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进博会观察|欧葆庭中国区CEO柯烨明:中国养老机构竞争愈加激烈,国资正在大量进入
经济观察报· 2025-11-09 11:55
Core Viewpoint - The competition among elderly care institutions in China is intensifying, with some institutions improving service quality to attract consumers, while others resort to price wars at the expense of service quality [1][3][14]. Group 1: Market Dynamics - The Chinese elderly care market is experiencing profound changes, with a significant increase in the number of elderly care institutions and bed availability, leading to heightened competition [14][15]. - The average occupancy rate of elderly care institutions in China is low, not due to a lack of demand, but rather a mismatch between resources and actual needs [9][10]. - The entry of new service providers, particularly from the insurance and real estate sectors, is contributing to a trend of "state-owned enterprises advancing while private enterprises retreat" in the elderly care industry [15]. Group 2: International Perspective - The French company, Orpea, has been actively participating in the China International Import Expo, viewing it as a significant opportunity for international business exchange [2]. - Orpea has established a stable local team in China, combining French cultural background with local market understanding, which is crucial for long-term operations [6]. - The Chinese elderly care market presents both opportunities and challenges for foreign enterprises, with a call for continued government support for foreign investment in the sector [2][6]. Group 3: Service Quality and Regulation - The service quality in elderly care institutions varies significantly, with some institutions focusing on high-quality services while others compromise quality for lower prices [3][14]. - In France, the elderly care system is well-regulated, with a clear path for elderly residents transitioning from home care to institutional care, ensuring a comprehensive ecosystem involving government, community, and healthcare providers [7]. - The Chinese government is working to optimize and improve the elderly care service system, aiming to establish a path suitable for China's unique context [8]. Group 4: Strategic Planning - Orpea plans to expand its brand and management model across China, leveraging its established management system developed over the past decade [16]. - The company has been conducting professional training courses for domestic peers, promoting knowledge sharing and collaboration within the industry [16].