格隆汇12月24日丨微创机器人-B(02252.HK)公告，集团自主研发的支气管镜手术机器人独道UniPathTM 电子支气管镜手术导航系统("独道")正式获得国家药品监督管理局("NMPA")批准。 本次独道获得NMPA批准，是集团引领全球手术机器人领域技术与应用发展的里程碑式突破，也标志着 国产手术机器人在微无创诊疗关键技术路径上实现系统性全覆盖。至此，集团在手术机器人领域获批上 市的产品数量增至7款，成为全球首家、也是目前唯一一家实现手术机器人"五大黄金赛道"全赛道产品 商业化上市的企业。一个由集团持续构建，以体系化创新为内核、以平台化能力输出为支撑，兼具系统 完整性、技术纵深与可持续演进能力的国产手术机器人生态体系，正加速成型并迈入规模化发展阶段。 作为经自然腔道手术机器人的典型代表，支气管镜手术机器人被视为推动微创外科向"更少创伤、无体 表切口"演进的重要技术路径，亦是近年来呼吸介入领域发展最快的智慧微创诊疗平台之一。 独道在系统层面融合机器人精细控制、纤细柔性导管导航、智能路径规划及闭环控制等关键技术，构建 了面向复杂肺部解剖环境的整体解决方案，围绕"全肺可达、全程可视、精确对准、稳定操作"四大核 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2252） 自願性公告 獨道電子支氣管鏡手術導航系統 獲得國家藥品監督管理局註冊批准 本公告由上海微創醫療機器人（集團）股份有限公司（「本公司」與其附屬公司合 稱「本集團」）自願作出，以向本公司股東及潛在投資者提供有關本集團的最新 業務進展情況。 本公司董事會（「董事會」）欣然宣佈由本集團自主研發的支氣管鏡手術機器人 獨道®UniPathTM電子支氣管鏡手術導航系統（「獨道」）正式獲得國家藥品監督管 理局（「NMPA」）批准。 對本公司的影響 本次獨道獲得NMPA批准，是本集團引領全球手術機器人領域技術與應用發展 的里程碑式突破，也標誌著國產手術機器人在微無創診療關鍵技術路徑上實 現系統性全覆蓋。至此，本集團在手術機器人領域獲批上市的產品數量增至7 款，成為全球首家、也是目前唯一一家實現手術機器人「五大黃金賽道」全賽道 產品商業化上市的企業。一個由 ...

Company News - Bank of China (03988.HK) has completed the issuance of 50 billion yuan in subordinated capital bonds, with the funds intended to supplement the bank's Tier 2 capital, subject to applicable laws and regulatory approvals [2] - Huadian International Power (01071.HK) has fully commissioned two 660,000 kW ultra-supercritical units at the Huadian Longkou Phase IV project, which integrates advanced technologies and achieves energy consumption levels comparable to the best in the domestic market, enhancing grid stability and local heating and industrial steam supply [2] - Weisheng Holdings (03393.HK) has entered into a capital increase agreement with Boyu Capital, with Boyu investing a total of 380 million yuan to subscribe for additional shares in its subsidiary [3] - Green Leaf Pharmaceutical (02186.HK) has granted Enhua exclusive commercialization rights for three long-acting injectable antipsychotic products in mainland China [4] - Heng Rui Medicine (01276.HK) has had its injectable SHR-A1904 included in the list of breakthrough therapy products by the drug review center [5] - Youzhiyou Biotechnology-B (02496.HK) has received IND approval from NMPA for Y225 (Aimeisai monoclonal antibody injection) [6] - MicroPort Robotics-B (02252.HK) has achieved a global commercialization milestone with over 100 installations of its Tumi laparoscopic surgical robot [7] - Gao Shan Enterprises (00616.HK) has signed a memorandum of understanding to establish a joint venture to participate in or invest in stablecoins and blockchain-related industries [8] - Energy International Investment (00353.HK) plans to issue a total of 1.035 billion subscription shares at a discount of approximately 18.33%, aiming to raise about 254 million HKD [9] Buyback Activities - Tencent Holdings (00700.HK) has repurchased approximately 636 million HKD worth of 1.056 million shares at prices ranging from 598 to 604 HKD [10] - Xiaomi Group-W (01810.HK) has spent 149 million HKD to repurchase 3.8 million shares at prices between 39.08 and 39.26 HKD [11] - China COSCO Shipping Holdings (01919.HK) has repurchased shares worth approximately 27.225 million HKD, acquiring 1.96 million shares at prices from 13.82 to 13.95 HKD [12] - Kuaishou-W (01024.HK) has repurchased shares for about 29.9896 million HKD, buying 464,000 shares at prices between 64.05 and 64.9 HKD [13]

