中信证券:随着国产手术机器人与通用人形机器人的快速发展 行业有望迎来系统性降本

智通财经
Aug 14
【中信证券:随着国产手术机器人与通用人形机器人的快速发展 行业有望迎来系统性降本】中信证券研报表示,机器人手术效益显著,是医学发展新趋势,但高昂的手术费用导致渗透率长期偏低。中信证券认为随着国产手术机器人与通用人形机器人的快速发展,行业有望迎来系统性降本,大幅提高渗透率。人形机器人或将从两个方面推动行业发展:1.带动上游供应链国产化+规模化,惠及下游大幅降本;2.USature、Science等顶级期刊发表研究,人形机器人或能直接操纵器械进行外科手术,搭配具身智能、物理世界AI,有望带来新一轮手术革命。中信证券认为国产机器人有望在全球竞争中脱颖而出,或能孕育千亿龙头,建议关注能降本、有创新的机器人企业。同时中信证券也关注到器械龙头在该领域的频繁并购,或将带来额外投资机遇。

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