3.1 亿老年群体的智能守护：养老机器人正改写养老格局！ 汉鼎智库咨询 2025-09-29 人形机器人在康养领域的市场潜力正逐步释放，随着全球老龄化趋势加剧， 养老机器人已被视为未来科技和医疗健康融合的重点突破口。 2025 年 1 月发布的《中共中央国务院关于深化养老服务改革发展的意见》 是首个以党中央国务院名义，对养老服务工作进行体系化制度设计的纲领性政策 文件，其中提出要加快养老科技和信息化发展应用，研究设立养老服务相关国家 1 科技重大项目，重点推动人形机器人、脑机接口、人工智能等技术产品的研发应 用。 根据国际机器人联合会(IFR)发布的数据推算，2020 年中国养老机器人市场 规模约 38 亿元，2024 年中国养老机器人市场规模约 79 亿元。随着人工智能、 5G 通信技术、云计算、大数据等信息技术的发展，传感器、伺服电机、AI 芯片、 减速器等核心部件的成熟，养老机器人在智能照护领域正从"功能实现"向""体 验优化"转型。未来 5 年预计将以 15%左右的复合增长率快速增长，到 2030 年 中国养老机器人市场规模将达 183 亿元。 数据来源：国际机器人联合会(IFR) 在全球老龄化浪潮汹 ...

证券日报网讯盈康生命（300143）9月26日在互动平台回答投资者提问时表示，公司在脑机接口、康复 机器人等前沿领域的布局始终以临床价值和长期战略为导向，坚持务实推进。相关临床探索与合作均基 于技术成熟度与业务协同性审慎开展，医疗行业具有技术门槛高、监管要求严的特点，公司更注重技术 的成熟度与商业化可行性，稳步推进创新。关于战略传递，公司通过定期报告、公告及投资者交流活 动，持续向市场传递聚焦肿瘤预诊治康全产业链的战略路径。未来，公司将继续依托海尔生态资源，稳 步提升核心能力，并积极关注符合战略的前沿合作机会。管理层将持续优化团队结构，广泛吸纳专业人 才，共同推动公司高质量发展。公司对大健康行业长期前景充满信心，将通过扎实经营回报投资者信 任。 ...

9月26日，盈康生命在互动平台向投资者表示，公司在脑机接口、康复机器人等前沿领域的布局始终以 临床价值和长期战略为导向，坚持务实推进。相关临床探索与合作均基于技术成熟度与业务协同性审慎 开展，医疗行业具有技术门槛高、监管要求严的特点，公司更注重技术的成熟度与商业化可行性，稳步 推进创新。关于战略传递，公司通过定期报告、公告及投资者交流活动，持续向市场传递聚焦肿瘤预诊 治康全产业链的战略路径。未来，公司将继续依托海尔生态资源，稳步提升核心能力，并积极关注符合 战略的前沿合作机会。管理层将持续优化团队结构，广泛吸纳专业人才，共同推动公司高质量发展。 ...

Core Viewpoint - WeiSi Medical (688580) experienced a decline in stock price, closing at 49.55 yuan on September 19, 2025, down 2.9% from the previous day, with significant net outflows from major funds [1][2]. Financial Performance - The company reported a main revenue of 210 million yuan for the first half of 2025, an increase of 9.85% year-on-year, and a net profit attributable to shareholders of 69.32 million yuan, up 39.71% year-on-year [4]. - The second quarter of 2025 saw a single-quarter main revenue of 115 million yuan, a 10.23% increase year-on-year, and a net profit of 36.10 million yuan, up 29.56% year-on-year [4]. Market Position - WeiSi Medical's total market capitalization is 4.745 billion yuan, with a net asset value of 1.622 billion yuan, and a net profit of 69.32 million yuan, ranking 73rd, 84th, and 46th respectively in the medical device industry [4]. - The company has a price-to-earnings ratio of 34.23 and a price-to-book ratio of 2.93, both of which are favorable compared to the industry averages [4]. Investment Sentiment - Over the past 90 days, six institutions have rated the stock, with five giving a "buy" rating and one an "increase" rating, indicating positive sentiment towards the stock [5]. - The average target price set by institutions for the stock is 60.0 yuan [5]. Fund Flow Analysis - On September 19, 2025, the net inflow of retail funds was 534.96 million yuan, while major funds experienced a net outflow of 517.84 million yuan, indicating a mixed sentiment among different types of investors [1][2]. - The financing balance for WeiSi Medical stood at 216 million yuan, with a net financing purchase of 7.638 million yuan on the same day [2].

