Frost & Sullivan releases the '2026 Global Medical Robot Industry Development Blue Book' (including access methods)

Source: Frost & Sullivan analysis

Endoscope Surgery Robots

The Chinese endoscope surgery robot market has transitioned from being primarily dominated by imported brands in the early stages to a phase where both imported and domestic brands participate, with multiple products and various technical routes operating concurrently. Multi-hole robots remain the mainstream in the current market, while single-hole and multi-hole/single-hole platforms continue to achieve product breakthroughs; meanwhile, the number of domestic company products approved has increased rapidly, and market competition is shifting from product registration to multi-department coverage, clinical application, and large-scale commercial capabilities.

In recent years, as the technical maturity and registration conversion efficiency of domestic endoscope surgery robot technology have continued to improve, the number of approved domestic products has increased rapidly. On the basis of the long-term participation of imported brands such as Intuitive Medical,微创 robots, Sizhierui, Jingfeng Medical, Weigao, and Shuirui have successively launched products, and the number of market participants is becoming increasingly diverse. Currently, multi-hole products remain the primary technical route, and some companies are also continuing to develop single-hole and multi-platform products, so industry competition is gradually shifting from product approval to clinical department expansion, installation application, procedure coverage, and commercialization capabilities.

Source: Frost & Sullivan analysis

Orthopedic Surgery Robots

China’s orthopedic surgery robot market has developed a rich set of approved products, covering joint replacement, spine, trauma, and sports medicine, and it is gradually expanding to a full-orthopedic multi-indication platform. Among them, there are many participants in the joint and spine areas; the trauma area features two technical routes: “navigation and positioning” and “fracture reduction execution”, and the multi-in-one platform has become an important direction for enhancing equipment utilization and expanding clinical coverage.

In the joint replacement area, overseas Stryker and Zimmer Biomet maintain a first-mover advantage due to their mature joint prosthesis systems, while domestic companies such as YuanHua Intelligent,微创 Robotics, JianJia Medical, ChangmuGu, and HuaRuiBo are competing concurrently. As basic navigation and osteotomy capabilities gradually mature, the focus of competition is shifting to individualized planning, soft tissue balance, prosthesis compatibility, non-imaging or low-imaging workflows, and multi-procedure reuse.

In the spine area, products mainly focus on surgical registration, path planning, navigation and positioning, and robotic arm guidance nail placement. TianZhihang and Medtronic have an earlier clinical foundation, and domestic companies such as Rosenbot, BaiHuiWeiKang, and ZhuZheng have also begun to engage in the layout. As the positioning accuracy gradually converges, competition is further shifting to automatic registration, dynamic tracking, intraoperative imaging fusion, and the “imaging + navigation + robot” integrated workflow.

In the trauma field, China has established a development pattern characterized by navigation and positioning products as the primary focus and gradually emerging breakthroughs in fracture reduction products. Enterprises such as Baihuiwei Kang, Tianzhihang, and Taodao Medical mainly focus on navigation and positioning of instruments and implants in the pelvis, limbs, and complex trauma; Rosenbot enters pelvic fracture closed reduction, leveraging intelligent reduction planning, high-load mechanical execution, and force-position feedback control to extend the robot’s intervention depth from “determining the placement of the instrument” to “participating in the actual reduction of bone fragments”. Future competition is likely to shift from mere navigation accuracy to intelligent planning, mechanical execution, dynamic feedback, and multi-indication platform capabilities.

In the sports medicine field, China is still in the early commercialization stage, with a significantly smaller number of specially approved products compared to joint replacement and spinal robotics. Current products primarily focus on bone channel navigation, navigation drilling, and surgical planning in the reconstruction of the anterior cruciate ligament and other knee ligament systems. In the future, this field may expand from bone channel navigation to soft tissue tension assessment, kinematic analysis, and functional reconstruction.

Regarding multi-purpose platforms, Chinese orthopedic robots are evolving from “one machine, one technique” to “one machine, multiple indications”. Enterprises such as Taodao Medical, Tianzhihang, and Jianjia Medical have earlier achieved coverage of multiple sub-specialties including joints, spine, and trauma; Yuanhua Intelligence has further developed a “five-in-one” comprehensive orthopedic platform, while Huaruibo and Changmu Valley have incorporated sports medicine into a unified platform. As hospitals place greater emphasis on equipment utilization and repeat purchase costs, competition will shift from the number of indications to hardware reuse across different surgical procedures, software switch efficiency, and clinical workflow integration capabilities.