Core Viewpoint - The article highlights the successful commercialization and global expansion of the TUMAI® robotic surgical system, marking a significant milestone in China's medical technology innovation and its role in global healthcare [2][4]. Group 1: Commercialization Milestones - The TUMAI® robotic surgical system has officially landed in Brazil at Hospital Unimed Foz do Iguaçu, marking the 100th commercial installation globally, with over 160 cumulative orders to date [2][10]. - The rapid growth in orders from October to December 2025, from over 100 to 160+, showcases the unprecedented commercialization speed of the TUMAI® system [10]. - The TUMAI® robot has achieved a significant market presence, becoming the first domestic laparoscopic surgical robot to reach 100 commercial installations, indicating its reliability and clinical stability [2][10]. Group 2: Strategic Partnerships and Market Integration - Hospital Unimed Foz do Iguaçu represents a key part of Brazil's Unimed healthcare system, the largest cooperative healthcare system in Brazil, indicating TUMAI®'s deep integration capabilities within established healthcare frameworks [8]. - The successful installation at this flagship hospital demonstrates TUMAI®'s ability to align with procurement models, maintenance costs, and training systems, enhancing its market expansion potential in Brazil and Latin America [8][10]. - The TUMAI® robot's entry into various international markets, including partnerships with top medical institutions in countries like Belgium, Italy, and India, reflects its growing global footprint and acceptance [25][29]. Group 3: Ecosystem Development and Technological Advancements - A multi-layered robotic surgical ecosystem is forming, integrating top experts, regional medical centers, and grassroots hospitals, facilitating the widespread adoption of robotic surgery [32]. - The TUMAI® system has enabled remote surgical capabilities across various regions, including successful cross-border surgeries in the Middle East and Europe, enhancing the accessibility of high-quality surgical resources [34][41]. - The article emphasizes the importance of TUMAI®'s technological advancements and its ability to adapt to diverse regulatory and clinical environments, establishing a competitive edge in the global market [42].

Core Insights - The company has reported a significant increase in cumulative orders for its core products, surpassing 230 units, with over 160 commercial orders for the TUMAI surgical robot, including nearly 120 new orders this year [1] - The TUMAI robot has achieved over 100 commercial installations globally, all of which have received signed acceptance reports from users, aligning with the company's revenue recognition policy [1] - TUMAI is the first domestic endoscopic surgical robot to reach 100 commercial installations, demonstrating its reliability and clinical stability, as well as advancements in quality compliance and production processes [1] Market Performance - In the domestic market, TUMAI has made significant progress in top public hospitals and high-end private hospitals, with 23% of installed hospitals being top-tier hospitals and over 90% being tertiary hospitals [2] - The company has established a high-quality installation pattern driven by clinical value and professional capability, enabling remote teaching, technical support, and collaborative surgeries across various hospital levels [2] - TUMAI's global market share is on the rise, with a rapidly developing ecosystem for robotic surgeries that integrates academic, technical, and clinical systems, covering over 40 countries and regions [2]

Core Insights - The company, MicroPort Scientific Corporation, reported that its cumulative order volume for core products in the fields of endoscopy, orthopedics, and vascular intervention has exceeded 230 units [1] - The Tumi endoscopic surgical robot has achieved over 160 commercial orders globally, with nearly 120 new orders acquired this year, positioning it among the top two in global order volume for 2025 [1] - The company has completed over 150 commercial installations of its products, with Tumi surpassing 100 installations, all of which have received signed acceptance reports from users [1] Product Performance - Tumi is the first domestically produced endoscopic surgical robot to achieve over 100 commercial installations, demonstrating its reliability and clinical stability at an industry infrastructure level [1] - The advancements in Tumi's quality compliance, production processes, engineering validation, system delivery, clinical adaptation, and overall process assurance capabilities signify a comprehensive leap in its operational standards [1]

