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“银发旅居”新消费涌动,如何承接1亿老年人的“诗与远方”?
TakedaTakeda(US:TAK) 第一财经网·2025-10-11 05:40

Core Insights - The article emphasizes the transformation of the elderly care industry from a single care model to a composite model of "healthcare + tourism + social interaction" driven by the rising demand from the aging population [1][3][6] Industry Overview - By the end of 2024, the elderly population aged 60 and above in China is projected to reach 310 million, indicating a shift in consumption needs from "survival" to "development" and "enjoyment" [1][5] - The "migrant-style" retirement living model is gaining popularity among financially capable elderly individuals, breaking geographical limitations and promoting a new lifestyle [1][3] Market Potential - The market for migrant-style retirement living is estimated to be worth several hundred billion, with significant growth potential as the elderly population continues to expand [3][5] - The Chinese government has issued policies to promote the development of migrant retirement destinations, encouraging local governments to leverage their unique resources to foster this industry [3][4] Regional Developments - Yunnan Province is actively promoting the migrant retirement industry, with financial institutions encouraged to invest in elderly care facilities and infrastructure [4] - The opening of new facilities, such as the TaiKang Home in Kunming, provides tailored services for short-term stays, enhancing the appeal of migrant retirement living [4][9] Demographic Trends - The majority of elderly individuals in China are aged 60-69, representing about 56% of the elderly population, indicating a strong market for migrant retirement services targeting younger seniors [6][9] - The increasing life expectancy and the growing number of health-conscious elderly individuals are expected to drive demand for travel and retirement services [5][6] Service Innovations - Companies are exploring various entry strategies and development paths to capitalize on the emerging market for elderly care [8] - Platforms have been established to connect elderly individuals with various migrant retirement institutions, facilitating access to services and information [8] Consumer Preferences - Research indicates that younger elderly individuals prefer travel experiences that offer medical support and social opportunities, prompting companies to design services that meet these needs [9] - The introduction of membership programs and partnerships with airlines aims to enhance the travel experience for elderly consumers, making it more affordable and accessible [9]