Natural Orifice Surgery Robot

The natural orifice surgery robot enters the target area through natural human channels, assisting in endoscopic navigation, instrument control, and tissue resection, covering bronchoscopy, digestive endoscopy, transurethral, transvaginal, and transoral pharyngeal directions. China’s approved products are primarily focused on bronchoscopy and have also expanded to digestive endoscopy and transurethral surgery; overseas-approved products exist in the transvaginal and transoral pharyngeal areas, while domestic related products and applicable scope are still under development.

The China-approved bronchoscopy surgery robots show a combined layout of imported and domestic products, with representative models including Johnson & Johnson’s MONARCH, Intuitive Medical’s Ion, and Jingfeng CP1000. The products mainly focus on the control, navigation, and positioning of bronchial endoscopes, assisting doctors to reach the target lung region for examination and sampling; the technical approach includes electromagnetic positioning and shape sensing.

Neurosurgery Robot

Main participants in the Chinese neurosurgery robot market include Baihuiwei Kang, Huake Precision, Lianying Zhirong, Jiemai Bangmei, and Medtronic. Related products combine image processing, surgical path planning, and robot positioning functions to assist doctors in performing deep brain stimulation (DBS), stereotactic electroencephalogram (SEEG) electrode implantation, intracranial biopsy, and puncture drainage; some platforms further extend to integrated brain and spine applications.

Domestic enterprises continue to expand their product portfolio, while international manufacturers compete based on clinical application experience and navigation platforms. Baihuiwei Kang continuously iterates the “brain”, “eye”, and “hand” capabilities on the Ruimi surgical robot platform and extends them to additional application procedures; Huake Precision has launched the SR1 series, Q300 microrobot, and X1000 brain and spine platform; Lianying Zhirong has launched uNav-Brain 550 and uIGS Brain 730/750, integrating robot positioning, real-time navigation, and surgical planning functions. Among international manufacturers, Jiemai Bangmei’s ROSA One covers various neurosurgical stereotactic applications, and Medtronic’s Stealth Autoguide provides robot positioning and trajectory guidance in conjunction with its navigation system.

From the product layout of representative enterprises, neurosurgery robots are gradually developing in the direction of coordinated positioning, navigation, and surgical planning. Non-marking marker registration, multimodal image fusion, automatic positioning, device miniaturization, and brain and spine shared platform are the main product development directions. As application scenarios expand, clinical validation, operational efficiency, adaptability to complex procedures, device compatibility, and service capabilities will become key factors in enterprise competition.

Source: Frost & Sullivan Analysis

Vascular Intervention Surgery Robot

The vascular intervention surgery robot assists doctors in controlling interventional instruments via mechanical or magnetic drive, and according to clinical applications, it is divided into coronary and cardiac intervention, neurointervention, and peripheral intervention. Different fields develop differentiated technical approaches based on instrument delivery, catheter positioning, and stabilization control; China’s approved representative products primarily cover coronary intervention, cerebral angiography, and cardiac electrophysiology operations.

Dentistry Surgery Robot

The China-approved dentistry surgery robot is primarily used in adult oral implant surgery, providing navigation and positioning for implants and surgical instruments through preoperative planning, spatial alignment, and robotic arm-assisted positioning.

From the product layout, enterprise differences lie primarily in the robotic arm structure, spatial alignment, intraoperative tracking, human-robot collaboration, and supporting software capabilities. With the increase in approved products, clinical validation, operational convenience, device footprint, compatible instrument compatibility, and service capabilities will become key factors in enterprise competition.

Percutaneous Puncture Surgery Robot

The经皮 puncture surgery robot combines medical imaging, path planning, and robotic arm positioning to assist doctors in delivering puncture instruments along a planned path to the target area, primarily serving puncture operations on the lungs, abdominal solid organs, and prostate. Different products perform functions such as navigation and positioning, needle guidance, or needle insertion control; their approved uses include puncture examination and certain ablation treatments, and the specific application scope is subject to the registration certificate.

The key aspects of product competition include image alignment and positioning accuracy, puncture path planning, robotic arm stability, handling of respiratory motion, and compatibility between needles and imaging devices. As clinical applications advance, operational convenience, deployment conditions, and associated consumables will also influence hospital procurement and usage.

Ablation Surgery Robot

The global ablation surgery robot market exhibits a competitive landscape characterized by multiple technical pathways running concurrently, differentiated by organ and application scenarios.

The China percutaneous microwave ablation surgery robot market remains in its early stages. Currently, the approved integrated products include Zhenjiankang TH-X MW and TH-X HMW, which integrate puncture navigation positioning and microwave ablation functionality into a single system. Some percutaneous puncture robots, such as Quantum Surgical EPIONE, can be used in conjunction with compatible external ablation devices to assist in tumor treatment; however, their core function is puncture positioning, differing from platforms that inherently integrate ablation functionality.

