本报记者 赵 曦 □ 唐 瑞 8月20日，工业和信息化部发布通知，征集2025年度中小企业人工智能典型应用场景。通知要求，围绕 人工智能赋能中小企业（工业和信息化领域中小企业，不仅限于制造业）创新产品服务、优化业务流程 等重点方向，深入探索、发掘一批前瞻性、创新性和示范性突出的典型应用场景（应避免将发展较为成 熟的常规性人工智能应用场景纳入申报范围），为广大中小企业运用人工智能实现创新发展提供实践指 引和参考借鉴。 人口老龄化加速 科技适老需求攀升 图为观众正在体验按摩机器人服务。唐 瑞 摄 记者在大会现场看到，森丽康科技（北京）有限公司的养老机器人吸引了众多观众现场体验。该公司展 出的不仅有已进入市场、面向消费者居家场景的小丽长者陪伴机器人，还有新推出的应用于养老机构场 景的小丽养老服务机器人。记者体验发现，小丽长者陪伴机器人在居家场景下可以陪伴老人聊天、听 歌、练八段锦，接打电话等，并搭载远程巡视、跌倒检测等功能。 除此之外，大会展出的可穿戴的外骨骼机器人、傅利叶智能"具身智能康复港"等产品也颇受关注。在会 场智慧康养展区中，上述产品及智能辅行机器人、导盲六足机器人、AI理疗机器人等齐亮相，覆盖家 庭、社 ...

随着我国老龄群体规模持续扩大，预计2035年60岁以上人口将突破4亿，中国老龄化进程加快，银发经 济的市场潜力与商业价值日益凸显，银发经济的规模有望达到30万亿元。 为实施积极应对人口老龄化国家战略，加强失能老年人照护服务工作，提振养老服务消费，推动新时代 新征程养老服务高质量发展，今年7月份，民政部、财政部联合印发《关于实施向中度以上失能老年人 发放养老服务消费补贴项目的通知》，在全国范围内向中度以上失能老年人发放养老服务消费补贴。 如此广阔的市场前景，正吸引各类市场主体积极布局、深度参与。据天眼查数据，截至目前，我国年内 新成立的养老相关企业有49640家；若从累计规模来看，国内养老企业总量更是高达59.61万家，充分彰 显出市场对银发经济赛道的高度认可。 深耕细分赛道 多维布局壮大产业能级 国家税务总局最新数据显示，2025年上半年，全国老年人残疾人养护服务业、适老类家庭服务业、适老 类社会看护与帮助服务业销售收入同比分别增长40.9%、14.1%、8.8%，较全国服务业平均增速分别高 出37.7个百分点、10.9个百分点和5.6个百分点，呈快速增长态势。从生产制造看，上半年，全国从事银 发产品生产制造 ...

8月22日上午，第九届中国（广州）国际养老健康产业博览会（以下简称"老博会"）开幕。据介绍，本 届展会整体规模及内容策划再次创新升级，展览面积达5万平方米，吸引了海内外近350家企业参展。展 会以"银发经济：新赛道、新科技、新消费"为主题，设置了七大银发产业赛道主题展区。 老博会现场。（通讯员供图） 首批专属授信额度超550亿元银发经济专项信贷计划启动 "今年老博会现场让我体会到，银发经济已成为众多行业发展的新方向。"参展商王先生向记者表 示，"越来越多的企业选择投入到银发经济的浪潮中，其中不乏头部企业、知名企业，这也给我们这些 规模不大、经验不足的企业很大的信心"。 据统计，目前，广州银发经济领域企业突破1.8万家，产业规模超3000亿元。全市177个颐康中心、2715 个颐康服务站、1419个长者饭堂覆盖城乡，272家养老机构设有床位5.73万张，护理型床位占比达90% 以上，73%的养老床位、85.5%的居家养老服务综合体、91%的长者饭堂由市场运营，2021年以来老博 会共吸引近900家品牌企业参会，超9000项产品、技术及服务亮相，意向合作金额累计约11亿元。 值得关注的是，在开幕式上，广州市民政局 ...

