Core Viewpoint - Southbound funds have significantly increased their holdings in MicroPort Medical (00853.HK), indicating strong investor interest and confidence in the company's future prospects [1] Group 1: Southbound Fund Activity - On January 23, southbound funds increased their holdings by 1.6216 million shares of MicroPort Medical [1] - Over the past five trading days, there have been four days of net increases, totaling 7.5492 million shares [1] - In the last 20 trading days, there were 16 days of net increases, amounting to 33.0996 million shares [1] - Currently, southbound funds hold 913 million shares of MicroPort Medical, representing a significant portion of the company's issued ordinary shares [1] Group 2: Company Overview - MicroPort Medical is primarily engaged in the sales, production, research, and development of medical devices [1] - The company operates through eight divisions, including cardiovascular intervention, orthopedic medical devices, cardiac rhythm management, vascular intervention, neurointervention, structural heart disease, surgical robotics, and surgical medical devices [1]

Flash | 22 Jan 2026 21:15:10 ET │ 11 pages MicroPort Scientific (0853.HK) FY25 Profit Alert: Strong Beat CITI'S TAKE MicroPort announced a significant positive profit alert for FY25, guiding for a net profit of at least US$20mn. This represents a strong beat versus our estimate of a US$54mn loss and VA consensus of a US$57mn loss, and marks a dramatic turnaround from the US$268mn loss in FY24. The strong result is driven by a combination of sustained revenue growth (led by the 'going-abroad' business at +70 ...

中伟新材(02579)涨近5%，公司锁定5-6亿湿吨镍矿资源，已于印尼建成四大镍原料产业基地。 英矽智能(03696)涨超5%破顶，NLRP3抑制剂ISM8969获FDA临床试验批件。 港股恒生指数涨0.32%，涨85点，报26715点；恒生科技指数涨0.12%。港股早盘成交1279亿港元。 光伏股普涨，商业航天带动产业链长期需求，机构指太空光伏有望成为行业第二增长曲线。凯盛新能 (01108)涨18%；福莱特玻璃(06865)涨8%；信义光能(00968)涨6%。 钧达股份(02865)一度涨超38%，午盘涨29%。马斯克发言力挺太空光伏，公司战略布局低轨与太空光 伏。 碳酸锂期货触及17.8万元。赣锋锂业(01772)涨超5%，天齐锂业(09696)涨超3%。 晶泰科技(02228)盘中涨3%，赋能莱芒生物取得细胞疗法重大成果，多个实体瘤领域IIT临床将启动。 江南布衣(03306)跌6.98%，拟折让约9%配股，净筹约2.7亿港元。 德昌电机控股(00179)跌超7%，首三财季营业额下跌约400万美元，预计全年同比大致相若。 兆易创新(03986)盈喜后涨超7%，预期25年净利同比增长约46%，AI算力 ...

港股恒生指数涨0.32%，涨85点，报26715点；恒生科技指数涨0.12%。港股早盘成交1279亿港元。 光伏股普涨，商业航天带动产业链长期需求，机构指太空光伏有望成为行业第二增长曲线。凯盛新能 （600876）(01108)涨18%；福莱特（601865）玻璃(06865)涨8%；信义光能(00968)涨6%。 中伟新材（300919）(02579)涨近5%，公司锁定5-6亿湿吨镍矿资源，已于印尼建成四大镍原料产业基 地。 英矽智能(03696)涨超5%破顶，NLRP3抑制剂ISM8969获FDA临床试验批件。 兆易创新（603986）(03986)盈喜后涨超7%，预期25年净利同比增长约46%，AI算力加速发展显著拉动 行业需求。 老铺黄金(06181)涨超6%，26年初终端销售表现优异，机构料年内毛利具进一步修复空间。 微创医疗(00853)涨超3%，预计去年净利润不少于2000万美元，同比扭亏为盈。 钧达股份（002865）(02865)一度涨超38%，午盘涨29%。马斯克发言力挺太空光伏，公司战略布局低轨 与太空光伏。 碳酸锂期货触及17.8万元。赣锋锂业（002460）(01772)涨超5%，天 ...

Core Viewpoint - MicroPort Medical's stock price surged significantly due to positive earnings expectations, with a projected turnaround to profitability in 2025, anticipating a net profit of at least $20 million after a forecasted net loss of approximately $268 million in 2024 [2][3]. Group 1: Financial Performance - The company has experienced a cumulative net loss of nearly $1.6 billion from 2020 to 2024, indicating significant operational pressure [5]. - The anticipated improvement in profitability for 2025 is attributed to four key factors, including strong performance in overseas business, cost optimization leading to a gross margin increase of 2-3 percentage points, and a reduction in operating expenses by approximately 10-11% [6]. Group 2: Business Strategy and Market Position - MicroPort Medical has established itself as a leading international high-end medical device group in China, with a diversified core business cluster covering critical areas such as cardiovascular intervention, neurointervention, orthopedics, cardiac rhythm management, and surgical robotics [5]. - The company has maintained its leading market share domestically while accelerating the market entry of new products and technologies, enhancing its core competitiveness [5]. - The company is leveraging its overseas channels to expand its international business footprint, integrating resources to facilitate rapid market penetration [5]. Group 3: Future Outlook - Analysts suggest that MicroPort Medical's growth momentum may further accelerate due to the vast growth potential in the global medical device market and the ongoing high-quality development of China's medical industry, alongside the deepening process of domestic medical device substitution [6].

