手术机器人
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特斯拉CEO马斯克在一次长达三小时到访谈中再爆惊人之语
Di Yi Cai Jing· 2026-01-11 04:04
马斯克预测通用人工智能将在2026年到来,并称机器人将在4至5年内全面超越人类外科医生,引发医疗行业震动。 近日,科技富豪、特斯拉CEO马斯克在一次长达三小时到访谈中再爆惊人之语。他的一段话直指外科医生的"饭碗"。马斯克称,通用人工智能(AGI)在 2026年就将到来,3年内,机器人在手术技能上将超越人类;4年后,将达到"完胜任何人类医生"的水平。 马斯克正专注于研发人形机器人擎天柱(Optimus)。他认为,技术已经进化到一个奇点。在通用人工智能的引领下,擎天柱人形机器人对医生的冲击是 巨大的,外科医生可能要彻底失业了。 "4年后,机器人将超越任何人类外科医生,5年后它将完全碾压人类外科医生,包括顶级外科医生。每个人都将获得比现任总统现在所享受的医疗服务还 要好,学医将毫无意义。"马斯克在访谈中放出豪言。 但在专业医生看来,要在5年之内实现"机器人自己看片子、拿起手术刀切除肿瘤,全程无须人类医生插手"的愿景根本不可能,至少还要经历几代人的努 力。 也有投资人表示,"马斯克式的时间表"习惯将目标设定在物理极限的边缘,用激进的承诺来倒逼技术进步,同时吸引资本和顶级人才的关注。 午休时间就能干一台脑部手术? 这番 ...
每周股票复盘:金达莱(688057)拟投2.8亿布局医疗科技
Sou Hu Cai Jing· 2026-01-10 20:15
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 公司公告汇总:金达莱拟以28,000万元投资济慈医疗,持股34.00% 公司公告汇总:公司向中科鸿泰增资,布局血管介入手术机器人领域 公司公告汇总 江西金达莱环保股份有限公司就向济慈医疗和中科鸿泰增资事项回复上海证券交易所问询函。公司拟以 28,000万元投资济慈医疗,持股34.00%,标的公司专注于自体细胞技术研发,具备多项发明专利,核心 团队由胡敏教授领衔。另一投资为向中科鸿泰增资,布局血管介入手术机器人领域,产品已进入国家创 新医疗器械特别审查程序。公告披露了投资目的、估值依据、协同效应及风险管控措施。 截至2026年1月9日收盘,金达莱(688057)报收于12.65元,较上周的12.22元上涨3.52%。本周,金达 莱1月9日盘中最高价报12.71元。1月5日盘中最低价报12.23元。金达莱当前最新总市值34.91亿元,在环 境治理板块市值排名70/106,在两市A股市值排名4329/5182。 本周关注点 ...
市值超220亿,深圳跑出一个手术机器人IPO
3 6 Ke· 2026-01-08 13:07
Core Viewpoint - Shenzhen Precision Medical Technology Co., Ltd. (referred to as Precision Medical) successfully listed on the Hong Kong Stock Exchange on January 8, with an opening increase of 36.45%, reaching HKD 59.00 per share, and a market capitalization of HKD 22.876 billion [1][4]. Company Overview - Precision Medical's IPO was priced at HKD 43.24 per share, with a total issuance of 27.7222 million shares, raising a net amount of HKD 1.117 billion [4]. - The company has received approval for three surgical robot products, including the MP1000 and SP1000, which are already in clinical use across various surgical fields [5][6]. Investment and Market Position - The investor lineup for Precision Medical includes prominent firms such as Sequoia China, Temasek, and UBS AM Singapore, with total subscriptions amounting to USD 75 million [5]. - The company has completed over 12,000 robot-assisted surgeries using the MP1000 and over 2,000 using the SP1000 prior to the IPO [8]. Industry Context - The surgical robot market in China is projected to grow from RMB 2.714 billion in 2019 to RMB 7.184 billion by 2024, with a compound annual growth rate (CAGR) of 21.5% [11]. - The market is competitive, with major players like Intuitive Surgical's da Vinci system holding over 60% of the high-end market share, while domestic companies like MicroPort and Tianzhihang are also emerging [11]. Financial Performance - Precision Medical reported revenues of RMB 48.042 million, RMB 160 million, and RMB 149 million for 2023, 2024, and the first half of 2025, respectively, with corresponding losses of RMB 213 million, RMB 219 million, and RMB 89.087 million [12]. - The company has maintained high R&D expenditures, amounting to RMB 171 million, RMB 226 million, and RMB 97 million during the same periods, which supports product innovation but increases short-term profitability pressure [12].
“85后”博士夫妻,收获一个手术机器人IPO!
