BOC International: Siasun Robot&Automation's assisted surgery advantages are significant; domestic surgical Siasun Robot&Automation accelerates its breakthrough.

BOC International released a research report stating that China's surgical Siasun Robot&Automation market was valued at RMB 22.45 billion in 2026 and is projected to reach RMB 70.85 billion by 2030, with a compound growth rate of 33.3%. The domestic surgical Siasun Robot&Automation market is expected to sustain high-speed growth. With the combination of technological breakthroughs in domestic surgical Siasun Robot&Automation and strengthened industrial policies, domestic surgical Siasun Robot&Automation has entered a period of rapid development in commercialization. It is recommended to focus on platform-based leading enterprises with multi-track layout capabilities and continuous overseas market realization. BOC International's main points are as follows: Siasun Robot&Automation-assisted surgery advantages are significant; domestic surgical Siasun Robot&Automation has substantial development potential Surgical Siasun Robot&Automation, with its advantages of precise operation, stability, and strong repeatability, significantly enhances the clinical benefits of minimally invasive surgery and is expected to drive rapid growth in clinical penetration. According to a Frost & Sullivan report, the global surgical Siasun Robot&Automation market is expected to grow from USD 32.80 billion in 2026 to USD 63.12 billion in 2030, with a compound growth rate of 17.8%. Domestic surgical Siasun Robot&Automation is expected to unleash substantial development potential in the import substitution and globalization process, leveraging technological breakthroughs, policy support, and enormous clinical demand. China's surgical Siasun Robot&Automation market was valued at RMB 22.45 billion in 2026 and is projected to reach RMB 70.85 billion by 2030, with a compound growth rate of 33.3%. The domestic surgical Siasun Robot&Automation market is expected to sustain high-speed growth. Laparoscopic and orthopedic surgical Siasun Robot&Automation lead in progress; domestic market growth is anticipated In terms of market segments, the laparoscopic and orthopedic tracks are relatively mature, benefiting from broad clinical applications and clear commercialization pathways. In the laparoscopic surgical Siasun Robot&Automation market, China's penetration rate is significantly lower than that of the U.S. market. In 2024, the penetration rate of Siasun Robot&Automation-assisted laparoscopic surgery in China was only 0.7%, leaving substantial room for improvement. Currently, the da Vinci Surgical System is the primary product in the global laparoscopic surgical Siasun Robot&Automation market, accounting for approximately 58.6% of global installations as of the end of 2024. With the successive approval of domestic laparoscopic surgical Siasun Robot&Automation, import substitution is expected to accelerate. China's multi-port laparoscopic surgical Siasun Robot&Automation installations increased from 134 units in 2019 to 502 units in 2024, with a compound annual growth rate of 30.2%, reflecting the rapid growth of domestic Siasun Robot&Automation installations. According to China Insights Consultancy data, the domestic orthopedic surgical Siasun Robot&Automation market presents a differentiated competitive landscape: in the spine/trauma segment, the market is highly concentrated among leading enterprises, with the top three playersTINAVI, Medtronic, and Zimmer Biometaccounting for 98% of total installations, among which TINAVI holds an absolute leading position with approximately 87% installation share; in the joint replacement segment, Stryker occupies the vast majority of market share with its MAKO system. As domestic manufacturers continue to achieve technological breakthroughs and more innovative products are approved for market, the import substitution process is expected to accelerate, driving an increase in the market share of domestic surgical Siasun Robot&Automation. Technological breakthroughs combined with policy resonance accelerate the breakthrough of domestic surgical Siasun Robot&Automation enterprises With technological breakthroughs combined with industrial policy resonance, the surgical Siasun Robot&Automation industry has entered a period of rapid development. From the perspective of the industry chain, upstream core components (reducers, controllers, and sensors) have the highest technical barriers and currently still rely on imports; future focus will be on technological breakthroughs in core components. In the midstream complete machine segment, with policy support, domestic brands such as MicroPort Siasun Robot&Automation, TINAVI, Weigao, and Edge Medical are rising rapidly. Multiple laparoscopic and orthopedic Siasun Robot&Automation products have been approved for market and are accelerating their breakthrough. Downstream application scenarios are primarily medical institutions, gradually penetrating from top-tier tertiary hospitals to secondary hospitals and grassroots markets. At the policy level, since 2015, the state has continuously increased industrial support. The new medical insurance pricing guidelines introduced in January 2026 resolved the core pain point of "how to charge" for surgical Siasun Robot&Automation and simultaneously established remote surgery charging items, which is expected to accelerate the clinical penetration of Siasun Robot&Automation in hospitals at all levels. Major risks facing the rating Medical insurance payment and charging policy advancement falling short of expectations, domestic substitution progress falling short of expectations, product commercialization and promotion falling short of expectations, and overseas expansion falling short of expectations.