外骨骼机器人产业链投资机会凸显

Industry Overview - The exoskeleton robot industry is gaining attention as commercialization progresses, with the humanoid robot concept index rising by 8.01% over six trading days since April 29 [1] - The application fields of exoskeleton robots are expanding from medical rehabilitation to industrial assistance, elderly care, and outdoor leisure, indicating a growing market demand [1] - The cost of exoskeleton robots is expected to decrease through technological innovation and mass production, creating significant market opportunities [1] Product Development - The first consumer-grade AI exoskeleton robot "Tashan AsExo-TK1000" has been launched, featuring lightweight design and advanced AI capabilities for real-time motion data analysis with an accuracy of 99.2% [2] - Cheng Tian Technology has introduced the EasyGo exoskeleton walker, weighing under 2.5 kg, which can save users 20% of their physical effort [2] - Companies are actively developing exoskeleton robots with various control methods and applications in medical rehabilitation [3] Market Potential - The global market for exoskeleton robots is projected to reach USD 14.67 billion by 2030, with a compound annual growth rate (CAGR) of 42.2% [4] - The demand for exoskeleton robots is increasing across multiple sectors, including healthcare, military, and industrial applications, driven by technological advancements [4][5] - Analysts highlight the potential for exoskeleton robots to enhance human capabilities and reduce physical burdens, particularly in aging populations and disaster relief scenarios [5]