According to a research report released by BOC International, China's surgical robot market is projected to reach RMB 22.45 billion in 2026 and is expected to grow to RMB 70.85 billion by 2030, representing a compound annual growth rate of 33.3%. The research house believes the domestic surgical robot market is poised for sustained rapid expansion, driven by technological breakthroughs in locally-made systems combined with intensifying industrial policy support. This convergence has propelled domestic surgical robot companies into a fast-track phase of commercial deployment. The report suggests investors focus on leading platform-type enterprises that possess multi-track product development capabilities and are consistently delivering results in overseas markets.

Robot-assisted surgery offers remarkable advantages in precision, stability, and repeatability, which significantly enhance the clinical benefits of minimally invasive procedures and are expected to drive a rapid increase in clinical penetration rates. According to a Frost & Sullivan report, the global surgical robot market is forecast to expand from US$32.8 billion in 2026 to US$63.12 billion by 2030, achieving a compound annual growth rate of 17.8%. Domestic surgical robot manufacturers are well-positioned to unlock substantial growth potential through import substitution and global expansion, leveraging their technological advancements, supportive government policies, and the vast clinical demand within China.

Within the broader market, endoscopy and orthopedic surgical robots have reached a relatively mature stage of development, owing to their wide-ranging clinical applications and clearly defined commercialization pathways. In the endoscopic surgical robot segment, China's market penetration rate remains significantly lower than that of the United States, with robot-assisted endoscopic surgery penetration standing at just 0.7% in 2024, suggesting considerable room for growth. The Da Vinci surgical system currently dominates the global endoscopic surgical robot market, accounting for approximately 58.6% of worldwide installations as of the end of 2024. However, as domestic endoscopic surgical robots gain sequential regulatory approvals, the pace of import substitution is expected to quicken. China's installed base of multi-port endoscopic surgical robots climbed from 134 units in 2019 to 502 units in 2024, reflecting a compound annual growth rate of 30.2%, with locally-produced robots capturing an increasingly larger share. Data from CIC Consulting indicates that China's orthopedic surgical robot market exhibits a differentiated competitive landscape. In the spine and trauma segments, market concentration is exceptionally high, with the top three players—Tianzhihang, Medtronic, and Zimmer Biomet—together accounting for 98% of total installations. Among them, Tianzhihang holds a commanding lead with approximately 87% of the installed base. In the joint replacement segment, Stryker controls the vast majority of the market through its MAKO system. As domestic manufacturers continue to achieve technological milestones and secure approvals for more innovative products, the import substitution process is likely to accelerate, thereby boosting the market share of domestic surgical robots.

The combination of technological advancements and supportive policy measures has ushered the surgical robot industry into a phase of rapid development. Examining the industrial chain, upstream core components—including reducers, controllers, and sensors—present the highest technical barriers and currently remain dependent on imports, making breakthroughs in these areas a key focus for the future. In the midstream complete-machine segment, supported by favorable policies, domestic brands such as MicroPort, Tianzhihang, WEGO, and Edge Medical are rising swiftly, with multiple endoscopic and orthopedic robots already receiving market approvals and accelerating their market penetration. Downstream, application scenarios are primarily concentrated in medical institutions, with adoption gradually expanding from top-tier Grade IIIA hospitals to second-tier hospitals and grassroots medical facilities. On the policy front, the government has consistently strengthened industrial support since 2015. In January 2026, a newly introduced medical insurance project guideline addressed the critical issue of how surgical robot procedures should be billed, while simultaneously establishing remote surgery charging items. These measures are expected to accelerate the clinical adoption of robots across hospitals at various levels. The report also highlights several key risks that could challenge the sector's growth trajectory, including slower-than-expected progress in medical insurance payment and fee policy implementation, setbacks in the import substitution process, underwhelming product commercialization and promotion results, and disappointing overseas expansion outcomes.