Core Viewpoint - The article discusses the current status and future prospects of the elderly care robot industry in China, highlighting the increasing demand due to an aging population and the technological advancements driving the market growth [4][10]. Group 1: Current Development of Elderly Care Robots - Elderly care robots utilize AI, IoT, and robotics to provide services such as daily care, health monitoring, and emotional companionship, with a focus on embodied intelligence [5]. - The global market share for rehabilitation robots, nursing robots, and companion robots is approximately 60%, 34%, and 6% respectively, indicating a strong demand for functional services [5]. - Rehabilitation robots are the main products in the market, integrating advanced technologies like brain-machine interfaces and neural feedback for improved recovery outcomes [6]. - The nursing robot segment is rapidly developing, with increasing acceptance in care institutions, providing essential daily assistance and integrating health monitoring features [6][7]. - Companion robots, while currently having low market penetration, are expected to grow significantly due to changing family structures and increasing emotional needs among the elderly [8]. Group 2: Future Prospects of Elderly Care Robots - By the end of 2024, the elderly population (aged 60 and above) in China is projected to reach 310 million, accounting for 22% of the total population, indicating a shift towards a moderately aging society [10]. - The number of disabled elderly individuals is substantial, with economic burdens reaching 1.35 trillion yuan annually for the severely disabled population [13]. - There is a significant shortage of elderly care personnel in China, with a gap of several million caregivers, highlighting the need for technological solutions to meet growing care demands [14]. - The market for elderly care robots in China was valued at 3.8 billion yuan in 2020 and is expected to grow to over 17 billion yuan in the next five years, driven by policy support, technological advancements, and increasing demand [14][15]. - Government policies are increasingly supportive of the elderly care robot industry, with initiatives aimed at promoting the application of smart care robots and establishing standards for their development [15][16]. Group 3: Investment Dynamics - Since 2025, there have been over 20 financing events in the elderly care robot sector, with significant amounts raised for rehabilitation and companion robots, indicating strong investor interest [20]. - Notable financing events include Fourier Intelligence raising approximately 800 million yuan in E-round financing, reflecting the high market demand and technological barriers in the rehabilitation robot segment [20][22]. - The influx of capital is expected to accelerate competition and integration within the industry, driving innovation and enhancing the capabilities of companies in the elderly care robot market [20].

Group 1 - The 2025 Shenzhen International Smart Elderly Care Industry Expo concluded, attracting over 260 companies and showcasing more than 2,000 smart elderly care products, with a total of 63,000 professional visitors and over 100,000 online viewers [1] - The expo was guided by the Shenzhen Civil Affairs Bureau and aimed to create a comprehensive industry collaboration platform covering R&D, manufacturing, services, and finance, under the theme "Empowering Technology, Activating New Momentum for the Silver Economy" [1] - A series of supply-demand matching activities were held, resulting in hundreds of companies reaching cooperation intentions, with international procurement teams and investment institutions actively participating to enhance the expo's international influence [1] Group 2 - The first "Shen Ye Health Cup" Elderly Art Festival was held, with 181 teams and nearly 2,000 participants, and over 58,000 online votes cast [2] - The Silver Age Consumption Festival linked with the elderly subsidy policy, processing over 1,000 subsidy applications and driving consumption exceeding 10 million [2] - The expo hosted over 20 high-level forums, promoting Chinese elderly care solutions internationally, with the "Silver Age Without Borders: Global Common Good" initiative receiving responses from over ten countries and regions [2]

中新社香港9月16日电 题：内地合作助力 香港生物科技产业提速发展 图为7月25 日拍摄的元化智能科技(香港)有限公司"锟铻"手术机器人。 中新社记者 戴梦岚 摄 孟李艾俐和丈夫孟庆虎曾在加拿大工作生活。2001年，孟庆虎入职香港中文大学，夫妇俩举家回到香 港。2018年，孟李艾俐创立元化智能，专攻高端专科智能医疗装备的创新研发和精密智造，常年从事机 器人研究的加拿大工程院院士孟庆虎担任该公司首席科学家。 数年间，元化智能依托"香港研发+深圳制造"模式，推出手术机器人、康复机器人、采血机器人等产 品，有关机器人累计完成逾5000台手术，已取得多张注册证，正开拓东南亚和欧洲市场。 同样把握香港"一国两制"独特优势实现发展的，还有香港"中国抗体制药有限公司"(简称"中国抗体")。 该公司主席、执行董事兼首席执行官梁瑞安在海外研究生物科技多年，于2000年回到香港，曾任香港生 物科技研究院院长，后致力于抗体药物研发。 中新社记者 戴梦岚 8月24日，海拔4000米的西藏那曲比如县人民医院手术室内，一台机器人辅助人工膝关节单髁置换手术 顺利完成。随着机械臂精准切削，人工膝关节假体被准确植入，患者恢复了康复的希望。 上 ...

