Zhenjiankang Medical (02697) has signed sales contracts worth nearly 100 million! Leading the accelerated development of the Siasun Robot & Automation segment in puncture surgery.

Siasun Robot & Automation's surgical division welcomes a significant order worth nearly 100 million yuan. On August 31, Zhenjiankang Medical (02697) announced a voluntary announcement stating that the company has entered into a sales contract with an independent third party to sell a puncture surgical navigation and positioning system to the buyer, with a total contract amount close to 100 million yuan. The related products will be delivered one after another in the near future. Industry analysts believe that with the continuous growth of demand for precise minimally invasive diagnosis and treatment, along with the gradual maturation of clinical applications of related technologies such as puncture navigation and tumor ablation, Zhenjiankang Medical is ushering in an important window for accelerated commercialization due to its early completion of product registration, a layout of multiple models, over 7,200 clinical verifications, and a technological route that integrates puncture and ablation. The signing of this nearly 100 million yuan contract will not only provide new support for Zhenjiankang Medical to continue expanding its client base among medical institutions, enhancing market coverage, and accelerating business scale development, but also set a new benchmark for the development of the Siasun Robot & Automation subfield in percutaneous puncture surgeries. Leading the commercialization acceleration of the Siasun Robot & Automation track for puncture surgeries The Siasun Robot & Automation track for puncture surgery is a rapidly growing emerging field in recent years, with the industrialization process still in its early stages. Industry orders have previously advanced steadily through single-device installations and verifications at individual hospitals. A domestic Innovative Medical Management device moving towards large-scale procurement signifies that the market is evolving from single case verification to bulk selection, facilitating a transition from the validation period to the ramp-up period, thereby opening up the market ceiling. As a leading enterprise in the Siasun Robot & Automation submarket for percutaneous puncture surgeries for several consecutive years, Zhenjiankang Medical holds multiple Class III registration certificates from the National Medical Products Administration. The puncture surgical navigation and positioning system being sold on a large scale is part of its core product system focused on "percutaneous positioning and precise treatment." Its core model, the TH-S, has been recognized as "the first innovation in the country" by the National Medical Products Administration. This system assists doctors in planning the puncture path and providing real-time navigation under CT image guidance, integrating intelligent image analysis, optical navigation, robotic arm control, and breath tracking functions. It widely serves clinical scenarios that require precise punctures, such as lung nodule biopsies, preoperative positioning, tumor ablation, and particle implantation, covering clinical departments such as thoracic surgery, respiratory medicine, and interventional medicine. It has entered over a hundred medical institutions nationwide, completing over 7,200 surgeries with a success rate of 100%. More importantly, the scalable procurement model validated by this order is replicable. The realization of a market-oriented large order indicates that Zhenjiankang Medical's product value and delivery capability have gained sufficient trust for scalable market engagement. Once the bulk procurement model is established, subsequent order generation will have a framework to refer to. When a stable rhythm of large orders is formed, market expansion will have a replicable path, and production and supply chains will continue to dilute costs and release scale effects along with delivery scales. Domestic devices can also "fly" as comprehensive delivery capabilities are validated This nearly 100 million yuan order is noteworthy because it coincides with a turning point in industry procurement logic. In July of this year, the National Health Commission and two other departments issued new regulations for centralized procurement of medical equipment, fully incorporating Class B large medical devices into provincial-level centralized procurement, marking a normalization phase for centralized collection of medical devices. In the past, imported brands, due to their first-mover advantages, have long dominated the domestic market, and the evaluation dimensions for device procurement were relatively singular. Now, "technology suitability, quality priority, and reasonable pricing" have become the review orientation, and the concept of life-cycle costs has been explicitly incorporated, with long-term costs for consumables and maintenance receiving equal attention. Specifically related to this order, the nearly 100 million yuan total amount signifies a large-scale procurement. As equipment procurement transitions from fragmented bidding to large-scale and standardized processes, the weight of product capability and delivery ability in acquiring orders increasingly stands out. As a leading enterprise in the Siasun Robot & Automation track for percutaneous puncture surgeries, Zhenjiankang Medical possesses core technologies and occupies a more advantageous position. However, the leap from single device and individual hospital to bulk delivery validates not only the competitive strength of individual devices but also the comprehensive delivery capability from production capacity, supply chain to after-sales serviceramping up production capacity, supply chain responsiveness, multi-terminal installation scheduling, and after-sales service systems, each link directly determines the order fulfillment quality of bulk orders. In the context of standardizing and increasing transparency in equipment procurement, Zhenjiankang Medical has passed the commercial examination with this nearly 100 million yuan bulk order, which is a direct proof of the conversion of its product strength into market power. With the continued deepening of centralized procurement policies, Zhenjiankang Medical's first-mover advantages in product performance iteration, clinical data accumulation, and bulk delivery capabilities are expected to be continuously released in market competition. The market space and collaboration channels opened up by the normalization of centralized procurement are accumulating momentum for "catching the next order." First interim report since its listing released: Income surged 32 times year-on-year! Nationwide layout continues to expand On June 30, Zhenjiankang Medical listed in Hong Kong, becoming the "first stock in the Siasun Robot & Automation field for puncture surgeries." Recently, its first interim performance report post-listing showed that in the first half of the year, it achieved a revenue of 5.671 million yuan, a year-on-year increase of nearly 32 times, with surgical Siasun Robot & Automation sales revenue accounting for 91.0%, and consumables revenue increasing by 135.8% year-on-year. The "equipment + consumables" business model has been successfully validated, and the flywheel effect driven by installed devices is now accelerating. The bulk delivery of this order will inject greater momentum into this model. Since its listing, Zhenjiankang Medical has successively established multiple strategic partnerships, from collaborating with the Tianjin Embodied Intelligence Innovation Center to build an embodied intelligence medical ecosystem, to expanding the Northeast minimally invasive diagnosis and treatment market with the central enterprise General Technology Liaoning Medical, Zhenjiankang Medical's national layout continues to unfold, and the commercialization rhythm of this leading player in its segment is expected to continuously exceed market expectations.