HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

Shenzhen Edge Medical / Equity Capital Markets

<ul>
<li>MP1000 has strong technical strength, setting it apart from Toumai. SP1000’s advantages are more obvious and the competitive landscape is also better than multi-port surgical robots, indicating corner overtaking opportunity.</li>
<li>With favorable policy support, <a href="https://www.smartkarma.com/entities/shenzhen-edge-medical-co-ltd" target="_blank" data-smartkarma-citation="entities:35912:1" rel="noopener">Shenzhen Edge Medical (SEM HK)</a> is embracing a golden opportunity. But the commercialization outlook of surgical robots in China is actually not optimistic.</li>
<li>As a later-comer in surgical robots industry, without the synergy from parent company, Edge’s future sales performance could be even weaker. So, its valuation should be lower than Medbot.</li>
</ul>


MP1000 has strong technical strength, setting it apart from Toumai. SP1000’s advantages are more obvious and the competitive landscape is also better than multi-port surgical robots, indicating corner overtaking opportunity.
With favorable policy support, Shenzhen Edge Medical (SEM HK) is embracing a golden opportunity. But the commercialization outlook of surgical robots in China is actually not optimistic.
As a later-comer in surgical robots industry, without the synergy from parent company, Edge’s future sales performance could be even weaker. So, its valuation should be lower than Medbot.


Pre-IPO Shenzhen Edge Medical - The Surgical Robot Business in China Is Proving Harder than Expected

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Pre-IPO Shenzhen Edge Medical - The Surgical Robot Business in China Is Proving Harder than Expected

Surgical robots is always a hot field, but even with favorable policy, it’s difficult to make profits in China. Edge's commercialization outlook is...

Xinyao (Criss) Wang