（原标题：黄金白银大涨！） 1月23日，A股三大指数集体高开。盘面上，黄金概念、化纤、有色、商业连锁等板块涨幅居前；半导体、家居用品、旅游等板块跌幅居前。 港股方面，恒生指数和恒生科技指数均飘红。微创医疗涨超9%，长飞光纤光缆涨超8%，老铺黄金、泡泡玛特等涨逾6%，阿里巴巴涨超3%，小米 集团涨超2%。 （原标题：贵金属概念股高开，黄金白银大涨！） 贵金属概念股高开 湖南白银涨超8%，四川黄金、中金黄金、山金国际、晓程科技等跟涨。 23日早盘，现货黄金持续拉涨，盘中一度触及4960美元/盎司，截至发稿，小幅回落。现货白银突破98美元/盎司，国内沪银期货主力合约涨幅扩 大至7.79%，报24802元/千克。 当地时间周二，波兰央行表示，该行已批准一项购买多达150吨黄金的计划，这将使该国的黄金储备增加到700吨。 商业航天概念延续强势 巨力索具3连板，中超控股2连板，德恩精工、睿创微纳涨幅居前，飞沃科技、信科移动、金风科技、烽火通信冲高。 券商研报指出，商业航天产业方兴未艾，正迈入需求侧与供给侧双向发力的黄金时代。民营火箭公司发展迅速，产业链处于国家航天向商业航天 的转变阶段。另外，当前低轨卫星主要集中在空间段 ...

Market Performance - The Hang Seng Index (HSI) rose by 44 points or 0.17%, closing at 26,629 points, after initially opening 165 points higher[1] - The Shanghai Composite Index increased by 5 points or 0.1%, closing at 4,122 points, with a total turnover of 1.2 trillion yuan[1] - The S&P 500 Index gained 37 points or 0.6%, closing at 6,913 points, continuing its upward trend[2] Economic Indicators - The annualized GDP growth rate for the US in Q3 was revised to 4.4%, slightly above the initial estimate of 4.3%, marking the strongest growth since Q3 2023[3] - In January, China's narrow passenger car retail market is expected to reach approximately 1.8 million units, a month-on-month decline of 20.4% but a year-on-year increase of 0.3%[3] - The overall consumer price index in Hong Kong rose by 1.4% year-on-year in December, up from 1.2% in November, driven by increased travel and transportation costs[3] Corporate Updates - MicroPort Medical (00853.HK) expects to report a net profit of no less than $20 million for 2025, a turnaround from a net loss of $268 million the previous year, primarily due to revenue growth and cost optimization[4] - Alibaba's subsidiary, Pingtouge, is set to pursue an independent IPO, although Alibaba has not commented on the reports[4]

Core Viewpoint - MicroPort Medical (00853) has experienced a significant stock increase of over 11%, currently trading at HKD 13.63 with a transaction volume of HKD 260 million, following the announcement of expected profitability by the end of 2025, with a net profit forecast of no less than USD 20 million [1] Financial Performance - The company anticipates turning a profit for the fiscal year ending December 31, 2025, primarily due to continuous revenue growth, particularly from overseas operations, which are expected to contribute to a year-on-year revenue increase of approximately 70% [1] - Despite downward pressure on product prices from domestic industry policies, the company expects a gross margin improvement of 2-3 percentage points year-on-year, attributed to the implementation of cost optimization measures [1] Operational Efficiency - The company is focused on enhancing operational efficiency through the continuous deepening of lean management practices, which have led to a year-on-year reduction in operating expenses by approximately 10-11% [1] - The disposal of subsidiaries has also contributed positively to the company's financial performance [1]

Core Viewpoint - MicroPort Medical (00853) is expected to turn a profit by the end of 2025, projecting a net profit of no less than $20 million, driven by continuous revenue growth, particularly from overseas business [1] Group 1: Financial Performance - The company anticipates achieving profitability due to sustained revenue growth, with overseas business contributing approximately 70% year-on-year growth [1] - The gross profit margin is expected to increase by 2-3 percentage points year-on-year, despite downward pressure on product prices from domestic industry policies [1] - The operating expenses are projected to decrease by about 10-11% year-on-year due to ongoing lean management initiatives [1] Group 2: Market Reaction - Following the announcement, MicroPort Medical's stock surged over 11%, with a current increase of 9.39%, trading at HKD 13.63 and a transaction volume of HKD 260 million [1] Group 3: Strategic Initiatives - The company has implemented cost optimization measures that have positively impacted its financial performance [1] - The disposal of subsidiaries has also contributed positively to the group's earnings [1]

Group 1 - The core point of the article highlights that southbound funds have increased their holdings in MicroPort Medical (00853.HK) by 3.5917 million shares on January 22, 2026, marking a positive trend in investment interest [1] - Over the past five trading days, southbound funds have increased their holdings on four occasions, with a total net increase of 10.374 million shares [1] - In the last twenty trading days, there have been fifteen days of net increases in holdings, totaling 31.3323 million shares [1] Group 2 - As of January 22, 2026, southbound funds hold a total of 911 million shares of MicroPort Medical, which represents a significant portion of the company's issued ordinary shares [1] - The daily changes in shareholding for the last five trading days show fluctuations, with the largest increase being 4.4877 million shares on January 19, 2026, and a decrease of 2.0648 million shares on January 20, 2026 [2] - MicroPort Medical is primarily engaged in the sales, production, research, and development of medical devices, operating through eight business segments including cardiovascular intervention, orthopedic medical devices, and surgical robotics [2]