The key aspects of competition in this niche include the synergy between imaging and treatment, mechanical positioning and motion control, controllability of ablation range and energy output, and real-time monitoring during the treatment process. As products expand into clinical applications, operational convenience, treatment efficiency, accumulation of clinical evidence, and hospital deployment conditions will also influence commercialization and promotion.

Hair Transplant Surgery Robot

The hair transplant surgery robot combines visual recognition, hair follicle positioning, and robotic arm control to assist doctors in identifying, separating, and extracting hair follicle units, reducing the reliance on human experience and physical strength in high-repetition operations. Currently, the main approved products in China focus on hair follicle extraction; subsequent hair transplantation and overall surgical procedures will still need to be performed or led by doctors.

The key aspects of competition among different products include hair follicle identification and positioning capabilities, control of extraction angle and depth, hair follicle integrity and continuous operation stability. As commercial applications advance, target populations, doctor operational ease, supporting consumables, and equipment usage costs will also affect hospital and hair transplant institution procurement and use.

Rehabilitation Robot

The rehabilitation robot combines motion sensing, mechanical drive, and interaction control to assist patients in performing repetitive, individualized motor function training, primarily covering lower limb gait, upper limb, and hand rehabilitation. The currently approved products in China include powered exoskeletons, end-tending training robots, and flexible hand robots; their application scenarios are expanding from medical institutions to communities and households. The key development areas include safe human-machine interaction, auxiliary force adjustment, and quantitative assessment of training outcomes.

The key aspects of industry competition include mechanical drive and motion control, patient intent recognition, training parameter adjustment, and functional assessment capabilities. As clinical applications grow, therapist training, patient adaptation scope, equipment usage efficiency, and payment conditions will also affect product promotion and commercial development.

China's policy framework for medical robotics has evolved from early emphasis on core technology research and development and domestic innovation, to increasingly covering key aspects such as product industrialization, hospital deployment approval, and medical service payment. The policy support logic has shifted from "encouraging research and development" to a full lifecycle coverage: "research and development—approval—hospital deployment—use—payment", thereby continuously eliminating institutional barriers to the large-scale clinical application of domestic medical robots.

Policy Encouragement for the Development of Intelligent Medical Robotics Systems

China's policy support for the intelligent medical robotics industry has evolved from early encouragement for robotics technology research and development, to increasingly covering high-end medical equipment innovation, integrated artificial intelligence applications, and industrialization promotion. The policy framework continues to strengthen support for core technology breakthroughs, product research and development, and clinical applications in medical robotics.

Simplified Acquisition Approval Policy

China's policy for the configuration of large-scale medical equipment continues to evolve from strict approvals to categorized management, moderate relaxed controls, and encouragement for updates, creating a more favorable policy environment for the accelerated hospital deployment and expanded clinical application of high-end medical equipment such as surgical robots.

Support Policy for Import Substitution

China continues to promote the improvement of independent research and development and industrialization capabilities for high-end medical equipment, domestic substitution, and optimization of large-scale medical equipment configuration, thereby enhancing the capabilities of surgical robots and other high-end medical devices to develop independently and achieve industrialization. The policy orientation is shifting from merely encouraging domestic innovation to coordinated advancement toward clinical application, procurement and configuration, and import substitution.

Related Medical Insurance Policies

The medical robot medical insurance payment policy in China is currently undergoing local pilot projects for charging and the inclusion of some items in the medical insurance system, gradually evolving toward disease-based payment, separate itemization, and standardized payment standards. The payment mechanism for related operation fees and supporting consumables for surgical robots is continuously being improved, which helps to reduce patients' burden and enhance the clinical application enthusiasm of medical institutions.

Key considerations for the listing review of medical robot companies

For medical robot companies, the capital market review focus has shifted from whether the product can obtain a registration certificate to further attention to the clinical value of core products, relative competitiveness, commercial sustainability, intellectual property independence, and actual hospital usage. The review logic has progressed from "technical feasibility" to "verifiable commercial closed loop".

Evolution of the valuation logic for medical robot companies

In the early stages of the medical robot industry, since most companies had not yet achieved large-scale revenue, the capital market's valuation of these companies was more based on core technical barriers, number of under-development products, clinical trial progress, and expected product registration. At this stage, whether a company could break through key technologies, establish a competitive product pipeline, and obtain regulatory approvals from bodies such as the NMPA and FDA was an important factor affecting the valuation level.

As products are successively approved and enter hospitals, the valuation logic begins to shift from "whether the product can be manufactured" to "whether the product can truly be commercialized". Indicators such as equipment orders, number of hospital installations, doctor coverage, market share, and clinical application scope become significantly more important, and the capital market begins to pay more attention to whether a company can convert technical and product advantages into real revenue growth.

