工信部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》。其中提出，优化 适老化产品供给。加强适老化产品研发设计，重点开发应用养老服务机器人、多功能护理床、健康监测 设备等急需产品。面向老年人品质生活需要，推出兼具舒适性、功能性和时尚性的老年鞋服产品，适合 老年人咀嚼吞咽和营养吸收的食品，功能型日化产品等。开展优质老年用品惠老助企行动，推进居家适 老化改造，发布适老化产品和服务推广目录，鼓励电商平台、商超等设立银发消费版面或专区。 (本文来自第一财经) ...

| 44 | 机州冯雅电器有限公司 | 坐式淋浴荷 | 乔老照护产品 | | --- | --- | --- | --- | | 45 | 河北瑞朗德医疗器械科技集团有限公司 | 电动马桶升降益 | 养老照护产品 | | 46 | 恒洁卫浴集团有限公司 | 预排数显淋浴化酒 | 养老照护产品 | | 47 | 恒洁卫浴集团有限公司 | 数显面盆龙头 | 养老照护产品 | | 48 | 恒洁卫浴集团有限公司 | 超洁净淋浴房 | 养老照护产品 | | 49 | 汇沉东(厦门)健康科技有限公司 | 自动打包座便椅 | 养老照护产品 | | 50 | 惠达卫浴股份有限公司 | 升降马桶 | 养老照护产品 | | રી | 科勒(中国)投资有限公司 | 步入式家庭浴缸 | 养老照护产品 | | 52 | 科勒(中国)投资有限公司 | 但温淋浴柱花酒 | 养老照护产品 | | રેઝ | 科勒(中国)投资有限公司 | 可调节花洒滑杆支架 | 养老照护产品 | | 54 | 南京洁畅康电器有限公司 | 洁肠水疗智能马桶盖 | 养老照护产品 | | રેર | 欧派家居集团股份有限公司 | 坐式淋浴器 | 养老照护产品 | ...

Core Insights - Dongpeng Holdings has achieved significant success in the e-commerce sector, ranking first in the Tmall home decoration "tile brand sales list" and the JD home decoration "wall and floor material brand list," marking five consecutive years of leading the tile industry in new retail [1] Group 1: Financial Performance - In the first three quarters of the year, Dongpeng Holdings reported a revenue of 4.501 billion yuan, with a year-on-year growth of 8.03% in the tile retail channel [1] - The net profit attributable to shareholders for the first three quarters was 349 million yuan, reflecting a year-on-year increase of 13.09%, with a notable 32.91% growth in the third quarter [1] - The net cash flow from operating activities reached 651 million yuan, up 33.19% year-on-year [1] Group 2: Market Position and Strategy - The architectural ceramics industry is currently in a phase of demand contraction and price wars, yet Dongpeng Holdings has managed to grow its market share rapidly [1][2] - The company has opened 196 new stores and upgraded 224 existing ones in the first three quarters, enhancing its brand display and service capabilities [2] - Dongpeng Holdings has focused on "experiential scene-based" transformations and a "online-to-offline" operational model to stimulate consumer demand [2] Group 3: Product Innovation - Dongpeng Holdings has launched several innovative products, including the "Feather Anti-Slip Shield" technology for anti-slip tiles and a smart toilet that meets the highest 5A grade in sanitary ware [5] - The company has established 38 innovation platforms and holds 2,505 patents, making it the ceramic tile enterprise with the most patents in the industry [4] - The introduction of new product lines, such as the premium stone series and eco-friendly products, has contributed to the company's competitive edge [2] Group 4: Industry Standards and Future Outlook - Dongpeng Holdings is a key player in the formulation of the new national standard for ceramic tiles, which will be implemented on December 1, aiming to enhance product quality across the industry [6][7] - The new standard is expected to drive technological advancements and quality upgrades, benefiting companies like Dongpeng that can meet these stringent requirements [6][7] - The architectural ceramics market is projected to stabilize at around 250 billion yuan over the next five years, with a potential increase in market concentration favoring leading companies [3]

