富瑞发表研究报告指，微创机器人(02252.HK) 上半年海外新订单达30台以上，对比2025年初的全年指引为40台，认为订单增长具强劲可见性。管理层对全年收入增长指引维持在85%，而上半年增幅达到77%，中期净亏损1.13亿元人民币，毛利率由去年同期的47.4%降至40.7%，研发费用比率则降至50.4%。
上半年公司国内市场销售额按年增长15%，管理层有信心2025年在中国实现30台以上订单，对比去年为18台。富瑞预期国内竞争格局可控，将今明两年收入预测上调不足1%及5%，以反映海外订单稳健，维持“买入”评级，目标价由32港元升至35港元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-05 16:25。)
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