Medical robots are divided into surgical robots, exoskeleton rehabilitation robots and nursing robots. These days, I focused on the field of surgical robots. Generally speaking, the domestic medical robot market is very large, and there are not many good companies in China, but there are also companies with independent intellectual property rights like Tianzhihang. However, some listed companies should be careful to label themselves as "robots".

The penetration rate of Leonardo da Vinci in China is 4.3%.

In the field of surgery, surgical medical robots have obvious advantages: less bleeding, quick recovery and short training time for doctors. Surgery will enter the era of "repair" from "resection". Therefore, in the next few years, surgical medical robots should be rapidly popularized in China.

Speaking of this field, we should first mention "Da Vinci" produced by American intuitive surgery company 1999, which has been widely used in various operations such as prostate. There is a video on the Internet, in which Leonardo da Vinci sewed the skin of a grape beautifully and magically.

Da Vinci's hospital market penetration rate in the United States has reached 47%. There are 4,974 community hospitals in the United States, and 2,344 Da Vinci units have been installed. The permeability is 47%.

By the end of 20 14, Leonardo da Vinci had 3,473 devices worldwide. 20 14 earned $265,438+300 million, net profit $565,438+0 billion, and the company's market value reached $50 billion.

In 20 14, Leonardo da Vinci's income included: 630 million dollars of newly sold equipment; Consumables 65.438+0.07 billion USD; The annual service fee is USD 430 million (USD 654.38+00-654.38+07 million per set per year). This income model has also become the model of other medical robot companies around the world.

In 2000, Da Vinci earned about $20 million and lost $6.5438+0.8 million.

Da Vinci was introduced to the 30 1 Hospital of the People's Liberation Army in 2006 and underwent many operations. At present, there are 6 Da Vinci in 30 1 hospital.

But the price of Da Vinci is around 20 million, plus the cost of consumables and services. Ordinary hospitals can't afford it. By the third quarter of 20 15, there were 46 Da Vinci, 1079 3A hospitals in China, with a penetration rate of 4.3%. From another angle, it also shows that the medical robot industry in China is still promising.

In addition to Leonardo da Vinci, there are also international medical robot brands: spine robots of Israeli Mazor Robotics; The neurosurgical positioning robot of Medtech company in France; Joint robot of Curexo, USA; Joint robot in Mako, USA.

Beihang Zhihang leads the domestic market.

Generally speaking, domestic medical robots are still in their infancy, which is far from Leonardo da Vinci. At the same time, the localization of surgical robots has also begun.

The better surgical robots in China are Si Zherui from Harbin Institute of Technology, Zhihang from Beihang University and the dexterous robot from Tianjin University.

1, Beihang zhihang

Tianzhihang is mainly in the field of orthopedics. Orthopedic surgery does not involve internal organs, so it is easy to model and suitable for robots. Tianzhihang (834360) has been listed on the New Third Board.

Surgical robots belong to the third category of medical instruments. Clinical verification is required to obtain the license, and the time for obtaining the license is 2-5 years. Tianzhihang products originated from the 863 project jointly completed by Beihang University and beijing jishuitan hospital. Tianzhihang obtained the registration license of orthopedic robot products (US Food and Drug Administration [2065 438+00] No.3540 20 10/88) on February 20/0. This is the first medical robot product with completely independent intellectual property rights in China. Therefore, the company became the fifth company in the world to obtain the registration license for medical robots.

At present, it has been applied in beijing jishuitan hospital, 30 1 Hospital, Third Hospital of Hebei Medical University, Second People's Hospital of Shenzhen, Fourth People's Hospital of Zigong, Haidian Hospital of Beijing, Changping District Hospital of Beijing, Karamay Central Hospital of Xinjiang, Hebi People's Hospital and many other medical institutions.

The revenue of Tianzhihang in 20 14 was 38 million yuan, and the loss was12.7 million yuan.

2. Harbin Institute of Technology, Si Zherui

Si Zherui is a company that develops minimally invasive laparoscopic surgery robots. The general manager of Si Zherui Company is Professor Du Zhijiang, a professor at Harbin Institute of Technology and deputy director of the Robotics Institute of Harbin Institute of Technology. In May this year, Bo Shi Co., Ltd. invested 65.438+0 billion yuan in 20% equity of Si Zherui.

3. Smart robots of Tianjin University

20 14 Tianjin university successfully developed "dexterous hand a robot system". The system is mainly used for minimally invasive abdominal surgery. In April last year, Xiangya Third Hospital of Central South University took the lead in adopting the "Miaoshou S" robot in China, and repaired gastric perforation and appendectomy for three patients successively.

A-share "robot concept stocks" have a lot of water.

Domestic A-share listed companies have also labeled themselves as "robots", mainly related to medical care: Chutian Technology (300358), Bosch (002698) and Cisco (002653). However, judging from the situation of the following three companies, Bosch shares have a good foundation, and Chutian Technology and Cisco just have a little robot concept.

(1) Chutian Technology

Chutian Science and Technology cooperated with National Defense Science and Technology University for exoskeleton rehabilitation robot, and launched a prototype three years later.

(2) Cisco

Hysco subscribed for part of the shares of MST, an Israeli medical device company, at a cost of $654.38 million+005,000. The robot system of MST is called "Autolap", which is mainly used for abdominal surgery. HESCO has obtained the sales agency of Autolap in China 15.

(3) Bosch shares

Bo Shi Co., Ltd. is the industrialization base of Robotics Research Institute of Harbin Institute of Technology, which is the most powerful institution of robotics technology in China. 2011654381October, the "minimally invasive abdominal surgery robot system" developed by the Robotics Institute of Harbin Institute of Technology passed the acceptance of the national "863" plan expert group.

Bo Shi shares 1 100 million yuan participated in the 20% equity of "Minimally Invasive Surgery Robot and Intelligent Instrument Project" (Si Zherui) of Harbin Institute of Technology, and it is estimated that new products will be launched in 2065,438+06-2065,438+07.