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西南证券:微创机器人-B(02252)全球商业化订单加速突破 五大赛道协同发力
智通财经网· 2025-12-29 09:00
Core Insights - The company has achieved significant milestones in its robotic surgery product line, with a total of over 230 surgical robot orders, including more than 160 global commercial orders for its endoscopic surgical robot [1][2] - The company’s self-developed bronchoscopic surgical robot "Dudao" has received NMPA approval, further expanding its product offerings [1][3] Group 1: Order Growth and Market Presence - The company’s self-developed endoscopic robot "Tumi" has surpassed 160 global commercial orders, with approximately 120 new orders expected in 2025, indicating strong growth momentum [2] - In the domestic market, over 90% of the hospitals using Tumi are top-tier hospitals, with 23% being among the top 100 hospitals, reflecting a high level of market recognition [2] - The company is expanding its overseas presence, leveraging its established marketing network to penetrate over 40 countries across Asia, Europe, Africa, Oceania, and South America, with installations in 15 countries marking a significant milestone for domestic endoscopic surgical robots [2] Group 2: Product Line and Regulatory Approvals - The company has completed its portfolio of surgical robots, now offering five types: endoscopic (Tumi), orthopedic (Honghu), vascular (R-ONE), percutaneous (Mona Lisa), and bronchoscopic (Dudao), all of which have received NMPA approval [3] - Tumi, along with other products, has successfully obtained overseas registration certificates, accelerating the company’s international expansion [3] Group 3: Revenue Forecast - Revenue projections for the company are estimated to reach 500 million, 1.2 billion, and 1.8 billion yuan for the years 2025, 2026, and 2027 respectively, indicating a phase of rapid growth and impending volume increase [4]
X @Ansem
Ansem 🧸💸· 2025-12-09 03:16
RT Roman Helmet Guy (@romanhelmetguy)It’s obviously a funny quote, but I kind of get where Da Vinci was coming from. He was brilliant enough to master like 10 different disciplines. If you’re THAT capable, maybe you look at an impact like the one Da Vinci had during his life and find it to be a failure. I mean, today we remember Da Vinci primarily because of (1) the Mona Lisa and (2) the inventions in his notebooks, but you have to remember that his notebooks weren’t published until after his death, and the ...
X @Andrew Tate
Andrew Tate· 2025-09-17 14:03
Seen a lot of paintings.In my expert opinion the Mona Lisa is shit.Sorry.Crap. ...