2026 年 01 月 12 日 策 略 研 究 策 长寿医学行业把握：老龄化进程与健康跨度需求 共振，主动健康理念驱动医疗模式重构与产业加 速演进（2026.1.5—2026.1.9） 投资要点： 近期观点 1、医药指数本周关注的 6 个子行业有 6 个录得正收益，表现良好。 略 定 期 报 告 2、长寿医学以"主动健康、防病于未然"为核心理念，聚焦在临 床症状出现之前通过系统性干预延缓衰老进程、延长健康跨度，是应 对人口老龄化与"病态延年"问题的重要医学范式转型。随着中国快 速步入中度老龄化阶段，高龄人口规模持续扩大、慢性病与功能退化 风险显著上升，传统以疾病治疗为中心的医疗体系在可持续性与服务 效率方面面临结构性压力。在此背景下，围绕衰老管理、早期预防和 全周期健康优化的长寿医学需求加速释放，推动医疗服务从单一项目 式干预向数据驱动、连续管理模式演进。当前，中国长寿医学产业仍 处于初步成型阶段，呈现公立机构夯实科研基础、私立机构探索服务 与商业模式的双轨格局，行业竞争的关键逐步转向对长期健康管理能 力、数据整合能力与价值主张的构建。总体而言，长寿医学不仅有助 于降低慢性病负担、缓解医疗资源压力，也通过延 ...

Core Insights - Consumption is a persistent driver of economic growth and reflects the quality of life for residents in Jiangsu, with a significant shift towards high-quality, intelligent, and green consumption patterns expected by 2026 [1] Group 1: Consumer Trends - The survey indicates that by 2026, tourism is expected to see a nearly 40% increase in spending, making it the top area of growth, followed by education and health-related consumption [2] - 46% of respondents plan to increase their investment in quality education, with this figure rising to 51.6% in rural areas, highlighting a collaborative improvement in educational consumption perspectives between urban and rural residents [2] - The younger demographic (ages 18-25) and women are identified as the main consumers, with 51.8% of young individuals planning to increase their travel expenditures in 2026 [2] Group 2: Health and Wellness Consumption - The shift in health consumption from disease treatment to preventive measures is evident, with expected growth in sports and wellness spending ranking third and fourth respectively by 2026 [3] - Different age groups exhibit varying preferences, with younger consumers favoring smart wearables and image management, while older consumers are willing to pay a premium for high-end nutritional products and traditional Chinese medicine [3] - 59.6% of residents prefer home-based elderly care, but 48.2% prioritize community health services, indicating a strong demand for integrated healthcare solutions [3] Group 3: Emerging Consumption Areas - The cultural and entertainment sector shows robust growth, with Jiangsu being the second-largest movie ticket market in China, where 58% of respondents choose to spend on films [4] - The demand for home services is expanding, particularly among the 26-45 age group, which constitutes 66.7% of high-spending consumers, reflecting a trend towards professional and customized services [4] - The "pet economy" is gaining traction, with 64.1% of pet owners being from the post-80s and post-90s generations, indicating a shift from functional to emotional spending on pets [4]

