方正证券：养老智能机器人落地加速 市场规模预计将超两万亿

Core Insights - China has officially entered a moderately aging society, leading to a significant increase in the number of disabled elderly individuals and a severe shortage of caregiving personnel [1] - The smart elderly care robot market is accelerating due to policy support and technological advancements, becoming a key force in the transformation of the elderly care industry in China [1] Demographic Trends - 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 [1] - The distribution of elderly individuals is anticipated to be 90% living at home and 10% in institutions by 2030 [1] Market Projections - The average prices for various types of smart elderly care robots are expected to decrease by 2030: health monitoring robots to 20,000 yuan, emotional companionship robots to 20,000 yuan, caregiving robots to 30,000 yuan, and mobility assistance robots to 30,000 yuan [1] - The market size for smart elderly care robots is projected to exceed 2 trillion yuan [1] Investment Opportunities - Companies with advantages in elderly care channels and integrated hardware-software solutions are recommended for investment [1] - Firms that offer a diverse range of high-quality products in the elderly care robot sector are also highlighted as potential investment targets [1] - Companies specializing in rehabilitation exoskeletons are suggested as another area of interest for investors [1]