发布措施推动手术机器人入院,湖南省医保局也明确了相关收费标准,为行业发展注入强心剂。

公司层面利好频传,瑞银发布研报将其评级由“中性”上调至“买入”,目标价大幅上调至35.9港元,并预计公司未来三年收入将高速增长。同时,公司自主研发的鸿鹄骨科手术机器人成功获得欧洲CE认证,成为国内首款获此认证的关节置换手术机器人,标志着其产品国际化取得重要突破。此外,公司核心产品“图迈”手术机器人去年销量增长超五倍,海外收入同比大增287%,公司目标今年总收入实现翻倍,并有望于上半年达到收支平衡。

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