SIASUN(SZ:300024) Zheng Quan Ri Bao·2025-05-07 16:25Core Viewpoint - The external skeleton robot market is gaining traction, with significant interest from investors and a shift towards practical applications in various sectors, indicating a transition from validation to actual use [1][5]. Application Scenarios - External skeleton robots are wearable mechanical structures that assist or enhance users' movements, with applications expanding into tourism, healthcare, and industrial sectors [2][3]. - The "smart hiking stick" used in the Tai Mountain scenic area exemplifies the multifunctionality of these devices, offering walking assistance, health monitoring, and emergency features [2]. - The technology has evolved from passive to active products, integrating high-density sensors and adaptive algorithms for real-time user intent recognition [2]. Market Potential - The global market for external skeleton robots is projected to reach $14.67 billion by 2030, with a compound annual growth rate (CAGR) of 42.2% [4]. - Future applications are expected to extend into agriculture, logistics, and emergency services, with potential integration with cutting-edge technologies like brain-machine interfaces [4]. Industry Development Outlook - The market interest in external skeleton robots is rising, with over 50 inquiries on platforms like Shenzhen Stock Exchange's interactive platform, focusing on technology development and commercialization [5]. - Companies are actively responding to investor inquiries, showcasing advancements in AI, materials, and sensor technologies [5]. - Companies like Shenyang Siasun Robot & Automation Co., Ltd. are already in the demonstration phase of their wearable lower limb assistive devices in rehabilitation settings [5]. Product Development Progress - Zhejiang Precision Integrated Technology Co., Ltd. is testing single-joint external skeleton assistive robots in various scenarios, refining algorithms and product features [6]. - Companies are incorporating advanced materials like carbon fiber into their external skeleton robot structures to enhance performance [6]. Product Layout and Market Progress - Henan Xiangyu Medical Equipment Co., Ltd. is in the small-batch production phase of portable external skeleton assistive robots, aiming for medical device registration and market entry within the year [7]. - Jiangsu Zhenjiang New Energy Equipment Co., Ltd. plans to begin small-scale production of external skeleton robots in the third quarter of this year [7]. - Despite the promising market outlook, challenges such as technology, cost, and market dynamics remain, necessitating collaboration between industry, academia, and research to drive innovation and sustainable growth [7].