—— Analysis of the development prospect and trend of orthopedic surgery robot industry in China in 222. In 226, the market scale of joint replacement surgery robot will rise to about 33 million US dollars.
Major companies in the industry: Tianzhihang (688277), Weigao (688161), Minimally Invasive (2252.HK), Junbo Medical (2216.HK), etc. Development prospect
1. Development trend of orthopedic surgery robots < P > Orthopedic surgery robots are mainly used in three types of surgery, namely joint replacement surgery, spinal surgery and orthopedic trauma surgery. With the nationwide procurement of medical consumables, some provinces in China have started the procurement of orthopedic implants. With the promotion of centralized procurement of orthopedic implants in China, the original orthopedic implant manufacturers have turned their attention to orthopedic surgery robots to make up for the profit difference.
Secondly, in recent years, China's policies on surgical robots have been frequent; For example, on June 4th, 221, the State Council issued "Opinions on Promoting the High-quality Development of Public Hospitals", pointing out that the research and development and application of intelligent medical equipment such as surgical robots and intelligent auxiliary diagnosis and treatment systems should be promoted. On December 21, 221, the "14 th Five-Year Plan for the Development of Medical Equipment Industry" was released, pointing out the breakthrough of key technologies such as nano-knife tumor treatment system, multi-modal body surface guided radiotherapy system, proton radiotherapy planning system (TPS) and electromagnetic navigation system for tumor radiotherapy. Improve the performance level of high-reliability radiotherapy equipment such as proton therapy system, heavy ion therapy system, integrated image-guided medical linear accelerator, neurosurgery robot, radiation interventional surgery robot and ophthalmology surgery robot, as well as intelligent surgery robots such as endoscopic surgery robot, orthopedic surgery robot and dental digital implant robot.
In addition, the basic medical insurance for surgical robots in China is gradually improving. According to the data of China Food and Drug Network, since October 23, 221, robot-assisted orthopedic surgery has been included in Beijing Class A medical insurance payment catalogue (1% reimbursement), and disposable robot-specific instruments have been included in Beijing Class B medical insurance payment (partial reimbursement). This move has played a good demonstration role in the whole country, and will play a positive role in the application and promotion of consumables related to orthopedic robots and the increase of surgery volume.
2. Development prospect of orthopedic surgery robots
-number of robot-assisted joint replacement operations
In 226, the number of robot-assisted joint replacement operations in China will be close to 8,, and the CAGR in 22-226 will be 162.8%.
—— Prediction of the number of joint replacement robots
In p>221, the number of joint replacement robots in China will be 34; Then it rose to 788 units in 226 with CAGR of 89.5%.
—— penetration rate of robot in joint replacement surgery
From the perspective of penetration rate, the penetration rate of robot-assisted joint replacement surgery in China will be about .3% in 22; With the rising prevalence of arthritis and the increasing demand for improving the survival rate of implants, the penetration rate of robot-assisted joint replacement surgery in China will rise to 3.5% in 226.
-market scale of joint replacement surgery robot
With the rapid popularization and wide acceptance of robot-assisted joint replacement surgery, and considering the large number of qualified patients and low application penetration rate, it has strong growth potential, and the market scale of joint replacement surgery robot in China will exceed 1 million US dollars in 223; In 226, it rose to about $33 million.
note: the market size is obtained according to the ex-factory price.
for the above data, please refer to the in-depth analysis report on market foresight and investment planning of medical robot industry in China by Prospective Industry Research Institute.