Core Insights - The "Assistive Devices Innovation Product Launch Event" was successfully held in Beijing on September 12, focusing on "Technology Empowerment, Shared Welfare" [2] - The event aimed to promote the integration of technological innovation and industrial innovation in the assistive devices sector, providing a platform for domestic and international companies to launch innovative products [3] Group 1 - A total of 59 products from 52 companies were launched, covering areas such as smart/multi-functional wheelchairs, smart prosthetics, exoskeleton robots, rehabilitation robots, brain-computer interfaces, information accessibility, VR/AR technology, and artificial intelligence [3] - Special sessions were held for key regions, including Suzhou, Changsha, Shenzhen, and Haidian District, to showcase their policies and achievements in technology-assisted disability support [3] Group 2 - The China Disabled Persons' Assistive Devices Center and the China Academy of Information and Communications Technology signed a framework cooperation agreement at the event, aiming for a strategic partnership in technology-assisted disability support and smart assistive devices [5] - The event showcased the application results of technological innovations in disability support, providing a platform for companies to promote their products and facilitating collaboration among various stakeholders in the industry [7]

Core Insights - The "2025 Inclusion·Bund Conference" held in Shanghai showcased advancements in AI and robotics, highlighting their integration into various industries and real-world applications [1][3]. Group 1: Event Overview - The conference took place from September 10 to 13, covering 10,000 square meters of exhibition space and featuring nearly 200 participating companies with over 30 new technology products [3]. - A key highlight was the "Robot Vocational Skills Performance Competition," where robots from four intelligent manufacturers competed in high-difficulty tasks simulating industrial inspections, hazardous operations, crisis navigation, and emergency rescue [3]. Group 2: Robotics Applications - In the industrial inspection segment, robots successfully performed six critical actions, including opening doors and identifying buttons, while also rescuing a simulated infant [3]. - The competition emphasized the need for robots to handle complex tasks in remote areas, particularly for safety inspections in hydropower stations, addressing the challenge of precise operations [3]. Group 3: Technological Innovations - The conference featured four major robotic groups, including Zhangjiang Robot Valley and Chengdu Humanoid Robot Innovation Center, showcasing applications such as drone transportation for medical samples and agricultural drones for spraying [5]. - In healthcare, Fudan University's "Guanghua No. 1" rehabilitation robot assists the elderly with walking and other activities, while brain-computer interface technology demonstrated the ability to convert neural signals into precise actions [6].

Core Viewpoint - Xiangyu Medical (688626.SH) has shown significant growth in the rehabilitation medical device industry, with a focus on brain-computer interface technology and a strong commitment to research and development [1][2][4]. Financial Performance - In the first half of 2025, the company achieved total revenue of 359 million yuan, with 173 million yuan in the second quarter, and a net profit attributable to shareholders of 35.39 million yuan [1]. Industry Position - Xiangyu Medical is one of the few comprehensive enterprises in China's rehabilitation medical device sector, providing products, integrated clinical rehabilitation solutions, and professional technical support [1]. - The company is recognized as one of the first "little giant" enterprises in the national specialized and innovative category [1]. Technological Development - The company has made early investments in brain-computer interface technology, focusing on non-invasive applications in rehabilitation [2]. - In the first half of 2025, the company invested 91.15 million yuan in research and development, accounting for 25.39% of total revenue, with a year-on-year increase of 38.8% [4][5]. - The company has filed for 117 new patents, bringing the total to 1,933, including 22 new invention patents [5]. Market Outlook - The rehabilitation medical device industry is projected to exceed 220 billion yuan in total revenue by 2025, indicating strong market demand [7]. - The brain-computer interface market is expected to reach 3.8 billion yuan by 2025 and 5.58 billion yuan by 2027, with a compound annual growth rate of 20% [7]. - Long-term projections suggest that the brain-computer interface market in China could surpass 120 billion yuan by 2040, with a compound annual growth rate of 26% [7]. Strategic Collaborations - The company has established partnerships with universities and research institutions for the development and transformation of brain-computer interface technologies [3]. - Xiangyu Medical has launched 13 brain-computer interface devices at recent industry forums, gaining significant attention [6].