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中美手术机器人渗透率(装机量口径)
中美手术机器人渗透率(装机量口径)
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<table border="1" cellspacing="0" cellpadding="5">
    <caption>表1：中国腔镜手术机器人市场规模测算</caption>
    <thead>
        <tr>
            <th></th>
            <th>2020</th>
            <th>2021E</th>
            <th>2022E</th>
            <th>2023E</th>
            <th>2024E</th>
            <th>2025E</th>
            <th>2026E</th>
            <th>2027E</th>
            <th>2028E</th>
            <th>2029E</th>
            <th>2030E</th>
            <th>2031E</th>
            <th>2032E</th>
            <th>2033E</th>
            <th>2034E</th>
            <th>2035E</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td colspan="16">腔镜手术机器人</td>
        </tr>
        <tr>
            <td colspan="16">销量</td>
        </tr>
        <tr>
            <td>医院数量（家）</td>
            <td>22396</td>
            <td>23516</td>
            <td>24692</td>
            <td>25926</td>
            <td>26445</td>
            <td>26974</td>
            <td>27513</td>
            <td>27788</td>
            <td>28066</td>
            <td>28347</td>
            <td>28630</td>
            <td>28917</td>
            <td>29206</td>
            <td>29498</td>
            <td>29793</td>
            <td>30091</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>8.48%</td>
            <td>5.00%</td>
            <td>5.00%</td>
            <td>5.00%</td>
            <td>2.00%</td>
            <td>2.00%</td>
            <td>2.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
            <td>1.00%</td>
        </tr>
        <tr>
            <td>装机渗透率</td>
            <td>0.84%</td>
            <td>1.14%</td>
            <td>1.64%</td>
            <td>2.64%</td>
            <td>4.64%</td>
            <td>7.14%</td>
            <td>10.14%</td>
            <td>15.14%</td>
            <td>20.14%</td>
            <td>28.14%</td>
            <td>33.14%</td>
            <td>38.14%</td>
            <td>41.14%</td>
            <td>44.14%</td>
            <td>47.14%</td>
            <td>50.14%</td>
        </tr>
        <tr>
            <td>pct</td>
            <td>0.19%</td>
            <td>0.30%</td>
            <td>0.50%</td>
            <td>1.00%</td>
            <td>2.00%</td>
            <td>2.50%</td>
            <td>3.00%</td>
            <td>5.00%</td>
            <td>5.00%</td>
            <td>8.00%</td>
            <td>5.00%</td>
            <td>5.00%</td>
            <td>3.00%</td>
            <td>3.00%</td>
            <td>3.00%</td>
            <td>3.00%</td>
        </tr>
        <tr>
            <td>装机量（台）</td>
            <td>189</td>
            <td>269</td>
            <td>406</td>
            <td>685</td>
            <td>1228</td>
            <td>1927</td>
            <td>2791</td>
            <td>4208</td>
            <td>5654</td>
            <td>7978</td>
            <td>9489</td>
            <td>11030</td>
            <td>12016</td>
            <td>13021</td>
            <td>14045</td>
            <td>15089</td>
        </tr>
        <tr>
            <td>新增装机量（台）</td>
            <td>55</td>
            <td>80</td>
            <td>137</td>
            <td>280</td>
            <td>543</td>
            <td>699</td>
            <td>864</td>
            <td>1417</td>
            <td>1445</td>
            <td>2324</td>
            <td>1511</td>
            <td>1541</td>
            <td>986</td>
            <td>1005</td>
            <td>1024</td>
            <td>1043</td>
        </tr>
        <tr>
            <td>单机手术量（例/台）</td>
            <td>251</td>
            <td>250</td>
            <td>220</td>
            <td>220</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
            <td>200</td>
        </tr>
