微创医疗(00853.HK)今日盘中大涨5.2%,引发市场广泛关注。截至发稿,该股报9.01港元。
消息面上,微创医疗昨日晚间公告称,公司董事会正考虑一项关于策略重组集团心律管理(CRM)业务的不具约束力建议。根据该建议,待与有兴趣人士进一步磋商后,CRM业务将与微创心通(02160.HK)的业务合并。
公司表示,此次业务合并有多重战略意义。首先,将有助于建立一个强大的心脏病产品平台,提供从CRM的起搏器、除颤器到结构性心脏病的TAVI、LAA等全面的产品组合,提升集团的全球市场开发能力。其次,可以共享国际营销及销售渠道,为两项业务创造协同效应。最后,将心脏病产品平台的多元化产品及产品管线推向国际市场,有望提升国际资本市场对两项业务相关价值及增长潜力的认可。市场普遍认为,此次战略重组将有利于微创医疗整合资源、提升竞争力,并为公司及相关持份者创造长远价值。
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