近年来，伴随科技革命和产业变革，全球医学装备产业蓬勃发展，成为经济增长重要亮点。 新华社上海7月12日电（记者顾天成、龚雯）记者12日在此间举行的首届中国医学装备国际合作大 会上获悉，2024年我国医疗装备出口覆盖190多个国家和地区的9000多家医疗机构，成为全球重要的医 疗装备应用市场和生产基地。 "医疗装备是守护世界人民健康福祉和生命安全的重要基础，我国医疗装备发展成果正惠及全 球。"工业和信息化部装备一司二级巡视员苏葆莉介绍，如腔镜手术机器人注册取证投入临床，已出口 23个国家。 "中国医学装备进出口贸易额近五年年复合增长率达到9.4%，意味着国际竞争力和品牌影响力不断 提升，国际合作持续深化，这得益于中国坚持高水平对外开放，加快构建'双循环'的新发展格局。"中 国医学装备协会理事长侯岩表示，举办本次大会，旨在搭建高层次、宽领域、多维度的国际交流与合作 平台，分享中国医学装备创新成果和实践经验。 据悉，此次大会吸引来自17个国家和地区的医疗卫生部门负责人、专家和企业代表等参会。 《中国医学装备发展状况与趋势2025》产业绿皮书显示，中国医学装备产业十年间年均增长超过 12%，2024年市场规模达到1. ...

Core Viewpoint - The Shandong Provincial Government has introduced the "Shandong Robot Industry High-Quality Development Action Plan (2025-2027)" to promote the rapid development of the robot industry, establishing Shandong as a significant manufacturing base for robots in Northern China [1] Group 1: Industry Growth and Scale - As of the end of 2024, Shandong has over 200 upstream and downstream robot enterprises, achieving nearly 30 billion yuan in annual revenue with a compound annual growth rate exceeding 15% over the past three years [3] - From January to May this year, the production of industrial robots in Shandong increased by 72.4% year-on-year [3] - More than 50 robot companies in Shandong have annual revenues exceeding 100 million yuan, leading to breakthroughs in key areas such as artificial intelligence algorithms and high-precision reducers [3] Group 2: Industrial Structure and Collaboration - Shandong has developed a comprehensive industrial chain covering R&D design, complete machine manufacturing, system integration, component supply, and after-sales service [3] - The province is focusing on a "4+N" industrial layout, creating development hubs in Jinan, Qingdao, Zibo, and Jining, fostering a collaborative ecosystem among upstream and downstream partners [3] Group 3: Innovation and R&D Capabilities - Shandong has established high-energy platforms to enhance innovation, including the National Robot Innovation Center and several key laboratories and research centers [4] - The province has cultivated three provincial-level robot manufacturing innovation centers, promoting collaboration between universities and enterprises to accelerate the transformation of innovative results [4] - A total of 26 universities in Shandong offer robotics engineering programs, ensuring a talent pool for industry innovation [4] Group 4: Product Development and Application - Continuous technological breakthroughs have accelerated the iteration of robot products, enhancing their application in various sectors such as electronics assembly and medical services [5] - Notable advancements include a flexible collaborative arm that improves production efficiency by over 40%, and a surgical robot that completed China's first "quantum remote surgery" [5] - Shandong aims to further support the robot industry, promoting deep integration of production, education, research, and application across various sectors [5]

Core Viewpoint - The Shandong Provincial Government has launched an action plan to accelerate the development of the robotics industry, aiming for the manufacturing scale to exceed 50 billion yuan by 2027 [2][3]. Group 1: Action Plan Overview - The "Shandong Province Robotics Industry High-Quality Development Action Plan (2025-2027)" includes 18 measures to support the robotics industry comprehensively [2][4]. - The plan aims to cultivate more than three leading robotics manufacturing enterprises with an output value exceeding 2 billion yuan each [3]. Group 2: Key Tasks - The action plan outlines five major tasks: promoting key technology innovation, accelerating the cultivation of industry entities, facilitating industrial agglomeration, expanding application scenarios, and enhancing support for essential elements [3][4]. - Specific initiatives include the establishment of innovation centers across four fields: industrial robots, service robots, special robots, and humanoid robots [3]. Group 3: Regional Development Focus - The plan includes tailored development tasks for each city, such as creating a leading testing and verification platform for robots in Jinan and advancing humanoid robot development [4]. - The strategy emphasizes the cultivation of innovative small and medium-sized enterprises and "little giant" companies to strengthen the industry ecosystem [4]. Group 4: Application and Impact - The robotics industry in Shandong is increasingly integrated into various sectors, with notable advancements in efficiency and precision across multiple applications, such as medical robotics and industrial automation [5][6]. - The government is promoting the adoption of innovative robotic products and software to reduce risks for enterprises, with several products already gaining market recognition [5].

