本次西博会，他们带来了智能跌倒监测仪、人体活力监测仪、智能生命体征检测仪等智能化养老产品， 这一系列设备能够监护老年人的心率、呼吸等基本的身体数据。张建亚说，"夜间老人突发疾病或起夜 时跌倒是很常见的，大数据后台能够及时推送突发事件等相关信息给服务人员及家属，从而在第一时间 对老人采取急救措施"。 科技（无锡）有限公司展出的智能化养老产品。中青报·中青网记者 陈晓/摄 中国青年报客户端成都5月27日电（中青报·中青网记者 陈晓）今天上午，记者在第二十届中国西部国际 博览会（以下简称"西博会"）医药健康馆见到中加智能科技（无锡）有限公司董事长李飒时，他正在等 候几位预约今天洽谈的客户到来。这几天，他和工作人员每天都要接待几十位咨询客户，并进行实操演 示，目前已经达成20多个意向订单，客户以养老机构、医养结合医院为主，"有不少已经谈到价格这一 步了"。 本届西博会上，"硬科技"也有温度。医药健康馆以"银发经济"产业为核心，集中呈现了智能设备与养老 服务深度融合的创新成果，展出多款适老化产品，涵盖智能健康监测、居家养老系统等前沿技术，让人 们看到了科技如何颠覆传统养老场景。 中加智能科技（无锡）有限公司总经理张建亚 ...

Group 1 - The KTV industry is experiencing a significant shift, with a decline in young customers and an increase in elderly patrons, who now account for over 60% of the customer base [2][5] - The number of KTV establishments has drastically decreased from over 120,000 in 2015 to less than 30,000 in 2023, highlighting the industry's struggle [2] - Daytime occupancy rates for KTVs are generally above 80%, indicating a strong demand from the elderly demographic [2][6] Group 2 - KTVs are adapting to the aging population by implementing "age-friendly" modifications, such as larger font screens and accessibility features [7] - The industry is exploring new service models, including "health KTV" concepts that monitor heart rates and promote intergenerational singing events [5][6] - Despite the opportunities presented by the silver economy, challenges remain, including lower spending from elderly customers and potential conflicts with younger patrons [7] Group 3 - The average cost for elderly customers during daytime is between 10-30 yuan, making it an attractive option for retirees [6] - A nostalgic trend is emerging, with songs from the 1980s seeing a significant increase in requests, particularly works by artists like Teresa Teng and Fei Xiang [6] - KTVs are facing profitability issues, as the average spending of elderly customers is only one-fifth that of younger customers, leading to some venues struggling financially [7]

华源证券认为，2025年，医药板块已经具备多方面的积极发展因素，基本完成了新旧增长动能转换(创 新替代仿制，出海能力提升)。具体来看，1)国内创新产业已具规模，一批药企的创新布局迎来收获；2) 出海能力持续提升，创新药械的license out频频出现，中国企业已成为全球MNC非常重视的创新转换来 源。医疗设备、供应链等已在全球范围内占据较高的地位，在欧美发达市场以及新兴市场持续崭露头 角；3)老龄化持续加速，心脑血管、内分泌、骨科等慢性疾病需求持续提升，银发经济长坡厚雪；4)支 付端看，医保收支仍在稳健增长，同时医保局积极推动商业保险的发展，构建多层次支付体系；5)AI浪 潮下，医药有望释放新的成长逻辑，短期信心有望显著提升。 国元证券认为，5月份开始，将进入业绩真空期，市场关注点由业绩转变为行业和公司基本面变化，继 续看好创新药、出海以及集采出清板块。目前我国创新药进入成果兑现阶段，研发进展催化较多，且不 受贸易摩擦影响，有望持续作为2025年医药板块投资主线。出海领域继续看好在新兴市场领域布局的企 业。目前不同医药领域的集采持续加速推进，部分细分赛道的集采影响已经出清，未来有望迎来新成 长。此外，我国医 ...

Core Insights - The third Aging Industry Development Forum will be held on May 28 in Beijing, focusing on the development trends of the silver economy and exploring high-quality development paths for the aging industry [2][5] - The forum will feature speeches from government officials, experts, and industry representatives, discussing various aspects of the silver economy and its potential [2][7] Group 1: Forum Details - The forum is co-hosted by the China Aging Industry Association and the Beijing News, with a theme centered on "New Services, New Business Models, New Trends: Silver Economy Consumption Driving New Development in the Aging Industry" [2] - Keynote speakers include former officials from the National Development and Reform Commission, Ministry of Culture and Tourism, and Ministry of Human Resources and Social Security, among others [2][7] - Reports to be released at the forum include the "Standardization Development Plan for the China Aging Industry Association (2025-2030)" and the "Home Environment Aging Transformation Series Standards" [2][9] Group 2: Roundtable Discussions - The afternoon session will feature roundtable discussions on "Research on the Operation Process of Designated Guardianship" and "Development of Group Standards for Inheritance Planning Professional Competence" [3][9] - Industry professionals from trusts, insurance, and law firms will engage in cross-disciplinary dialogues during these discussions [3][9] Group 3: Key Themes and Presentations - Key themes include embracing the silver economy, the potential of elderly tourism, and the establishment of a multi-tiered pension insurance system [7][8] - Presentations will cover topics such as longevity technology empowering silver life, new skills to meet aging demands, and the role of trust mechanisms in the B-account model [8][9]

