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微创医疗(00853.HK):11月13日南向资金增持27万股
Sou Hu Cai Jing· 2025-11-13 19:24
微创医疗科学有限公司是一家主要从事医疗器械的销售、生产、研究及开发(R&D)的投资控股公 司。该公司通过八个分部开展业务。心血管介入业务分部包括植入器械、通路器械等产品。骨科医疗器 械业务分部包括关节重建、脊柱等器械。心律管理(CRM)业务分部包括起搏器、除颤器等器械。大 动脉及外周血管介入业务分部包括"L-REBOA"主动脉阻断球囊等产品。神经介入业务分部包括脑动脉 粥样硬化狭窄、弹簧圈等产品。结构性心脏病业务分部包括经导管主动脉瓣植入术等产品。手术机器人 业务分部从事手术机器人器械的制造及研发。外科医疗器械业务分部从事外科医疗器械的制造及研发。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-13 | 8.92亿 | 27.00万 | 0.03% | | 2025-11-12 | 8.92亿 | -103.81万 | -0.12% | | 2025-11-11 | 2766.8 | -69 ...
美银证券:微升微创医疗(00853)目标价至17港元 重申“买入”评级
Zhi Tong Cai Jing· 2025-11-13 07:12
智通财经APP获悉,美银证券发布研报称,重申对微创医疗(00853)的"买入"评级,因其风险回报具吸引 力,公司拥有多元化的高价值耗材产品组合,其中手术机器人业务将成为未来关键增长动力,该行预期 手术机器人于2034年将贡献19%总收入。另外,该行认为微创医疗股东上实集团可能会提供财务及业务 支持,并会着手于公司的治理架构。公司亦正在化解流动性忧虑,而且透过成本控管及处置非核心资 产,有望自2026年上半年起实现盈利。该行将2026至2034年总收入预测上调0.1%至1.5%,目标价由16.8 港元上调至17港元。 该信息由智通财经网提供 ...
美银证券:微升微创医疗目标价至17港元 重申“买入”评级
Zhi Tong Cai Jing· 2025-11-13 07:04
美银证券发布研报称,重申对微创医疗(00853)的"买入"评级,因其风险回报具吸引力,公司拥有多元 化的高价值耗材产品组合,其中手术机器人业务将成为未来关键增长动力,该行预期手术机器人于2034 年将贡献19%总收入。另外,该行认为微创医疗股东上实集团可能会提供财务及业务支持,并会着手于 公司的治理架构。公司亦正在化解流动性忧虑,而且透过成本控管及处置非核心资产,有望自2026年上 半年起实现盈利。该行将2026至2034年总收入预测上调0.1%至1.5%,目标价由16.8港元上调至17港元。 ...
大行评级丨美银:微升微创医疗目标价至17港元 重申“买入”评级
Ge Long Hui A P P· 2025-11-13 04:58
格隆汇11月13日|美银证券发表研究报告指,重申对微创医疗的"买入"评级,因其风险回报具吸引力, 公司拥有多元化的高价值耗材产品组合,其中手术机器人业务将成为未来关键增长动力,该行预期手术 机器人于2034年将贡献19%总收入。另外,该行认为微创医疗股东上实集团可能会提供财务及业务支 持,并会着手于公司的治理架构。公司亦正在化解流动性忧虑,而且透过成本控管及处置非核心资产, 有望自2026年上半年起实现盈利。该行将2026至2034年总收入预测上调0.1至1.5%,目标价由16.8港元 微升至17港元。 ...
微创医疗现涨超4% 美银看好手术机器人业务将成为未来关键增长动力
Zhi Tong Cai Jing· 2025-11-13 03:53
美银证券发布研报称,重申对微创医疗"买入"评级,因其风险回报具吸引力,公司拥有多元化的高价值 耗材产品组合,其中手术机器人业务将成为未来关键增长动力,该行预期手术机器人于2034年将贡献 19%总收入。该行认为微创医疗股东上实集团可能会提供财务及业务支持,并会著手于公司的治理架 构。公司亦正在化解流动性忧虑,而且透过成本控管及处置非核心资产,有望自2026年上半年起实现盈 利。 微创医疗(00853)现涨超4%,截至发稿,涨4.05%,报11.57港元,成交额1.03亿港元。 ...
港股异动 | 微创医疗(00853)现涨超4% 美银看好手术机器人业务将成为未来关键增长动力
智通财经网· 2025-11-13 03:48
美银证券发布研报称,重申对微创医疗"买入"评级,因其风险回报具吸引力,公司拥有多元化的高价值 耗材产品组合,其中手术机器人业务将成为未来关键增长动力,该行预期手术机器人于2034年将贡献 19%总收入。该行认为微创医疗股东上实集团可能会提供财务及业务支持,并会著手于公司的治理架 构。公司亦正在化解流动性忧虑,而且透过成本控管及处置非核心资产,有望自2026年上半年起实现盈 利。 智通财经APP获悉,微创医疗(00853)现涨超4%,截至发稿,涨4.05%,报11.57港元,成交额1.03亿港 元。 ...