Core Viewpoint - The article emphasizes the strategic shift of Perfect (China) Co., Ltd. towards a dual-driven ecosystem of "Huì Life" and "Huì Entrepreneurship," aligning with China's "14th Five-Year Plan" to prioritize health and promote high-quality employment, thus addressing the growing consumer demand for health management and personal growth [1][2][6]. Group 1: Strategic Context - The "14th Five-Year Plan" incorporates "health priority development strategy" and "promotion of high-quality full employment," indicating a national focus on health management and employment opportunities [1][2]. - The shift in health strategy from disease treatment to a proactive health model is highlighted, emphasizing comprehensive health management including prevention, treatment, rehabilitation, and health management [2][3]. Group 2: Market Dynamics - The health consumption market in China is rapidly expanding, with the per capita healthcare spending increasing from 912 RMB to 2547 RMB from 2013 to 2024, reflecting a 9.8% annual growth rate [3]. - By 2024, the total healthcare consumption in China is projected to approach 3.6 trillion RMB, indicating a significant market opportunity for health-related products and services [3]. Group 3: Consumer Behavior - New generation consumers are seeking more than just product functionality; their needs are characterized by community, scenario, and personalization, shifting the focus from transactional relationships to community-based economies [5][8]. - The rise of flexible employment is evident, with approximately 240 million flexible workers in China by the end of 2024, aligning with the desire for a lifestyle that balances work and personal health [6][8]. Group 4: Company Strategy - Perfect Company is transitioning from a product manufacturer to a health lifestyle advocate, focusing on building a supportive ecosystem for user growth and community engagement [8][12]. - The "Huì Life" initiative aims to create a warm health community, addressing the shortcomings of traditional services by combining online tools with offline experiences [10][12]. Group 5: Ecosystem Development - The "Huì Entrepreneurship" platform is designed to empower individuals and meet the social demand for flexible employment, providing a systematic support system for aspiring entrepreneurs [12][15]. - The company has established a comprehensive "entrepreneurship knowledge base" with nearly 200 hours of structured courses, reaching 3.5 million people through various educational initiatives [13][15]. Group 6: Research and Development - Perfect Company emphasizes the importance of R&D in sustaining its business model, investing in areas such as bioactive peptides and natural plants to enhance product offerings [17]. - The establishment of the "Perfect Global R&D Headquarters" signifies the company's commitment to driving future growth through technological innovation [17].

医疗健康消费正经历"悦己"与"专业"的双重升级。眼部护理领域，品牌通过情感化IP与硅水凝胶科技，实现"颜值"与"健康"的平衡；健康器械赛道，则以轻 量化场景和智能闭环，推动专业监测融入日常生活。当主动健康成为主流，谁能真正实现科技温度与情感价值的深度融合？谁就将定义行业的未来形态？ | ã 0 排名 | | | 综合热度 6 指数 | | | --- | --- | --- | --- | --- | | 01 | | 益节 | 1.74 | ▲ 2 | | 02 | moody | moody | 1.59 | -12 | | 03 | 诺特兰德 | 诺特兰德 | 1.56 | V 2 | | 04 | | 杜蕾斯 | 1.26 | ▼ 2 | | 05) | | 云南白药 | 1.24 | ▲ 2 | | 06 | Swisse | 斯维诗 | 1.16 | ▲ 4 | | 07 | 汤臣倍健 | 汤臣倍健 | 1.11 | ▲ 2 | | 08 | omRon 区妇龙 | 欧姆龙 | 0.80 | ▼ 3 | | 09 | yuwell 鱼跃 | 童跃 | 0.70 | ▼ 3 | | 10 | | 杰 ...

Core Insights - Consumption is a persistent driver of economic growth and reflects the quality of life for residents in Jiangsu, with a significant transformation towards high-quality, intelligent, and green consumption patterns expected by 2026 [2][4] Consumption Trends - The "Su New Consumption" initiatives and improved livelihood policies are expected to lead to three main characteristics in consumer expectations: the release of service consumption potential, the collaboration between urban and rural markets, and the emphasis on quality experiences [2][4] - The survey covered over 6,000 residents across ten key consumption areas, revealing a strong focus on education, tourism, health, and wellness, indicating a shift from material satisfaction to spiritual enjoyment [4] Sector-Specific Insights - Tourism is projected to see a nearly 40% increase in spending, leading the consumption growth, followed by education and health-related sectors [4][5] - In education, 46% of respondents plan to increase spending on quality education, with rural areas showing a higher inclination at 51.6% [4] - Health consumption is shifting towards proactive health measures, with significant interest in sports and wellness, particularly among different age groups [6] Emerging Consumption Patterns - The cultural and entertainment sectors are thriving, with 58% of respondents engaging in movie consumption, and a notable interest in local sports events [7] - The pet economy is also growing, with 64.1% of pet owners being from the 80s and 90s generations, indicating a shift towards emotional companionship rather than just functional ownership [7] Rural Consumption Dynamics - There is a positive trend of consumption moving towards rural areas, supported by policies aimed at enhancing county-level commercial systems and rural e-commerce [8] - Consumers are becoming more rational, prioritizing value for money in sectors like tourism and home services [8] Future Outlook - The Jiangsu consumption market is expected to evolve towards greater vitality, creativity, and sustainability, driven by technological advancements and the growth of new consumer groups [9]

