Exoskeleton robot industry chain listed companies and business layout analysis
1. Zhenjiang Co., Ltd. (603507) ◦ Core business: The holding subsidiary Haipuman Robotics focuses on the research and development of industrial exoskeletons, utilizing bionic structural design and continuous carbon fiber 3D weaving technology, resulting in a 50% reduction in product weight, suitable for high-altitude operations and heavy lifting scenarios. ◦ Technical breakthrough: Medical-grade exoskeletons use hydraulic drive (response speed of 0.05 seconds), with joint lifespan reaching 100,000 cycles, planning to launch a production line of ten thousand units by 2025, with consumer-grade products priced between 2500-5000 yuan. ◦ Cooperation case: Collaborated with Dongfeng Liuzhou Motor to develop industrial humanoid robots, with a single unit assisting in lifting 50kg, currently in trial use in automotive manufacturing workshops.
2. Weisi Medical (688580) ◦ Core business: Lower limb walking exoskeleton robots serve over 11,000 patients, covering 60% of top-tier hospitals nationwide, with a projected 127% year-on-year growth in rehabilitation robot revenue in 2024. ◦ Technical advantages: Dynamic weight reduction technology and intelligent gait control technology, FDA certified, included in the medical insurance catalog of 11 provinces and cities including Beijing and Jiangsu.
3. Pathfinder (300005) ◦ Core business: Jointly developed consumer-grade lower limb exoskeletons with Maibao Intelligent, suitable for mountaineering and firefighting scenarios, priced at only half of similar overseas products (4999 yuan), already piloting rental services in scenic spots such as Mount Tai and Huangshan. ◦ Market performance: Plans to exceed sales of ten thousand units by 2025, with the scenic rental model experiencing over 500 user experiences per day.
4. Seiko Technology (002006) ◦ Core business: Domestic leader in carbon fiber equipment, collaborating with Fudan University to develop “humanoid robot intelligent legs,” reducing the overall weight by 30%, planning to release exoskeleton products by 2025, suitable for industrial handling and home services.