Group 1 - The stock of MicroPort Robotics-B (02252) increased by over 7%, currently up 7.55% at HKD 28.2, with a trading volume of HKD 225 million [1] - NVIDIA and Eli Lilly announced a joint investment of USD 1 billion to establish an AI drug discovery laboratory, exploring opportunities in clinical development, manufacturing, and commercial operations using AI and robotics [1] - A report from Zhongyou Securities indicates that the surgical robotics industry may enter a commercialization and policy acceleration phase [1] Group 2 - As of December 24, MicroPort Robotics announced that its cumulative orders for surgical robots have exceeded 230 units, with over 160 units for laparoscopic surgical robots [1] - The company's self-developed bronchoscopic surgical robot "Dudao" has received NMPA approval [1] - Zhongyou Securities believes that the company's globalization strategy is rapidly being validated in the market, with continuous improvement in overseas competitiveness [1] Group 3 - In the domestic market, the relaxation of policies regarding laparoscopic robot configurations is expected to allow the company to maintain its advantages, along with optimized charging policies leading to increased industry penetration [1]
微创机器人-B涨超7% 手术机器人行业有望进入商业化和政策加速期