Core Insights - The rise of the "silver economy" indicates that the high-net-worth elderly population is expected to become a significant growth engine for the market [1][5]. Group 1: Market Dynamics - Goldman Sachs reports that the medical expenditures of individuals aged 50 and above with net assets exceeding 3 million yuan will be a key driver for the growth of the high-end medical market in China [2]. - This demographic, while only representing 3% of the population over 50, currently contributes 5% of total medical expenditures, which is projected to increase to 13% by 2035 as their population share grows to 5% [3][8]. - The medical spending of this group is expected to rise from 221 billion yuan in 2024 to 963 billion yuan by 2035, reflecting a compound annual growth rate (CAGR) of 14.3%, significantly higher than the overall elderly population growth rate of 5.3% and the all-age growth rate of 4.7% [3][7]. Group 2: Self-Payment Market - As national health insurance budgets tighten, the role of out-of-pocket (OOP) medical expenses is becoming increasingly important, with the self-payment ratio expected to rise from 65% in 2024 to 86% by 2035 [4][9]. - This shift indicates that traditional models reliant on insurance reimbursements are inadequate for meeting the needs of this affluent elderly demographic, which prefers high-quality, elective medical services [9]. Group 3: Health Trends and Opportunities - The report highlights a rising incidence of diseases such as tooth loss, cataracts, and diabetes among the over-50 population, suggesting a growing demand for early screening, preventive care, and high-quality treatment options [10]. - Companies that offer high-end and self-paid medical products are expected to benefit significantly, with revenue growth projected at 13%-21% CAGR, outpacing other business segments [11]. Group 4: Emerging Technologies - The report emphasizes the potential of cutting-edge technologies such as brain-machine interfaces, gene therapies, and rehabilitation robotics to reshape the healthcare industry [4][12]. - The global market for gene medicine is estimated to reach $4.8 trillion, driven by advancements in CRISPR/Cas9 technology and decreasing gene sequencing costs [12]. - Although these technologies are still in early stages, their early applications in healthcare present significant opportunities for growth in the high-end self-pay medical market [13].

据世界卫生组织数据，每年 1500 万人中风，75%-80% 幸存者有运动障碍；美国约 4040 万残疾成年人 中，不少存在严重行走障碍。全球人口老龄化正让这类问题愈发突出。传统辅助工具如轮椅、拐杖、刚性外骨 骼，或限制活动范围，或笨重昂贵。而 可穿戴软体机器人（又称 "外装" Exosuit）这一革命性技术，正带来 改变。 这种被称为 "软体外装"的新型康复机器人，正在全球范围内快速发展。 不久前 ，意大利那不勒斯费德里科 二世大学 的研究团队 在 《 IEEE Transactions on Medical Robotics and Bionics 》期刊 上发表了一篇 重要的系统性综述， 首次全面梳理了 2013 年至 2023 年间软体可穿戴机器人领域的 164 项重要成果，不 仅系统揭示了该领域最完整的技术图谱 —— 涵盖 4 大驱动技术、55 种气动装置及 59 种电缆系统的全维度 解析，更清晰呈现了这一快速发展领域的技术全貌与未来演进方向。 （论文标题和链接在文末） 图注：综述中涵盖的软体外装按照辅助关节分类，从肩部、肘部、手腕到髋关节、膝关节、踝关节，展示了全身各部位的辅助 装置 ▍ 从刚性到 ...