        <tr>
            <td>总手术量（万例）</td>
            <td>4.74</td>
            <td>6.72</td>
            <td>8.93</td>
            <td>15.08</td>
            <td>24.56</td>
            <td>38.54</td>
            <td>55.82</td>
            <td>84.16</td>
            <td>113.07</td>
            <td>159.56</td>
            <td>189.78</td>
            <td>220.60</td>
            <td>240.33</td>
            <td>260.43</td>
            <td>280.91</td>
            <td>301.77</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>21.85%</td>
            <td>41.88%</td>
            <td>32.79%</td>
            <td>68.87%</td>
            <td>62.87%</td>
            <td>56.91%</td>
            <td>44.83%</td>
            <td>50.78%</td>
            <td>34.35%</td>
            <td>41.11%</td>
            <td>18.94%</td>
            <td>16.24%</td>
            <td>8.94%</td>
            <td>8.36%</td>
            <td>7.86%</td>
            <td>7.43%</td>
        </tr>
        <tr>
            <td colspan="16">价格</td>
        </tr>
        <tr>
            <td>系统出厂价（万元）</td>
            <td>2107.75</td>
            <td>2002.36</td>
            <td>1702.01</td>
            <td>1446.70</td>
            <td>1302.03</td>
            <td>1171.83</td>
            <td>1054.65</td>
            <td>1001.92</td>
            <td>951.82</td>
            <td>904.23</td>
            <td>859.02</td>
            <td>816.07</td>
            <td>775.26</td>
            <td>736.50</td>
            <td>699.67</td>
            <td>664.69</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>0.17%</td>
            <td>-5.00%</td>
            <td>-15.00%</td>
            <td>-15.00%</td>
            <td>-10.00%</td>
            <td>-10.00%</td>
            <td>-10.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
        </tr>
        <tr>
            <td>年服务费（万元）</td>
            <td>65.95</td>
            <td>67.93</td>
            <td>66.57</td>
            <td>65.24</td>
            <td>63.94</td>
            <td>62.66</td>
            <td>61.41</td>
            <td>60.18</td>
            <td>58.97</td>
            <td>57.79</td>
            <td>56.64</td>
            <td>55.51</td>
            <td>54.40</td>
            <td>53.31</td>
            <td>52.24</td>
            <td>51.20</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>-9.83%</td>
            <td>3.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
            <td>-2.00%</td>
        </tr>
        <tr>
            <td>耗材价格（万元/例）</td>
            <td>1.67</td>
            <td>1.54</td>
            <td>1.42</td>
            <td>1.30</td>
            <td>1.20</td>
            <td>1.10</td>
            <td>1.02</td>
            <td>0.96</td>
            <td>0.92</td>
            <td>0.87</td>
            <td>0.83</td>
            <td>0.79</td>
            <td>0.75</td>
            <td>0.71</td>
            <td>0.67</td>
            <td>0.64</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>-7.28%</td>
            <td>-8.00%</td>
            <td>-8.00%</td>
            <td>-8.00%</td>
            <td>-8.00%</td>
            <td>-8.00%</td>
            <td>-8.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
            <td>-5.00%</td>
        </tr>
        <tr>
            <td colspan="16">市场规模</td>
        </tr>
        <tr>
            <td>市场规模-系统（亿元）</td>
            <td>11.59</td>
            <td>16.02</td>
            <td>23.30</td>
            <td>40.44</td>
            <td>70.65</td>
            <td>81.90</td>
            <td>91.11</td>
            <td>142.00</td>
            <td>137.57</td>
            <td>210.17</td>
            <td>129.82</td>
            <td>125.73</td>
            <td>76.48</td>
            <td>74.03</td>
            <td>71.65</td>
            <td>69.34</td>
