近日，经工业和信息化部、民政部联合专家组综合评估和遴选，32个智能养老服务机器人结对攻关与场 景应用试点项目评选产生。 根据《关于开展智能养老服务机器人结对攻关与场景应用试点工作的通知》（工信厅联通装函〔2025〕212 号），工业和信息化部装备工业一司、民政部养老服务司联合组建专家组，对智能养老服务机器人结对攻关与场 景应用试点申报项目进行了综合评估和遴选，现将入围名单进行公示，请社会各界监督。如有异议，请在公示期 内书面反馈意见，反馈信息应当实事求是，并应告知真实姓名。 公示时间：2025年8月11日—8月15日 传真：010-58123159 邮箱：cujinyanglaofuwu@163.com 附件： 智能养老服务机器人结对攻关与场景应用试点项目公示名单.pdf 工业和信息化部装备工业一司 民政部养老服务司 2025年8月8日 智能养老服务机器人结对攻关与场景应用试点项目公示名单 | 智能养老服务机器人结对攻关与场景应用试点项目公示名单 | | | | | | | --- | --- | --- | --- | --- | --- | | 所属 | 序号 产品分类 | 项目名称 | | 東京東位 | ...

Group 1 - The core point of the article is that Zhengzhou Sanhui Electric Co., Ltd. has significantly increased its revenue due to the rapid growth of its energy storage business, achieving a revenue of 146 million yuan in the first half of 2025, a year-on-year increase of 41.64% [1] - The energy storage segment generated 83.425 million yuan in revenue, representing a remarkable year-on-year growth of 237.12%, accounting for 57.27% of the total revenue [1] - The company is actively expanding its energy storage business in Tibet, having established a joint venture with the largest state-owned energy company in the region, and is setting up a subsidiary in Linzhi to enhance market coverage [1] Group 2 - In June, the company established a joint venture to extend its business model into the project development phase, aiming to secure energy storage orders early and strengthen market channel expansion [2] - The company is also venturing into the intelligent robotics field, having formed strategic partnerships to develop rehabilitation robots and launched an intelligent elderly care service robot [2] - The company has received orders for 800 units of its robotics products, with plans to cover various applications including rehabilitation and humanoid robots [2] Group 3 - An expert suggests that the company's robotics strategy has a high probability of success, recommending a focus on rehabilitation robots while gradually expanding into humanoid robots and core components to create a profitable ecosystem [3] - The expert emphasizes the importance of forming industry alliances to integrate resources and promote domestic substitution, reducing reliance on imported components [3]

Group 1 - The core theme of the event is "New Opportunities from the Chain" focusing on Shandong's development as a highland for robot innovation applications [1] - Shandong's equipment industry is experiencing strong growth, with the scale expected to exceed 3 trillion yuan by 2024, serving as a stabilizing force for the industrial economy [1] - A number of high-quality companies have emerged in Shandong's robot sector, including Lashi, Haier, and Youbaote, representing a high level of robot development in the region [1] Group 2 - The Shandong Provincial Department of Industry and Information Technology is committed to promoting high-quality development in the robot industry, aiming to establish a national innovation application hub for robots [2] - The focus is on strengthening the product chain by promoting the development of industrial, service, special, and humanoid robots, while also supporting the construction of manufacturing innovation centers [2] - Efforts will be made to optimize the supply chain, coordinating the development of complete robots, components, software systems, integration services, and new materials [2] Group 3 - The application of robots is being expanded beyond traditional sectors like automotive and home appliances to agriculture, healthcare, and social services [3] - Initiatives include promoting smart elderly care service robots that assist with mobility, emotional support, and rehabilitation training [3] - The plan involves collaborating with various departments to gather demand and supply lists for robot products, encouraging companies to form alliances for joint problem-solving [3]

Group 1 - The 2025 Annual Academic Conference of the Chinese Rehabilitation Medicine Society's Geriatric Rehabilitation Professional Committee was held in Hangzhou, focusing on the theme of integrating artificial intelligence to construct a new medical pattern for rehabilitation in grassroots settings, particularly for disabled elderly individuals [1] - Sanhui Electric showcased its latest achievement in the smart elderly care sector with the launch of its intelligent elderly care service robot, which offers precise, personalized, and intelligent care solutions [1][2] - The intelligent therapy robot developed by Sanhui features a dexterous hand with flexible force control and multi-functional capabilities, achieving an accuracy rate of 90% and precision measurement of 0.01N/mm [1][2] Group 2 - Sanhui Robotics has achieved 100% independent intellectual property rights through self-developed core technologies, including brain-like embodied intelligent algorithms and high-performance core controllers, aiming to cover various types of therapy robots [2] - The establishment of the "China Medical Rehabilitation Nursing Robot Industry Alliance" was announced, supported by experts and industry leaders, to integrate resources across production, academia, research, medicine, and application, promoting the development of rehabilitation nursing robot technology [2] - The successful launch of the intelligent elderly care service robot and the formation of the industry alliance mark significant milestones in the development of China's smart elderly care and rehabilitation medical industry, driving the sector towards a new stage of growth [3]

