中国AI+治疗行业调研简报 | 2025/09 www.leadleo.com 报告标签：CT、X射线、AI医疗 2025年9月 作者：何婉怡 1 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 头豹调研简报 | 2025/07 AI医疗器械行业 Q1：中国AI手术规划行业市场规模及增长驱动力是什么？ 图表1：中国AI手术规划医疗器械行业市场规模，2022-2030E 单位：亿元 0.1 0.3 0.7 1.5 3.0 5.5 8.2 13.7 21.1 2022 2023 2024 2025E 2026E 2027E 2028E 2029E 2030E 期间 复合年增长率 2 ...

Investment Rating - The report does not explicitly state an investment rating for the AI stroke diagnosis medical device industry Core Insights - The demand for AI stroke diagnosis medical devices is surging due to the continuous increase in stroke incidence globally and in China, driven by aging populations and lifestyle changes [4][15][16] - The market for AI stroke diagnosis medical devices in China is projected to grow from 180 million yuan in 2022 to 610 million yuan by 2024, with a compound annual growth rate (CAGR) of 83.4% [20][22] - By 2030, the market size is expected to reach 6.36 billion yuan, indicating a CAGR of 47.6% [22] Summary by Sections Industry Overview - Stroke is defined as a sudden loss of neurological function due to brain blood circulation disorders, with AI medical devices aiding in diagnosis and treatment decisions [4][9] - The global stroke incidence has risen from 13.5 million in 2018 to 14.38 million in 2022, with a CAGR of 1.6% [16] - In China, stroke incidence increased from 4.605 million in 2018 to 5.353 million in 2022, with a CAGR of 3.8% [16] Market Demand - The increasing stroke incidence, coupled with an aging population, is driving the demand for AI stroke diagnosis medical devices [15][16] - The lifetime stroke risk for individuals over 25 years old is 24.9%, with East Asia having the highest risk at 38.8% [15] Market Size - The market for AI stroke diagnosis medical devices in China is expected to grow significantly, from 180 million yuan in 2022 to 610 million yuan in 2024, and further to 6.36 billion yuan by 2030 [20][22] Competitive Landscape - As of May 2025, 14 AI stroke diagnosis products have received approval as Class III medical devices in China, covering various indications such as intracranial hemorrhage and ischemia [37][38] - Key players include Pushang Medical, United Imaging, and Neusoft Medical, each focusing on different aspects of stroke diagnosis [38] Industry Chain Analysis - The industry chain consists of upstream raw material suppliers, midstream AI stroke diagnosis device manufacturers, and downstream distribution and sales entities [24][25] - The report emphasizes the need for companies to focus on "technology accessibility, precision medicine, and ecological collaboration" to seize market opportunities [25]

Core Viewpoint - The AI medical device industry in China is experiencing rapid growth driven by policy support, technological advancements, and market demand, with the market size projected to reach 242.3 billion yuan by 2025, up from 94.61 billion yuan in 2024 and 2.92 billion yuan in 2020 [1][12]. Industry Overview - AI medical devices utilize artificial intelligence to assist in diagnosis, monitoring, and optimizing medical processes, categorized into six main types: medical imaging analysis, diagnostic assistance systems, surgical robots, health monitoring devices, drug development tools, and personalized treatment systems [2][4]. - The industry has formed a multi-dimensional ecosystem involving traditional healthcare providers, internet companies, AI algorithm developers, and medical device manufacturers, creating a closed-loop industry ecology [4]. Industry Environment - The AI chip market, crucial for the smart capabilities of medical devices, is projected to reach 141.2 billion yuan in 2024, growing by 17.1% year-on-year, providing strong technical support for the AI medical device sector [6]. - The machine vision market, which enhances the precision of medical devices, is expected to grow to 207.17 billion yuan in 2024, with an 11.9% increase, indicating significant advancements in this technology [8]. Social Environment - The aging population and uneven distribution of medical resources in China are driving strong demand for AI medical devices, which play a vital role in early disease screening and long-term monitoring [10]. - There is a growing consumer demand for personalized services, prompting AI medical devices to focus on customized offerings through deep learning and big data analysis [10]. Current Industry Status - The AI medical device industry in China is in its early commercialization stage, with a significant increase in product approvals, as evidenced by a 50% year-on-year rise in the number of approved Class III AI medical devices in 2023 [14]. - By mid-2024, 92 Class III AI medical imaging products had been approved, covering various diseases such as cardiovascular, pulmonary, and neurological conditions [14]. Competitive Landscape - Leading companies in the AI medical device sector include United Imaging, Pushang Medical, and Sukun Technology, each leveraging core technology and deep integration with clinical scenarios to establish a differentiated competitive landscape [16]. - United Imaging leads the market with a comprehensive product line and strong partnerships with top-tier hospitals, while Pushang Medical and Sukun Technology focus on specific areas like lung AI imaging and cardiovascular AI [16][17]. Future Trends - The industry is expected to see enhanced technological innovation and accelerated product iterations, driven by advancements in deep learning and computer vision [22]. - Market competition is intensifying, with companies adopting differentiated strategies in niche areas, particularly in medical imaging [23]. - The internationalization of Chinese AI medical device companies is accelerating, facing global competition and regulatory challenges as they expand into overseas markets [25].