万亿家政市场“智”变，机器人保姆来了

Core Viewpoint - The home service market in China is experiencing significant growth and transformation, driven by new technologies and changing consumer demands, with a projected market size exceeding 1.2 trillion yuan by 2024 [1][6][11]. Group 1: Market Potential and Growth - The home service market is projected to grow by 120% from 2020 to 2025, with key segments like elderly care, maternal and infant care, and high-end cleaning contributing to 65% of this growth [6][10]. - The demand for home services is robust, particularly among high-net-worth families, with a reported 10% revenue growth for 宜尔宝 from January to July this year [2][10]. - The market is expected to see an annual growth rate exceeding 25% by 2025, driven by the increasing demand for elderly care and high-end childcare services [6][10]. Group 2: Technological Integration - New technologies, particularly robotics, are beginning to penetrate the home service sector, primarily in cleaning services, while applications in elderly care and childcare are still in exploratory stages [6][10]. - The integration of AI and robotics is anticipated to change service delivery models, with potential for non-residential services becoming mainstream [7][10]. - The industry is moving towards a "human + technology" dual-driven model, emphasizing the need for skilled personnel capable of operating AI devices [10][11]. Group 3: Emerging Consumer Demands - There is a noticeable shift in consumer demands, with new roles such as health managers, sleep managers, and pet service providers emerging in the home service sector [10]. - The demand for specialized roles like professional caregivers and family managers is increasing, with a reported shortfall of over 20 million workers in the home service sector [10][11]. - High-end service demands are rising, particularly in urban areas, with a significant portion of the demand requiring personnel with higher education qualifications [9][10]. Group 4: Policy Support - Various government policies have been introduced to support the home service industry, focusing on service innovation, talent training, and financial support [11][12]. - The "South Guangdong Home Service" initiative has led to a significant increase in the number of home service enterprises and workers in Guangdong province, with a market size reaching 148 billion yuan [12][13]. - Talent development is emphasized, with initiatives aimed at enhancing the quality of training and attracting high-level professionals to the industry [14].