Recently, the international standard for elderly care robots led by China was officially released, which provides a benchmark for the product design, manufacturing, testing and certification of various elderly care robots, and will lead the healthy development of the global elderly care robot industry. Up to now, a total of 8 A-share listed companies have entered the pension robot industry.

The international standard for elderly care robots was officially released

On February 27, 2025, the International Electrotechnical Commission officially released the international standard for elderly care robots led by China: IEC 63310 "Performance Guidelines for Active Assisted Living Robots Used in Connected Home Environments". Based on the physiological and behavioral characteristics of the elderly, the international standard proposes the functional and performance classification of elderly care robots, and provides a benchmark for the product design, manufacturing, testing and certification of various types of elderly care robots such as rehabilitation, nursing, and escorting, so as to lead the development direction of the global elderly care robot industry.

The international standard focuses on the needs and characteristics of the elderly in daily life, health care and other aspects in the connected home environment, and proposes the functional and performance classification of elderly care robots. In addition to the general requirements such as reliability, accessibility, energy consumption and noise, specific technical requirements are also proposed, such as: elderly care robots provide health and economic monitoring services, communication support with family members and medical staff, diversified housework, entertainment, home management, care and other activities support, mobility support such as going out and walking, information and data management performance, etc.

Eight listed companies have entered the field of pension robots

According to our incomplete statistics, as of the end of February 2025, a total of 8 A-share listed companies have deployed pension robot-related businesses.

The 8 companies are: Robotics (300024. SZ), EZVIZ Network (688475. SH), Ousheng Electric (301187. SZ), Weiss Medical (688580. SH), Obi Zhongguang (688322. SH), Kangtai Medical (300869. SZ), Siangyu Medical (688626. SH) and Canny Elevator (002367.SZ).

Robot is mainly engaged in the robot industry chain related business, covering the core components of the robot, the robot body to the robot system solutions. Among them, the robot body includes three categories: six-axis industrial robots, mobile robots and special robots.

On May 9, 2024, the robot mentioned in its reply to which smart health care projects the company participates in that the company's medical and health care robot products include intelligent walkers, passive and active wearable lower limb walkers, lower limb feedback training systems, intelligent integrated beds and chairs and other products, which are used to help the elderly and patients who have difficulty walking and need to be cared for, and assist them in rehabilitation training and daily care.

Based on AI (artificial intelligence) and the Internet of Things cloud platform, EZVIZ provides smart life solutions based on AI interaction for users in smart home scenarios.

On April 30, 2024, EZVIZ Network replied to a question about the R&D layout of new products, saying that the company actively cultivates and incubates the intelligent service robot business, and continuously iterates new companion robots and cleaning robots based on the concept of embodied intelligence.

On January 9, 2025, EZVIZ Network said in response to a question on the SSE interactive platform that the company's new escort robot RK3 has been piloted and sold in a small area, and this model of robot is based on multi-modal large model of digital human interaction, which can play a variety of family roles and serve the whole family.

The main business of Ousheng Electric is the research and development, production and sales of aerodynamic equipment and cleaning equipment.

On December 27, 2024, Ousheng Electric said in response to the question of the sales of nursing robots that the company's nursing robot business will receive some large-scale orders in 2024 and will be shipped one after another. At the same time, the company has also obtained the relevant electrical certification of the European Union and the United States, and is also actively deploying sales to Europe and the United States.

On January 14, 2025, Ousheng Electric announced that the company's attributable net profit in 2024 is expected to be 245 million yuan to 271 million yuan, an increase of 40% to 55% year-on-year. The reasons for the change in performance include that the company has developed a large number of new product categories based on its own competitiveness, which has become a new driving force for the company's performance growth.

Weiss Medical provides high-quality products and solutions for rehabilitation medicine.

According to the 2024 semi-annual report, Weiss Medical's main products include rehabilitation robot products, magnetic stimulation products, electrical stimulation products, electrophysiology products, laser and radio frequency products, consumables and accessories, and other products. Among them, the rehabilitation robot covers the full-cycle rehabilitation assessment and training of the upper and lower limbs of the human body, and is used to assist patients with postoperative or other motor dysfunctions in rehabilitation training.

Obi Zhongguang's main business is the design, R&D, production and sales of 3D visual perception products, and builds a "robot and AI vision industry middle platform" in the era of artificial intelligence.

In the field of service robots, Obi Zhongguang's robot vision system can be used to guide companion robots and other products to serve multiple offline scenarios such as families and hospitals. The "Key Technology and Application of Autonomous Sensor-Control of Medical Rehabilitation Robot" developed by the company won the first prize of "CAA Science and Technology Progress Award".

On January 21, 2025, Obi Zhongguang announced that its revenue in 2024 would be about 560 million yuan, a year-on-year increase of about 55.55%.

Kangtai Medical specializes in the research and development, production and sales of medical diagnosis and monitoring equipment.

According to the 2024 semi-annual report, Kangtai Medical's R&D project "Seated and Lying Multi-joint Rehabilitation Robot" has received government subsidies.

Siangyu Medical is a company dedicated to the research and development, production, sales and service of rehabilitation medical devices.

According to Xiangyu Medical's 2024 semi-annual report, the company carried out the research and development of two major projects, "development and application of water bath training rehabilitation robot system" and "research on key technologies of rehabilitation robots", with an estimated total investment of 11.3 million yuan and 27 million yuan respectively. In addition, the company participated in the completion of the "whole body multi-functional modular intelligent rehabilitation robot" project won the first prize of the 5th National Equipment Management and Technological Innovation Achievement Award.

On January 8, 2025, Siangyu Medical replied to the company's R&D and new product planning questions, saying that in 2025, the company will launch more products to meet clinical needs and medical care market demand in the fields of rehabilitation robots, psychiatric psychology, and brain-computer interfaces.

In addition, the product line of Beijing Canny Youlan Robot Technology Co., Ltd., a shareholding company of Canny Elevator, includes companion robots for the elderly. The elderly companion robot is mainly used in the field of elderly care, with basic health detection, companion interaction, emergency call, and daily care and other functions, which can provide comprehensive care and services for the elderly.