手术机器人国产替代
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市值突破200亿,国产手术机器人龙头今天港股上市
3 6 Ke· 2026-01-08 04:17
海外爆卖的国产手术机器人精锋医疗今天港股上市2026年1月8日,中国手术机器人龙头精锋医疗(股票代码:02675)在港交所挂牌交易,成为国内第三 家登陆二级市场的手术机器人企业。 本次IPO,精锋医疗总计发售2772.22万股H股,香港发售占10%,国际发售占90%,另有15%超额配股权,每股定价43.24港元。精锋医疗开盘价59港元, 截至发稿10点50分,价格55.4港元,涨幅28.12%,总市值达214.8亿港元。 精锋医疗在港敲钟 作为中国首家、全球第二家同时掌握多孔(MP1000)及单孔(SP1000)腔镜手术机器人核心技术并获得NMPA批准的企业,精锋医疗是在微创手术机器 人领域对标美国直觉外科的标杆企业,成功实现了对达芬奇机器人的国产替代。海外方面,MP1000已在欧洲、亚太、中东、非洲及南美洲的14个境外司 法管辖区获得注册批准。 | 魔品名模® | 型號/阪本 | 地區 | 手術應用 | 知別 | 設計開發 型式检验 | 国家城静。 註冊階段 | 即將雖然的關鍵 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 湯尿料 | ...
艾目易“破壁”:手术机器人国产替代的突围之路
Jing Ji Wang· 2025-08-07 09:13
Core Insights - Guangzhou Aimuyi Technology Co., Ltd. has successfully broken the international technology monopoly in the surgical robot market with its independently developed near-infrared optical positioning system, electromagnetic positioning system, and surgical robot software platform [1][6][10] - The company has established itself as a core technology supplier in the upstream of the domestic surgical robot industry chain, promoting the localization of core components and contributing to the digital and intelligent upgrade of the medical robot industry [1][6] Company Development - Founded in 2017, Aimuyi is a national high-tech enterprise that utilizes a collaborative innovation model of "industry-university-research-application" to achieve core component localization [1][2] - The founder, Professor Yang Rongqian, emphasizes the complexity and lengthy process of transforming scientific research results into industrial applications, which requires collaboration across multiple fields [2][4] Technological Advancements - Aimuyi's team has over 20 years of experience in optical positioning, electromagnetic positioning, and surgical robots, successfully developing China's first near-infrared optical positioning system in 2019, which has reached an internationally advanced level [4][7] - The optical positioning system's performance is influenced by various factors, including positioning algorithms, hardware design, material selection, and optical imaging technology [4][7] Market Positioning - Aimuyi has built a closed-loop ecosystem of "technology supply-demand feedback-iterative optimization," addressing the long-standing reliance on imported core components in surgical robots [6][10] - The company has established deep collaborations with over 100 medical device manufacturers, with applications in orthopedics, neurosurgery, dentistry, and expanding into specialized fields like transcranial magnetic stimulation and radiation therapy [6][10] Innovation and Collaboration - The company employs a full-chain innovation model, ensuring technological autonomy and control over core components, which is crucial for advancing China's surgical robot industry [7][10] - Aimuyi collaborates with upstream precision processing companies and downstream clinical institutions to refine common needs and guide research directions [7][10] Global Strategy - To navigate international patent barriers, Aimuyi adopts a "local cooperation + overall solution export" strategy, establishing a unique market position in niche areas [10][12] - The company has successfully exported products to Europe, America, and Africa, leveraging domestic policies that favor the development of the surgical robot industry [10][12] Standardization Efforts - Aimuyi is transitioning from a general positioning system to specialized applications, developing a "platform + customization" strategy to meet diverse industry needs [12] - The company is actively leading the establishment of interface protocol standards for surgical robots, which is essential for the industry's future development [12][13]