Group 1 - The Ministry of Civil Affairs and 19 other departments have jointly issued guidelines to support the social participation of the elderly, with specific goals set for 2029 and 2035 [1] - The silver economy in China is projected to reach a market size of 8 trillion yuan in 2024 and 9 trillion yuan in 2025, with the elderly sports consumption market expected to exceed 800 billion yuan by 2030 [3] - The population aged 60 and above in China has reached 310.31 million, accounting for 22% of the total population, indicating significant consumer potential among the elderly [3] Group 2 - Chronic pain has become a widespread issue in China, with over 300 million patients, growing at a rate of 10 to 20 million annually, severely affecting the quality of life for the elderly [3][4] - Companies are actively addressing the pain issues faced by the elderly, with products like the long-acting topical non-steroidal anti-inflammatory drug, Fentanyl 2%, being introduced to help alleviate chronic pain [4] - The increasing prevalence of chronic pain among the elderly presents not only a health challenge but also new development opportunities for the elderly sports consumption market and related industries [4]

Core Insights - The Kunming Guandu District has launched Yunnan's first comprehensive silver economy industrial park, marking a significant milestone in addressing aging and empowering the new economy [1][4] - The park aims to create a full-chain resource integration platform for the elderly care industry, providing support for entrepreneurs in the sector through a dual-driven mechanism of "incubator + accelerator" [1][3] Group 1: Industrial Development - The silver economy industrial park is established under the guidance of the district government, focusing on integrating talent, technology, products, and capital within the elderly care industry [1][2] - The park's operational model includes a three-tier structure: headquarters coordination, supply chain empowerment, and terminal entrepreneurship incubation [2][3] - The park aims to attract leading companies in smart elderly care, traditional Chinese medicine, and age-friendly renovations to establish regional headquarters [2][3] Group 2: Strategic Alliances - The S2B2C strategic alliance was officially signed, with key players in the industry showcasing their technological strengths [3][4] - The alliance includes partnerships with companies like "Happiness as Before" and a slow disease management platform, enhancing the healthcare segment of the park [3][4] - The park offers various incentives such as operational space, rental discounts, tax benefits, and funding support to encourage business entry and growth [3][4] Group 3: Economic Impact - The park is projected to achieve a production value exceeding 500 million yuan within five years, with expectations of over 300 resident enterprises and significant job creation [4] - The initiative has already attracted over 100 interested enterprises and plans to host numerous promotional and entrepreneurial events to foster innovation and employment [4]

Summary of Key Points from Conference Call Records Industry Overview - The conference discusses the "Baby Economy" and "Silver Economy" in China, highlighting the generational collision and dual-track consumption trends [1][2][3]. Baby Economy Insights - **Birth Rate Recovery**: In 2024, the number of newborns in China is expected to reach 9.54 million, an increase of 500,000 from 2023, indicating a recovery in birth rates due to improved fertility intentions and government incentives [2][3]. - **Government Policies**: Local governments, such as in Tianmen, Hubei, are offering substantial subsidies (up to 285,100 yuan for families with three children), leading to a 17% increase in local birth rates, significantly higher than the national average of 5.8% [2]. - **Raising Costs**: The average cost of raising a child aged 0-17 is approximately 538,000 yuan, which is 6.3 times the per capita GDP, significantly higher than in developed countries like Germany and the USA [3]. - **Market Trends**: Despite a decline in overall market volume, the average transaction value in the maternal and infant market is steadily increasing, reflecting a shift towards more scientific and refined parenting concepts [2][3]. - **Product Preferences**: Over 80% of mothers conduct research before making purchasing decisions, with a preference for branded products that emphasize quality and nutritional content [2][3]. Market Performance - **Baby Care Market**: The baby skincare market is leading, with Tmall sales projected to reach 4.113 billion yuan from October 2023 to September 2024. Leading brands are expanding their market share, while smaller brands are competing through differentiation [3][4]. - **Diaper Industry**: Domestic brands are catching up with foreign brands in product quality, particularly with the introduction of composite core diapers that better meet local market needs [7]. - **Children's Clothing**: The newborn clothing segment prioritizes safety and material quality, while older children's clothing is becoming more personalized and diverse [8]. Silver Economy Insights - **Elderly Consumer Trends**: The elderly population is becoming a new driving force in tourism consumption, with a focus on travel and leisure rather than traditional homebound lifestyles [12][13]. - **Tourism Adaptations**: Tourist attractions are adapting to the needs of older visitors by enhancing accessibility and offering tailored services, such as the implementation of barrier-free facilities [12][14]. - **Market Growth**: The silver tourism market is diversifying and customizing offerings, with a notable increase in elderly visitors participating in specialized travel packages [13][14]. Company Strategies and Performance - **Key Players**: Companies like Kidswant and Aiyingshi are highlighted for their growth strategies, including expanding store networks and enhancing online sales channels [17][18]. - **Investment Opportunities**: Recommended companies in the baby economy include Steady Medical, Haoyue Nursing, and Runben Co., which are well-positioned to capitalize on market trends and consumer preferences [22]. - **Market Share Dynamics**: The competitive landscape is shifting, with leading companies expected to gain market share during the current industry reshuffle [5][6]. Conclusion - The current trends in the baby economy focus on product innovation and channel development, while the silver economy emphasizes the speed of service ecosystem construction to meet the evolving needs of elderly consumers [23]. Companies that can effectively address these demands are likely to experience significant growth opportunities in the future [23].

