SIASUN(SZ:300024) Sou Hu Wang·2025-07-15 03:14Group 1 - The completion of the world's first single-port robotic pancreaticoduodenectomy by the SHURUI system marks a significant technological breakthrough in the medical robotics field, indicating that Chinese surgical robots are entering a phase of high precision, high risk, and high value [1][2] - This achievement demonstrates that domestic medical devices are no longer just "usable" but can now "compete with international top levels," highlighting the rapid transition of local robot manufacturers into specialized medical fields with high decision-making power and pricing leverage [2][3] Group 2 - Shoucheng Holdings is positioning itself as a "landing organizer" and "scene accelerator" in the robotics industry, focusing on the critical aspect of making robots operational in real-world settings [1][3] - The company has developed a comprehensive layout from "asset scenarios" to "technical investment" and "channel pathways," facilitating deep connections among technology providers, channel partners, and application scenarios [3][4] - Recent initiatives include hosting a robotics industry conference and deploying service pilot projects in cities like Beijing and Chengdu, which aim to integrate robots into daily operations [3][4] Group 3 - Unlike many robotics companies that start with technology development, Shoucheng Holdings approaches the industry from a "space control" perspective, leveraging stable urban assets as both operational environments and high-frequency service entry points [4] - The company's REITs-like assets provide cash flow and scene resources, while its fund system actively invests in the robotics industry, creating a synergistic closed loop of "space + capital + landing" [4] - This unique structure enhances the company's appeal in the capital market due to its stability, growth potential, and organizational capability to integrate technology, channels, and application scenarios [4][5]