Surgery Siasun Robot&Automation Co.Ltd(300024) can effectively solve the clinical needs. The industry is in the early stage, and the future growth space will reach tens of billions. In terms of clinical needs, surgery Siasun Robot&Automation Co.Ltd(300024) is a medical device integrating many disciplines and applied to most clinical operations. It has the advantages of minimally invasive operation, high flexibility, three-dimensional high-definition imaging, shock filtering, short learning cycle, radiation reduction and so on. With the wide application of surgery Siasun Robot&Automation Co.Ltd(300024) , we believe that the industry operation standards will be replaced and the surgical operation will be redefined in the future. In terms of health economics, the application of surgery Siasun Robot&Automation Co.Ltd(300024) can reduce the number of medical staff. Without a significant increase or even decrease in the overall cost of surgery, it can reduce the difficulty of surgery, reduce trauma and improve the quality of surgery. In terms of industry development stage, industry leading companies such as intuitive surgery (the company’s share price has increased 182 times since its listing in 2000), Medtronic, Stryker and minimally invasive Siasun Robot&Automation Co.Ltd(300024) have been born in the industry, forming a business model dominated by consumables and service fee income and supplemented by system income. At present, the industry in China is still in its primary stage. In terms of market space, according to Frost & Sullivan data, the global market scale in 2020 is about US $8.3 billion, accounting for 76.5% in the US and Europe, and only 5.1% in China. There is much room for penetration improvement. It is estimated that the global surgical Siasun Robot&Automation Co.Ltd(300024) market will increase to US $33.6 billion by 2026. The market base of Chinese surgery Siasun Robot&Automation Co.Ltd(300024) in 2020 is US $400 million, which is expected to reach US $3.8 billion by 2026, about 24.2 billion yuan, with an annual compound growth rate of 44.3%.
Policy orientation + medical insurance support + product strength improvement + 5g remote innovation technology to promote the prosperity of the industry. Since 2015, the state has strongly supported the development of Innovation Medical Management Co.Ltd(002173) devices, and medical Siasun Robot&Automation Co.Ltd(300024) and other high-performance diagnosis and treatment equipment have been included in the key support direction. In view of the high cost of surgery Siasun Robot&Automation Co.Ltd(300024) , Beijing, Shanghai and other places have successively introduced the inclusion of surgery Siasun Robot&Automation Co.Ltd(300024) into medical insurance, greatly reducing the application threshold of surgery Siasun Robot&Automation Co.Ltd(300024) . We believe that such local policies may be popularized in other regions in the future. By the end of 2021, the State Food and Drug Administration had approved three Innovation Medical Management Co.Ltd(002173) instruments related to domestic surgical Siasun Robot&Automation Co.Ltd(300024) . Chinese enterprises have made great progress in product strength and innovative technology. We firmly believe that with more and more innovative products approved for listing, the surgical Siasun Robot&Automation Co.Ltd(300024) industry will usher in prosperous development.
Endoscopy and orthopaedic surgery Siasun Robot&Automation Co.Ltd(300024) lead the market, and surgery Siasun Robot&Automation Co.Ltd(300024) in other fields bloom. Globally, endoscopy and orthopaedic surgery Siasun Robot&Automation Co.Ltd(300024) dominate. It is estimated that by 2026, the market share of endoscopy and orthopaedic surgery Siasun Robot&Automation Co.Ltd(300024) will reach US $18.01 billion and US $4.69 billion. Take Da Vinci’s abdominal surgery Siasun Robot&Automation Co.Ltd(300024) as an example. At present, 5989 units are installed worldwide, with an annual revenue of US $4.36 billion and a net profit of US $1.06 billion after deduction. We believe that endoscopy and orthopedics will still be the main application and investment fields of surgery Siasun Robot&Automation Co.Ltd(300024) in China for a long time in the future. Other fields, such as pan vascular surgery Siasun Robot&Automation Co.Ltd(300024) , transluminal surgery Siasun Robot&Automation Co.Ltd(300024) and percutaneous puncture surgery Siasun Robot&Automation Co.Ltd(300024) have the layout of relevant listed companies. It is recommended to actively pay attention to the progress of product registration and approved listing in the industry.
Benefit target: surgery Siasun Robot&Automation Co.Ltd(300024) has attracted extensive attention in the market because of its many advantages, effectively solving clinical needs and broad growth space. In 2021, two heavy surgical Siasun Robot&Automation Co.Ltd(300024) related Innovation Medical Management Co.Ltd(002173) instruments were approved for listing, marking the first year of China’s surgical Siasun Robot&Automation Co.Ltd(300024) industry and China’s entry into the era of surgery Siasun Robot&Automation Co.Ltd(300024) . With the strong support of Chinese policies, medical insurance coverage, innovation and registration of domestic brand products, the penetration rate of surgery Siasun Robot&Automation Co.Ltd(300024) will increase rapidly. We believe that the industry will enter a period of rapid growth within five years, and the potential market scale in China will reach tens of billions. It is recommended to actively track surgical Siasun Robot&Automation Co.Ltd(300024) companies with product innovation ability, rich R & D pipelines and channel advantages. Beneficiaries: minimally invasive Siasun Robot&Automation Co.Ltd(300024) , Tinavi Medical Technologies Co.Ltd(688277) , Kunbo medical, runmaide medical.
Risk tip: the industry policy approval is tightened, the product promotion is less than expected, and the growth of surgical business caused by the epidemic is less than expected.
