金吾财讯 | 直觉外科公司(ISRG)逆市走高，截至发稿，报427.85美元，上涨1.85%，成交额2.65亿美元。消息面上，国泰海通新近研究指，2025年直觉外科旗下达芬奇手术机器人累计装机11,106台，公司收入规模超100亿美元，净利润超30亿美元，其中非美地区收入占比已超过30%，非美地区年装机占比已超40%，非美地区手术量增速约23%，全球非美地区市场潜力充分展现。2025年以来，国产手术机器人厂商海外订单及收入均获得快速增长，微创机器人海外销售收入4.0亿元(同比+287%)，精锋医疗海外销售收入达2.7亿元，已占近总收入60%，国产手术机器人全球商业化进程加速。该机构认为手术机器人具备显著临床获益，全球渗透率有望持续提升，国产厂商产品临床数据比肩达芬奇，中国制造业优势带来更高性价比，有望凭借差异化优势抢占全球市场份额。
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