Core Viewpoint - The Shanghai State-owned Assets Supervision and Administration Commission emphasizes the strategic significance and market value of developing the silver economy, urging state-owned enterprises to leverage their core resources and accelerate their layout in this sector [1] Group 1: Strategic Importance - The development of the silver economy is recognized as having strategic significance and market value [1] - State-owned enterprises are encouraged to focus on their main responsibilities and core business areas while advancing the silver economy [1] Group 2: Integration with National Plans - The push for the silver economy's development is to be closely integrated with the high-quality completion of state-owned enterprise reforms and the planning of the "14th Five-Year Plan" [1] - There is a call for accelerating the transformation of the silver economy towards scale, systematization, and specialization [1] Group 3: Market Analysis and Positioning - A thorough analysis of market structure is necessary to address the diverse and multi-layered demands within the industry [1] - Companies are urged to refine their positioning by enhancing collaboration in product service demands, marketing strategies, and consumer payment capabilities [1] - The goal is to cultivate leading enterprises and well-known brands in the silver economy sector within the city [1]

祎泰药业的核心竞争力源于技术创新的深度布局。其主打血压计产品采用"柯氏音算法+示波法"双滤波 模式，将临床"金标准"柯氏音法的精准性与示波法的稳定性、便捷性有机融合。测量时，先通过示波法 确定血压初步范围，再以柯氏音法精确判定，即使在心律不齐、房颤等复杂生理状态下，仍能确保测量 结果的可靠性。产品配备的高精度压力传感器与声音传感器，可实时捕捉袖带内压力变化与血流微小声 音信号，结合自适应阈值降噪、频谱模式匹配识别等信号处理技术，有效过滤背景噪声，提取纯净柯氏 音信号。内置智能算法进一步对信号深度分析，自动识别血压变化关键特征，实现精度与效率的双重提 升。 随着我国人口结构的深刻变化，老龄化进程正以前所未有的速度推进。数据显示，2025年我国60岁及以 上人口达3.1031亿人，占比22%；65岁及以上人口2.2023亿人，占比15.6%。预计到2035年，老龄人口将 突破4亿，老龄化率超30%，未来10年60岁以上老年人口每年净增超千万人。庞大的老年群体催生了蓬 勃发展的银发经济。2035年，我国银发经济规模预计达19万亿元，占总消费的28%、GDP的9.6%。值得 关注的是，60岁以上网民人均月均消费超20 ...

此外，新一代中老年人受教育程度普遍较高，退休后更加注重生活品质和社交需求，普遍愿意为自己的兴趣爱好买单，为银发经济市场的发展提供了良好 的条件。对于企业发展来说，银发经济供给端也要顺势改变。秋伊表示，庞大的市场和政策的利好，让我们更加坚信助力银发经济发展这项事业的重要性 与必要性，企业可以更加放心地投入到银发经济服务与产品的研发中。 秋伊进一步说道："银发经济的发展需要多个产业的协同配合，包括旅游、教育、医疗、科技等多个领域。决定提出的完善养老事业和养老产业政策机 制，将推动相关产业的协同发展，为企业提供更多合作机会和资源共享平台。企业可以借此机会加强与上下游企业的合作，完善产业链布局，提升整体运 营效率和市场响应速度。" 银发研学走进四川 "老年人对知识的追求、对世界的探索欲望强烈，为老年人游学市场提供了庞大的潜在需求，5月，我们在四川青城山、成都市、西安、北京四个城市接连 举办了研游学，退休老人聚在一起，或学习八段锦、或练习站桩、或交流摄影、或练习书法，氛围特别好，截止目前我们发布的线路超15条。"26日，记 者对话了量子之歌教育集团CEO秋伊，在她看来，游学活动有助于老年人走出家门，亲近自然，锻炼身体， ...