山东省工业和信息化厅副厅长王茂庆说，经过多年发展，山东已形成覆盖研发设计、整机制造、系统集 成、零部件配套、售后服务等主要环节的较为完备的机器人产业链，截至2024年末，全省拥有机器人上 下游企业200余家，全年实现营业收入近300亿元，近三年复合增长率超过15%。目前，全省年营收过亿 元的机器人企业突破50家，在人工智能算法、高精度减速器、智能控制等关键领域取得突破，涌现出一 批龙头骨干企业。 在高能级创新平台建设带动下，山东省机器人产业产品迭代速度加快，在电子装配、医疗服务、特种作 业等场景中广泛应用，实现产业价值与社会价值的双重跃升。例如，珞石机器人柔性协作臂助力电子信 息头部企业生产效率提升40%以上；威高集团"妙手"腔镜手术机器人完成全国首例"量子远程手术"；卫 邦智能配药机器人提高药品调配精度10倍以上，降低细胞毒性污染95%。在人形机器人领域，乐聚联手 海尔智家发布专为家庭场景设计的家庭服务人形机器人；优宝特人形机器人"行者泰山"完成泰山盘道测 试，并积极打造"机器人陪跑员"等应用场景。 记者从山东省政府新闻办10日举行的新闻发布会上获悉，山东通过政策引导推动机器人产业快速发展， 在工业机器人、 ...

Core Insights - The National Medical Products Administration (NMPA) has announced measures to optimize the lifecycle regulation of high-end medical devices, focusing on areas such as medical robots, high-end medical imaging equipment, AI medical devices, and new biological materials [1] - The global high-end medical device market is projected to exceed $1.8 trillion by 2030, with China's market expected to reach 2.8 trillion RMB [1] Industry Focus Areas - **Brain-Computer Interface (BCI)**: The BCI market in China is expected to reach 3.2 billion RMB in 2024, growing at 18.8%, and is projected to reach 5.58 billion RMB by 2027 with a growth rate of 20%. Challenges include technical bottlenecks and ethical controversies [2] - **High-End Medical Imaging Equipment**: The domestic market has seen rapid development, with increasing localization in mid-to-low-end products. However, high-end imaging equipment still faces challenges, particularly in the localization of key components [2] - **Surgical Robots**: The market for surgical robots is dominated by laparoscopic surgical robots, with the Da Vinci system currently leading. Domestic products are entering the market, which may disrupt the current landscape [3] - **High-Value Consumables**: These account for about 20% of the medical device market. While some segments have achieved domestic substitution, others, particularly in cardiac and neurological devices, still rely heavily on imports [3] - **In Vitro Diagnostics (IVD)**: The IVD industry has seen significant domestic advancement in low-end technologies, but high-end segments remain largely dominated by foreign brands [3] Market Trends - The medical device industry is characterized by a dual focus on technology-driven innovation and domestic substitution. Key components for high-end devices are being developed domestically, with some products nearing international standards [4] Related Companies - **MicroPort Scientific Corporation (微创机器人)**: Reported over 130 core product orders, with significant growth in laparoscopic surgical robots [5] - **Yimai Sunshine (一脉阳光)**: Engaged in building medical imaging centers and has launched an AI medical imaging model, marking a transition in the industry [6] - **Yongsheng Medical (永胜医疗)**: Focuses on rehabilitation robotics and has secured agreements for health care product procurement [6] - **Kangji Medical (康基医疗)**: Recently received regulatory approval for a four-arm laparoscopic surgical robot, expanding its clinical application range [7]

康基医疗 20250703 摘要 全球微创外科耗材市场规模庞大，2024 年约为 320 亿美元，但年复合 增速仅为 5%，主要受欧美老龄化及欠发达地区开胸手术影响。中国市 场增速显著，预计未来五年复合增速达 12%，2024 年市场规模预计为 260 亿元，2028 年将达 407 亿元。 微创外科手术量在中国持续增长，预计从 2023 年的 1,400 万台增至 2028 年的 2,400 万台，耗材单价略有提升。集采政策导致穿刺器等产 品价格大幅下降，外资企业因成本压力退出，为康基等国产企业提供了 巨大的替代空间。 康基医疗的市场份额显著提升，从 2019 年的 2%-3%增长至 2023 年 的 14%左右，受益于国产替代加速。国际巨头如美敦力因成本问题退出 部分产线，其原副总裁也转投康基，进一步增强了康基的竞争力。 康基医疗在一次性穿刺器、高分子结扎夹、电凝钳等领域占据领先地位， 并积极拓展超声刀、吻合器和缝线等产品线。同时，康基也在腹腔机器 人领域进行布局，其子公司正在开发相关产品。 Q&A 康基作为中国微创耗材的龙头企业，在手术机器人领域的发展前景如何？ 康基发布了其第一款腹腔镜手术机器人，预计 ...

