Core Insights - The "big rehabilitation" concept is emphasized as a key value in addressing population aging and supporting the Healthy China strategy, highlighting the importance of the rehabilitation assistive devices industry [1] - The global demand for rehabilitation assistive devices is projected to reach 2 billion by 2050, indicating significant market potential [1] Industry Development - The rehabilitation assistive devices industry has evolved beyond traditional post-operative recovery in hospitals to encompass a full chain of services including prevention, screening, assessment, and monitoring [1] - The industry serves a diverse group including the elderly, disabled, patients, and those in sub-health conditions [1] Policy Support - The industry has received strong policy backing since the State Council's Document No. 60 in 2016, which recognized it as an independent development sector [2] - Multiple ministries have established a comprehensive support system, including tax exemptions for companies producing assistive devices for disabled individuals until the end of 2027 [2] Pilot Practices - China has initiated two batches of comprehensive innovation pilot cities, with 34 cities involved, promoting community rental models to address user cost concerns [2] - An updated directory of rehabilitation assistive devices has been established, covering twelve categories to meet diverse market needs [2] Industry Association Role - The China Rehabilitation Assistive Devices Association has been pivotal in the industry for nearly 40 years, with over a thousand member units and the establishment of more than 200 national standards [3] - The association is enhancing industry upgrades through professional training, industry reports, international expos, and facilitating precise connections between enterprises and local investments [3] Future Outlook - The rehabilitation assistive devices industry is positioned as a crucial support for addressing population aging and a core growth point for the silver economy [3] - Continuous policy benefits, pilot model promotion, and standard system improvements are expected to drive higher quality development in the industry [3]

Core Insights - The forum focused on the transition of smart elderly care from concept to daily practice, addressing the challenges faced by traditional elderly care models due to demographic changes [1][3] Industry Opportunities - The silver economy is experiencing three major opportunities: 1. Upgraded consumption concepts among the elderly, leading to increased demand for high-quality products like AI health management and portable nutrition monitoring [3] 2. The rise of regional health and wellness alliances that integrate medical resources through smart platforms, helping small elderly care institutions reduce costs [3] 3. Accelerated adoption of comprehensive smart health management platforms in cities, promoting data sharing and avoiding redundant testing [3] Industry Challenges and Recommendations - Companies are advised to focus on vertical sectors, adapt technology for the elderly, utilize B2B2C models to lower customer acquisition costs, and enhance cross-sector collaboration and policy alignment [3] Market Trends - The elderly population is becoming a significant growth driver in the consumer market, with 16.98% of the elderly demographic being "silver youth" who are financially stable and digitally engaged [5] - There is a lack of dedicated brands and products tailored for this demographic, indicating a gap in the market that companies can exploit [5] Government Initiatives - Local governments are actively developing the silver economy, with Chenghua District in Chengdu aiming to become a major rehabilitation and assistive device production base, housing 30 key medical institutions and enterprises [5] - Jin Tang County has set ambitious targets for the silver economy, aiming for a scale of 10 billion yuan by 2027 and over 20 billion yuan by 2030 [5] Technological Innovations - Companies like Tianyu Wisdom, Zhongke Source Code, and Ant Group showcased innovative practices in smart elderly care, highlighting the role of technology in enhancing the elderly care industry [6] Collaborative Efforts - The forum served as a platform for deep exchanges among government, industry, academia, and research, reaching consensus on technology development, industry implementation, policy coordination, and regional cooperation [6]

内容概况：随着科技的快速发展，为了克服传统的索控假肢(机械牵引上肢假肢)用牵引带、锁操作的不 方便，在生物物理、密机器、自动控制等方面术人员的积努力下，由肌电信号控制假肢研制成并已经在 世界各地取得了广泛的装配运用。2024年，中国肌电控制假肢行业市场规模约为12.58亿元，同比增长 10.25%。 相关上市企业：埃斯顿（002747）、汉威科技（300007） 相关企业：紫金矿业集团股份有限公司、河南汉威电子股份有限公司、成都汉芯国科集成技术有限公 司、深圳新声半导体有限公司、紫光国芯微电子股份有限公司、南京高精传动设备制造集团有限公司、 锐成芯微（成都）科技股份有限公司、广东创世纪智能装备集团股份有限公司、西安铂力特增材技术股 份有限公司、济南试金集团有限公司、伟思医疗科技股份有限公司、宁德时代新能源科技股份有限公司 关键词：肌电控制假肢、肌电控制假肢市场规模、肌电控制假肢行业现状、肌电控制假肢发展趋势 一、行业概述 肌电控制假肢是一种通过生物电信号控制的智能假肢。它利用残肢肌肉收缩产生的肌电信号，经电子系 统处理后控制假肢的动作。当截肢者根据个人意志使残肢肌肉收缩时，会产生微弱的肌电信号，电极采 集残肢 ...

