泰康之家十年磨一剑，定义银发经济新范式

Core Insights - The aging population in China is projected to reach 310 million by the end of 2024, accounting for 22% of the total population, leading to an increasing demand for high-quality elderly care services [1] - The 20th National Congress of the Communist Party of China emphasizes the need to actively address population aging and improve policies for the development of elderly care services and industries [1] Industry Overview - The elderly care service supply is transitioning from basic support to inclusive and high-quality services, with a growing demand for specialized, multi-level, and full-cycle service models [1] - The "medical and nursing integration" policy is being promoted by the government, aiming to enhance service supply and quality, which aligns with the practices of companies like Taikang [5] Company Strategy - Taikang's elderly care initiatives began in 2007, focusing on transforming the elderly care model to high-quality, localized services, with over 20,000 residents currently living in their communities [4] - The company has established a nationwide network of 47 longevity community projects across 37 cities, with over 60,000 planned elderly care units and 5,000 medical beds, effectively implementing the "elderly care + medical care" concept [5] Service Model - Taikang's "one community, one hospital" model exemplifies the integration of medical and elderly care, shifting the focus from disease-centered to health-centered services [6] - The company has developed a comprehensive health management network that includes various health services, aiming to extend not just lifespan but also healthy lifespan for the elderly [5][6] Industry Impact - Taikang is redefining industry standards by promoting a "joyful aging" lifestyle, which has led to a 40% reduction in fall incidents among residents and improved health metrics [6] - The company is also contributing to the professionalization and modernization of the elderly care workforce, with an average team age of 31.8 years and 75% holding higher education degrees [7] Future Outlook - In the next decade, Taikang plans to evolve from "elderly care services" to a broader "health industry" focus, implementing a "city medical and nursing integration" model to enhance service accessibility [8] - The company aims to create a three-tiered service model that integrates flagship communities, urban institutions, and home/community services, aligning with national policies to improve basic elderly care services [9]