中国智慧养老行业研究报告

Core Viewpoint - The Chinese smart elderly care industry is transitioning from "partial pilot" to "full penetration" and from "technology stacking" to "ecological integration" due to the intersection of population aging and digital transformation [1][2] Industry Background - By the end of 2024, the population aged 60 and above in China will exceed 310 million, accounting for 22.0% of the total population, highlighting the urgent challenges faced by traditional elderly care models [3][5] - Factors such as changes in family structure, upgrading consumption among the elderly, and increased acceptance of digital technology are driving the development of the smart elderly care industry [5][22] Industry Status - The smart elderly care sector has developed technical solutions covering home, community, and institutional settings, with three main types of players: comprehensive solution providers, vertical technology companies, and traditional elderly care enterprises [5][34] - Challenges such as data silos, insufficient technology adaptation for the elderly, and immature business models remain significant pain points for the industry [5][40] Research Content - The report systematically analyzes the overall landscape of the Chinese smart elderly care industry from the dimensions of industry background and current status [5] Research Outlook - Demand-side trends indicate a shift from survival-oriented elderly care to quality-oriented elderly care, while the supply side is evolving towards a full-cycle service ecosystem [6][42] - The industry is expected to see a three-dimensional push towards large-scale development through technology, resources, and scenarios [6][45] Policy Emphasis - The Chinese government has introduced a series of policies to support smart elderly care, emphasizing the strategic importance of this sector [19][21] Social Demand Drivers - The smart elderly care industry is accelerating due to multiple demand-side drivers, including changes in family structure and a growing demand for quality life among the elderly [22] Technological Applications - Technologies such as AI, IoT, big data, and cloud computing are deeply integrated to reconstruct the elderly care service model, addressing issues like labor shortages and safety concerns [24][25] Major Player Types and Business Models - The industry features differentiated competition among comprehensive solution providers, vertical technology companies, and traditional elderly care enterprises, each with unique strengths and challenges [34][36] Regional Development Patterns - The smart elderly care industry shows a pattern of "strong east, weak west," with eastern regions leveraging economic and policy advantages to build comprehensive ecosystems [37] Development Challenges - The industry faces systemic challenges including data isolation, collaboration issues, technology adaptation, commercialization, and regulatory frameworks [39][40]