Zheng Quan Shi Bao Wang· 2026-01-08 10:53
Core Insights - The article highlights the emergence of Shenzhen-based Jingfeng Medical as a key player in the global surgical robot market, leveraging over 600 patents to reshape the competitive landscape dominated by foreign brands [1][2]. Company Overview - Jingfeng Medical, established in 2017, focuses on the design, research, and manufacturing of surgical robots, with a product matrix that includes multi-port and single-port laparoscopic surgical robots, as well as natural orifice surgical robots [2]. - The company is the first in China and the second globally to obtain regulatory approval for all three types of surgical robots, positioning its technology among the world's top tier [2]. Market Trends - The penetration rate of robotic-assisted laparoscopic surgery in China is currently low at 0.7% in 2024, with expectations to rise to 3.0% by 2033, compared to 21.9% in the U.S. in 2024, indicating significant growth potential for domestic companies like Jingfeng Medical [3]. Commercialization and Financial Performance - Jingfeng Medical began commercializing its multi-port laparoscopic surgical robot in December 2022, achieving a leading position in the domestic market with 20 units sold in 2024 [4]. - The company reported revenues of 48.04 million yuan in 2023, projected to increase to 160 million yuan in 2024, with a 400% year-on-year growth in the first half of 2025 [4][5]. - The revenue structure shows that 92.9% comes from surgical robot sales, with significant contributions from overseas markets, indicating successful global expansion [5]. Investment and Funding - Jingfeng Medical has raised over 2 billion yuan through six rounds of financing, attracting investments from notable institutions such as Sequoia China and Temasek [6]. - The recent IPO attracted a strong base of cornerstone investors, reflecting high market confidence in the company's technological capabilities and growth potential [6]. Competitive Landscape - The company has established a formidable competitive barrier with its complete product matrix of multi-port, single-port, and natural orifice surgical robots, being the only company in China and one of two globally to have all these products approved [8]. - The potential for high returns is emphasized, with expectations of continued growth driven by increased penetration of robotic-assisted surgeries and expansion into international markets [8].
国产手术机器人龙头精锋医疗正式登陆港交所!市值破200亿
机器人圈· 2026-01-08 10:13
Core Viewpoint - Shenzhen Precision Medical Technology Co., Ltd. (referred to as "Precision Medical") is the first company in China and the second globally to commercialize both multi-port and single-port surgical robots, officially listing on the Hong Kong Stock Exchange on January 8, 2026 [1] Group 1: IPO and Financial Performance - Precision Medical issued a total of 27,722,200 H-shares in its IPO, with a subscription rate of 1,091.94 times for the Hong Kong public offering and 25.18 times for the international offering [3] - The company raised approximately HKD 1.199 billion at an issue price of HKD 43.24 per share, with an opening price of HKD 59, resulting in a market capitalization exceeding HKD 22.8 billion [3] - In the first half of 2025, Precision Medical achieved revenue of approximately RMB 149 million, representing a nearly 400% year-on-year growth, with a gross margin of about 62.8% [3] Group 2: Future Plans and Innovations - Precision Medical aims to leverage its IPO as a new starting point to increase investment in cutting-edge technologies, complex surgical procedures, and remote surgery, while steadily advancing capacity building and global market expansion [3] - The company is committed to providing safer, more efficient, and affordable minimally invasive surgical solutions, contributing to the high-quality development of China's high-end medical equipment industry [4] Group 3: Company Background and Technology - Founded in May 2017, Precision Medical is a strategic investment enterprise of the National Social Security Fund and a key player in the field of domestically developed surgical robots in China [6] - The company has developed a comprehensive product portfolio, including multi-port and single-port surgical robots, bronchoscopic surgical robots, and traditional minimally invasive surgical instruments, supported by a robust R&D team and a strong intellectual property foundation with 734 patents [6] - Precision Medical has established a "three-in-one" surgical solution combining multi-port, single-port, and remote systems, promoting advancements in surgical techniques and sharing high-quality medical resources globally [6]
