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光大證券:商業化進程有望加速 關注外骨骼機器人在醫療康復領域應用
光大證券研報表示,在醫療康復領域,外骨骼機器人主要應用於三大場景:1)脊髓損傷修復、2)腦卒中偏癱康復、3)老齡化輔助。全球外骨骼機器人市場正進入高速增長期,根據Grand View Research數據顯示,2024年市場規模達18億美元,預計2030年將突破120億美元,年複合增長率28%。疊加中國“十四五”規劃將外骨骼納入高端醫療裝備重點發展領域,多地醫保已將部分康復型外骨骼納入報銷範圍,光大證券認爲外骨骼機器人在醫療康復領域的商業化有望加速落地。
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