Core Insights - West Lake District has officially established a Scene Innovation Service Center, releasing the first list of 10 "application scenario opportunities" aimed at facilitating the testing and promotion of new technologies and products for enterprises [1][2] - The center aims to create a dual-directional approach between innovative technologies and market demands, enhancing resource linkage for enterprises through practical and precise usage scenarios [1][2] Group 1 - The Scene Innovation Service is a new exploration of service models for enterprises, focusing on connecting resources while addressing specific needs [1] - The initial phase has shown significant potential, with the "Tashan" hip assist exoskeleton developed by Hangzhou Zhiyuan Research Institute being trialed in multiple elderly care centers, receiving positive feedback for its AI-driven adaptive support [1] - The establishment of an industrialization platform aims to accelerate the development of wearable smart enhancement and assistive equipment [1] Group 2 - West Lake District is acting as a "chief service officer," collaborating with market entities to link exoskeleton equipment to various fields such as elderly rehabilitation and outdoor sports [2] - The district's civil affairs bureau plans to introduce exoskeleton products into local elderly care institutions, promoting the widespread adoption of technology for elderly assistance [2] - A total of 34 application scenarios have been collected from various departments, with the first batch focusing on key areas like artificial intelligence, cultural technology, and the silver economy [2] Group 3 - Scene innovation is viewed as a crucial method for serving enterprises in the new era, evolving from basic services to value-added services and now to scene innovation services [2] - The district aims to deepen the large-scale application demonstration of scene innovation, injecting new momentum into regional development [2]

Group 1 - The core product "Tashan" hip assist exoskeleton developed by Hangzhou Zhiyuan Research Institute is officially put into use, weighing 2.7 kg and utilizing AI algorithms to adjust assistance strength in real-time for elderly individuals with declining lower limb strength [1] - The trend of building a new ecosystem for smart elderly care through technological empowerment is gaining momentum, with the concept of "embodied intelligence" included in the government work report for the first time during the National Two Sessions this year [1] - West Lake District is actively responding to this trend by showcasing a range of innovative products aimed at elderly care, including a smart portable bathing machine and a traditional Chinese medicine consultation robot [1] Group 2 - West Lake District is addressing the diverse elderly care needs of its 28,000 senior citizens by driving technological innovation to create smart elderly care and AI health service platforms, aiming to establish a "15-minute elderly care circle" [2] - Three major initiatives are being implemented to expand smart elderly care scenarios, including making smart electric wheelchairs eligible for subsidies, promoting elderly care robots and robotic dogs in community settings, and developing an elderly care robot industrial park in the Zijin Port Science and Technology City [2] - The district is also involved in drafting national pilot standards for long-term care services for disabled elderly individuals and has launched a research plan for the elderly health and wellness index [2]

Core Viewpoint - The focus of AI functions in smart terminals is shifting towards practical needs and specific scenarios, balancing generality with usability, and cost with benefits [1][2][5]. Industry Trends - The 2023 global penetration rate of smart terminals reached 38.7%, expected to rise to 45.7% by 2028, indicating a significant increase in AI integration within devices [5]. - By Q1 2025, the AI functionality penetration rate in China's smartphone market is projected to reach 82%, marking a transition from AI as an "add-on" to a "must-have" feature [5]. Product Innovations - The DexH13 dexterous hand by Pasini Technology is the world's first dual-modal robotic end effector featuring "multi-dimensional touch + AI vision," designed with a four-finger, 16-degree-of-freedom bionic structure to enhance tactile perception while reducing hardware costs [1]. - Skyworth has introduced a smart elderly care solution integrated into their televisions, which includes features for companionship and safety monitoring for seniors [4]. - Dr. Glass has developed smart glasses that provide teleprompter functionality, addressing user needs in public speaking and recording scenarios [4]. Market Dynamics - The market for AI all-in-one machines is experiencing rapid growth, with nearly 100 manufacturers launching products since January 2025, driven by the need for localized AI deployment and data security [11][12]. - Companies like Quanzhi Technology are innovating AI training and inference machines that reduce training costs by 90% and improve inference performance by 50% [11]. Focus on Specific Applications - The demand for specialized smart terminals is increasing, with companies like Kengjing Technology focusing on exoskeleton robots that enhance human capabilities rather than replicating human form [8][9]. - The industry is moving towards developing tailored solutions for specific tasks, such as logistics and security, rather than pursuing general-purpose humanoid robots [12].

今年"五一"假日期间，外骨骼机器人在安徽黄山、山东泰山、陕西华山等景区大出风头，登山者穿戴后步履轻 快，轻松登顶，外骨骼机器人获得"懒人爬山神器"美称。此后，外骨骼机器人概念股在资本市场上受到追捧。不 过，随着外骨骼机器人逐步渗透日常生活，其大规模商业化仍面临技术瓶颈与市场考验。多位业内专家表示，外 骨骼机器人产业正处于商业化临界点，需在人机协同技术、轻量化材料、提升续航能力以及成本控制等方面实现 突破。 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。 深圳市肯綮科技有限公司是行业先行者之一。2021年，其首款产品"C1 Pro"在泰山试点运营，早期20公斤的笨 重设计曾遭到市场冷遇。"我们通过采用碳纤维复合材料与人工智能算法精准识别步态，重量大幅降至1.8公斤， 用户体验感显著提升。"公司创始人余运波表示，今年"五一"假日期间，肯綮科技在泰山投放的500台新一代产 品"π"实现满负荷运营，目前运营 ...

