Intuitive(US:ISRG) 第一财经·2026-01-27 08:53Core Viewpoint - Intuitive Surgical's da Vinci 5 surgical robot has received FDA approval for specific cardiac surgeries, marking a significant milestone in the field of surgical robotics [3]. Group 1: Product Approval and Market Impact - The da Vinci 5 system is now approved for mitral valve repair and coronary artery bypass grafting, expanding its application in cardiac surgery for the first time [3]. - Over 140,000 cardiac surgeries have been performed globally using da Vinci robots, showcasing the system's established presence in the market [3]. - The company anticipates creating 160,000 surgical opportunities annually with the new cardiac applications, indicating a substantial market potential [5]. Group 2: Technological Advancements - The da Vinci 5 system boasts a computational power increase of 10,000 times compared to previous models, enhancing surgical precision [3]. - The use of robotic-assisted minimally invasive surgery can reduce patient trauma by allowing surgeries to be performed through small incisions without opening the sternum [3]. Group 3: Competitive Landscape - Intuitive Surgical's early entry into cardiac surgery with the da Vinci 5 may provide a competitive advantage over other medical giants, which have not yet ventured into this area [6]. - Competitors like Medtronic and Johnson & Johnson are developing surgical robots, but their current systems are limited to other surgical fields, such as urology and general surgery [6]. Group 4: Future Outlook - The global volume of da Vinci robotic surgeries is projected to grow by 13% to 15% by 2026, reflecting a positive trend in the adoption of robotic surgery [5]. - High-profile endorsements, such as from Elon Musk, suggest a growing confidence in robotic surgery's potential to surpass human capabilities in the near future [5].