Q&A 腔镜手术机器人专家访谈 20250701 摘要 国内腔镜手术机器人市场新增装机量趋稳，2024 年不足 100 台，达芬 奇约 58 台，国产品牌约 40-50 台。2025 年第一季度新增约 20 台，反 映市场增长放缓。 国产腔镜手术机器人市场份额提升，2024 年精锋微创、微创、康多等 厂商销量合计 60-70 台。但与达芬奇相比，技术仍有差距，尤其在延迟 性、操控手感、图像质量等方面。 国内腔镜手术机器人渗透率较低，仅 10%-20%的腔镜手术采用机器人。 微创优势和快速恢复是主要驱动因素，医院推广试用也促进了应用。 国产手术机器人售价 1,000-1,200 万，达芬奇降至 1,500-1,800 万。 维保费用方面，国产约 100 万/年，达芬奇约 200 万/年，价格差异显著。 腔镜手术费用 5,000-1 万，机器人手术国产 2-3 万，达芬奇 4 万，包含 开机费、耗材费和服务费。腔镜手术报销比例高，机器人手术报销比例 较低，但上海泌尿科已实现 80%报销。 国产腔镜设备及耗材包价格 100-150 万，达芬奇耗材包 210 万/百台次。 国产设备净利润约 30%，达芬奇约 20%。 ...

Core Insights - The Chinese medical device industry is projected to reach a market size of 1.2 trillion yuan by 2024, with logistics warehouse space totaling 23.58 million square meters and over 40,000 vehicles for medical logistics transportation [1] - The government is enhancing policy support for the medical device industry, focusing on expediting clinical trials and approvals for innovative medical devices [2][3] - Companies are actively expanding their market presence and capabilities in response to policy incentives and growing market demand [4][5] Industry Growth and Policy Support - The State Council has issued opinions to reform drug and medical device regulation, aiming to shorten clinical trial and registration timelines, particularly for high-end devices like medical robots and brain-computer interfaces [2] - Local governments, such as Zhejiang and Shanxi, are implementing measures to support innovation in medical devices, including expedited approval processes and enhanced healthcare coverage for innovative products [2][3] Company Strategies and Market Expansion - Companies like Di'an Diagnostics are leveraging AI and data to enhance their product offerings, with their AI pathology model achieving clinical-grade standards [4] - Kangji Medical's surgical robot has been approved for market release, marking a significant step in domestic production capabilities and reducing reliance on imports [4] - Yingte Group is investing in a modern pharmaceutical supply chain park to improve logistics capabilities, indicating a trend towards digital and intelligent solutions in the medical supply chain [5] - The medical device sector is becoming a key area for diversified growth among listed companies, driven by aging populations and supportive policies [5]

走进位于北京亦庄的机器人大世界，一只机械巨手映入眼帘。用手碰触它的食指，后方的大屏幕随即点 亮，展现出未来机器人世界的奇妙景象。 质检机器人、分拣机器人、搬运机器人、手术机器人、仿生机器人……上下两层楼共2000平方米的机器 人大世界实体展区，首批展示了全国头部企业的数十个领先产品应用场景。 北京市经济和信息化局智能制造与装备产业处副处长梁洪郡表示，北京市充分发挥科技和产业创新优 势，聚焦发展机器人"1+4"产品体系（人形机器人+医疗健康、协作、特种、物流机器人），通过实 施"百项机器人新品"和"百种应用场景示范"的"双百工程"，初步打造了国内机器人技术创新策源地、应 用示范高地和高端产业集聚区。 手术机器人被誉为"医疗领域的明珠"。这类关乎生命健康的尖端医疗器械，过去我国长期依赖进口，成 本高昂。在北京术锐机器人股份有限公司的生产线参观时，记者见证了一款性能强大的国产手术机器 人：3条灵活的机械触手交替操作，可在短时间内精准剥除0.17毫米厚的生鹌鹑蛋壳，且不破损蛋膜。 该公司创始人徐凯介绍，这是他们创新开发的单孔腔镜手术机器人，相比传统产品精细化水平更高，并 可减少患者手术创伤。目前，已在全国数十家医院临 ...

6月17日，加速进化Booster T1机器人在北京经开区的"机器人大世界"展示"大力射门"。新华社记者郑焕松摄 绿茵场上踢出中国创新弧线，是北京机器人产业日新月异的一个缩影。目前，北京拥有机器人骨干企业400余家，其中国家专精特新"小巨人"机器 人企业、人形机器人整机单位数量均居全国首位。 一场比工业革命更为深刻的人工智能革命近在眼前。中国机器人正加速"跑"起来！ 带球对抗、过人、射门，进球了！1号球员高举手臂挥舞起来，庆祝自己连进三球的胜利。对手2号球员则显得有些"沮丧"，不停跺脚踱步。 在北京市机器人产业园（亦庄）的"机器人大世界"前，"活力中国调研行"记者团最新观看了一场趣味足球赛，比赛双方是来自北京加速进化公司 的人形机器人。正是这款机器人，让中国团队在今年3月的RoboCup机器人世界杯德国公开赛上夺得冠军。 行走在"机器人大世界"里，一幅未来生活的图景徐徐展开：这一边，工业机器人在传送带两头熟练地分拣、搬运货物；那一边，骨科置换手术机 器人仅用5分钟就生成了精准的个性化手术方案；回到家，家政机器人正在制作汉堡、整理衣物……从技术创新到应用落地，机器人产业发展成果 令人目不暇接。 6月17日，优理 ...