Zhong Guo Neng Yuan Wang·2025-06-10 00:18Core Viewpoint - The issuance of the "Notice" aims to accelerate the application and development of intelligent elderly care service robots in response to the increasing challenges of population aging through policy guidance and resource integration [3][4]. Summary by Relevant Sections Event - On June 9, 2025, the Ministry of Industry and Information Technology and the Ministry of Civil Affairs jointly released the "Notice on Conducting Pairing Attacks and Scene Application Pilot Work for Intelligent Elderly Care Service Robots" [2]. Main Content - The "Notice" emphasizes three main areas: 1. Establishing partnerships between enterprises and elderly care institutions to address five major needs, including disability care and emotional companionship, while overcoming shortcomings in safety and reliability. 2. Conducting scene application verification, requiring 200 households to validate home scenarios and deploying over 200 sets of equipment; for community/institution scenarios, covering more than 20 communities or elderly care institutions with at least 20 sets of equipment, with a verification period of no less than six months. 3. Improving standards and evaluation systems, requiring pilot units to jointly formulate standards for aging suitability and safety evaluation to enhance product reliability and intelligence [3][4]. Background - The aging process in China is deepening, with the population aged 60 and above expected to exceed 300 million by the end of 2024, accounting for 22% of the total population. There is a shortage of 5.5 million elderly care workers, particularly for disabled elderly care needs. The elderly care robot market has significant potential, but two core issues must be addressed: low public awareness and high product prices, along with insufficient intelligence [4]. - The silver economy is projected to reach approximately 7 trillion yuan in 2024, accounting for 6% of GDP, and is expected to grow to 30 trillion yuan by 2035, representing 10% of GDP. The domestic elderly care robot market is anticipated to exceed 30 billion yuan in 2024 and reach 50 billion yuan in 2025, with a compound annual growth rate of over 30% [4]. Investment Suggestions - The policy aims to bridge the gap between technology and commercialization, transitioning the elderly care robot industry from "concept innovation" to "scale application." The industry is recommended for attention, with specific stocks suggested for consideration [5][6].