万亿蓝海待启！外骨骼机器人加速 “跑” 进千家万户

Core Viewpoint - The exoskeleton robot industry is at a critical commercialization point, requiring breakthroughs in human-machine collaboration, lightweight materials, endurance, and cost control to achieve widespread consumer application [1][4][5]. Group 1: Industry Overview - Exoskeleton robots are wearable devices that enhance mobility for both individuals with disabilities and healthy users, with applications expanding from industrial and medical fields to consumer markets [2][3]. - The exoskeleton robot market is projected to experience rapid growth, with an estimated annual compound growth rate of 47.7% from 2025 to 2028, reaching a global market size of $5.8 billion by 2028 [3]. - In China, the exoskeleton robot market is expected to reach 4.2 billion yuan by 2025, with an annual compound growth rate of approximately 50% from 2023 to 2028 [3]. Group 2: Technological Challenges - Key challenges include the need for high-performance, low-power chips to enhance the robots' capabilities, as well as the development of lightweight and flexible materials to improve market acceptance [4][5]. - Battery technology is critical, with current endurance typically lasting only a few hours; advancements are needed to achieve a desired endurance of one to several days while reducing battery weight [5]. Group 3: Market Dynamics - The commercialization of exoskeleton robots is currently supported by innovative business models, such as rental services in tourist areas, which can help drive industry growth [5]. - Policy support is significant, with various government initiatives aimed at promoting the application of exoskeleton robots in sectors like elderly care and rehabilitation [6]. Group 4: Investment and Collaboration - Investment activity in the exoskeleton robot sector is increasing, with companies like Shanghai Aoshark Intelligent Technology and Youlong Robotics securing substantial funding to enhance R&D and expand production [7]. - Collaborative efforts among companies, academic institutions, and research organizations are fostering innovation in the development of exoskeleton technologies [7]. Group 5: Future Outlook - The exoskeleton robot is anticipated to become a core technology that benefits humanity, moving beyond a futuristic concept to practical applications in daily life [8].