Investment Rating - The report indicates a strong growth potential for the AI surgical planning industry in China, with a projected market size increase from 0.1 billion CNY in 2022 to 21.2 billion CNY by 2030, reflecting a compound annual growth rate (CAGR) of 76.1% from 2024 to 2030 [4][3]. Core Insights - The AI surgical planning industry in China is entering a high-growth phase, driven by policy support, technological advancements, and increasing clinical acceptance. The market is expected to transition from a nascent stage to a rapid growth phase, with significant commercial opportunities emerging [5][11]. - The industry is characterized by three major trends: expansion of indications, accelerated technology integration, and innovative business models. These trends are expected to enhance surgical precision and safety while reducing costs [5][11]. Market Size and Growth Drivers - The market size for AI surgical planning medical devices is projected to grow significantly, with a CAGR of 122.8% from 2022 to 2024 and 76.1% from 2024 to 2030, reaching 21.2 billion CNY by 2030 [4][3]. - Key drivers include the reform of medical insurance payments, the demand for updated medical equipment, the accumulation of clinical evidence, and the increasing acceptance of AI technologies among physicians [25][24]. Competitive Landscape - As of May 2025, five AI surgical planning products have received approval as Class III medical devices in China, with companies like Qianglian Zhichuang, Tuixiang Medical, and Unisound Medical leading the market [9][8]. - The competitive landscape is consolidating around these key players, with a focus on various surgical specialties including neurosurgery, liver and kidney surgery, and orthopedic procedures [10][9]. Future Trends - The industry is expected to evolve towards deeper specialization in surgical indications, integration of AI with surgical robots and AR devices, and innovative business models such as SaaS subscriptions and bundled sales with prosthetic manufacturers [5][11]. - The integration of AI surgical planning with robotic systems and AR/VR technologies is anticipated to create a closed-loop ecosystem that enhances surgical execution and decision-making [17][26].