截至2024年年报，微创医疗营业总收入74.12亿元、净利润-15.39亿元。 本文源自：金融界 作者：行情君 微创医疗科学有限公司是一家跨国企业集团，专注于心血管、脑血管、神经系统、骨科学等多个领域的 创新医疗技术，致力于提供普惠化的医疗解决方案。公司在全球多个地区设有创新中心和生产基地，产 品已进入全球超过100个国家和地区，帮助挽救和延长生命。 8月1日，微创医疗(00853)盘中下跌2.11%，截至10:53，报13.92元/股，成交6.04亿元。 ...

中金指出，上实资本为上海国资委旗下的主动基金管理平台，此次入股体现了国有资本对微创集团资产 的认可，后续有望助力公司核心业务拓展及潜在战略并购，并改善公司治理水平。此外，本次公司原有 重要股东We'Tron Capital Limited和管理层均增持股份，这意味着核心股东、管理团队与公司利益进一 步深度绑定。 消息面上，7月25日，微创医疗第一大股东大冢医疗器械将持有的20.70%股权中的15.71%出售给若干买 方，包括上海迈泰克7.31%(上海上实资本为执行事务合伙人，股权穿透为上海财政局、上海国资委 等)、We'Tron CapitalLimited7.31%和微创公司管理层旗下投资平台1.08%。大冢继续保留约5%持股。 微创医疗(00853)再涨超6%，近七个交易日累计涨幅超70%。截至发稿，涨2.11%，报14.52港元，成交 额2.66亿港元。 ...

中金指出，上实资本为上海国资委旗下的主动基金管理平台，此次入股体现了国有资本对微创集团资产 的认可，后续有望助力公司核心业务拓展及潜在战略并购，并改善公司治理水平。此外，本次公司原有 重要股东We'Tron Capital Limited和管理层均增持股份，这意味着核心股东、管理团队与公司利益进一 步深度绑定。 消息面上，7月25日 ，微创医疗第一大股东大冢医疗器械将持有的20.70%股权中的15.71%出售给若干买 方，包括上海迈泰克7.31%(上海上实资本为执行事务合伙人，股权穿透为上海财政局、上海国资委 等)、We'Tron CapitalLimited 7.31%和微创公司管理层旗下投资平台1.08%。大冢继续保留约5%持股。 微创医疗(00853)再涨超6%，近七个交易日累计涨幅超70%。截至发稿，涨2.11%，报14.52港元，成交 额2.66亿港元。 ...

格隆汇8月1日丨根据联交所最新权益披露资料显示，2025年7月28日，微创医疗(00853.HK)遭JPMorgan Chase & Co.以每股均价11.7864港元减持好仓249.24万股，涉资约2937.61万港元。 | 废植厚壁 | 次股票通章(股源行政人員名稱作出故事的 真人 / 貸出或地及的 每股的平均價 | | | | 并有假些动服份取目 化已投行的 为服要作的目用 相關注展股份 資權證哪些 | | --- | --- | --- | --- | --- | --- | | | PER JED | | | | ( 10 0 0 2 0 1 1 1 南投票做爰(日/月/年) 煤益 | | CS20250731E00114 | UPMorgan Chase & Co. | 1201(L) | 2.492.370(L) | HKD 11,7864 | 182,615,700(L) 9.87(L)28/07/2025 | | | | | | | 166,026,003(S) 8.43(S) | | | | | | | 7.983.550(P) 0.43(P) | 减持后，JPMorgan Chase & ...

香港联交所最新资料显示，7月28日，摩根大通减持微创医疗(00853)249.237万股，每股作价11.7864港 元，总金额约为2937.61万港元。减持后最新持股数目约为1.83亿股，持股比例为9.87%。 ...

智通财经APP获悉，香港联交所最新资料显示，7月28日，摩根大通减持微创医疗(00853)249.237万股， 每股作价11.7864港元，总金额约为2937.61万港元。减持后最新持股数目约为1.83亿股，持股比例为 9.87%。 ...

金融界7月31日消息，上证指数低开低走，中证香港300内地高贝塔指数 (H300CNHB，H30237)报 1134.93点。 数据统计显示，中证香港300内地高贝塔指数近一个月上涨15.91%，近三个月上涨26.48%，年至今上涨 34.82%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别是每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对中证香港策略指数系列进行临时调整。当样本退市 时，将其从指数样本中剔除。样本公司发生收购、合并、分拆、停牌等情形的处理，参照计算与维护细 则处理。 本文源自：金融界 从指数持仓来看，中证香港300内地高贝塔指数十大权重分别为：融创中国（3.98%）、招商证券 （3.11%）、中国信达（2.77%）、微创医疗（2.64%）、中国金茂（2.59%）、中金公司（2.57%）、东 方甄选（2.55%）、微创机器人-B（2.53%）、中国银河（2.51%）、新华保险（2.41%）。 从中证香港300内地高贝塔指数持仓的市场板块来看，香港证券交易所 ...

