On June 15, MicroPort Robot-B fell 5.15% in regular trading, trading at 23.24 HKD/share, with turnover of approximately 91.83 million HKD, extending its recent pullback trend.
On the news front, competitor Intuitive Surgical's next-generation Da Vinci 5 system added 232 new installations in Q1, doubling year-over-year, with hardware precision and AI-assisted capabilities reportedly 2-3 generations ahead of current mainstream competitors, posing significant competitive pressure on domestic surgical robot makers. Additionally, ongoing selling pressure following a prior share placement and broader weakness in the medical device sector weighed on sentiment. Within the Health Care Equipment sector, MICROPORT fell 1.61%, AK MEDICAL fell 2.59%, while EDGE MEDICAL-B rose 1.77% and LIFETECH SCI gained 0.63%.
Separately, a brokerage maintained a Buy rating on MicroPort Robot-B, citing its flagship Toumai laparoscopic robot securing over 100 overseas orders in 2025 with overseas revenue growing more than 5x year-over-year, though the competitive landscape remains challenging as global surgical robotics shifts toward platform-ecosystem competition.
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