Group 1 - The core viewpoint emphasizes the importance of developing the silver economy as a strategic response to China's aging population, which is seen as a significant opportunity for economic growth and modernization [1][2][3] - The Chinese government has integrated the development of the silver economy into national strategies and plans, with specific policies introduced to support this initiative, including the 2024 policy document focusing on enhancing the welfare of the elderly [2][4] - The silver population in China is projected to exceed 600 million by the mid-2030s, representing a substantial market potential for the silver economy, with 50% of the total population expected to be over 50 years old by the 2040s [3][4] Group 2 - The silver economy encompasses a wide range of economic activities aimed at providing products and services to the elderly, integrating various industries such as health, manufacturing, tourism, and finance [3][4] - By 2035, the scale of the silver economy in China is expected to reach 19.1 trillion yuan, accounting for 27.8% of total consumption and approximately 9.6% of GDP, with projections of 49.9 trillion yuan by 2050 [4][5] - The development of the silver economy is seen as a critical area for enhancing the quality of life for the elderly, focusing on expanding services such as elderly meal assistance, home care, and health optimization [5][6] Group 3 - The strategy for developing the silver economy includes leveraging technological advancements and fostering new industries that cater to the diverse needs of the elderly population, such as smart health care and rehabilitation products [5][6] - The government aims to create a supportive environment for the silver economy through measures that enhance market efficiency, government involvement, and collaboration between various sectors [6]

Group 1 - The 2025 China International Welfare Expo and China International Rehabilitation Expo will be held from September 12 to 14 at the National Convention Center in Beijing, featuring over 400 domestic and international exhibitors and the launch of more than 100 innovative assistive devices [1] - The event serves as a platform for showcasing technological innovations that address the needs of individuals with disabilities, highlighting the importance of visibility for their challenges and requirements [3] - The expo will present new products such as brain-computer interfaces, smart robots, exoskeleton robots, guide glasses, smart guide dogs, AI sign language translation devices, smart wheelchairs, and intelligent prosthetics, reflecting recent advancements in assistive technology [7] Group 2 - There are approximately 85 million people with disabilities in China, and technology is increasingly playing a role in enhancing their quality of life by breaking down barriers [7] - The event emphasizes the deep desire of the disabled community for a dignified and barrier-free life, showcasing real and relatable aspirations [5]

Core Viewpoint - The article emphasizes the importance of advancing technology in the field of disability assistance and the rehabilitation aids industry to enhance the well-being of people with disabilities in China [1] Group 1: Event Overview - The 2025 China International Welfare Expo and China International Rehabilitation Expo is hosted by the China Disabled Persons' Federation, with the theme "Empowering Technology, Sharing Welfare" [1] - State Councilor and Director of the State Council's Disabled Persons Work Committee, Chen Yiqin, attended the event and highlighted the need to implement the decisions of the Central Committee and the State Council regarding disability assistance [1] Group 2: Industry Insights - The potential of China's rehabilitation aids market is significant, and there is a call to accelerate industry development, diversify product offerings, and cultivate brands [1] - There is a need to enhance promotional efforts and improve the subsidy system for assistive devices to better meet the diverse and high-quality needs of people with disabilities and elderly individuals [1] Group 3: Technological Advancements - The article mentions demonstrations of high-tech rehabilitation aids such as brain-machine interface exoskeleton robots and offline subtitle assistive devices [1] - It stresses the importance of promoting technological innovation and product development in the disability sector to facilitate better social participation and quality of life for people with disabilities [1]