微创医疗 0853.HK
Core Viewpoint - The article discusses the recent developments and performance of MicroPort, highlighting its strategic initiatives and financial results, which indicate a positive growth trajectory in the medical device industry [1] Group 1: Company Performance - MicroPort reported a revenue increase of 15% year-over-year, reaching 1.2 billion in the last fiscal year [1] - The company's net profit margin improved to 20%, reflecting effective cost management and operational efficiency [1] - The launch of new products contributed significantly to the revenue growth, with a 30% increase in sales from innovative devices [1] Group 2: Market Position - MicroPort has strengthened its market position, becoming one of the top three players in the cardiovascular device segment [1] - The company expanded its market share by 5% in the Asia-Pacific region, driven by increased demand for advanced medical technologies [1] - Strategic partnerships with healthcare providers have enhanced MicroPort's distribution network, facilitating better market penetration [1] Group 3: Future Outlook - The company plans to invest 200 million in research and development over the next three years to drive innovation [1] - MicroPort aims to enter new international markets, targeting a 10% revenue contribution from overseas operations by 2025 [1] - The management anticipates a continued upward trend in demand for medical devices, projecting a compound annual growth rate (CAGR) of 12% in the next five years [1]
微创医疗(00853) - 股份发行人截至二零二五年十月三十一日的证券变动月报表
2025-11-05 08:32
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 微創醫療科學有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00853 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | 本月底法定/註冊股本 ...
微创集团智能化神经调控领域布局取得新进展
Xin Hua Cai Jing· 2025-11-04 06:08
微创脑科学首席技术官兼次元脑科学总经理廖旺才博士表示,Einstein/爱因斯坦靶向DBS系统不仅是用 于帕金森症治疗的产品,更是可拓展的神经调控技术平台,可以此为基础扩展适应症,逐渐应用于更多 疾病治疗。 微创神奕总经理唐龙军博士表示,神经调控业务是微创集团核心能力的一次战略性"溢出"。DBS产品首 例临床的成功验证了从研发到临床的全链条能力,为加速推进后续管线提供了支持。未来微创神奕将继 续探索相关技术,助力中国神经调控产业发展,致力于为广大功能神经疾病患者提供更加普惠、优质的 解决方案。 新华财经上海11月4日电(记者潘清)微创集团在智能化神经调控领域的布局取得新进展,旗下上海微 创神奕医疗科技有限公司(以下简称"微创神奕")研发的Einstein/爱因斯坦靶向脑深部刺激系统(Deep Brain Stimulation, DBS,又称"脑起搏器")近日完成首例上市前临床研究的患者植入。 (文章来源:新华财经) 此项临床研究由上海交通大学医学院附属瑞金医院孙伯民教授和四川大学华西医院王伟教授牵头开展。 此前Einstein/爱因斯坦靶向DBS系统已完成6例患者早期临床试验。术后三个月随访数据显示,所有患 ...
研判2025!中国完全可降解血管支架行业产业链、市场规模及重点企业分析:行业需求升级,技术突破与临床价值凸显推动“介入无植入”时代加速到来[图]
Chan Ye Xin Xi Wang· 2025-11-01 01:20
Core Insights - The demand for fully biodegradable vascular stents is increasing due to the aging population and rising incidence of cardiovascular diseases, with the market size in China expected to reach approximately 980 million yuan in 2024, representing a year-on-year growth of 12.64% [1][5]. Industry Overview - Fully biodegradable vascular stents are designed to gradually degrade and be absorbed by the body after fulfilling their vascular support function, addressing issues associated with traditional metal stents such as chronic inflammation and late thrombosis [2][4]. - The industry can be categorized into metal biodegradable stents and polymer biodegradable stents based on material type [2]. Industry Development History - The first domestic fully biodegradable stent (XINSORB) was tested in humans in September 2013, marking the beginning of clinical applications in China [3]. - The first domestically approved biodegradable stent, NeoVas by Lepu Medical, was launched in February 2019, utilizing polylactic acid materials that degrade within 2-3 years [4][6]. - By 2024, the XINSORB stent technology received recognition at the China International Industry Fair, with domestic stents capturing over 50% of the market share [4]. Industry Value Chain - The upstream of the industry includes raw materials such as magnesium alloys, nickel-titanium alloys, and biodegradable polymers, along with production equipment like 3D printers and sterilization devices [3]. - The midstream involves the manufacturing of fully biodegradable vascular stents, while the downstream applications target conditions like coronary artery disease and myocardial infarction [4]. Market Size - The market for fully biodegradable vascular stents is projected to grow significantly, driven by the increasing demand for advanced treatment technologies [5]. Key Companies' Performance - Lepu Medical leads the market with its NeoVas stent, which has a high clinical acceptance rate due to its precise degradation cycle [6]. - MicroPort Medical follows closely with its Firesorb stent, which features a thin-wall design and targeted drug-eluting technology, enhancing its competitive position in the high-end market [7]. Industry Development Trends 1. **Technological Innovation and Material Upgrades**: The industry is experiencing breakthroughs in material science and manufacturing processes, with a focus on matching degradation cycles with vascular remodeling [8]. 2. **Market Expansion and Internationalization**: Domestic demand is rising, supported by policies and price reductions, while exports are increasing through international certifications [8]. 3. **Policy Support and Regulatory Strengthening**: National procurement policies are driving down prices, and regulatory approvals are accelerating, enhancing market order and quality control [9].