Group 1: Industry Overview - Exoskeleton robots are wearable intelligent devices that enhance or assist human movement capabilities, driven by global aging, rising labor costs, and technological advancements [1] - The global exoskeleton robot market is expected to exceed $10 billion by 2025, with a CAGR of 33%, and the medical rehabilitation sector accounting for over 40% of this market [3] Group 2: Application Scenarios - In medical rehabilitation, exoskeleton robots can significantly improve recovery efficiency by 60% compared to traditional methods, with a market potential of approximately 2 billion yuan in China [2] - In industrial logistics, exoskeletons have increased handling efficiency by 300% and reduced injury rates by 80% in warehouses [2] - In the military sector, exoskeletons enhance soldiers' load-bearing capabilities and operational effectiveness in extreme environments [2] Group 3: Competitive Landscape - International companies like Ekso Bionics and Cyberdyne dominate the high-end medical market due to their technological advantages, while domestic firms like Dai Ai Robotics and Fourier Intelligence are rapidly emerging with competitive pricing [3] - The domestic market is projected to reach 4.2 billion yuan by 2025, with a CAGR of 50% from 2023 to 2028 [3] Group 4: Technological Trends - Lightweight materials such as carbon fiber have reduced the weight of exoskeletons by over 40%, enhancing their usability [4] - AI algorithms and brain-machine interfaces are being integrated into exoskeletons, improving user intent prediction accuracy to below 0.1% [5][6] Group 5: Company Developments - Zhijian Co. is focusing on intelligent control algorithms and plans to begin small-scale production of exoskeleton robots in Q3 [7] - Explorer Group is in the systematic development phase of lower limb exoskeletons, with products expected to launch by the end of the year [7] - Jinggong Technology is testing single-joint exoskeletons for various scenarios to accelerate market entry [7] - Meihua Co. is expanding into industrial intelligence and has achieved mass production of motors for exoskeletons [8]

Core Viewpoint - The integration of AI technology in elderly care is transforming the landscape of healthcare in Hong Kong, making "smart aging" a reality and injecting new vitality into the medical technology industry [1][4]. Group 1: AI Empowerment in Elderly Care - The 16th Hong Kong International Medical and Healthcare Exhibition showcased around 300 exhibitors from 13 countries, presenting innovative AI-powered products for elderly care, such as AI rehabilitation systems and portable AI diagnostic tools [1][2]. - The elderly population in Hong Kong is projected to reach 23.9% by 2024, highlighting the urgent need for technology to support and enhance the quality of life for seniors [1][4]. Group 2: Innovative Products and Technologies - A wearable exoskeleton robot designed based on the principle of neural plasticity allows individuals with severe mobility impairments to regain the ability to walk through AI-driven gait training [2]. - AI-driven solutions include a VR eye-tracking device for cognitive impairment assessment, a smart mattress that monitors pressure distribution to predict bedsores, and a portable detection device for non-invasive health checks [3][4]. Group 3: Future of Elderly Care - The Hong Kong government anticipates that by 2043, seniors aged 65 and above will constitute over one-third of the population, necessitating advancements in elder care technology [4]. - Innovations such as smart nursing beds equipped with sensors to monitor vital signs and assist with patient mobility are being developed to enhance the dignity and care of the elderly [4][5].

