2026.01. 27 本文字数：1167，阅读时长大约2分钟 作者 | 第一财经 钱童心 美国直觉医疗公司（Intuitive）近日宣布，美国FDA最新批准了该公司的手术机器人系统达芬奇5（da Vinci 5）用于特定心脏手术，该系统于1月26日正式推出，适应症将首次扩展至包括心脏二尖瓣修复以及冠 脉搭桥血管重建手术。 这也是达芬奇机器人首次正式获批心脏手术适应症。据直觉医疗公司介绍，全球范围内，达芬奇机器人已经 实施了超过14万例心脏手术。该机器人系统的计算能力提升了1万倍。 全球每年约1800万人死于心血管疾病，超过200万名患者接受开放式心脏手术，其中大部分手术均需进行胸 骨切开术。使用机器人进行心脏微创手术，在无需打开胸骨的情况下通过小切口进行手术，可减少患者创 伤。此次新适应症获批也是手术机器人领域的一项重要的里程碑。 值得关注的是，早在2002年，心脏外科就曾是第一代达芬奇系统中首个被批准临床的专科。然而，由于第 一代平台的技术受限且缺乏全球培训和支持的基础设施，直觉医疗公司将主要关注点从心脏外科转移至其他 领域，例如腹腔外科。 有使用达芬奇机器人手术的外科医生对第一财经记者表示："机器人手术 ...

全球范围内，达芬奇机器人已经实施了超过14万例心脏手术。该机器人系统的计算能力提升了1万倍。 美国直觉医疗公司（Intuitive）近日宣布，美国FDA最新批准了该公司的手术机器人系统达芬奇5（da Vinci 5）用于特定心脏手术，该系统于1月26日正式推 出，适应症将首次扩展至包括心脏二尖瓣修复以及冠脉搭桥血管重建手术。 近期，科技富豪马斯克也力挺机器人手术。他大胆预言，未来3年内，机器人在手术技能上将超越人类；4年后，将达到"完胜任何人类医生"的水平，5年后 它将完全碾压人类外科医生，包括顶级外科医生。 一位尝试过机器人手术的心外科医生对第一财经记者表示："手术机器人在腹腔外科等领域的发展已经比较成熟，但在心脏外科，目前来看价值还仅限于在 冠脉搭桥方面的潜力。" 全球每年约1800万人死于心血管疾病，超过200万名患者接受开放式心脏手术，其中大部分手术均需进行胸骨切开术。使用机器人进行心脏微创手术，在无 需打开胸骨的情况下通过小切口进行手术，可减少患者创伤。此次新适应症获批也是手术机器人领域的一项重要的里程碑。 另一位心血管临床医生告诉第一财经记者，心脏病患者是否能从机器人微创外科手术中获益，还需要在临 ...

Core Insights - The JPM Health Conference highlighted a shift in focus among major medical device companies from investment narratives to growth execution, emphasizing the importance of mergers and acquisitions, AI integration, and organizational restructuring for future growth [2][4]. Medtronic - Medtronic's leadership emphasized a transition to a "growth execution phase," with a focus on accelerating growth through existing technologies and strategic acquisitions, particularly smaller tuck-in acquisitions [6][7]. - The company plans to launch its Hugo surgical robot system in the U.S. in 2026, targeting soft tissue surgery as a key growth area, and sees significant market potential in cardiac electrophysiology and renal denervation [7][8]. - Medtronic aims for mid-to-high single-digit revenue growth in 2026, driven by advancements in ASC penetration and AI-enabled surgical planning [8]. Boston Scientific - Boston Scientific reported over 10% revenue growth for three consecutive years, driven by core products like PFA and WATCHMAN, with a focus on maintaining high growth in the electrophysiology market [10][11]. - The company aims to enhance the overall adoption of arrhythmia treatments and expand its product offerings, including the FARAPOINT catheter, to new indications [11]. - Boston Scientific's growth strategy includes targeting outpatient surgical centers and advancing its clinical pipeline with new innovations [11]. Stryker - Stryker's CEO highlighted the importance of mergers and acquisitions, particularly in orthopedics and neurology, while focusing on enhancing the Mako robotic platform [12][14]. - The company expects to achieve 7%-9% revenue growth in 2026, with a strong emphasis on outpatient surgical centers as a significant growth driver [14]. Johnson & Johnson - Johnson & Johnson's CEO indicated a return to fundamentals, with a focus on execution and long-term growth, planning to invest approximately $55 billion in new facilities and R&D, particularly in MedTech [15][17]. - The company is preparing for regulatory milestones for its Ottava surgical robot system, with significant contributions expected post-2028 [17][18]. - J&J's strategy includes strategic investments in robotic systems to enhance its outpatient surgical capabilities [18]. Intuitive Surgical - Intuitive Surgical's focus remains on expanding its da Vinci system and integrating AI functionalities to improve surgical efficiency [19][20]. - The company anticipates a competitive landscape in soft tissue robotics but believes its established ecosystem provides a competitive advantage [20]. - Intuitive expects revenue growth of 12%-15% in 2026, driven by increased surgical volumes and international market expansion [20]. Alcon - Alcon is committed to innovation in eye health, focusing on surgical and vision care segments, with a significant emphasis on enhancing operational efficiency [22][23]. - The company aims to launch 10-15 new products over the next two years, maintaining an annual R&D investment of around $1 billion [23]. Abbott - Abbott's strategy emphasizes stable execution, particularly in diabetes management, with plans to expand the FreeStyle Libre system's applications [24]. - The company expects 8%-10% revenue growth in its MedTech business for 2026, focusing on internal innovation and operational efficiency [24]. GE Healthcare - GE Healthcare is shifting its AI capabilities towards standalone software tools, emphasizing the commercialization of AI in imaging [25]. - The company plans to simplify its product offerings to enhance customer experience and reduce internal costs, aiming for organic growth through advanced imaging technologies [25]. Illumina - Illumina's growth strategy focuses on sequencing, multi-omics, and scaling services, with a strong emphasis on partnerships to accelerate drug development [29][30]. - The company aims to maintain a balanced approach between innovation investment and shareholder returns, with a positive outlook for the Chinese market [30]. Edwards Lifesciences - Edwards Lifesciences is focused on structural heart disease, with a commitment to innovation in TAVR and TMTT platforms, expecting 8%-10% sales growth [33][34]. - The company is addressing regulatory challenges while continuing to invest in breakthrough therapies and expanding market access [34]. Jabil - Jabil's CEO discussed the company's transformation and focus on integrating recent acquisitions, with a strategic emphasis on improving sales efficiency in the U.S. market [36][37]. - The company plans to launch new products and leverage AI technology to enhance its offerings in the orthopedic sector [37]. Conclusion - The overall sentiment from the JPM26 conference indicates that major medical device companies are prioritizing alignment of products, organizational structure, and capital utilization to drive growth, rather than focusing solely on new technologies [40].