        </tr>
        <tr>
            <td>市场规模-服务（亿元）</td>
            <td>1.25</td>
            <td>1.83</td>
            <td>2.70</td>
            <td>4.47</td>
            <td>7.85</td>
            <td>12.07</td>
            <td>17.14</td>
            <td>25.32</td>
            <td>33.34</td>
            <td>46.11</td>
            <td>53.74</td>
            <td>61.22</td>
            <td>65.36</td>
            <td>69.41</td>
            <td>73.37</td>
            <td>77.25</td>
        </tr>
        <tr>
            <td>市场规模-耗材（亿元）</td>
            <td>7.94</td>
            <td>10.36</td>
            <td>12.65</td>
            <td>19.66</td>
            <td>29.46</td>
            <td>42.53</td>
            <td>56.67</td>
            <td>81.17</td>
            <td>103.60</td>
            <td>138.88</td>
            <td>156.93</td>
            <td>173.29</td>
            <td>179.35</td>
            <td>184.63</td>
            <td>189.20</td>
            <td>193.09</td>
        </tr>
        <tr>
            <td>腔镜手术机器人市场规模（亿元）</td>
            <td>20.78</td>
            <td>28.20</td>
            <td>38.66</td>
            <td>64.58</td>
            <td>107.96</td>
            <td>136.50</td>
            <td>164.92</td>
            <td>248.50</td>
            <td>274.52</td>
            <td>395.16</td>
            <td>340.50</td>
            <td>360.25</td>
            <td>321.19</td>
            <td>328.07</td>
            <td>334.22</td>
            <td>339.67</td>
        </tr>
        <tr>
            <td>yoy</td>
            <td>1.74%</td>
            <td>35.76%</td>
            <td>37.07%</td>
            <td>67.04%</td>
            <td>67.18%</td>
            <td>26.44%</td>
            <td>20.82%</td>
            <td>50.68%</td>
            <td>10.47%</td>
            <td>43.95%</td>
            <td>-13.8%</td>
            <td>5.80%</td>
            <td>-10.8%</td>
            <td>2.14%</td>
            <td>1.87%</td>
            <td>1.63%</td>
        </tr>
        <tr>
            <td>腔镜手术机器人占比</td>
            <td>74.86%</td>
            <td>74%</td>
            <td>75%</td>
            <td>78%</td>
            <td>75%</td>
            <td>73%</td>
            <td>71%</td>
            <td>69%</td>
            <td>67%</td>
            <td>65%</td>
            <td>63%</td>
            <td>61%</td>
            <td>59%</td>
            <td>57%</td>
            <td>56%</td>
            <td>55%</td>
        </tr>
        <tr>
            <td>中国手术机器人市场规模（亿元）</td>
            <td>27.75</td>
            <td>38.11</td>
            <td>51.55</td>
            <td>82.79</td>
            <td>143.95</td>
            <td>186.99</td>
            <td>232.28</td>
            <td>360.14</td>
            <td>409.73</td>
            <td>607.93</td>
            <td>540.47</td>
            <td>590.57</td>
            <td>544.39</td>
            <td>575.57</td>
            <td>596.82</td>
            <td>617.59</td>
        </tr>
        <tr>
            <td>CAGR</td>
            <td colspan="3">2015 - 2020 2020 - 2026 2026 - 2035</td>
            <td colspan="13">35.81% 42.49% 11.48%</td>
        </tr>
    </tbody>
</table>

资料来源：微创医疗机器人招股书、Wind、直觉外科年报，安信证券研究中心
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所属报告:
医疗器械行业:手术机器人赛道腾飞在即国产龙头开启发展新征程-211020(37页).pdf
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政策法规
2026-07-22
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人形机器人软硬件市场份额占比
fCDnsbvliKsgfCDluILlnLrku73pop3ljaDmr5QgfAp8IDotLS0gfCA6LS0tIHwKfCDnoazku7YgfCA2OS41NSUgfAp8IOi9r+S7tiB8IDMwLjQ1JSB8CgoqKui1hOaWmeadpea6kO+8mioqIEZvcnR1bmUgQnVzaW5lc3MgSW5zaWdodHPvvIzkuJzljJfor4HliLg=
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竞争格局
2026-07-22
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2025年人形机器人各应用场景市场规模占比