Group 1: Medical Insurance Development - The National Medical Insurance Administration emphasizes empowering the pharmaceutical industry and implementing measures to support high-quality development of innovative drugs [1][2] - By mid-2025, significant progress is expected in medical insurance, including an increase in the number of insured individuals under maternity insurance to 253 million and total maternity insurance benefits expenditure reaching 67.832 billion [1] - The meeting highlights the need for a comprehensive adjustment of the national medical insurance drug catalog and the establishment of a commercial health insurance innovative drug catalog [2] Group 2: Maternity Insurance and Long-term Care - The meeting encourages regions to include flexible employment workers, migrant workers, and new employment forms in maternity insurance coverage, while also exploring basic service packages for prenatal check-ups [3] - There is a push for the implementation of long-term care insurance, with a focus on planning and supporting long-term care services at the community level [3] - The meeting calls for the integration of long-term care services with commercial insurance products to enhance accessibility and suitability of care [3] Group 3: Digital Transformation in Medical Insurance - The meeting aims to transition the medical insurance system from passive payment to proactive empowerment, focusing on health investment rather than just disease compensation [3] - There is an emphasis on promoting research in disease prediction modeling, pharmacoeconomics, and disease attribution analysis in collaboration with medical institutions and research organizations [3] - The integration of technology in medical insurance is encouraged to foster new medical services, AI health management, and smart elderly care [3]

Core Viewpoint - China has entered a moderately aging society, with the population aged 65 and above expected to reach 220 million by the end of 2024, accounting for 15.6% of the total population. To better meet the service needs of the elderly, the Ministry of Civil Affairs and 24 other departments jointly issued measures to promote elderly care service consumption and improve the quality of life for seniors [1]. Group 1: Development of Elderly Care Services - The "14th Five-Year Plan" has promoted the coordinated development of elderly care services and the elderly care industry, combining responses to population aging with economic and social development [2]. - Home-based elderly care services have expanded significantly, with 441,000 family care beds constructed and 798,000 home care visits provided, addressing the needs of vulnerable elderly individuals [2]. - By the end of 2024, there will be 366,000 community elderly care service institutions and facilities across the country, with 75,000 elderly meal assistance points established [3]. Group 2: Institutional Care and Support - The total number of various elderly care institutions and facilities is projected to reach 406,000 by the end of 2024, with a total of 7.993 million beds, of which nursing beds account for 65.7% [3]. - The government has implemented consumption subsidies for elderly individuals with moderate to severe disabilities, allowing them to use electronic vouchers to offset costs for various elderly care services [4]. - A long-term care insurance system has been initiated, with over 14.6 million individuals benefiting from the program by the end of 2024 [6]. Group 3: Innovation in Elderly Care - The government has emphasized the development of "smart+" elderly care services, promoting new technologies and products to enhance elderly care [8]. - Various regions have launched platforms for elderly care service information, enabling easy access to over 400,000 elderly care institutions and community facilities [9]. - The integration of technology in elderly care is being accelerated, with significant investments in research and development of smart health products and services [10]. Group 4: Cross-Industry Integration - The government supports the integration of elderly care services with other industries such as healthcare, culture, and tourism, creating new consumption models [13]. - Cultural elderly care initiatives have been introduced, allowing seniors to engage in traditional cultural experiences, enhancing their social integration [14]. - The development of travel products tailored for seniors has gained traction, with specialized travel routes catering to their preferences [14]. Group 5: Education and Training for Seniors - There is an increasing focus on providing educational opportunities for seniors, with various programs aimed at enhancing their skills and interests [15]. - Local governments are establishing comprehensive educational systems for seniors, integrating resources to improve accessibility and participation [16]. Group 6: Challenges and Future Directions - Despite advancements, challenges remain in resource integration, talent supply, and service quality in the elderly care sector [17]. - The government aims to enhance the regulatory framework and support systems for the elderly care industry, ensuring sustainable development and improved service delivery [21].

□ 张晶黄桂玲相堂琳 行政管理因素。虽然近年来国家接连出台了一系列支持医养结合发展的政策，但在实际执行过程中，仍 存在政策落实不到位、部门协调困难等问题；卫健、民政、医保等部门权责交叉，形成碎片化管理模 式，让补贴申领流程变得更为复杂；民营机构准入门槛较高，现行政策对医养结合机构的税收优惠和财 政补贴支持不够，影响了社会力量参与医养结合服务供给的积极性。 激发需求，释放养老消费潜力 政策驱动，构建医养结合服务的制度框架。在顶层设计与政策协同层面，应充分发挥《国家卫生健康委 民政部国家医保局国家中医药局国家疾控局关于促进医养结合服务高质量发展的指导意见》的引领作 用，将医养结合纳入城乡整体发展规划，科学布局养老与医疗资源，大力推动基层卫生机构与养老机构 毗邻建设，打破资源壁垒，实现医疗资源的统筹调配与高效利用，切实提升基层医养结合服务能力。同 时，加强部门间沟通协调，完善土地、规划、财政、税收等配套政策，吸引社会资本投入。将建设长期 护理保险制度作为破解失能老人照护难题的关键举措，积极探索建立互助共济、责任共担的多渠道筹资 机制。综合考虑政府财政投入、个人缴费、医保基金划转、社会捐助等多元资金来源，确保长期护理 ...

