港股异动 | 微创机器人绩后再涨近9%,海外全年装机量有望超出年初指引,海外收入占比已超国内

智通财经
Sep 08, 2025

9月8日(周一),微创机器人再涨近9%,截至发稿,涨8.77%,报28.78港元,成交额3.46亿港元。

消息面上,微创机器人此前发布中期业绩,该集团取得收入1.76亿元,同比增加77%;期内经调整净亏损9710.8万元,同比减少55.5%。公告称,收入增长主要得益于多个产品商业化的快速拓展,特别是海外市场的收入实现了同比189%的大幅增长。

浦银国际指出,图迈上半年海外装机16台,新增订单30+台,当前海外订单收入确认周期一般在1-2个月,该机构预计公司全年装机台数或可达45台(年初公司指引为40台)。上半年公司海外收入占比已超过国内,贡献公司总收入58%(2024全年为40%),国内中期仍将受到配置证限额、竞争加剧以及手术机器人价格压力,该机构认为未来3-5年公司业务的增长或更多由海外市场拉动。

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