机器人产业跟踪：国家开展场景试点，养老机器人加速落地

Investment Rating - The industry investment rating is "Positive (Maintain)" [6] Core Viewpoints - The report highlights the acceleration of the implementation of elderly care robots due to national pilot policies, reflecting a clear understanding of the demand for robotic applications and data [4][9] - The aging population in China is a pressing issue, with projections indicating that by the end of 2024, the elderly population (aged 60 and above) will reach 310 million, accounting for 22% of the total population [9] - The report emphasizes that the lack of application scenarios for humanoid robots has hindered their development, but with national support, there is potential for rapid commercialization in specific scenarios [9] Summary by Sections Investment Suggestions and Targets - The report suggests focusing on the following segments: 1. Complete machine manufacturers: Companies such as UBTECH (09880, not rated), Zhongjian Technology (002779, not rated), Yijiahe (603666, not rated), Ousheng Electric (301187, Buy), and Haoneng Co. (603809, not rated) [4] 2. Dexterous hands & sensors: Companies like Jiechang Drive (603583, not rated), Zhaowei Electromechanical (003021, not rated), Top Group (601689, Buy), Yongchuang Intelligent (603901, Buy), and others [4] 3. Exoskeletons: Companies including Meihu Co. (603319, not rated), Jinggong Technology (002006, not rated), and Xinhua Jin (600735, not rated) [4] Industry Context - The report discusses the national initiative to support elderly care robots through pilot programs aimed at home, community, and institutional care, addressing specific needs such as assistance for the disabled and elderly [9] - The pilot period for these initiatives is set from 2025 to 2027, with specific deployment targets for testing the robots in real-life scenarios [9] - The report notes that the aging population's needs are urgent, with a significant majority of elderly individuals preferring home care, which creates a substantial market opportunity for robotic solutions [9]