Public companies increase investment in the surgical robot sector

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Recently, the first domestically developed robotic cardiac electrophysiology interventional surgery, an original heart electro-physiology intervention robotic system, completed Chongqing’s first robot-assisted continuous atrial fibrillation catheter ablation surgery at Renmin Hospital of Liangjiang New Area, Chongqing (Liangjiang Hospital affiliated with Chongqing Medical University).

Guo Tao, deputy director of the China E-commerce Expert Service Center, said in an interview with reporters from The Securities Daily that the domestically developed robot can perform this kind of surgery, marking that China’s cardiac electrophysiology interventional field is moving into an era of precision and intelligence, which will help enhance China’s competitiveness in global medical technology.

A report by Frost & Sullivan shows that China’s overall surgical robot market size is expected to reach 22.45 billion yuan and 70.85 billion yuan in 2026 and 2030, respectively, with a compound annual growth rate of 33.3% from 2026 to 2030.

Yuan Shuai, deputy secretary-general of the Zhongguancun Internet of Things Industry Alliance, said that the future development prospects for surgical robots are very broad. Its key highlights are mainly reflected in multiple aspects such as technological iteration and ecosystem building.

Specifically, in terms of technological iteration, as technologies such as artificial intelligence, 5G communications, and virtual reality continue to converge, surgical robots will develop toward intelligent, precise, and minimally invasive directions. By using AI algorithms to analyze surgical data in real time, they will automatically adjust the surgical path. In terms of ecosystem building, surgical robots are no longer just a single surgical tool; instead, they will be deeply integrated with hospitals’ information systems, patients’ rehabilitation management, and medical data analysis applications, forming a complete healthcare service chain covering preoperative assessment, intraoperative operation, and postoperative rehabilitation.

“Going forward, surgical robots will develop toward specialization, intelligence, miniaturization, and downscaling, and application areas will expand from endoscopy and orthopedics to broader fields such as general surgery, neurology, and pediatrics.” Gao Chengyuan, Chairman and CEO of Zhimu Consulting, said. As technology development costs decrease and reimbursement coverage continues to expand, the surgical robot industry will fully transition from the ‘introduction phase’ to a period of large-scale growth.

Against this backdrop, listed companies across the industrial chain are actively laying out plans.

“An associated company that our company incubates and invests in—Chunfeng Huayu (Suzhou) Smart Medical Technology Co., Ltd.—its spinal surgical robot and related intelligent products, have recently passed the Innovation Medical Device Special Review Procedure through the National Medical Products Administration’s Center for Medical Device Technical Review, and have been named the Spinal Surgery Navigation Positioning System.” Representatives of Shanghai Sanyou Medical Devices Co., Ltd. said that currently, the technical capabilities of this surgical robot are fully able to support fourth-level surgeries, such as correction of spinal deformities.

“During the early stage of entering the surgical robot track, the company prioritized building its underlying capabilities. In fields such as endoscopy, energy platforms, and surgical instruments, it developed successful commercial products and accumulated a solid technical foundation.” Shenzhen Mindray Bio-Medical Electronics Co., Ltd. stated that the company will integrate its technological accumulation. With advantages in vertically integrated industrial chains and systematic capabilities, it will launch surgical robot products that work in synergy with existing intelligent and digital business lines, continuously expand the application of high-end surgical scenarios, and help domestic surgical robots achieve technological breakthroughs and large-scale development.

In Gao Chengyuan’s view, the industrial chain for surgical robots needs to build an ‘entire system + consumables + services’ ecosystem closed loop. Upstream companies should focus on high-value consumables, such as pressure-sensing ablation catheters and three-dimensional mapping systems; midstream system manufacturers need to accelerate platform-based layouts across multiple departments to reduce risks from a single entry point, while also building an algorithmic moat through clinical data accumulation; downstream companies should explore business models such as equipment deployment, and link with leading hospitals to form a demonstration effect.

（Source: The Securities Daily）

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