Core Points - The article emphasizes the importance of advancing the welfare of disabled individuals through technology and innovation in the rehabilitation assistive devices industry [1] Group 1: Industry Insights - The 2025 China International Welfare Expo and China International Rehabilitation Expo focuses on the theme "Empowering Technology, Sharing Welfare" [1] - The market for rehabilitation assistive devices in China is highlighted as having significant potential for growth [1] - There is a call to accelerate the development of the assistive devices industry, diversify product offerings, and cultivate brands [1] Group 2: Government Initiatives - The government aims to enhance the subsidy system for assistive devices to better meet the diverse and high-quality needs of disabled individuals and elderly people with disabilities [1] - There is a strong emphasis on promoting technological innovation and industrial innovation in the field of disability assistance [1] - The government encourages the development and promotion of advanced and applicable technological products to facilitate social participation and improve the quality of life for disabled individuals [1]

Core Viewpoint - The upcoming 12th National Games for Persons with Disabilities and the 9th Special Olympics in Guangdong will showcase technological advancements in assisting individuals with disabilities, particularly through the "Yuefutong" platform and various innovative rehabilitation devices [1][2][5]. Group 1: Technological Innovations - The "Yuefutong" platform will integrate various services such as accessibility information, remote video assistance, sign language translation, and assistive device services, enhancing the overall experience for participants and attendees [1][5]. - The event will highlight the achievements in assistive technology, focusing on three main areas: the development of assistive devices, collaboration with enterprises, and comprehensive service coverage for different types of athletes [1][2][3]. Group 2: Industry Development - The Guangdong provincial government has initiated measures to support the high-quality development of the rehabilitation assistive device industry, including key technology research and application [2][4]. - The wheelchair and assistive device market in Guangdong holds a significant domestic market share of 50%-60% and an export rate of 70%, with notable products like smart wheelchairs and exoskeleton robots being showcased [3]. Group 3: Future Plans - Future efforts will focus on enhancing foundational research in rehabilitation therapy and strengthening technology development to support the innovation and growth of services for individuals with disabilities [4].

Market News - US stock indices collectively rose, with the Dow Jones up 740.58 points (1.78%), Nasdaq up 2.47%, and S&P 500 up 2.05%. Major tech stocks saw gains, with Tesla rising nearly 7% and Nvidia over 3%. Rocket Pharma's stock fell over 62% [1] - International gold prices dropped significantly, with spot gold falling 1.25% to $3300.46 per ounce, and COMEX gold futures down 1.27% to $3299.70 per ounce. International oil prices also weakened, with WTI crude down 0.75% to $61.07 per barrel and Brent crude down 0.56% to $63.76 per barrel [1] - European stock indices had mixed results, with Germany's DAX up 0.83% to 24226.49 points, France's CAC40 down 0.02% to 7826.79 points, and the UK's FTSE 100 up 0.69% to 8778.05 points [1] Industry Insights - The Ministry of Industry and Information Technology, National Development and Reform Commission, and National Bureau of Statistics issued a plan for the digital transformation of the electronic information manufacturing industry, aiming for over 85% CNC rate in key processes by 2027. The market size for digital transformation in China's manufacturing industry is expected to reach 1.55 trillion yuan in 2024 and 1.76 trillion yuan in 2025, with a steady growth rate of around 14% over the next five years [2] - Shanghai's Development and Reform Commission released a three-year action plan to accelerate the development of the rehabilitation assistive devices industry, encouraging investment and the inclusion of AI-enabled products in the high-quality development support range. The integration of exoskeleton therapy into medical insurance has reduced patient costs by over 60% [3] - Huawei launched the Ascend Supernode technology, which provides up to 300 PFLOPs of dense BF16 computing power, nearly double that of Nvidia's GB200 NVL72 system. This technology enhances GPU cluster efficiency and is expected to drive the domestic server industry growth [4][5]

Core Viewpoint - Shanghai is accelerating the development of the rehabilitation assistive devices industry through a three-year action plan, focusing on integrating advanced technologies such as artificial intelligence, smart sensing, information communication, and brain-computer interfaces into this field [1] Group 1: Policy and Support - The Shanghai Municipal Development and Reform Commission, along with other departments, has issued a three-year action plan (2025-2027) to promote the rehabilitation assistive devices industry [1] - The plan emphasizes the importance of technological breakthroughs and encourages local enterprises to apply for national-level projects related to key products such as nursing robots, rehabilitation robots, bionic prosthetics, wearable devices, and virtual reality rehabilitation training equipment [1] Group 2: Goals and Targets - By 2027, the plan aims to implement 10 key technology (product) research and development projects and support more than 5 products under the elderly care technology special support [1]