大行评级|杰富瑞:上调微创机器人目标价至35港元 维持“买入”评级

格隆汇
Sep 05

杰富瑞发表研究报告指,微创机器人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,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%。该行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港元上调至35港元。

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