After entering the large-scale commercial stage, the mere number of installations is no longer sufficient to fully reflect the business operating quality. Single-machine utilization rate, number of surgeries or treatments, consumable and service revenue, gross profit margin, and profit path are gradually becoming the core elements of valuation. Whether the equipment continues to generate clinical use, and the regular revenue from consumables, software, and maintenance arising from equipment installations, directly determine the long-term cash flow quality and the sustainability of the business model.

Source: Frost & Sullivan analysis

In recent years, the internationalization process of Chinese medical robot companies has significantly accelerated, and their overseas expansion models have evolved from early overseas registration and product sales to mature market access in Europe and the United States, overseas clinical validation, and local operation. Domestic medical robots are upgrading from "product export" to "clinical export" and "system export".

In recent years, as domestic medical robots continue to make breakthroughs in core technology, product registration, and clinical application, leading domestic companies have begun to accelerate their global market deployment. Unlike traditional medical devices, which mainly enter overseas markets based on cost and manufacturing advantages, medical robots are high-tech, high-clinical-barrier medical devices; their internationalization relies more on product performance, regulatory certification, clinical evidence, doctor recognition, and local service capabilities. As overseas access and clinical application continue to advance, the overseas expansion models of Chinese medical robot companies are continuously evolving to deeper levels.

Source: Frost & Sullivan analysis

As the overseas expansion stage continues to deepen, the international competition focus of Chinese medical robot companies is also changing. In the early stages of internationalization, the main concern was whether the product could complete overseas registration and establish channels, but after entering mature markets, the importance of clinical evidence, benchmark hospital applications, and doctor recognition becomes significantly greater; when companies further enter the large-scale commercial stage, local sales, training, after-sales, and maintenance systems become key factors affecting long-term competitiveness. The overseas expansion of medical robots has gradually evolved from a competition based on single-product capabilities to a comprehensive competition involving regulation, clinical practice, channels, and service systems.

Baihuiwei Kang

After years of technical accumulation and market expansion, BaihuiWeiKang has developed a complete innovation and research and development system oriented around "production, education, research, and application". Starting from clinical surgical needs, it integrates relevant research and development outcomes and clinical experience from authoritative hospitals, and is committed to the independent innovation and development of surgical robot products. It was the first in the industry to define the product form of surgical robots that integrate "brain", "eye", and "hand" collaboration, combining three core technologies: multimodal imaging processing, visual navigation, and robot precise positioning, to achieve the unity of surgical planning, navigation, and operation, creating a platform-based cluster of surgical robot products. Three product lines—RuiMi® Neurosurgical Robot, RuiYiBo® Oral Surgery Robot, and RuiMi® Orthopedic Surgery Robot—have now been successfully developed and launched.

Jingfeng Medical

Jingfeng Medical (2675.HK), established in 2017, is headquartered in Shenzhen and focuses on the research and development, design, and manufacturing of surgical robots. The company builds a product matrix centered on多孔, single-hole, and natural cavity surgical robots and promotes platform synergy through a remote surgery system. On January 8, 2026, it was listed on the main board of the Hong Kong Stock Exchange, with the stock code 2675.

The company has positioned多孔, single-hole, and bronchoscope robots and is expanding cross-hospital collaboration scenarios using the Jingfeng Cloud Remote Surgery System. Porous and single-hole products complement each other through shared doctor control console and imaging systems, enabling hospitals to select surgical approaches based on clinical needs and promoting multi-departmental applications and domestic and international commercialization.

Rosenbot

Beijing Rosenbot Technology Co., Ltd., established in September 2017, is an innovative medical device company focused on the research and development and industrialization of original intelligent medical products and orthopedic surgical robots. The company started with the treatment of pelvic fracture surgery in trauma orthopedics, where surgical complexity is high and reliance on physician experience is significant, and used digital methods to transform the repositioning experience of clinical experts into calculable, planable, and executable robot operation procedures. It also builds a digital-intelligent orthopedic product system around technologies such as 3D navigation, intelligent planning, and robot automatic operation.

Sizhierui

Sizhierui uses the Kangduo endoscope surgical robot as its current core commercial product and, through continuous iteration, has developed series products such as SR 1000, SR1500, and SR2000. It is also further expanding into under-development products such as spinal endoscope surgery robot, transurethral flexible surgery robot, oral surgery robot, and cochlear implant surgery robot. The company’s product portfolio is evolving from a single endoscope surgical robot to multiple surgical procedures, multiple specialties, and platform-based directions.