人形机器人赛道正在吸引更多资本入局。 5月26日晚间，润阳科技公告称，为满足公司战略发展需要，拓展公司业务领域，在保持公司自有主营业务稳健发展的同时，丰富公司产业布局，提升 公司综合竞争力，公司拟与傅利叶签订《投资意向协议》，拟通过认缴标的公司新增注册资本额的方式进行投资，傅利叶的投前整体估值为80亿元，公司拟 以现金方式合计投资不超过3亿元。 润阳科技表示，通过对傅利叶的投资，有利于拓展公司发泡材料的应用场景，使公司更紧密地根据新兴产业的需求进行新材料研发，提升产品技术含 量，有助于提升公司综合竞争力及优化公司业务布局，符合公司战略发展规划，对公司的持续发展将产生积极影响。 5月27日，《国际金融报》记者就双方合作的详细情况询问傅利叶方面，相关负责人仅回应，"一切以公告为准"。 记者查询发现，目前傅利叶智能已将销售渠道延伸至电商平台，该公司已在淘宝、京东等知名电商平台上开设官方旗舰店，产品从几百元的便携式康复 辅助器具到上万元康复训练器均有所涉及，覆盖神经、骨科、疼痛等多种治疗类型。 值得关注的是，润阳科技所处行业已现人形机器人赛道布局动向。5月12日，祥源新材曾表示，在人形机器人电子皮肤材料领域已有明确布 ...

有机构预测，2025年至2028年是外骨骼机器人产业的高速增长阶段，预估3年年均复合增长率为 47.7%，2028年全球市场规模将达58亿美元。中研普华产业研究院分析，2025年中国外骨骼机器人市场 规模将达到42亿元，2023年至2028年年均复合增长率约为50%。 风口将至 "外骨骼机器人是一种可穿戴设备，它既具备外骨骼的辅助增强功能，又融合了机器人的自主或半自主 控制能力，能辅助行动障碍者，也可增强健康人群运动能力。"科技部国家科技专家库专家周迪表示， 近年来，该领域技术加速迭代，应用场景从工业、医疗向消费级市场延展。 难题待解 2025年被业界视为外骨骼机器人产业的破局之年，但产业链企业还需要在人机协同、轻量化、续航能 力、成本控制等方面持续解题，才能推动外骨骼机器人真正走向广阔的消费级应用场景。 高性能、低功耗的芯片是外骨骼机器人的"大脑"。国民技术股份有限公司董事会秘书叶艳桃表示，此 前，公司推出的微控制器产品已在外骨骼机器人领域实现批量出货。为了满足外骨骼机器人在复杂场景 下的功能需求，公司最近发布的高性能微控制器N32H7系列芯片，采用双核架构，可提升计算能力和处 理效率，能够支持端侧轻量级机 ...

5月17日，2025年上海科技节在上海张江开幕。与上海通用机器人公司傅利叶（以下简称"傅利叶"）创始人兼首席 执行官顾捷一同走红毯的两个机器人吸引了全场目光。 上证报中国证券网讯（钟黛 记者邓贞）5月17日，2025年上海科技节在上海张江开幕。与上海通用机器人公司傅 利叶（以下简称"傅利叶"）创始人兼首席执行官顾捷一同走红毯的两个机器人吸引了全场目光。 其中，身形较为小巧的是傅利叶N1，身高1.3米，体重38公斤，实测最高稳定奔跑速度可达3.5米每秒，已经累计 完成超过1000小时的户外复杂地形测试，单次连续运行时间超过72小时。另一名身形较为高大的则是傅利叶GR- 2，身高1.75米，体重63公斤，搭载全新FSA2.0执行器及全自研12自由度灵巧手，支持更灵巧的上肢操作、更强劲 的动力系统、更开放的开发平台。目前已在导览咨询、学术科研、工业制造、医疗康复等领域实现实验性落地应 用。 "傅利叶N1已全开源，社区开发者可以基于此做很多应用开发。它的体重较轻，可以应用于需要较好运动能力的 场景。GR-2的负载能力比较强，可以搬数公斤的东西，未来可以做体力劳动或做互动训练。"顾捷接受上海证券 报记者采访时表示，从2 ...

