长三角均已中度老龄化，现有市场供给远难满足老年人消费需求

Core Insights - The aging population in the Yangtze River Delta is rapidly increasing, with significant implications for social services and the economy [1][4][9] - By the end of 2024, the elderly population (aged 65 and above) in the Yangtze River Delta will reach notable percentages, indicating a shift towards a moderately aging society [2][4][5] - The market opportunities associated with the silver economy are substantial, as older individuals possess both wealth and leisure time, leading to increased consumer demand [3][11] Population Statistics - By the end of 2024, the elderly population percentages in the Yangtze River Delta are as follows: Zhejiang (15.71%), Jiangsu (18.7%), Anhui (15.68%), and Shanghai (29.4% for registered population) [2][4] - The total elderly population in Zhejiang is projected to reach 14.05 million, with a significant increase of nearly 4.6 million individuals aged 60 and above over the past decade [4][5] - Shanghai has reported a high percentage of elderly individuals living alone, with 33.62 million elderly living independently, highlighting the need for targeted social services [5][10] Aging Services and Infrastructure - The Yangtze River Delta is developing a coordinated elderly care service system that includes home, community, and institutional care, with a focus on enhancing service accessibility [9][10] - As of 2024, Shanghai has established 529 community comprehensive elderly service centers and 919 daytime care institutions, indicating a robust infrastructure for elderly care [10] - The region is witnessing a shift in policy regarding household registration, with cities like Hangzhou and Chengdu relaxing restrictions to attract younger populations to counteract aging trends [7][8] Market Opportunities - The silver economy presents a significant growth area, with an estimated 3.1 billion elderly individuals by the end of 2024, and an average annual increase of 22.4 million elderly individuals until 2035 [11][12] - The development of industries catering to the elderly, such as smart assistive devices and health services, is being prioritized in regions like Zhejiang, which has established specialized economic zones for this purpose [12] - There is a noted gap in effective supply to meet the consumption needs of the elderly, indicating a potential market for businesses to explore [11][12]