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs of China have jointly issued a notice to initiate pilot projects for intelligent elderly care service robots from 2025 to 2027, aiming to enhance the quality of life for the elderly and alleviate the pressure on family caregiving [1][2]. Group 1: Pilot Project Implementation - The pilot will focus on three main areas: collaborative research, scenario application verification, and the establishment of standards and evaluation systems [1][2]. - The collaborative research will target home, community, and institutional elderly care services, addressing issues such as care for the disabled and elderly, emotional support, health promotion, and daily living assistance [1][2]. Group 2: Application Verification - The application verification process will require a minimum of 200 home applications and at least 20 community or institutional applications, with a verification period of no less than six months [2]. - The goal is to iteratively upgrade products based on real-world application feedback [2]. Group 3: Standards and Evaluation - The notice encourages the development of standards for intelligent elderly care service robots, focusing on safety, reliability, and suitability for the elderly [2][3]. - The standards will be based on the physiological and psychological characteristics of the elderly, guiding the design and development of these robots [3]. Group 4: Collaborative Applications - Companies, universities, research institutions, and third-party elderly care service organizations are encouraged to form consortia to apply for the pilot projects [3]. - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs will evaluate and select pilot projects based on their ability to address key challenges in elderly care [3]. Group 5: Global Context - The World Health Organization projects that by 2050, the global population aged 60 and above will reach 2.1 billion, highlighting the growing demand for elderly care solutions [3]. - An international standard for elderly care robots has been established, which will guide the design, manufacturing, testing, and certification of these products globally [3].

Core Viewpoint - The initiative aims to leverage technological innovation to enhance the quality of elderly care services in response to the national strategy for addressing population aging [1][2]. Group 1: Pilot Program Overview - The pilot program will be implemented from 2025 to 2027, focusing on improving the technological content and service level of elderly care [1]. - The program adheres to principles of "government guidance, demand-driven, phased implementation, and continuous iteration" to address challenges in home, community, and institutional elderly care [1][2]. Group 2: Key Areas of Focus - The pilot will include paired research to address different needs in home, community, and institutional care, focusing on areas such as care for the disabled and emotional companionship [2]. - Application verification will require at least 200 home care robots to be tested in no fewer than 200 households and at least 20 community or institutional robots in 20 locations, with a minimum verification period of 6 months [2]. - The program encourages collaboration among robot manufacturers, elderly care equipment companies, universities, research institutions, and third-party service providers to jointly apply for the pilot [2]. Group 3: Expected Outcomes - The results of the pilot projects will be promoted through various channels, with efforts to include qualifying products in trade-in and consumer subsidy programs to stimulate consumption and promote industry upgrades [2]. - The initiative is expected to provide elderly individuals with more convenient and efficient care services, contributing to the development of the silver economy [3].

Investment Rating - The report maintains a "Recommended" rating for the smart home industry [7][30]. Core Insights - The smart home industry is expected to benefit from government policies aimed at stimulating consumption, particularly through the expansion of the appliance replacement and recycling programs. The integration of advanced technologies such as IoT, AI, and big data is enhancing product innovation and meeting diverse consumer needs. Additionally, the easing of trade tensions with the US is likely to favor Chinese home appliance companies in international markets, while domestic demand is driven by rising living standards and an aging population [5][30]. Summary by Sections Market Review - In the past two weeks (June 7 - June 20, 2025), the Shanghai Composite Index fell by 0.75%, the Shenzhen Component Index by 1.75%, and the ChiNext Index by 1.45%. The smart home index (399996.SZ) decreased by 2.98%, underperforming the Shanghai Composite by 2.23 percentage points [1][12]. - Year-to-date (January 1 - June 20, 2025), the Shanghai Composite Index rose by 0.24%, while the smart home index fell by 0.31%, outperforming the Shenzhen Component and ChiNext indices [12][17]. Industry Policy Tracking - The Guangdong Provincial Department of Industry and Information Technology is initiating pilot projects for smart elderly care service robots, requiring selected units to validate applications in at least 200 households and 20 community or institutional settings within two years [3][19]. Industry News Tracking - A total of 138 billion yuan in central funds will be allocated to support the appliance replacement program, with significant sales growth reported during the "618" shopping festival due to government subsidies and platform promotions. Haier launched a new brand targeting the elderly, "Haier care," and Midea announced a share buyback plan of up to 10 billion yuan [4][20][24][26][28]. Investment Recommendations - The report emphasizes that the smart home industry is poised for growth due to supportive policies, technological advancements, and increasing consumer demand driven by demographic changes. The entire smart home supply chain is expected to benefit, leading to a "Recommended" rating for the sector [5][30].

