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興業證券:手術機器人引領臨牀新變革 商業化大潮蓄勢待發
格隆匯 04-09 09:03
興業證券研報表示,由於手術機器人頗具潛力的全球市場空間,與高客户粘性、可持續性的“設備+耗材/服務”商業模式,直覺外科憑藉其引領市場的創新產品、格局穩固的市場佔有率與增長穩健的業績表現,在美股市場享有較高的估值水平。建議關注具備產品競爭力與持續創新力的國產手術機器人領先企業,如微創機器人、天智航等;或已佈局手術機器人業務的創新醫療器械企業,如康基醫療、三友醫療等,手術機器人有望強化其傳統業務的競爭優勢。
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