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港股异动 | 微创机器人-B(02252)再涨超10% 机器人行业再迎热度 公司商业化进程稳健推进
智通财经网·2025-09-03 02:39

Group 1 - The core viewpoint of the article highlights the significant growth of MicroPort Robotics-B (02252), with a stock price increase of over 10% and a current trading price of 27.28 HKD, driven by strong revenue growth and reduced net losses [1] - Citigroup's report indicates that MicroPort Robotics achieved a revenue of 176 million HKD in the first half of the year, representing a year-on-year increase of 77%, while net losses narrowed by 59% [1] - The management maintains a full-year revenue growth guidance of 85% year-on-year, primarily driven by the sale of 40 to 50 "TUMAI" devices in overseas markets, alongside a recovery in domestic equipment sales and accelerated consumable sales [1] Group 2 - Overseas sales are expected to contribute 55% of total revenue, an increase from the previous guidance of 50% provided in April [1] - The management anticipates that net losses for the fiscal year 2025 will narrow by over 40% year-on-year due to revenue growth and effective cost control [1] - The robotics industry is experiencing new catalysts, with Elon Musk stating that approximately 80% of Tesla's future enterprise value will depend on the development of its Optimus robot project, which is expected to achieve large-scale application in the coming years [1]