2022-2023中国手术机器人行业研究报告.pptx
2022-2023/Preface 2020 8321 55.1%21.4%5.1%2020 63%17%6%2015 2021 2020 13.3%0.51%/Contents 01 02 03 04 05 Da Vinci Xi(Intutive Surgical)RIO(Stryker MAKO)ION(Intutive Surgical)CorPath GRX(Corindus)MSXIO(Perfint Healthcare)ROSA ONE Brain Zimmer Biomet /CT/MRT X-ray/2002-2010 1985 Puma560 1992,Integrated Surgical Systems FDA ROBODOC 1985-1995 1997 AESOP 1998 2000 Intuitive Surgical FDA 1995-2008 2008,MAKO Surgical RIO 2011,Mazor Robotics Renaissance FDA 2016 Corpath GRX FDA 1997-2001 1997 CRAS 1999 CRAS 2006 301 2007 863 2008-2021 2010-2021 2010 2010 CFDA 30 2000 2010 1997 2015/Contents 01 02 03 04 05 2015 2016 2017 2019 2021 2025 2018-2020 2018-2020 DRG 2018 2020 2020.07.31 2020 268 2018-2020 225 DRG/DIP 2021.11.28 2025 DRG/DIP DRG 2021 11 28 DRG/DIP 2025 DRG/DIP DRG=-2018 6 2-3 2021.04.0 6 2021.04.20 80%2021.08.2 5 2021.10.23 100%8000 70%2000 3 2021 2021 4 2021 8/Contents 01 02 03 04 05 46 18 4 15 21.4 5.1 18.4 2020 55.1%2020 55.1%21.4%5.1%2020 63%17%2020 75%10%14%5%1%0%17%63%2020 0%20%40%60%80%100%2018 2019 2020 2021 56%32%5%4%3%2018 2021 2020 3-4 Mazor MAKO Medtech 2018-2021 2018 2021 2021 5 LYFE Capital C 2021 10 B 2021 2 1.2 Pre-B 2021 11 5.4 IDG VGC B 2021 3 2 A 2021 12 Pre-A+2021 1 6 LYFE Capital B 2021 11 2 C 2021 11 5 K2VC B 2021 11 B+2021 4 3 D 2021 8 B 2021 12 Seresia Asset D 2021 9 Management Lighthouse Canton 2021 2021 600 Intuitive Surgical 1200 175 16 22 2019 2020 2021 2021 10 5 4 30 2019-2021 37/Contents 01 02 03 04 05 30|TransEnterix ZimmerBiomet Zimmer Biomet Renishaw Stereotaxis MedRobotics 10000 22 -Intuirive Xi 2018 Si 2011 2021 MP Si Xi 2009 2014 FDA TransEnterix Senhance Avatera System Avatera System CMR Surgical Versius Surgical Robot Hugo RAS FlexDex Surgical Human Xtensions 15 2021 Si Xi MP 2021 2021 25 Mazor Robotics MEDTECH MAKO Surgical 10 Mazor Robotics MEDTECH MAKO Surgical BlueBelt Navio Orthotaxy Globus Medical ExcelsiusGPS Curexo Robodoc Cuvis-Spine MAKO Surgical RIO-2019 Mazor Robotics Renaissance-2019 MEDTECH)ROSA ONE-2019 iKPAS-2020 ORTHBOT-2021 2.0 2021 THA-TKA-Skywalker-Skywalker-RobPath-ARTHROBOT-TRex-RS HURWA Corindus CorPath(R)GRX NMPA ALLVASTM-PCI&PVI&NVI ETcath TAVR-R-One-FDA CE Robocath R-One CorPath 200 CorPath GRX PCI Stereotaxis Genesis RMN Corindus CorPath GRX 2021 7 30 TAVR Robocath R-One ALLVAS PCI PVI NVI Etcath 2021 2021 LungPoint 2014 LungPoint Plus/Archimedes Lite 2020 LungPro/Archimedes 2017 2016 Perfint Healthcare Robio EX 2014 MAXIO 2014 iSRobo t Mona Lisa ANT Ion Monarch MedRobotics LungPoint LungPoint Plus/Archimedes Lite LungPro/Archimedes Biobot i S R o b o t Mona Lisa NDR ANT ISYS XACT Perfint Healthcare/Contents 01 02 03 04 05 0.03%7.60%3.05%19.40%2020 2026 0.51%13.30%3%23%2020 2026 2020 0.51%0.03%13.3%7.6%3 6 8 42 243 970 2797 7059 16583 36347 79964 2016 2017 2018 2019 2020 2021E 2022E 2023E 2024E 2025E 2026E 11.4 18 26.8 32.6 38.9 47.4 87.5 136.7 216.1 337.2 481.1 681.1 2015 2016 2017 2018 2019 2020 2021E 2022E 2023E 2024E 2025E 2026E 20%2015 30 2020 83 22.6%2026 336 2020 26.2%20152020 0.93 4.25 27.6 35.7%2026 38.4 250 44.3%2020 5.1%11.4%0.00 80.00 160.00 240.00 320.00 400.00 2015-2026 0 9 18 27 36 45 2015-2026 .J 2022 22(1):250-258 2011-2020 IPC A61B()2020 2011 2020 IPC 1 A61B 1 654 2 B25J 315 3 A61F 95 4 A61M 66 5 G06F 50 /Viewpoint MAKO surgical 5G AI THANKS