在康复治疗场景中，机器人先演示一遍康复训练动作，接着偏瘫患者跟着做一遍，机器人通过视觉和触 觉进行效果反馈；在医院前台，机器人通过视觉感知和大模型交互为老年患者提供导诊服务...... 这是目前傅利叶与上海国际医学中心的康复中心合作打造的"人形+康复"概念应用场景。成立于2015年 的傅利叶最早从医疗康复机器人切入市场，并于2017年推出了国内首款商业化的下肢外骨骼机器人，逐 步形成覆盖上肢、下肢、平衡训练等全产品矩阵。据悉，在深耕多年的康复场景，傅利叶已陆续推出超 30款智能康复产品，并为全球60余个国家和地区、3000余家医疗机构提供专业服务。 人形机器人在医疗康养领域能做哪些事情？目前，具身智能在医疗场景落地还面临着哪些难题？近期， 南方都市报"走进未来产业"课题组来到位于上海张江机器人谷的上海傅利叶智能科技有限公司（以下简 称"傅利叶"）进行调研，并实地走访了"傅利叶智能康复港"。 打造国内首个"人形+康复"的概念应用场景 为全面推动人形机器人在康复领域的实践探索，近期，傅利叶与上海国际医学中心举行了"具身智能康 复港"揭牌仪式，双方将围绕具身智能机器人在康复医疗场景的应用标准建设、康复方案共创、科研 ...

陪伴一个老人、治好一个病人的价值，并不能简单地和机器人所替代的人力、物力成本画等号。 在之后的几年中，傅利叶又着手研发集成度高、输出力量大且能够实时响应的核心零部件，并且通过强化学习的算法训练，进一步解决了"笨重"与"延迟"的 市场痛点，让机器人和人的交互更精准和及时。 成立十周年，傅利叶再次强调起了自己的康养基因。 近日，第一财经记者了解到，机器人企业傅利叶在康养场景中频频发力。傅利叶先是提出了"立足康养"的下一个十年战略，转头又宣布要和上海国际医学中 心在上海共同打造国内首个具身智能康养示范基地，还与国家地方共建人形机器人创新中心签署战略合作，推进具身智能技术在康复医疗等场景的应用。 从2016年推出首个具有触觉的上肢康复机器人Fourier M2，到今年4月发布首款开源人形机器人Fourier N1，在过去的十年当中，傅利叶在外骨骼机器人、人 形机器人上的尝试蹚过了三甲医院、社区医院、养老院甚至海外等多个实践场景，面临的竞争对手也越来越多。如何将基本面夯实，立足康养场景和养老市 场，触达更多人群，是傅利叶站在十周年的节点上，需要重新思考的问题。 需求导向明确，交互成核心能力 在和傅利叶创始人兼CEO顾捷 ...

以下文章来源于AGI接口 ，作者房晓楠 AGI接口 . AI卷起的财富风暴。 出品 | 虎嗅科技组 编辑 | 苗正卿 时间来到2019年，一直藏在顾捷心中，想要做人形机器人的种子开始萌芽，傅利叶的人形机器人 正式立项。2022年，傅利叶第一台人形机器人原型机终于能够走起来。 头图 | 《钢铁侠2》 5月9日，大雨后的上海，空气中弥漫着初夏的清新，放晴的午后，位于张江的一家酒店大厅，一 个人形机器人站立着，在与之合影的观众的指示下，不停地挥动手臂、打招呼，旁边还有一个尺 寸小一些的人形机器人绕着会场，来回踱步…… 这是傅利叶十周年暨首届具身智能生态峰会现场，挥舞双臂的是傅利叶于2023年推出的首款双足 人形机器人GR-1，小一些的是前不久刚刚开源的Fourier N1。与此同时，一墙之隔的会场内，傅 利叶创始人兼CEO顾捷正站在台上谈论着傅利叶的过去、现在，以及未来。 十年前，也是在张江，一个小小的孵化基地中，顾捷带着几个人、几台电脑，开始了一段轰轰烈 烈的创业旅程，而这也正是傅利叶的起点。 作者 | 房晓楠 故事的最开始，傅利叶聚焦康复机器人的研发，之后又陆续推出上肢康复机器人、下肢外骨骼机 器人，成为国内最 ...