港股异动丨国产手术机器人龙头精锋医疗首日上市大涨超38%
Ge Long Hui· 2026-01-08 02:25
Core Viewpoint - The debut of Precision Medical-B (2675.HK) on the Hong Kong Stock Exchange was highly successful, with shares initially rising over 38% to reach HKD 60, resulting in a market capitalization of HKD 23.2 billion [1] Group 1: IPO Performance - Precision Medical's IPO price was set at HKD 43.24 per share, raising a net amount of HKD 1.117 billion [2] - The public offering was oversubscribed by 1,091.94 times, while the international offering saw a 25.18 times subscription [1] Group 2: Company Overview - Precision Medical is a leading company in the surgical robotics sector, focusing on the design, development, and manufacturing of surgical robots [1] - The company has three products at different stages of research and development, including multi-port laparoscopic surgical robots, single-port laparoscopic surgical robots, and natural orifice surgical robots for non-invasive procedures [1] Group 3: Investor Confidence - The cornerstone investors for Precision Medical's IPO include prestigious institutions such as the Abu Dhabi Investment Authority, UBS Asset Management, Obor Capital, and Tencent, collectively contributing USD 75 million [1]
精锋医疗-B首挂上市 早盘高开36.45% 公司聚焦腔镜手术机器人赛道
Zhi Tong Cai Jing· 2026-01-08 01:32
精锋医疗-B(02675)首挂上市,公告显示,每股定价43.24港元,共发行2772.22万股股份,每手100股, 所得款项净额11.17亿港元。截至发稿,涨36.45%,报59港元,成交额1.88亿港元。 方正证券认为,精锋医疗全球招股引入多元、全球化重磅基石投资人参与认购,再度掀起腔镜机器人赛 道资本关注热度。我国腔镜手术机器人行业目前手术渗透率仍不足1%、远低于美国的21.9%,市场超 40%份额也仍由达芬奇主导,国产化率提升空间仍较广阔,在国家政策端的持续支持、配置证加速放开 环境下,资本市场对该赛道的关注热度持续高涨。 公开资料显示,精锋医疗是国内医疗器械行业的先进手术机器人公司,专注于手术机器人的设计、开发 及制造。根据弗若斯特沙利文的资料,精锋医疗是中国首家、全球第二家同时取得多孔腔镜手术机器 人、单孔腔镜手术机器人及自然腔道手术机器人注册审批的企业。财务方面,2023年、2024年以及2025 年上半年,公司收入分别为4804万元、1.6亿元和1.5亿元;年内亏损分别约为2.13亿元、2.19亿元、和 8908.7万元。 ...
新股暗盘|“AI六小虎”之一的智谱暗盘收涨6.02% 精锋医疗涨近40% 天数智芯涨超37%
Ge Long Hui· 2026-01-07 12:37
Group 1: Company Highlights - Three new stocks are set to be listed in Hong Kong on January 8, with all showing gains in the dark trading session prior to listing [1][2][3] - AI model developer Zhihui (2513.HK) closed at HKD 123.2, up 6.02% from the IPO price of HKD 116.2, indicating a profit of HKD 700 per lot of 100 shares [1] - Zhihui ranks first among independent general model developers in China and second among all general model developers, with a market share of 6.6% according to Frost & Sullivan [1] - Surgical robot company Jingfeng Medical-B (2675.HK) closed at HKD 60.15, a 39.11% increase from the IPO price of HKD 43.24, yielding a profit of HKD 1,691 per lot [2] - Jingfeng Medical focuses on designing, developing, and manufacturing surgical robots, with products in various stages of research and development [2] - General GPU chip and AI computing solution provider Tianshu Zhixin (9903.HK) closed at HKD 198.2, up 37.07% from the IPO price of HKD 144.6, resulting in a profit of HKD 5,360 per lot [2] - Tianshu Zhixin offers a range of general GPU products and AI computing solutions, targeting various industries including cloud computing and AI model development [2] Group 2: Market Performance - Zhihui's trading volume reached 3.5958 million shares, with a total market capitalization of HKD 54.236 billion [1] - Jingfeng Medical's trading volume was 1.7203 million shares, with a total market capitalization of HKD 23.321 billion [3] - Tianshu Zhixin's trading volume was 0.9513 million shares, with a total market capitalization of HKD 50.406 billion [3]
暗盘异动丨精锋医疗-B(2675.HK)暗盘大涨57%,一手赚2466港元
Ge Long Hui· 2026-01-07 09:26
精锋医疗是医疗器械行业的先进手术机器人公司,致力于设计、开发及制造手术机器人。公司拥有三款 涵盖处于不同研发阶段的不同型号的产品及在研产品,以把握手术机器人的市场潜力,包括用于微创手 术的多孔腔镜手术机器人及单孔腔镜手术机器人以及用于无创手术的自然腔道手术机器人。 作为国内第三家上市的手术机器人企业,精锋医疗此次募资的基石投资者阵容十分豪华,囊括了阿布扎 比投资局、瑞银资产管理、奥博资本、腾讯等十余家全球顶级投资机构,以合计7500万美元的认购金 额,为这家手术机器人公司的价值前景投下了重量级信任票。 国产手术机器人龙头精锋医疗-B(2675.HK)明日在港挂牌上市,在今日富途的暗盘交易中,一度涨57% 至67.9港元;每手100股,不计手续费,一手赚2466港元。 本次IPO,精锋医疗全球发售2772.22万股,每股定价43.24港元。 ...
港股精锋医疗暗盘涨超45%
Xin Lang Cai Jing· 2026-01-07 08:26
港股精锋医疗暗盘涨超45%,报63港元。精锋医疗成立于2017年,是医疗机械行业先进的手术机器人企 业。 ...