Hong Kong Stock Concept Tracking | Siasun Robot & Automation Surgical Price Approval and Implementation. Institutions are paying attention to the commercialization progress of domestic surgical Siasun Robot & Automation (including concept stocks).

Recently, the National Healthcare Security Administration officially issued the "Guidelines for the Approval of Pricing Projects for Surgical and Therapeutic Assistive Medical Services (Trial)" (hereinafter referred to as the "Approval Guidelines"). This focuses on innovative medical technologies such as 3D printing, tracking-enhanced imaging, energy instruments, intraoperative imaging guidance, robotic arms, and remote surgery, and establishes unified pricing for 37 pricing projects, 5 additional charges, and 1 expansion item. The domestic surgical Siasun Robot & Automation industry started late, and the market has been dominated by foreign brands for a long time. With the release of the "Approval Guidelines," the continuation of the policy dividend of "large-scale equipment updates," and the highlighted cost-effectiveness of domestic equipment, it is believed that the penetration rate of the surgical Siasun Robot & Automation industry will accelerate. The educational effectiveness of domestic equipment in second and third-tier hospitals and grassroots markets is significant, and the certainty of domestic substitutes is strong. Taking laparoscopic surgery Siasun Robot & Automation as an example, with the release of the domestic leading enterprise's production capacity and the validation of clinical data, the monopoly of Da Vinci is gradually being reshaped. According to RoboticTech statistics, by 2025, in terms of the bidding volume for laparoscopic surgery Siasun Robot & Automation, domestic brands have surpassed imported brands for the first time, Da Vinci's market share has been further squeezed, and the bidding volume of domestic brands such as MicroPort, Sifang, Sizherui, and Shurui continues to rise, shifting the market from a "monopoly" to a "multi-strong competition" pattern. CICC's research report believes that the overall significance is positive, representing a new era of "standardized development" for China's surgical Siasun Robot & Automation industry. With a price system that can be relied on, it may help further increase the penetration rate of surgical Siasun Robot & Automation products in clinical applications. CITIC SEC's research report states that the National Healthcare Security Administration's new policies to establish pricing guidelines for surgical Siasun Robot & Automation and related surgical consumables services are expected to accelerate the promotion and popularization of surgical Siasun Robot & Automation in China. At the same time, the National Healthcare Security Administration has stated that the approval guidelines will continue to expand in the future, benefiting the overall industry of Innovative Medical Management instruments. CITIC SEC strongly recommends that investors pay attention to investment opportunities in the medical industry chain and comprehensively review two investment themes: 1. Focus on the surgical Siasun Robot & Automation industry and its upstream and downstream industry chain; 2. Recommend focusing on high-value consumables industries in minimally invasive surgery, orthopedics, gastroenterology, cardiology, and neurology. Hong Kong stocks related to the Innovative Medical Management instruments industry chain: EDGE MEDICAL-B (02675): Edge Medical is a leading domestic advanced surgical Siasun Robot & Automation company in the medical device industry, focusing on the design, development, and manufacturing of surgical Siasun Robot & Automation. According to Frost & Sullivan data, Edge Medical is the first company in China and the second globally to simultaneously obtain registration approvals for multi-port laparoscopic surgery Siasun Robot & Automation, single-port laparoscopic surgery Siasun Robot & Automation, and natural orifice surgery Siasun Robot & Automation. MEDBOT-B (02252): On December 24th, MicroPort Surgical announced that the company's comprehensive orders for surgical Siasun Robot & Automation products have exceeded 230 units, with over 160 global commercial orders for laparoscopic surgery Siasun Robot & Automation. The self-developed bronchoscope surgery Siasun Robot & Automation "Dudu" has obtained NMPA approval. Zhongtong Securities believes that the company's global strategy is being rapidly validated by the market, with continuously improving overseas competitiveness. In the domestic market, with the relaxed policies on laparoscopic surgery Siasun Robot & Automation configurations, the company is expected to maintain its advantages in the surplus, and with optimized fee policies, the market penetration rate is expected to continue to rise. KANGJI MEDICAL (09997): KANGJI MEDICAL is a leading domestic minimally invasive surgical instrument and consumables company, with scale and first-mover advantages. In order to accelerate the expansion of product layout and provide a more complete solution for minimally invasive surgery, the company strategically invested in Weijing Medical. As of 2024, the company holds a 41.99% stake in Weijing Medical. In April 2025, Weijing's laparoscopic surgery Siasun Robot & Automation was listed. With the popularization of domestic surgical Siasun Robot & Automation, surgical Siasun Robot & Automation consumables are expected to increase, and the company is expected to usher in a second growth curve.