Core Viewpoint - Fourier has evolved from a rehabilitation robotics company to a general humanoid robotics company, marking its tenth anniversary with significant advancements in humanoid robot development, including the launch of GR-1 and GR-2 [1][2][3] Company Development - Founded ten years ago in Zhangjiang, Fourier initially focused on rehabilitation robots, becoming one of the first teams in China to commercialize exoskeleton robots for medical rehabilitation [1][2] - The first humanoid robot prototype was developed in 2022, with the official launch of GR-1 in July 2023 at the World Artificial Intelligence Conference [2][3] Market Environment - The humanoid robotics market faced skepticism from investors initially, with many viewing humanoid robots as mere toys [2] - The landscape has changed, with advancements in large model technology driving interest and investment in embodied intelligence as a new frontier [2][3] Technological Focus - Fourier's strategy emphasizes the integration of core components from rehabilitation robots into humanoid robots, maintaining a bipedal design and achieving mass production of bipedal humanoid robots in 2023 [3][7] - The company has accumulated extensive data and experience from over 3,000 medical institutions, enhancing its understanding of user needs [3][7] Future Applications - Humanoid robots are expected to play significant roles in rehabilitation, elderly care, and companionship, with a focus on interaction, perception, and decision-making capabilities [5][8] - The company envisions a range of applications in the medical field, from patient guidance to night ward companionship, and extending into community and home settings [8][9] Product Development Timeline - The development timeline for a medical-grade humanoid robot from concept to market is approximately three to four years, including prototype validation and regulatory approval [6][12] Competitive Advantage - Fourier's competitive edge lies in its early focus on force feedback technology, advanced algorithms for motion capabilities, and a deep understanding of human-robot interaction [7][10] - The company aims to collaborate with partners for sensor development and leverage existing AI infrastructure to enhance its robotic capabilities [9][10] Market Strategy - While currently focused on B2B applications, Fourier is open to exploring C2C opportunities as technology evolves, although no immediate plans for C2C products exist [11][12] - The company does not view its rehabilitation and humanoid robotics segments as separate but rather as interconnected within the broader field of embodied intelligence [12][13]

Core Viewpoint - The company, Toradex, has reported significant growth in both revenue and profit for 2024, driven by its dual business strategy focusing on outdoor products and chip technology, indicating a robust market position and operational efficiency [1][6]. Group 1: Financial Performance - In 2024, the company achieved an operating revenue of 1.592 billion yuan, a year-on-year increase of 14.44%, and a net profit attributable to shareholders of 107 million yuan, up 48.50% [1]. - The outdoor business segment generated 1.369 billion yuan in revenue, reflecting an 8.91% growth compared to the previous year [2]. - The chip business reported an operating revenue of 222 million yuan, marking a 66.56% increase, with a net profit of 32.03 million yuan, up 183.30% [6]. Group 2: Business Strategy and Operations - The company has implemented a dual strategy of "outdoor + chip" to enhance its market presence and operational efficiency [1][8]. - A high-efficiency BOM system has been established to optimize inventory management and ensure stable supply chain operations [3]. - The company has adopted a flexible ordering model with four rolling R&D sessions annually, allowing for small-batch production and rapid response to market demands [3]. Group 3: Product Development and Innovation - The outdoor apparel segment remains a key revenue driver, contributing 70.39% to total revenue, while outdoor footwear and equipment also saw growth rates of 14.72% and 4.37%, respectively [4]. - The company has launched innovative outdoor smart equipment, including lower limb exoskeletons and smart skiing helmets, enhancing the outdoor experience through advanced technology [4][5]. - Continuous investment in R&D has led to the establishment of a technology platform with 138 patents in the outdoor segment and 259 in the chip segment, showcasing the company's commitment to innovation [8]. Group 4: Market Trends and Future Outlook - The outdoor sports industry is projected to exceed 3 trillion yuan by 2035, driven by increasing participation and policy support [2]. - The company aims to leverage its technological advancements to establish a new benchmark in the global outdoor industry by 2025 [8][9]. - Collaborations with institutions like Tsinghua University are set to enhance the company's capabilities in smart wearable technology and high-performance materials [9].