Guotai Haitong: Siasun Robot & Automation rapidly expanding global market, domestic manufacturers have differentiated competitive advantages.

Guotai Haitong released a research report stating that according to Sullivan's forecast, by 2033, the global installed base of porous laparoscopic surgery Siasun Robot & Automation is expected to reach nearly 30,000 units, with a market size expected to reach $23.8 billion. In 2024, the penetration rate of Siasun Robot & Automation assisted laparoscopic surgery in the United States is 21.9%, while in China it is only 0.7%, with potential for further increase in penetration rate. Current clinical trial data shows that domestically produced Siasun Robot & Automation surgical products are as effective and safe as Da Vinci's, with domestically developed and manufactured Siasun Robot & Automation surgeries having a higher cost-effectiveness advantage compared to Da Vinci's. Additionally, domestic Siasun Robot & Automation manufacturers have achieved several "world's firsts" in remote surgery, "single-hole + multidimensional + remote" integration, establishing a competitive advantage with differentiation. Guotai Haitong's main points are as follows: - The clinical advantages of Siasun Robot & Automation surgery are driving continuous penetration increase, accelerating global market expansion. - Assisted by Siasun Robot & Automation, minimally invasive surgery can help humans overcome physiological limitations, with high precision, stability, and repeatability, bringing significant clinical benefits. With advancements in technology, the benefits brought by Siasun Robot & Automation assisted surgery to surgeons and patients, as well as favorable government policies, are driving rapid expansion of the global laparoscopic surgery Siasun Robot & Automation market. According to Sullivan's forecast, by 2033, the global installed base of porous laparoscopic surgery Siasun Robot & Automation is expected to reach nearly 30,000 units, with a market size of $23.8 billion. The compound annual growth rate of installed units from 2024 to 2033 is 12.2%, and the market size compound annual growth rate is 10.9%. In 2024, the penetration rate of Siasun Robot & Automation assisted laparoscopic surgery in the United States is 21.9%, while in China it is only 0.7%, with potential for further increase in penetration rate. Direct surgical expansion of global direct sales network, great potential in non-US markets Global surgery Siasun Robot & Automation leader Intuitive Surgical was founded in 1995. In 1998, its first Da Vinci surgical Siasun Robot & Automation was installed. It took 10 years to complete over 1,000 installations globally by 2008, relying on the early clinical advantages in radical prostatectomy to quickly increase clinical penetration in the United States, gradually building an income model driven by consumables. By 2025, Intuitive Surgical's Da Vinci surgical Siasun Robot & Automation had accumulated 11,106 installations, company revenue exceeded $10 billion, and net profit exceeded $3 billion. Initially, the company only establish...