2024年数智康养城市平台模式发展研究报告

Core Insights - The report highlights the increasing demand for elderly care services in China due to the aging population, with the elderly population ratio reaching 19.86% of the total population as of 2023, leading to a growing burden on social care systems [124][110][19] - The smart elderly care industry is projected to grow significantly, with a market size of 8.2 trillion yuan in 2022, reflecting a year-on-year growth of 34.43% [102][19] - The report emphasizes the shift from heavy asset models to light asset operations in the elderly care sector, driven by changes in real estate policies and economic conditions [114][160][163] Industry Development Trends - The report outlines the evolution of the elderly care industry in China, noting the establishment of a multi-tiered care system that integrates home, community, and institutional care since 2010 [110][104] - It discusses the government's ongoing efforts to enhance the elderly care service system, with a focus on integrating technology into care services, which has been a key policy direction since 2017 [110][127] - The report identifies the lack of a unified service standard in the light asset operation model, leading to a fragmented market with various players exploring different business models [159][114] Market Demand and Service Gaps - There is a significant gap in the supply of elderly care services, with only 37.7 beds available per 1,000 elderly individuals in 2022, indicating a pressing need for innovative solutions to meet the growing demand [102][19] - The report notes that the market for family-based elderly care is still in its early stages, with a large unmet demand due to various factors, including traditional views on elderly care [132][138] - The current elderly care market is characterized by a high dependency on government welfare institutions, which cover 60-70% of services, while market-driven heavy asset models account for about 20% [129][19] Digital Transformation in Elderly Care - The report emphasizes the role of digital tools in enhancing operational efficiency and service quality in the elderly care sector, with smart technologies being crucial for adapting living environments for the elderly [150][41] - It discusses the establishment of smart elderly care city platforms that integrate various services and improve resource allocation, thereby enhancing overall service delivery [53][45] - The integration of AI and big data analytics is highlighted as a means to better match consumer needs with service capabilities, facilitating a more efficient elderly care ecosystem [174][150] Operational Models and Challenges - The report outlines the characteristics of heavy asset and light asset operational models in the elderly care industry, noting that heavy asset models are becoming less viable due to high costs and long return periods [163][114] - Light asset operations are seen as a more sustainable approach, but they face challenges such as the lack of standardized services and the need for better coordination among various stakeholders [159][114] - The report indicates that the elderly care ecosystem is still developing, with significant room for improvement in coordination, operational capabilities, and service integration [115][86]