花旗:微创机器人-B去年收入增长胜预期 收费标准化政策属行业里程碑
Zhi Tong Cai Jing·2026-01-22 07:00

Core Viewpoint - MicroPort Scientific Corporation (02252) has issued a strong positive profit forecast for the fiscal year 2025, indicating a revenue growth of 110% to 120%, surpassing Citigroup's expectation of 100% and market expectation of 94% [1] Group 1: Revenue Growth - The key highlight is the revenue exceeding expectations, confirming that the company is in a phase of rapid global business expansion, which is crucial for investors [1] - The momentum is primarily driven by the overseas orders for the "Tumi" robot, which are expected to exceed 100 units in fiscal year 2025, surpassing the previous guidance of 70 to 80 units provided in August [1] Group 2: Market Reaction and Policy Impact - The market reacted positively on January 21 to the newly released "Guidelines for the Establishment of Pricing Projects for Pathological Medical Services (Trial)", leading to a rise in the stock prices of MicroPort and its peers [1] - This policy is viewed as a milestone that reduces the risks associated with commercialization pathways and provides a clear and unified framework for industry growth [1]