MEDBOT-B (02252) rose more than 7%, with a gain of 7.55% to HK$28.2 at the time of writing, and a turnover of HK$225 million. On the news front, NVIDIA and Eli Lilly recently announced a joint investment of $1 billion to establish an AI drug discovery laboratory. Beyond drug discovery, the two parties plan to explore opportunities for applying artificial intelligence in clinical development, manufacturing, and commercial operations, including the use of physical AI and robotics in factories. Recently, Elon Musk mentioned that within three years, robots will surpass humans in surgical skills. A research report from China Post Securities points out that the surgical robot industry may be entering a period of accelerated commercialization and policy support. On December 24th, MEDBOT announced that preliminary statistics show the cumulative comprehensive orders for its surgical robot products have exceeded 230 units, with global commercial orders for its endoscopic surgical robot surpassing 160 units. Additionally, its self-developed bronchoscopic surgical robot, "Dudao," has received approval from the NMPA. China Post Securities believes that the company's globalisation strategy is rapidly gaining market validation, with its overseas competitiveness continuously improving. Domestically, as policies for the allocation permits for endoscopic robots become more relaxed, the company is expected to maintain its advantage in the remaining market share. Furthermore, with the optimisation of reimbursement policies, industry penetration rates are anticipated to continue rising.
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