Core Viewpoint - CICC maintains the profit forecast for MicroPort Medical (00853) for 2025/26 and keeps the outperform rating unchanged, raising the target price by 54.5% to HKD 17, indicating a 31% upside potential from the current price [1] Company Updates - A major shareholder, Otsuka Pharmaceutical, has proposed a share sale plan, with buyers including Shanghai Shihua Capital, We'Tron Capital Limited, and the company's management investment platform [2] Shareholder Changes - Otsuka Pharmaceutical sold approximately 20.7% of its shares, with 7.3% going to Shanghai Shihua Capital, 7.3% to We'Tron Capital Limited, and 1.1% to the management investment platform, retaining about 5% ownership. The entry of state-owned capital is seen as a recognition of MicroPort's assets, potentially aiding core business expansion and governance improvement [3] Business Recovery - Since 2020, MicroPort's major products have been affected by national or provincial group purchasing, but by July 2025, most products are expected to have cleared the price reduction impacts. The trend of reducing internal competition is anticipated to stabilize pricing and contribute to revenue growth from new products [4] International Expansion - MicroPort's cardiovascular and surgical robot product lines are considered globally competitive, with products entering 40 major countries by the end of 2024. The company expects overseas revenue to reach USD 0.96 billion in 2024, with an anticipated growth rate of over 80% year-on-year in 2025 [5]

Core Viewpoint - MicroPort Medical's major shareholder, Otsuka Medical Devices, is selling 15.71% of its 20.70% stake, leading to a significant change in the company's ownership structure and governance [1][2]. Group 1: Shareholder Changes - Otsuka Medical Devices will reduce its stake to below 5%, exiting as the largest shareholder, while We'Tron Capital Limited will become the new largest shareholder with over 26% ownership [1]. - The transaction introduces state-owned investors, which may enhance the company's core business expansion and governance [2]. Group 2: Business Developments - MicroPort Medical is proposing a merger of its CRM business with the publicly listed company, HeartLink Medical, to create a comprehensive cardiac product platform and improve international marketing channels [2]. - The IPO for the CRM business is expected to raise at least $150 million, with a market valuation of no less than $1.5 billion [2]. Group 3: Financial Performance - For the first half of 2025, MicroPort Medical reported a revenue decline of no more than 4% (excluding currency effects) and a loss of $107 million, which is within the promised limit of $110 million [3]. - The company aims to achieve a profit of $52 million in the second half of 2025 to meet its convertible bond financing agreement requirements [3]. - Revenue projections for 2025-2027 are estimated at $1.193 billion, $1.393 billion, and $1.595 billion, with net profits of -$48 million, $83 million, and $159 million respectively [3].

Company Updates - A major shareholder, Otsuka Pharmaceutical, has proposed a share sale plan, with buyers including Shanghai Shendi Group, We'Tron Capital Limited, and the company's management investment platform [1] - Otsuka previously held approximately 20.7% of the company's shares, selling 7.3% to Shanghai Shendi, 7.3% to We'Tron Capital Limited, and 1.1% to the management platform, retaining about 5% [1] - The entry of state-owned capital from Shanghai Shendi reflects recognition of the company's assets, potentially aiding core business expansion and strategic acquisitions while improving corporate governance [1] Business Performance - The company's core businesses are gradually recovering from the impact of centralized procurement, with expectations of price stabilization and new product contributions leading to revenue growth [2] - By July 2025, it is anticipated that most major products will have cleared the price reduction effects from centralized procurement, with a positive outlook on the penetration rate of minimally invasive procedures and domestic product localization [2] International Expansion - The company has a rich pipeline of cardiovascular and surgical robot products, demonstrating strong global competitiveness [2] - By the end of 2024, the company's products are expected to be in 40 major countries, supported by 20 mature overseas subsidiaries and 670 sales personnel, with projected overseas revenue of $9.6 million in 2024 and over 80% year-on-year growth in 2025 [2] Profit Forecast and Valuation - The profit forecasts for 2025 and 2026 remain unchanged, maintaining an outperform rating for the industry [2] - The target price has been raised by 54.5% to HKD 17 based on a DCF model, indicating a 31% upside potential from the current price [2]