【医药】进口替代有望加速，关注国产手术机器人市场份额攀升——手术机器人行业跟踪报告（王明瑞/吴佳青）

Core Viewpoint - The domestic surgical robot industry is experiencing accelerated commercialization, with strong certainty for import substitution as multiple domestic surgical robots have been approved for market entry, gradually breaking the monopoly of the Da Vinci surgical robot from Intuitive Surgical [2]. Group 1: Market Dynamics - The domestic market for surgical robots, particularly laparoscopic surgical robots, is currently dominated by the Da Vinci system, which holds a market share of 46.9% in 2024, down 16.3 percentage points year-on-year [2]. - The total number of laparoscopic surgical robots expected to be awarded in 2024 is approximately 98 units, representing a 71.9% increase compared to about 57 units in 2023, driven by the recovery of tendering processes and industry equipment updates [3]. Group 2: Policy and Regulatory Environment - The "14th Five-Year" plan for large medical equipment configuration is nearing completion, with the total planned number of laparoscopic surgical robots set at 559 units, indicating a potential increase in tendering and installation progress as more domestic surgical robots gain approval [3]. Group 3: Competitive Landscape - The competition in the laparoscopic robot market is moderate, with a strong certainty of market share increase for domestic companies. The orthopedic robot sector is currently facing intensified competition [4]. - Companies with strong research and development capabilities, backed by large medical groups and possessing commercial experience, are expected to perform well in the market, while innovative domestic companies with competitive pricing and product performance are likely to gradually increase their market share [4].