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邁瑞醫療(300760.SZ):微創外科是公司市場容量大、並增長迅速的重要種子業務

格隆匯5月24日丨近日,有投資者在互動平台問:邁瑞在微創外科有好的業務基礎,超聲刀、硬鏡產品上市後迅速贏得市場口碑,成為近年來戰略增長點。 當前,外科術式革新加快,整體呈現智能化和機器人化特點。其中,手術機器人是智慧外科手術室整體解決方案的核心,具有器械平台接入和標準系統的屬性,成為兵家必爭之地。 請問邁瑞在手術機器人這一新興領域是否有投資併購的佈局(例如腔鏡機器人),以應對新的趨勢。謝謝!

邁瑞醫療(300760.SZ)5月24日回覆稱,您好,微創外科是公司市場容量大、並增長迅速的重要種子業務,持續獲得了公司在研發投入上的重大傾斜。2022年公司在微創外科的研發投入佔微創外科收入的比重達到了近四成,遠超公司平均10%的研發投入比例。基於超比例的研發投入,公司在該領域持續推出重磅產品,例如今年年初推出了超聲刀和能量平台,近期發佈了全鏈路自主可控的全新一代4K熒光硬鏡,預計在今年底或明年初還將有更加重磅的產品上市。未來,公司會圍繞微創外科手術打造齊全的整體解決方案,成為在該領域國內第一、全球領先的醫療器械公司。謝謝。

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