外骨骼机器人｜落地场景丰富，市场空间广阔

Core Viewpoint - The article emphasizes the growing market potential for exoskeleton robots driven by aging populations and increasing demand for rehabilitation and labor assistance, suggesting a focus on key component manufacturers and related equipment companies [1][10][14]. Application Scenarios - Exoskeleton robots can be categorized into upper limb, lower limb, and full-body types, enhancing physical strength or providing rehabilitation support for disabled patients. They consist of control, perception, and mechanical drive systems, focusing on human-machine collaboration with lower reliance on advanced AI [2][5]. Market Potential - The market for exoskeleton robots is expected to exceed 2.4 billion by 2028, with a compound annual growth rate (CAGR) of over 50% from 2023 to 2025. The aging population, projected to surpass 300 million individuals aged 65 and above by 2030, will further drive demand for rehabilitation and labor assistance [10][14]. Investment Strategy - The article recommends investing in exoskeleton robots for various applications, particularly in industrial, logistics, and outdoor sports sectors, as well as in healthcare. It suggests focusing on companies with established core components and those that can leverage their factories as application scenarios, particularly in industrial control and automation sectors [14][10].