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 ...

Group 1: Industry Overview - The exoskeleton robot industry is at a commercialization critical point, requiring advancements in human-machine collaboration, lightweight materials, battery life, and cost reduction to achieve broader market acceptance [1][6]. - The demand for exoskeleton robots is increasing across multiple sectors, indicating a key period for technological innovation, product iteration, and expansion into new application areas in the coming years [1][4]. Group 2: Technological Developments - Exoskeleton robots have evolved from heavy, cumbersome designs to lightweight models weighing as little as 1.8 kg, incorporating AI algorithms for precise gait recognition, significantly enhancing user experience [3]. - Companies like National Technology are developing high-performance microcontroller chips to improve human-machine interaction and efficiency in exoskeleton robots [6]. Group 3: Market Applications - Exoskeleton robots are being tested in various fields, including outdoor sports, industrial applications, military, emergency rescue, and elderly care, showcasing their versatility and potential for widespread adoption [4][8]. Group 4: Investment and Funding - The exoskeleton robot sector is experiencing a surge in investment, with companies like Shanghai Aoshark Intelligent Technology and Youlong Robotics securing significant funding to accelerate product development and market entry [9][10]. - The industry is projected to grow rapidly, with an estimated annual compound growth rate of 47.7% from 2025 to 2028, potentially reaching a global market size of $5.8 billion by 2028 [10]. Group 5: Policy Support - Government policies are actively promoting the development of exoskeleton robots, with initiatives aimed at integrating these technologies into healthcare and rehabilitation services [8].

商报讯（记者 孟佳俊）近年来，各类"黑科技"加速突破应用边界，曾经仅存于科幻场景的外骨骼机器 人已实现民用化突破。黄山、泰山等景区推出外骨骼租赁服务，游客支付数十元即可体验"机械助力登 山"，被网友称为"爬山外挂"。随着技术迭代和成本下探，造价百万的专业级外骨骼加速渗透消费市 场，民用产品价格降至千元级，应用场景从医疗康复向养老助残、户外运动延伸。在科技普惠浪潮中， 杭州企业正重点研发适老化外骨骼，推动智能辅具产业化。 80元租赁3小时， "机械腿"火遍景区 前不久，杭州90后男生小陈去泰山登山时，因新鲜感租用了外骨骼机器人。"到中天门的时候，我中途 大概就休息了三四次。"他感慨道："穿上外骨骼机器人后，感觉上山轻松多了。当你有力气时，它可以 辅助你走；当你没有力气时，它能带着你走。我能明显感觉到一种'你快它也快'的默契，急刹车的时 候，它停止减力的速度也很精准。" 记者搜索发现，目前全国有不少景区都提供外骨骼机器人租赁服务，常出现在一些登山景区，如山东泰 山景区、湖北恩施大峡谷已投入使用，而安徽黄山景区、陕西华山景区则处于测试阶段，接下来会开放 相关服务。不过，在杭州暂未看到有提供此类服务的景区。 从景区现 ...

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2025 年 5 月 12 日 行业研究 "五一"假期人形机器人在多地亮相，工程机械景气度持续复苏 ——机械行业周报 2025 年第 18-19 周（2025.4.28-2025.5.11） 机械行业 买入（维持） 作者 分析师：黄帅斌 执业证书编号：S0930520080005 0755-23915357 huangshuaibin@ebscn.com 分析师：陈佳宁 执业证书编号：S0930512120001 021-52523851 chenjianing@ebscn.com 分析师：汲萌 执业证书编号：S0930524010002 021-52523859 jimeng@ebscn.com 分析师：李佳琦 执业证书编号：S0930524070006 021-52523836 lijiaqi@ebscn.com 联系人：夏天宇 xiatianyu@ebscn.com 行业与沪深 300 指数对比图 要点 重点子行业观点 人形机器人： 5 月 7 日，"联想 Tech World 2025 创新科技大会"在上海世博中心举行，会上"联 想乐享壹号"人形机器人正式亮相。实景演示中，该机器人表演了一段太极拳，展 ...

2025 年 5 月 12 日 行业研究 "五一"假期人形机器人在多地亮相，工程机械景气度持续复苏 ——机械行业周报 2025 年第 18-19 周（2025.4.28-2025.5.11） 机械行业 买入（维持） 作者 分析师：黄帅斌 执业证书编号：S0930520080005 0755-23915357 huangshuaibin@ebscn.com 分析师：陈佳宁 执业证书编号：S0930512120001 021-52523851 chenjianing@ebscn.com 分析师：汲萌 执业证书编号：S0930524010002 021-52523859 jimeng@ebscn.com 分析师：李佳琦 执业证书编号：S0930524070006 021-52523836 lijiaqi@ebscn.com 联系人：夏天宇 xiatianyu@ebscn.com 行业与沪深 300 指数对比图 要点 重点子行业观点 人形机器人： 5 月 7 日，"联想 Tech World 2025 创新科技大会"在上海世博中心举行，会上"联 想乐享壹号"人形机器人正式亮相。实景演示中，该机器人表演了一段太极拳，展 ...