1.1 产品定义与技术原理 氢气片是将固态氢粉与多种功能材料、草本提取物及辅料复合，经压制等工艺制成的产氢产品。其核心技术基于氢化镁与水在常温常压下发生的可控氧化还 原反应：MgH₂ + 2H₂O → Mg (OH)₂ + 2H₂。这一反应机制的精妙之处在于通过材料科学的精密设计 —— 如氢化镁的纳米化、表面包覆改性、与有机酸或盐 类的复合配比 —— 可以精确调控反应的启动速度、单位时间释氢量及总反应持续时间。 氢气片的技术优势体现在多个方面。首先是极高的便携性，仅 2.9g / 片的轻量化形态可轻松装入随身包袋，无需充电或笨重设备。其次是使用便捷性，遇水 瞬间触发毫秒级释氢反应，24 小时持续释放浓度超 1600PPB 的活性氢分子，且在 0-100℃水温中均保持稳定效能。最重要的是其选择性抗氧化机制，氢气 分子能够特异性地还原细胞内有强毒性的羟基自由基（・OH）与过氧亚硝酸盐（ONOO⁻），而不干扰具有重要信号功能的活性氧。 引言 氢气片作为氢健康产业的创新产品形态，正在全球范围内掀起一场健康消费革命。这种将固态氢粉与多种功能材料、草本提取物及辅料复合制成的产氢产 品，通过遇水释放氢气的机制，为消费者提供 ...

本报（chinatimes.net.cn）记者周南 北京报道 北京奥森公园，每周末的清晨，总有一群跑者如约相聚。队伍中，《奥森日记》作者曹林的身影格外醒 目。多年前，他通过跑步与糖尿病等慢性病顽强抗争；如今，他已成为"百城万人健心跑"连续五届的旗 手。 "合理、规律、科学的运动是促进心理健康的'天然良药'，而'健心跑'正将科学原理转化为可参与、可体 验的赋能活动。"国家心理健康和精神卫生防治中心党委副书记、纪委书记姜雯指出，"健心跑"的创新 实践符合"健康中国2030"战略，呼应了推动健康服务从"以治病为中心"向"以人民健康为中心"的转变。 中国心理卫生协会副理事长钱明进一步指出，"健心跑"走出了一条体卫融合、身心同健的实践之路，既 是一项跑步运动，也是一项心理健康认知的公益活动。他强调，"健心跑"用"迈开腿走出去"的简单方 式，让跑友在运动中释放情绪、学习调压、赋能自我，是一种经济、便捷的"自我心理咨询"。他期 待"健心跑"在未来融合更广泛的专业力量与科技手段，推动其成为一种生活方式与社会时尚。 "跑步是信仰也是尊严"，对于曹林来说，跑步不只给了他一具更健康的身体，更成了心灵的支撑。而像 曹林这样因运动而重 ...