现在，许多老年人的生活充满时尚感和科技范儿，记者在采访中发现，他们的消费理念正从追求"性价比"到"智能化"转变。 0:00 陕西西安的85岁刘爷爷最近选购了一台助力外骨骼，成为小区周边最拉风的老爷子。在年轻人的圈子里，外骨骼机器人并不是一个陌生名词，但在老年朋友 的世界里，这东西似乎并不多见。 市民 刘建都：好多人问你这是带了个啥，好像带了个"核武器"。有的人说你还新潮得很。 佛山市民 梁惠珍：我的脚行动不方便，膝盖痛，先坐到助力器上，再慢慢降下去，比自己弯膝盖坐下去舒服很多。 听了梁婆婆的感受后，黎婆婆也马上试了一下，她虽然没有膝盖弯曲困扰，但是电动助力辅助站起来，让她觉得更为惊喜。 在陶瓷之都广东佛山的家居卖场，可电动升降的马桶助力老人如厕蹲起，多方位喷水的坐式沐浴系统防老人洗澡转身滑倒，一系列适老化智能产品让正在选 购的梁婆婆一行人爱不释手。 从"辅助"到"舒适" 银发产业拔节生长 为了更好满足银发一族消费升级需求，各地银发产业园应运而生，适老化产品供应正从"辅助"升级为"舒适"。 平台数据显示，今年以来，适老化产品销售提升明显，仅助行和助听品类规模就接近20亿。 京东健康适老品类负责人 陈涛：银发一族 ...

Core Viewpoint - Dongpeng Holdings reported a resilient performance in Q3 2025 despite the ongoing deep adjustment in the domestic ceramic tile industry, with key indicators such as revenue, net profit, and cash flow showing growth against market challenges [1][2]. Financial Performance - The company achieved a revenue of 4.501 billion yuan in the first three quarters, with a year-on-year increase of 8.03% in the large retail channel revenue [1]. - The net profit attributable to shareholders reached 349 million yuan, reflecting a year-on-year growth of 13.09% [1]. - The net cash flow from operating activities was 651 million yuan, up 33.19% year-on-year [1]. Industry Context - The domestic ceramic tile industry is experiencing a deep adjustment period, characterized by market demand pressure and intensified competition, compounded by a contraction in engineering demand due to the real estate sector's adjustments [1]. - The industry is witnessing a further differentiation pattern as companies adapt to the challenging environment [1]. Strategic Initiatives - Dongpeng Holdings is focusing on enhancing its retail channel advantages, product innovation, lean operations, and precise cost control to strengthen its operational capabilities and innovation leadership [1]. - The company has optimized its channel and product structures, with flagship tile products now accounting for 28.5% of sales, and the average transaction price increasing quarter-on-quarter [2]. - A total of 196 new stores were opened, and 224 stores were upgraded in the first three quarters, reinforcing the brand's display and service capabilities [2]. Operational Efficiency - The company is implementing a lean operation strategy across the entire value chain, resulting in reduced manufacturing costs and improved inventory and accounts receivable turnover [2]. - The sales and management expense ratio decreased by 1.54 percentage points year-on-year, indicating effective cost management [2]. - Despite intensified market competition, the company's gross margin remains stable, showcasing its operational resilience [2]. Product Development and Market Positioning - Dongpeng Holdings became the first in the industry to obtain certification for age-friendly products, targeting the silver economy market with specialized solutions for home and healthcare scenarios [2]. - The company was among the first to pass the highest level 5A certification under the new national standards for ceramic tiles, reinforcing its commitment to high standards and quality, which is crucial for driving high-quality development in the industry [2].

Core Viewpoint - The company is responding to the aging population trend in China by developing new products aimed at enhancing home safety for elderly individuals, including safety handrails and protective gear [1] Group 1: Company Initiatives - The company has conducted in-depth research on the pain points of home safety scenarios for the elderly [1] - New products such as safety handrails and protective gear have been launched to meet the demand for home safety solutions both domestically and internationally [1] - The safety handrails developed using relevant materials are designed for easy installation without nails or glue, significantly reducing the difficulty of home modifications for elderly care [1] Group 2: Product Features - The safety handrails have a maximum load capacity exceeding 120KG, ensuring they meet the safety needs of users in home environments [1]

