《大行報告》摩通首予微創機器人-B(02252.HK)「增持」評級 目標價60元
摩根大通發表研究報告,首予微創機器人-B(02252.HK)「增持」評級,目標價60元。該行預計,在未來十年內對機器人輔助微創手術的需求將大幅增加,微創機器人是內地手術機器人市場的領先者,擁有全面的產品組合和市場領先的旗艦產品,上市以來股價表現得好。
該行引述市場調研指,內地機器人輔助微創手術市場年均幅合增長料達44.3%,由2020年的4.253億美元擴至2026年的38億美元,跑贏全球26.2%的複合增長率。報告估計,微創機器人明年將錄得8,700萬元人民幣收入,2025年料將錄得31億元人民幣收入。
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