近日，在新京报主办的2025年度NEWS品牌样本专题评选中，深耕大健康产业31年的完美（中国）有限 公司（以下简称"完美公司"）凭借核心产品完美牌时光葆固体饮料（以下简称"完美时光葆"）的多维创 新实践，成功获评"年度创新引领力品牌"。 此次荣誉的获得，不仅是对完美公司在科研突破、营销革新与生态构建方面卓越成就的高度认可，更标 志着以完美时光葆为代表的健康产品，为行业破解"伪科学泛滥、技术壁垒高、认知不足"的发展痛点提 供了可复制的创新范式。 硬核科研破解细胞健康核心难题 当前，随着"银发经济"的蓬勃兴起以及《提振消费专项行动方案》中"积极推动健康长寿相关产业发 展"政策的落地实施，大健康领域中聚焦延缓身体机能衰退、提升生命质量的赛道正迎来爆发式增长。 消费者对健康的需求已从被动治疗转向主动管理，从表层护肤延伸至细胞级健康。但市场上鱼龙混杂的 概念炒作、缺乏科学依据的产品宣传等问题，让消费者陷入选择困境。在此背景下，完美公司以完美时 光葆为载体，将前沿科技、国民情感与健康生态深度融合，不仅实现了产品力与品牌力的双重提升，更 推动行业从"玄学概念"迈向"量化科学"。 完美时光葆的成功，首先源于其扎根科研的产品创 ...

（来源：经济参考报） 放眼国内，我国卫生健康事业处于从"以治病为中心"向"以人民健康为中心"转型的关键时期。"十五 五"规划建议明确提出"加快建设健康中国"，强调加强慢性病综合防控，发展防治康管全链条服务。 近年来，海南积极开辟以非医疗为主的健康新路径，构建与"医"融合丰富专病专康服务、与"旅"融合丰 富旅游康养服务、与"居"融合丰富健康管理服务、与"林"融合打造特色森林康养服务的特色健康模式， 取得了明显成效。在专家看来，海南尖峰岭具有得天独厚的主动健康服务资源，具备先行先试的环境和 条件。 首先，尖峰岭具有发展主动健康产业的天然优势。公开资料显示，海南热带雨林国家公园尖峰岭片区， 位于乐东黎族自治县尖峰镇，占地678平方公里，属于国内稀有的热带气候，年均气温25度，气候宜 人，风景优美。拥有中国纬度最低、现存面积最大、垂直系统最丰富、保存最完好的热带原始森林。 值得关注的是，尖峰岭还有望成为多元的自然疗法载体。从森林徒步、呼吸训练到药膳食疗、芳香理 疗，尖峰岭独特的山海地貌与生物多样性，为运动、气候、海水、植物等多种非医疗健康干预提供了良 好场景。 中国政策科学研究会课题组的一份研究报告建议，设立海南尖峰 ...

（来源：经济参考报） 当前，全球医疗总开支居高不下，各国医疗负担逐步加重。主动健康作为一种以预防为核心、以个体为 主体的前瞻性健康管理理念与实践模式，成为破除传统医疗困境的重要探索。 德国一项著名的医学研究表明，超过70%的慢性病与生活方式、心理状态以及免疫力息息相关。这些疾 病，如高血压、糖尿病、抑郁症等，往往并不需要完全依赖药物治疗，可以通过改善生活方式、调节心 理压力等方式，让身体自身的修复机制发挥作用。 利用森林等大自然资源进行非医疗手段治疗疾病是典型的主动健康方式。19世纪40年代，德国创立了世 界上第一个森林浴基地，形成了最初的森林康养概念。慕尼黑大学研究证实，每周3次森林漫步可使抑 郁症患者的症状减轻30%。1982年，日本政府将森林浴纳入国家健康计划，指定了100余处"森林疗法基 地"。东京医科大学实验显示，森林浴后受试者血压平均下降5mmHg。 例如，挪威特罗姆瑟利用北极光与海滨环境开发的"极地疗愈"，针对季节性情感障碍，利用负氧离子与 海浪声调节自主神经系统，改善睡眠质量；匈牙利布达佩斯温泉疗养中心将含硫温泉浸泡用于治疗关节 炎和银屑病，结合水下运动促进关节修复；美国密歇根州Green C ...