Core Viewpoint - Shandong province is establishing a platform for the supply and demand of elderly-friendly products, aiming to promote the development of innovative products with health monitoring and interaction features, benefiting both the elderly and enterprises [1] Group 1: Industry Development - Shandong is focusing on the development of the elderly products industry, leveraging the growing consumer demand among the elderly [1] - The province is encouraging companies in textiles, furniture, home appliances, medical devices, and robotics to accelerate the development of elderly-friendly products [1] - A total of 119 products have been included in the Ministry of Industry and Information Technology's promotion directory for elderly products, ranking second nationally [1] Group 2: Furniture Manufacturing - The furniture manufacturing industry is a traditional strength of Shandong and is a key area for developing light industry [1] - The provincial government is supporting companies to explore new markets for elderly-friendly products through the "chain leader" mechanism [1] - Notable companies such as Shandong Bangjie and Puzhe Health are accelerating their development in elderly-friendly furniture, with major brands like Haier and Wanhuan also entering this sector [1]

Core Insights - JD.com and Haier have established a comprehensive strategic partnership to create a new brand focused on the silver economy, Haier Care, targeting the needs of elderly households [1] - The partnership aims to leverage JD.com's supply chain and marketing resources alongside Haier's core appliance technology to enhance the quality of home care for the elderly [1] - The goal is to achieve a compound annual growth rate of over 55% for Haier Care on JD.com from 2026 to 2028 [1] Product Supply Chain Collaboration - The collaboration will focus on launching new products and creating bestsellers, utilizing JD.com's insights into the pain points and needs of the elderly demographic [1] - The companies plan to explore exclusive product collaborations and upgrade the integrated path of research, production, and sales to drive customized product innovation [1] - They aim to jointly develop multiple industry trend products over the next three years, with a target of doubling sales by 2028 [1] Service Experience Collaboration - The partnership will enhance service experiences by integrating JD.com's one-stop service with Haier's professional bathroom measurement, design, and installation services [2] - Standardized service solutions such as "buy and install immediately," "integrated delivery and installation," and "old-for-new" will be introduced to address long renovation cycles [2] - The goal is to create a worry-free service loop that enhances user experience across purchasing, installation, and after-sales [2] Marketing Collaboration - The companies will utilize JD.com's marketing ecosystem to create a complete marketing chain from content creation to sales conversion [2] - They plan to engage potential customers through scenario-based live streaming and experiential marketing activities, utilizing various content formats like live broadcasts, images, and short videos [2] - This collaboration aims to lead a new trend in smart elderly care consumption [2]

Core Viewpoint - The Ministry of Industry and Information Technology, along with four other departments, has launched a "Senior-Friendly and Enterprise Support" initiative for high-quality elderly products by 2025, focusing on the demand for smart elderly care products in various sectors [1] Group 1: Smart Elderly Products - The initiative aims to organize production and sales matching activities for smart elderly products such as intelligent wheelchairs, smart beds, health monitoring devices, and wearable technology [1] - Target sectors include communities, hospitals, elderly care institutions, and travel hotels, indicating a broad market for smart elderly products [1] Group 2: Resource Matching Activities - The program will facilitate resource matching activities among research institutions, financial organizations, and manufacturing companies to promote technology transfer and financing [1] - This includes organizing activities for technical promotion and result transformation, which could enhance innovation in the elderly care sector [1] Group 3: Local Policy Encouragement - Local governments are encouraged to utilize the 2025 home renovation "renewal" policy to enrich the list of home adaptation subsidy products tailored for elderly care [1] - The initiative promotes the provision of "one-stop" solutions by manufacturing companies, which could streamline the adaptation process for elderly individuals [1]

Group 1 - The Chinese government is enhancing its focus on high-tech products, indicating a growing role in driving economic development [10] - The introduction of 28,700 new types of age-friendly products in the first four months of the year reflects a commitment to catering to an aging population [16] - The digital economy is being leveraged in Tianjin to empower high-quality development, showcasing a trend towards modernization and innovation in local economies [12] Group 2 - The 21st China (Shenzhen) International Cultural Industries Fair has concluded, highlighting the importance of cultural industries in the national economy [14] - The release of the "Top 30 National Cultural Enterprises" and "Top 30 Growth Cultural Enterprises" indicates a recognition of leading players in the cultural sector [15]