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][3] 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 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] - Technological innovations are reshaping the elderly care service ecosystem, pushing the industry towards precision, personalization, and efficiency [5][24] Industry Status - Smart elderly care has developed technical solutions covering home, community, and institutional settings, with a competitive landscape featuring 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][39] Research Content - The report systematically analyzes the overall picture of the Chinese smart elderly care industry from two dimensions: industry background and current status [5] - The demand side is shifting from survival-type elderly care to quality-type elderly care, while the supply side is evolving from single technology applications to a full-cycle service ecosystem [2][6] Research Outlook - Demand for smart elderly care is progressing from basic survival needs to value realization, indicating a tiered advancement in elderly care demands [6][42] - The supply side is expected to see a three-dimensional push from technology, resources, and scenarios, leading to large-scale development of smart elderly care services [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 - 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][24] Technological Application - The integration of AI, IoT, big data, and cloud computing is reconstructing the elderly care service model, transitioning from passive care to proactive prevention [24][25] Major Players and Business Models - The industry features three types of players: comprehensive solution providers, vertical technology companies, and traditional elderly care enterprises, each with distinct competitive advantages [34][36]