港股异动 | 微创医疗(00853)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 02:24

Core Viewpoint - MicroPort Medical's stock rose over 4% following a significant share purchase by JPMorgan, indicating strong investor confidence and potential growth in the company's operations [1] Group 1: Stock Performance - MicroPort Medical (00853) saw its stock increase by 4.53%, reaching HKD 11.3, with a trading volume of HKD 80.5 million [1] Group 2: Shareholder Activity - On November 24, JPMorgan increased its holdings in MicroPort Medical by 89.06 million shares, valued at approximately HKD 930 million [1] - Following this purchase, JPMorgan's total shareholding rose to 276 million shares, increasing its ownership percentage from 9.79% to 14.44% [1] Group 3: Analyst Ratings and Future Outlook - Bank of America 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 contribute 19% of total revenue by 2034 [1] - It is anticipated that the major shareholder, Shanghai United Assets and Equity Exchange, 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]