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With the advancement of the times, the pace of technological empowerment never stops. Recently, CCTV News reported that exoskeleton robots have become popular among climbers during the May Day holiday in 2025, creating a significant stir in the capital market. Today, we will delve into this industry!
What is an exoskeleton robot?
An exoskeleton robot is an intelligent mechanical structure worn on the outside of the user’s body, which can integrate the human sensory, cognitive, and motor systems with the machine’s perception system, intelligent processing center, and control execution system, thereby improving physical functions and enhancing physical fitness. Essentially, it is a type of wearable robot that achieves human-machine integration. Based on bionic principles, ergonomic design, and information control technology, exoskeleton robots also involve knowledge from disciplines such as biomechanics, robotics, information science, and artificial intelligence, with professional fields including mechanical engineering, electronic automation, and computer science.
Technological breakthroughs
In recent years, exoskeleton robots have achieved technological leaps, driven by the collaborative innovation of materials science, artificial intelligence, and sensing technology.
Revolution in lightweight materials: Carbon fiber 3D weaving technology (such as that from Zhenjiang Co., Ltd.’s subsidiary Haipuman) has increased the strength of exoskeleton structures by 50% while reducing weight by 30%. The application of titanium alloys and shape memory alloys further optimizes human-machine compatibility; for example, the VICX exoskeleton introduced in the Taishan scenic area weighs only 1.8 kg and has a battery life of 5 hours.
Intelligent control algorithms: The introduction of deep reinforcement learning (such as the results published by Su Hao’s team in “Nature”) and Bayesian neural networks (BNN) allows exoskeletons to achieve dynamic responses in the range of 0.1 seconds and personalized motion pattern recognition. The “Qiyuan TR1” robot from Aoshark Intelligent reduces the misoperation rate by 30% through AI algorithms, accurately perceiving the needs of climbing and descending slopes.
Multimodal perception systems: The integration of inertial measurement units (IMU), force sensors, and electromyographic signals (EMG) enables exoskeletons to interpret human movement intentions in real-time. For example, Fourier Intelligent’s rehabilitation exoskeleton customizes rehabilitation plans for spinal cord injury patients based on foot pressure distribution and joint angle data.
What are the application scenarios?
Exoskeleton robots have broken through traditional medical scenarios and penetrated into industrial, military, and consumer fields, forming three major growth poles:
Medical rehabilitation: 41% of global exoskeleton applications are in this field. Weisi Medical’s lower limb exoskeleton covers 200 top-tier hospitals, using dynamic weight reduction technology to help stroke patients regain walking ability; ReWalk Robotics’ products have received FDA certification, with annual revenue exceeding $30 million.
Industrial empowerment: Automotive manufacturing and power inspection have become new blue oceans. Zhenjiang Co., Ltd.’s industrial exoskeleton is compatible with BYD’s production line, reducing workers’ lumbar strain; Nanfang Technology’s power inspection exoskeleton improves work efficiency by 40%.
Military and rescue: The US TALOS exoskeleton can withstand bullets, while Russia’s “Warrior-21” integrates weapon mounts to enhance combat effectiveness.
Consumer market: 2025 will be a turning point, with scenic areas like Huangshan and Taishan introducing rental models (80 yuan/3 hours). The climbing exoskeleton developed in collaboration with the Pathfinder has a repurchase rate of 38%, with sales expected to exceed 10,000 units in 2025. In the high-end consumer sector, the collaboration between Arc’teryx and SKECHERS on powered climbing pants is priced at $5,000, with orders extending to 2026.
Industry chain and core targets
According to market data for 2025, the global exoskeleton robot market is expected to reach $14.67 billion, with a compound annual growth rate of 42.2%. Key dimensions to focus on include:
Core links in the industry chain
Upstream: Carbon fiber (Guangda Tongchuang), harmonic reducers (Green Harmonic), sensors (Huayi Technology).
Midstream: The technical barriers and patent layout of complete machine manufacturers, such as Weisi Medical’s medical insurance coverage advantage (included in the catalog of 18 provinces) and Aoshark Intelligent’s market network in 17 countries.
Potential targets
Medical field: Weisi Medical (688580) is expected to achieve sales of 400 million yuan in 2024, with technology covering brain-computer interface research; Siasun Robot (300024) leads in sales of home-use walking aids on JD.com.
Industrial scenarios: Zhenjiang Co., Ltd. (603507) has a net profit growth of 30%, with products compatible with leading companies like BYD; Aoshark Intelligent’s firefighting exoskeleton has been procured by multiple regions.
Consumer innovation: Pathfinder (300005) offers lower limb exoskeletons at only 50% of overseas prices, while Seiko Technology (002006) has over a thousand pre-sale orders, benchmarking DJI’s consumerization path.
Conclusion
Exoskeleton robots stand at the intersection of technological inclusivity and commercial explosion. We need to find a balance between technological innovation and market demand, focusing on companies with core component self-research capabilities and cross-industry implementation experience.
Although the topic seems attractive and imaginative, the overall market size is still small, and it remains in a financing stage. It is still uncertain who will emerge to lead the market; in the short term, it is more about speculating on concepts, and there is still a long way to go for large-scale commercialization!
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