Core Viewpoint - The introduction of the HAIRO robotic hair transplant system is seen as a potential solution to the challenges faced by the domestic hair transplant market, including price wars, low net profits, and a talent gap [1][5][6]. Industry Overview - The hair transplant market in China has been expanding for nearly 30 years, yet its penetration rate remains below 0.5% [5]. - The market is currently experiencing a decline in the number of procedures performed, with a notable decrease in patients served by leading companies like Yonghe Medical [5][6]. Technological Advancements - The HAIRO robotic system allows doctors to perform hair transplants with greater efficiency, requiring only five surgeries for training, significantly less than the traditional one to two years [4][5]. - The robot can extract approximately 1,000 to 1,200 hair follicles in one hour, which is comparable to a skilled human operator but with lower damage rates [4][7]. Market Dynamics - Over 300 public hospitals in China have begun to adopt robotic hair transplant surgeries, with at least 10 hospitals already in the procurement process [5]. - The pricing of the HAIRO robot is significantly lower than that of imported systems like ARTAS, making it more attractive to public hospitals [10]. Competitive Landscape - The hair transplant industry is facing intense competition, with many institutions struggling to differentiate themselves in a crowded market [6][11]. - The introduction of robotic systems is viewed as a way to provide new value propositions and improve service transparency through data visualization [6][10]. Future Prospects - The market for robotic hair transplants is expected to grow, with projections suggesting that robots could account for 50% of all hair transplant procedures within the next 3 to 5 years [10]. - Companies are also developing next-generation robots that can perform both extraction and implantation, indicating a trend towards more integrated solutions in the industry [11].

如今，在腔镜及骨科手术机器人的推广应用下，手术机器人概念加速普及，其他领域手术机器人也因此获 益，并纷纷实现突破。 例如，2025年3月就有多款腔镜、骨科以外的手术机器人获批上市，包含唯迈医疗ETcath介入手术辅助系 统、卓业医疗自主研发的AI经皮穿刺手术导航机器人、罗伯医疗旗下全球首款消化内镜手术机器人、磅策医 手术机器人市场，又有细分领域要突破了。 按手术部位分类，手术机器人可分为腔镜手术机器人、骨科手术机器人、血管介入手术机器人、经自然腔道 手术机器人、经皮穿刺手术机器人、神经外科手术机器人、眼科手术机器人、口腔手术机器人、植发手术机 器人等。 此前，手术机器人市场上，腔镜及骨科手术机器人占据主流。例如，在注册方面，根据高端医械院数据中心 统计数据：2022年约有15款国产手术机器人获批，其中骨科10款，腔镜3款，骨科与腔镜手术机器人合计占 比86.7%；2023年共有约26款获批，其中骨科10款，腔镜5款，两者合计占比57.7%；2024年共有约50款获 批，其中骨科27款，腔镜4款，两者合计占比62%。 | 年份 | 总获批 | 昌林 | 腔镜 | 合计数量 | 合计 | | --- | --- ...