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方正证券:场景深度耦合具身智能 共建万亿科技养老产业
Founder SecuritiesFounder Securities(SH:601901) 智通财经网·2025-08-04 02:44

Group 1 - The intelligent elderly care robot industry is entering a golden development period driven by policy support and technological breakthroughs, with the market expected to exceed 2 trillion yuan by 2030 [1][3] - The aging population in China is increasing, leading to a surge in the number of disabled elderly individuals, which creates a significant demand for intelligent elderly care robots [1][3] - Various policies, including financial subsidies and innovations, are promoting the integration of intelligent robots into elderly care scenarios, establishing a multi-dimensional support system for the industry [1][2] Group 2 - By 2030, the elderly population in China is projected to reach 380 million, with the number of disabled elderly individuals expected to reach 100 million, indicating a substantial market for elderly care robots [3] - The average prices for different types of intelligent elderly care robots are expected to decrease significantly, enhancing market penetration and accessibility [3] - The integration of multi-modal perception and artificial intelligence technologies is facilitating the transition of elderly care robots from auxiliary to proactive service roles, particularly in rehabilitation, care, and companionship [2][3]