小摩：升微创机器人-B(02252)目标价至42港元评级“增持”

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智通财经APP获悉，摩根大通发布研报称，上调微创机器人-B(02252)2026至28年间毛利率假设介乎5至6个百分点，维持微创机器人2026年收入预测14亿元(高于市场共识)，目标价由41港元上调至42港元，评级“增持”，并为医疗科技行业首选股。报告指，微创机器人2026财年指引标志着从“商业化验证”明确转向“盈利释放”，管理层设定清晰的收入、盈利及现金流目标。公司预期今年收入约11亿元人民币(...

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对心脉医疗 予“中性”评级，对微电生理予减持评级。小摩对微创医疗目标价由18.2港元降至18港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"02252":"微创机器人-B","EWH":"香港ETF-iShares MSCI"},"translate_title":"Xiaomo: Upgrading the target price of Minimally Invasive Robot-B (02252) to HK$42 with a rating of \"Overweight\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02252":1.5,"EWH":1.5},"content_text":"智通财经APP获悉，摩根大通发布研报称，上调微创机器人-B(02252)2026至28年间毛利率假设介乎5至6个百分点，维持微创机器人2026年收入预测14亿元(高于市场共识)，目标价由41港元上调至42港元，评级“增持”，并为医疗科技行业首选股。报告指，微创机器人2026财年指引标志着从“商业化验证”明确转向“盈利释放”，管理层设定清晰的收入、盈利及现金流目标。公司预期今年收入约11亿元人民币(下同)，同比近乎翻倍，同时实现净利润收支平衡至盈利，以及正自由现金流，显示进入营运杠杆阶段。该行表示，截至4月初，公司已安装23台图迈手术机器人，并持有86台在手订单。管理层指引上半年安装约103台至113台，全年至少200台，并表明去年下半年的交付瓶颈已解决。海外市场将继续是核心增长引擎，需求遍及欧洲、亚洲(中国除外)及拉丁美洲。另外，该行重申对迈瑞医疗(300760.SZ)及微创医疗(00853)“增持”评级; 对心脉医疗(688016.SH) 予“中性”评级，对微电生理(688351.SH)予减持评级。该行称，微创医疗具多元化平台敝口，料今年纯利部分受非经常项目支持，即使微创机器人收入增长加快; 微创医疗基本面有改善，料盈利质素呈渐进改善。小摩对微创医疗目标价由18.2港元降至18港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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小摩：升微创机器人-B(02252)目标价至42港元 评级“增持”

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小摩：升微创机器人-B(02252)目标价至42港元评级“增持”