Guoxin Securities released a research report saying that endoscopic surgical robots are the most mature commercialization of surgical robots and the core track with the strongest clinical certainty, and the industry is shifting from absolute dominance of imports to diversified domestic competition. The configuration certificate was adjusted from Class A to Class B, and the “14th Five-Year Plan” quota was expanded. In January 2026, the fee standard for surgical robots was established and clarified. The service leasing pilot was launched in Beijing. The hospital side introduction threshold continues to be lowered, and the installed capacity is expected to accelerate. Domestic brands quickly entered overseas markets with more cost-effective equipment and remote surgery qualifications, and overseas travel began an accelerated period. Focus on leading companies with the triple attributes of “international technology benchmarking+cost performance advantage+leading commercialization”.

Guoxin Securities released a research report saying that endoscopic surgical robots are the most mature commercialization of surgical robots and the core track with the strongest clinical certainty, and the industry is shifting from absolute dominance of imports to diversified domestic competition. The configuration certificate was adjusted from Class A to Class B, and the “14th Five-Year Plan” quota was expanded. In January 2026, the fee standard for surgical robots was established and clarified. The service leasing pilot was launched in Beijing. The hospital side introduction threshold continues to be lowered, and the installed capacity is expected to accelerate. Domestic brands quickly entered overseas markets with more cost-effective equipment and remote surgery qualifications, and overseas travel began an accelerated period. Focus on leading companies with the triple attributes of “international technology benchmarking+cost performance advantage+leading commercialization”.