上海微創醫療機器人（ 集 團 ）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2252） 自願性公告 — 圖邁全球商業化裝機突破百台 本公告由上海微創醫療機器人（集團）股份有限公司（「本公司」，連同其附屬公 司統稱為「本集團」）自願作出，以向本公司股東（「股東」）及潛在投資者提供有 關本集團的最新業務進展情況。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Shanghai MicroPort MedBot (Group) Co., Ltd. 圖邁的全球市場份額持續躍升，圖邁正在全球市場構建起可複製、可擴展、可 持續加速的增長曲線。基於本集團全球多層級醫療體系的深度佈局和全球領 先的遠程技術能力，一張由全球頂尖專家牽引、區域醫療中心深度協同、基層 醫院積極參與，貫通學術體系、技術體系與臨床體系的立體化機器人手術生態 網絡正在迅速形成。截至目前，圖邁海外市場佈局已廣泛覆蓋亞洲、歐洲、非 洲、大洋洲、南美洲的40餘個國家和地區， ...

Core Viewpoint - The healthcare sector in mainland China has experienced a pullback due to the results of national medical insurance drug price negotiations and subsequent profit-taking, but the fundamentals remain unchanged, presenting a good entry opportunity for 2026 [1] Group 1: Industry Outlook - The trend of innovative drug licensing is expected to continue, with multiple potential targets and drug forms anticipated to bring new licensing opportunities next year [1] - Key global Phase III clinical data readings for these licensed assets will be crucial for market sentiment and warrant close attention [1] - Geopolitical concerns regarding China's pharmaceutical R&D outsourcing industry (CXO) have peaked, and a stable medical policy environment in China is expected to continue supporting innovation [1] Group 2: Market Recovery - A more moderate drug procurement policy is expected to drive a recovery in the medical device and diagnostics sectors [1] Group 3: Stock Preferences - The company prefers biotechnology and CXO stocks, with top picks including Innovent Biologics (01801), Kelun-Biotech (06990), WuXi AppTec H-shares (02359), WuXi AppTec A-shares (603259.SH), and WuXi Biologics (02268) [1] - The target price for Innovent Biologics has been slightly raised from HKD 110 to HKD 111, maintaining a "Buy" rating, while the target price for WuXi Biologics has increased from HKD 74 to HKD 82, also with a "Buy" rating [1]

Core Viewpoint - MicroPort Scientific Corporation-B (02252.HK) experienced a significant increase in stock price, rising over 6% in early trading and currently up 4.48%, trading at HKD 21 with a transaction volume of HKD 44.38 million [2] Group 1 - The stock price of MicroPort Scientific Corporation-B rose over 6% in early trading [2] - As of the report, the stock is up 4.48% and is priced at HKD 21 [2] - The trading volume reached HKD 44.38 million [2]

Group 1 - The core viewpoint of the article highlights that MicroPort Robotics (02252) has been included in the newly launched Hong Kong Technology 100 Index, reflecting strong market recognition of the company's technological innovation and growth potential in the biotech sector [1] - As of the latest report, MicroPort Robotics' stock price increased by over 6% in early trading, settling at 21 HKD with a trading volume of 44.38 million HKD [1] - Morgan Stanley's report indicates that as of October 8, 2023, MicroPort Robotics has received over 170 surgical robot orders, an increase from 150 orders at the end of August [1] Group 2 - The report also mentions an upward revision of MicroPort Robotics' installation forecast from 84 units to 105 units for the year, driven by strong overseas growth and the assumption that orders can be converted to sales within a quarter [1] - The anticipated improvement in gross margin by 1 to 1.5 percentage points is attributed to a higher installation base and product mix enhancement [1]