微创医疗早盘涨超4% 小摩增持超9亿港元股份 美银看好手术机器人业务
Zhi Tong Cai Jing·2025-11-28 02:20

Core Viewpoint - MicroPort Medical (00853) saw a significant stock increase of over 4%, closing at HKD 11.3 with a trading volume of HKD 80.5 million, following news of JPMorgan's substantial share acquisition [1] Group 1: Shareholder Activity - JPMorgan increased its stake in MicroPort Medical by acquiring 89.06 million ordinary shares, valued at approximately HKD 930 million [1] - Post-acquisition, JPMorgan's total shareholding rose to 276 million shares, increasing its ownership percentage from 9.79% to 14.44% [1] Group 2: Analyst Ratings and Future Outlook - Bank of America Securities reiterated a "Buy" rating for MicroPort Medical, citing attractive risk-reward dynamics [1] - The company has a diversified portfolio of high-value consumables, with the surgical robotics segment expected to be a key growth driver, projected to contribute 19% of total revenue by 2034 [1] - It is anticipated that MicroPort Medical's major shareholder, Shanghai United Imaging Healthcare, may provide financial and operational support, while the company is addressing liquidity concerns and aims to achieve profitability by the first half of 2026 through cost control and divesting non-core assets [1]