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [27]. Core Insights - The humanoid robot concept index experienced a decline of 1.93% from June 8 to June 13, 2025, underperforming the CSI 300 index by 1.68 percentage points. However, year-to-date, the humanoid robot index has risen by 31.54%, outperforming the CSI 300 index by 30.39 percentage points [2][12]. - The report highlights significant developments in the humanoid robot sector, including government initiatives to promote smart elderly care robots, advancements in product technology, and substantial investment activities [3][5]. Summary by Sections Weekly Market Review - From June 8 to June 13, 2025, the humanoid robot concept index fell by 1.93%, while the year-to-date performance shows an increase of 31.54% [12][18]. - Among A-share humanoid robot stocks, YS Tech saw the largest weekly gain of 36.22%, while Chaojie shares experienced the largest decline of 23.23% [18]. Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for smart elderly care robots, requiring at least 200 household applications and deployments in community and institutional settings [3][19]. Product Technology Iteration - NVIDIA's CEO stated that autonomous driving and robotics will thrive in the coming years, with the first embodied intelligent robot 4S store set to debut at the 2025 World Robot Conference [3][22]. - Significant technological advancements include the F-TAC Hand achieving human-level adaptive grasping capabilities and Figure's AI logistics system improving processing speed to 4.05 seconds per package [3][24]. Investment Activities - Leju Robotics completed a multi-billion yuan D-round financing, indicating strong market confidence in the humanoid robot sector [3][24]. Key Company Announcements - Xiangming Intelligent is expanding into humanoid robot joint module business through investments in Japan's BR Company and establishing a joint venture for service and medical robots [4][25]. - Beizhi Technology and Xingdong Era have formed a strategic partnership to promote humanoid robots in smart logistics applications [4][25].

Investment Rating - The industry rating is "Outperform the Market" with expectations for the overall industry performance to surpass the market in the next six months [74]. Core Insights - In May 2025, domestic sales of excavators reached 8,392 units, a year-on-year decrease of 1.48%. Total sales of excavators for the month were 18,202 units, reflecting a year-on-year increase of 2.12% [17][20]. - Domestic sales of loaders in May 2025 were 6,037 units, showing a year-on-year increase of 16.7%. Total sales for the month were 10,535 units, up 7.24% year-on-year [2][20]. - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have initiated a pilot program for intelligent elderly care service robots, aimed at enhancing the quality of life for the elderly and addressing caregiver shortages [3][22]. - Wuhan has announced a three-year action plan for the humanoid robot industry, focusing on application in hazardous industries, manufacturing, and public services, with financial incentives for successful implementations [4][24]. Summary by Sections Industry and Company News - The domestic sales of excavators in May 2025 were 8,392 units, down 1.48% year-on-year, while total sales reached 18,202 units, up 2.12% year-on-year [17][20]. - In May 2025, domestic sales of loaders were 6,037 units, a 16.7% increase year-on-year, with total sales of 10,535 units, reflecting a 7.24% year-on-year growth [2][20]. - The intelligent elderly care service robot pilot program aims to enhance elderly care services and is set to run from 2025 to 2027 [3][22]. - Wuhan's humanoid robot industry plan includes financial support for successful applications in various sectors, including hazardous materials handling and healthcare [4][24]. Key Data Tracking - In the first five months of 2025, total excavator sales reached 101,716 units, a year-on-year increase of 17.4%, with domestic sales up 25.7% [20]. - The total export value of mechanical and electrical products in May 2025 was $189.19 billion, a year-on-year increase of 7.3% [26]. - The mechanical equipment sector's price-to-earnings ratio as of June 13, 2025, was 30.99 times [12].

Group 1 - The aging population in China presents a significant challenge, necessitating the development of services that ensure elderly individuals are well cared for and supported [1] - The rapid advancement of technologies such as AI and robotics is transforming elderly care from a labor-intensive model to a technology-assisted one, enhancing service efficiency and quality [1] - The Chinese government has emphasized the acceleration of smart elderly care development, predicting that the market size for smart elderly care will reach 7.21 trillion yuan by 2025 [1] Group 2 - The release of international standards for elderly care robots and the promotion directory for smart health elderly care products will help meet the diverse needs of the elderly and foster industry growth [2] - Various regions in China are actively developing smart elderly care, with initiatives like Beijing's smart elderly rehabilitation equipment industry demonstration zone and Shanghai's "elderly care + internet hospital" model [2] - Despite the rapid development of smart elderly care, challenges such as complex product operations and inconsistent service quality need to be addressed [2] Group 3 - Smart elderly care products must be designed with the actual needs and convenience of the elderly in mind, focusing on improving their quality of life and alleviating care pressures [3] - The government is promoting pilot projects for smart elderly service robots to ensure effective application in various settings such as homes and communities [3] - Ethical considerations and market demand compatibility are crucial for the responsible advancement of technology in elderly care, necessitating a robust regulatory framework [3]