CITIC Construction Investment has pointed out that in recent years, the commercialization of exoskeleton robots has picked up speed. This acceleration is attributed to enhanced policy support, as well as advancements in technology, payment methods, and application scenarios. As market demand continues to expand and products become more mature, the market size for exoskeleton robots is witnessing rapid growth. Notably, there is significant potential for these robots in the consumer (C-end) market.

When it comes to the upstream core components, the rising demand for exoskeleton robots is expected to drive market expansion for frameless torque motors and attitude sensors. In the midstream and downstream application sectors, domestic companies are currently focusing mainly on medical rehabilitation products. However, there is a gradual shift towards expanding into the consumer and industrial sectors. Since 2025, multiple companies have already introduced consumer-grade assistive products, marking a new phase in the market's development.