Group 1: Company Overview - Chengquan Capital recently conducted research on Xiangyu Medical, revealing a projected net profit of 102.94 million yuan for 2024, a decrease of 54.68% year-on-year [1] - For Q1 2025, Xiangyu Medical's net profit is expected to be 22.95 million yuan, reflecting a year-on-year decrease of 41.26% [1] - Xiangyu Medical focuses on the "big rehabilitation" sector, emphasizing the development of rehabilitation robots and brain-machine interface products [1] Group 2: Product Development and Market Position - The portable exoskeleton assistive robot has entered the small batch production phase, with expectations to obtain medical device registration and launch sales within the year [1] - The rehabilitation industry is experiencing a continuous increase in product variety and significant improvements in technology, establishing it as a rapidly growing sector with strong market demand [1] - Xiangyu Medical's transcranial magnetic therapy robot addresses challenges such as target localization and treatment accuracy [1] Group 3: Technological Advantages - The company possesses advantages in brain-machine interface technology, including proprietary core algorithms and self-developed data collection devices [1] - In the short term, the exoskeleton robot will primarily serve medical applications, while in the medium to long term, the company plans to develop home-use versions [1] - The rehabilitation exoskeleton robot enables high-intensity, high-repetition rehabilitation training, providing objective assessment data and reducing reliance on advanced therapists [1] Group 4: Future Innovations - Xiangyu Medical is developing products that combine brain-machine interfaces with exoskeleton robots for rehabilitation training of patients with weakened lower limb strength [1]

5月7日开盘，机器人概念股表现活跃，多只个股飘红。消息面上，"五一"假期期间，外骨骼机器人"出 圈"，安徽黄山、山东泰山、江西武功山等多个景区引入相关外骨骼设备并受到游客青睐。在市场看 来，这标志着外骨骼机器人正从"验证"迈向"实际应用"。 " 外骨骼机器人作为具身智能赛道的重要组成部分，是当前最具发展潜力的细分方向之一，它具有'消 费潜力大'与'技术复用性强'的双重优势。相比人形机器人，其落地难度小、技术门槛低，产业推进迅 速，目标客群精准，在当前市场环境下，行业渗透率存在较大的提升空间。"中国数实融合50人论坛智 库专家洪勇在接受《证券日报》记者采访时表示。 应用场景拓展 外骨骼机器人是一种可穿戴的机械结构，融合动力控制、传感、信息、移动计算为一体，对使用者的肢 体动作进行辅助或增强。以泰山景区应用的"智能登山杖"为例，该设备不仅能辅助行走、实时监测身体 状况，还具备紧急呼救、景点讲解等功能，成为景区科技服务的新亮点。 福州公孙策公关咨询有限公司合伙人詹军豪在接受《证券日报》记者采访时表示，外骨骼机器人已从早 期依赖机械结构的无源型产品，迭代为融合高密度传感器矩阵与自适应算法的有源型产品。后者能够实 时感 ...