fCDlupTnlKjlnLrmma8gfCDluILlnLrop4TmqKHljaDmr5QgfAp8LS0tLS0tLS0tfC0tLS0tLS0tLS0tLXwKfCDmlbDmja7ph4fpm4YgfCAzNSUgfAp8IOaVmeiCsuenkeeglCB8IDI1JSB8Cnwg5Lqk5LqS5pyN5YqhIHwgMjIlIHwKfCDlt6XkuJrlj4rnianmtYEgfCAxMCUgfAp8IOWoseS5kOihqOa8lCB8IDglIHwKCioq6LWE5paZ5p2l5rqQKirvvJrmlrDmiJjnlaXvvIzkuJzljJfor4HliLg=
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市场规模
2026-07-22
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特斯拉人形机器人BOM拆分(大规模量产后)
fCDnu4Tku7bnsbvliKsgfCDljaDmr5QgfAp8Oi0tLS0tLS0tLXw6LS0tLTp8Cnwg55u057q/5omn6KGM5ZmoIHwgMzElIHwKfCDml4vovazmiafooYzlmaggfCAyNCUgfAp8IOaJi+mDqOWFs+iKguaAu+aIkCB8IDIzJSB8Cnwg5YW25LuW57uE5Lu2IHwgMTglIHwKfCDmmbrog73noazku7YgfCA0JSB8CgoqKui1hOaWmeadpea6kO+8muWJjeeeu+S6p+S4mueglOeptumZou+8jOS4nOWMl+ivgeWIuCoq
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市场规模
2026-07-22
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人形机器人电子皮肤市场规模
fCDlubTku70gfCDkurrlvaLmnLrlmajkurrnlKjnlLXlrZDnmq7ogqTluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8Oi0tLS06fDotLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLTp8CnwgMjAyNSB8IDAuMiAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjZFIHwgMS40ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAzMEUgfCAzMS4xICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDM1RSB8IDE1NS4wICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAoKKirotYTmlpnmnaXmupAqKu+8muWJjeeeu+S6p+S4mueglOeptumZou+8jOS4nOWMl+ivgeWIuA==
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市场规模
2026-07-22
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全球工业机器人分行业装量
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行业数据
2026-07-16
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全球工业机器人年度装量
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行业数据
2026-07-16
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2030年人形机器人价值量分解
fCDnu4Tku7YgICAgICAgICB8IOWNoOavlCglKSB8CnwtLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS18Cnwg6KGM5pif5rua5p+x5Lid5p2gIHwgMTkgICAgICB8Cnwg5peg5qGG5Yqb55+p55S15py6IHwgMTYgICAgICB8Cnwg5YeP6YCf5ZmoICAgICAgIHwgMTMgICAgICB8Cnwg5Yqb5Lyg5oSf5ZmoICAgICB8IDExICAgICAgfAp8IOaDr+WvvElNVSAgICAgIHwgMiAgICAgICB8Cnwg56m65b+D5p2v55S15py6ICAgfCA4ICAgICAgIHwKfCDlhbblroMgICAgICAgICB8IDMxICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaVGVzbGEgQUkgRGF577yM5YmN55675Lqn5Lia56CU56m26Zmi77yM6ZW/5Z+O6K+B5Yi45Lqn5Lia6YeR6J6N56CU56m26Zmi
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2026-07-16
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核心特征:消费机器人赛道资本化落地,重在供应链整合与全球
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2026-07-13
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图19 中国康养机器人市场规模,2020-2030,亿元(左轴),%(右轴)
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2026-07-13
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图5.20 建筑机器人
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2026-07-13
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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2026-07-30
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2026-07-30
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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国内腔镜机器人的装机渗透率仅为美国的 1/10,关节臵换机器人仅为美国的 1/31。当前手术机器人在中国的市场渗透率非常低。根据弗若斯特沙利文数据,截至 2020 年 12 月 31 日,中国仅已安装 189 台腔镜及 17 台关节臵换手术机器人,2020 年全年,中国分别仅有约 0.5%及<0.1%的腔镜及关节臵换手术采用机器人来完成。对比而言,截至同日,美国已安装 3,727台腔镜及 1,060台关节臵换手术机器人,而于同年进行的手术计渗透率分别为 13.3%及 7.6%。从医院装机渗透率来看,根据美国医院协会数据,2019 年美国共有 6090 家医院,腔镜及关节臵换手术机器人对美国所有医院的装机渗透率约为为 61.20%及 17.41%。与之对比,截至2020 年末中国共三级医院 2996 家,腔镜及关节臵换手术机器人对中国三级医院的装机渗透率仅为 6.31%及 0.57%,分别仅为美国渗透率的 1/10 及 1/31。考虑到美国所有医院里包括大量低级别医院,平均床位数为 151 张,与我国三级医院最低 500 张住院床位的标准相差较大,中美手术机器人对目标大型医院的实际装机渗透率差距将更大。
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医疗器械行业:手术机器人赛道腾飞在即国产龙头开启发展新征程-211020(37页).pdf
国内手术机器人市场规模测算
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