Hong Kong stock concept tracking | AI is expected to empower Siasun Robot&Automation to achieve autonomous operation. Institutions are optimistic about the valuation increase of industrial chain enterprises (with concept stocks attached).
CITIC Securities: AI is expected to empower surgical robots to achieve autonomous operation, benefiting industry penetration rates and the valuation of related companies.
From 2024 to 2032, the overall market size of surgical Siasun Robot & Automation in China is expected to grow at a CAGR of approximately 34% according to Frost & Sullivan and Jingfeng Medical's IPO data. The market size is expected to increase from 7.2 billion yuan to 76.7 billion yuan during this period. With the improvement in penetration rate, the market space for surgical Siasun Robot & Automation is huge, and the industry is expected to experience high growth.
Specifically, with the relaxation of certification requirements and the implementation of the fee schedule, the market size of laparoscopic surgical Siasun Robot & Automation is expected to grow at a CAGR of approximately 29% from 2024 to 2032. The implementation of the fee schedule is expected to accelerate hospital admissions, leading to a continuous increase in the penetration rate of orthopedic surgical Siasun Robot & Automation. According to the data from Frost & Sullivan and Everbright Securities, the market size of orthopedic surgical Siasun Robot & Automation is expected to grow at a CAGR of approximately 41% from 2024 to 2032.
Zheshang's research report states that with the increase in penetration rate, the market space for surgical Siasun Robot & Automation is huge, and the industry is expected to experience high growth. The company believes that the implementation of the fee schedule may accelerate the admission of surgical Siasun Robot & Automation, and laparoscopic and orthopedic surgical Siasun Robot & Automation are expected to enter a period of rapid development in 2026. The overseas market for surgical Siasun Robot & Automation is vast and currently experiencing rapid market growth. Leading domestic companies are expected to see growth in overseas markets in 2026, creating sustainable growth momentum.
China Securities Co., Ltd. believes that surgical Siasun Robot & Automation is one of the best business models in the field of medical devices. After the equipment is installed, it will drive the continuous volume of consumables, leading to stable income and cash flow. The global leading company, Intuitive Surgical, has a market value of over 1 trillion yuan, with significant room for growth in penetration rate and market size.
Overseas leaders have taken advantage of their first-mover position to dominate the market, while domestic leaders are accelerating product iteration, with performance close to the global leading level. They are also leading in remote surgery and have a high proportion of revenue from overseas operations, with high and continuous growth in revenue and market value.
China Securities Co., Ltd. believes that AI can empower surgical Siasun Robot & Automation to achieve autonomous operation, further assisting or even replacing some of the surgical operation procedures performed by doctors, which is favorable for the penetration rate of the industry and the valuation of related companies.
Hong Kong-listed stocks related to surgical Siasun Robot & Automation:
EDGE MEDICAL-B (02675), MEDBOT-B (02252), KANGJI MEDICAL (09997)
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