SIASUN(SZ:300024) Hua Xia Shi Bao·2025-05-08 09:13Core Insights - The introduction of exoskeleton robots in popular mountain scenic areas during the "May Day" holiday has gained significant attention, being marketed as a "lazy person's mountain climbing gadget" [2] - Exoskeleton robots are transitioning from "verification" to "practical application," with active performance in the stock market for related companies following the holiday [2] - The technology effectively addresses key visitor pain points, particularly knee and leg injuries, enhancing the overall climbing experience [2] Industry Overview - Exoskeleton robots are primarily utilized in industrial and medical fields, with strong capabilities for load-bearing and walking, particularly for rehabilitation of paraplegic and hemiplegic patients [3] - The first scenic area to introduce exoskeleton robots for climbing assistance was the Tai Mountain scenic area, which has already served over 3,000 visitors, with 62% being elderly users [3] - The robots weigh approximately 1.2 kg and can support up to 200 kg of instantaneous force, featuring AI systems that adjust assistance based on user activity [4] Market Potential - The popularity of exoskeleton robots extends beyond scenic areas, with significant potential in the silver economy, particularly among elderly populations [6] - The aging population in China is projected to exceed 310 million by the end of 2024, representing 22% of the total population, indicating a growing market for assistive technologies [6] - The market for elderly care robots in China is expected to grow from 3.8 billion yuan in 2020 to 7.9 billion yuan by 2024, with a compound annual growth rate of around 15% [7] Future Outlook - The global exoskeleton market is anticipated to exceed $100 billion by 2030, with consumer-grade applications expected to increase significantly [7] - The exoskeleton robot market is entering a new era of consumer application, moving from a science fiction concept to a mainstream technology product [7]