亿嘉和 20260106 摘要 益嘉和集团在脑机接口领域的布局主要集中在侵入式脑机接口和手术机器人两 个方面。首先，侵入式脑机接口是未来技术发展的重要方向之一，通过自动化 手术实现脑机接口的批量植入。益嘉和孵化的子公司驼道医疗在这方面已有较 多布局，致力于开发安全高效的自动化植入技术。此外，未来通过脑机接口控 制机器人也是一个重要方向，这不仅能提升康养人士的生活能力，还能应用于 各种工作场景，包括地球和火星上的操作。 益嘉和集团的业务板块包括能源、 手术机器人、商业清扫及军人智能人形机器人等。能源板块从巡检作业到消防 领域已有十余年积累，累计研发投入超过 20 亿元。手术机器人板块涵盖腔镜、 骨科穿刺等多种类型，并已取得三类 CFDA 证书，开始批量上市销售。在商业 清扫领域，公司在日本市场占有率第一，在国内也处于领先地位。此外，公司 还开发了轮式与双足的人形机器人，并与华为深度合作，希望通过结合华为的 益嘉和集团通过子公司驼道医疗布局脑机接口批量植入，致力于开发安 全高效的自动化植入技术，并探索脑机接口控制机器人在康养和工业领 域的应用，集团业务涵盖能源、手术机器人、商业清扫及军人智能人形 机器人等多个板块 ...

Core Insights - The image-guided radiation therapy (IGRT) is a cornerstone of precise radiation treatment, significantly enhancing treatment accuracy and safety through advanced imaging and processing technologies [1][6][12] - The market size for IGRT in China is projected to reach 302 million yuan in 2024, reflecting a year-on-year growth of 58.12%, driven by the rising cancer incidence and increasing demand for precision medicine [1][6][7] - The global IGRT market is expected to grow to 329 million USD in 2024, with a year-on-year increase of 44.93% [6][7] Industry Overview - IGRT utilizes medical imaging technology to monitor and adjust the position of tumors and surrounding tissues in real-time during radiation therapy, ensuring precision and safety [2][3] - The technology integrates high-performance computers and imaging devices (such as X-ray, CT, MRI, and ultrasound) to obtain real-time patient positioning information [2][3] - IGRT can dynamically correct positioning errors and organ displacements, particularly effective in treating head and neck tumors, pediatric tumors, and complex anatomical structures [2][3] Market Size - The IGRT market in China is experiencing significant growth, with a projected market size of 302 million yuan in 2024, up from previous years [1][6][7] - The increase in cancer incidence, with 4.958 million new cases reported in 2023 (a 2.76% increase), is a key driver for the demand for IGRT systems [5][6] Industry Chain - The upstream of the IGRT industry includes high-precision detectors, special alloy materials, optical materials, electronic components, X-ray sources, and software algorithms [3][4] - The midstream involves the research and manufacturing of IGRT devices, while the downstream consists of various medical institutions, including public hospitals and private oncology specialty hospitals [3][4] Key Companies - Shanghai United Imaging Healthcare Co., Ltd. is a leading player in the high-end medical equipment sector in China, achieving significant advancements in IGRT [8][9] - Jiangsu Ruil Medical Technology Co., Ltd. focuses on developing and selling proprietary IGRT technologies and has received multiple certifications for its products [11][12] Industry Development Trends - Future IGRT systems will focus on higher precision and intelligence, integrating AI and big data for enhanced image recognition and processing capabilities [12][13] - The demand for IGRT systems is expected to expand into grassroots medical institutions, supported by government investments and increasing domestic production capabilities [13][14] - Personalized treatment and precision medicine will become more prevalent, with IGRT systems incorporating genetic information and multidisciplinary team approaches for treatment planning [15]