医疗器械：政策打通手术机器人收费瓶颈 临床应用有望加速落地

Core Insights - The National Healthcare Security Administration has released a guideline for pricing surgical and treatment auxiliary operations, focusing on advanced medical technologies such as 3D printing and robotic surgery [1][2] Group 1: Pricing Structure - The guideline establishes 37 pricing projects, 5 additional charges, and 1 expansion item, standardizing the pricing for robotic-assisted surgeries based on clinical value and participation levels [1] - A tiered pricing model is introduced for robotic surgeries, with higher fees for robots that are more involved and precise in surgical execution [1] - The guideline aims to ensure reasonable pricing standards across regions while enhancing the accessibility of robotic-assisted surgeries [1] Group 2: Remote Surgery - A new pricing project for "remote surgical assistance" has been established, facilitating the application of remote surgery in clinical settings [2] - This pricing structure allows medical institutions to charge for remote control of surgical instruments, promoting the expansion of quality medical resources across regions [2] - The implementation of remote surgery is expected to drive technological innovations in surgical robotics and navigation devices [2] Group 3: Consumables and Charges - The guideline clarifies the charging policies for reusable and disposable consumables, stating that they cannot be charged simultaneously [2] - Institutions using disposable consumables will sell them at zero markup, while those using reusable consumables will charge for auxiliary operation fees [2] - This regulation aims to curb unreasonable price increases and promote transparency in clinical charges [2] Group 4: Data and Future Applications - The guideline includes a "data reduction policy," where medical data storage and upload are part of the pricing structure [3] - Institutions must provide required data to avoid penalties, enabling the development of effective evaluation models for treatment efficacy [3] - This approach is expected to accelerate the development of new surgical techniques and expand applications in telemedicine and smart navigation [3] Investment Opportunities - The new policy is anticipated to resolve previous pricing ambiguities for surgical robots, emphasizing clinical value and participation levels [3] - Companies with technological advancements and product maturity, such as Tianzhihang-U, Jingfeng Medical-B, and others, are likely to benefit from the inclusion of robotic-assisted surgery in healthcare directories [3]