Core Viewpoint - The article highlights the emergence of a new model in elderly care services, exemplified by the "Elderly Care Home" in Beijing, which aims to provide comprehensive, inclusive, and professional care services for the elderly in the community [1][3]. Group 1: Facility Overview - The "Elderly Care Home" is set to open in November 2024, featuring six floors with 125 furnished rooms and 300 beds, offering various functional areas including an elderly university, care services, community dining, and health service stations [3]. - The facility includes specialized areas for dementia and disability care, with a community dining area already designated as "Haidian Dining Hall" [3]. Group 2: Service Model - The care home operates on a model that combines government subsidies with self-payment from the elderly, aiming to provide sustainable care support [3]. - The "1+3+N" service model is being developed, which includes "1 platform," "3 major scenarios," and "N services," focusing on integrated smart elderly care services [3][8]. Group 3: Strategic Goals - The care home aims to serve not only institutional and community needs but also to extend services to families, emphasizing education and training for caregivers to enhance their skills in using smart technologies [4][12]. - The goal is to reach 10,000 families within a 10-kilometer radius, integrating various types of elderly care services into a standardized and replicable system [4][12]. Group 4: Technology Integration - A smart elderly care platform will be established, utilizing SaaS technology and connected health monitoring devices to provide personalized services based on individual needs [8][10]. - The integration of smart technology is expected to improve service efficiency and quality, allowing caregivers to monitor and respond to the needs of the elderly more effectively [10][13]. Group 5: Industry Trends - The article notes a trend towards smaller, personalized service providers in the elderly care sector, which will complement larger service groups by offering more flexible and individualized care [14]. - The industry faces challenges such as the need for product innovation and the integration of services, emphasizing the importance of "product as service" in meeting the needs of the elderly [15][16].

正元智慧（300645.SZ）8月13日在投资者互动平台表示，公司近年来稳步推进杭州市、温州市、宁波市 等多个县市养老院智能化改造项目建设，与日本骏府葵会开展AI养老项目对接，目前已完成了智慧养 老二期系统的开发。未来公司将持续加大力度推进智慧养老项目的建设实施。 每经AI快讯，有投资者在投资者互动平台提问：你好，请问公司是否有在智慧养老领域有布局？ （文章来源：每日经济新闻） ...

交流会上，海淀区街镇社区和机构代表介绍了科技养老领域优秀经验做法和产业应用相关探索，突出实 际工作成效。区人大常委会副主任（不驻会）、中国科学院自动化研究所研究员赵晓光就具身智能在养 老领域的应用与前景进行分享。 活动还设置了适老化辅具、智慧养老、老有所为三大展区，邀请企业现场展示养老科技产品和适老化辅 具。同时还邀请了中关村街道科育社区爱益起养老编织社团和紫竹院街道"如意紫竹"厂洼第一社区养老 互助社，现场展示社区老年志愿者亲手制作的非遗手工艺品。 "具身智能强调智能体与环境的交互，具备自适应学习与情感交互能力，在养老领域应用前景广阔。"赵 晓光说，当前，全球老年人口增长且健康问题增多，具身智能可在日常生活照料、健康监测、社交互动 等方面发挥巨大作用，如应用智能监护设备、虚拟健康助手等。未来，随着技术进步、政策支持及市场 潜力释放，具身智能养老应用空间将更为广阔。 新京报讯（记者吴为）8月13日，由海淀区民政局主办的"智慧悦养——海淀养老融智计划展示交流 会"在中关村国家自主创新示范区展示中心颐和厅举办。记者从现场获悉，本次活动首次开启了科技养 老供需对话环节，为科技企业和有需求的街道社区及养老机构提供精准 ...

Investment Rating - The report indicates a positive investment outlook for the smart elderly care device industry, driven by technological advancements and increasing demand due to aging population trends [3][10][19]. Core Insights - The smart elderly care device industry in China is rapidly evolving, leveraging AI and IoT technologies to address the needs of the aging population, with significant market growth anticipated [3][19]. - The market is characterized by a high growth rate, with a projected compound annual growth rate (CAGR) of 21.2% from 2020 to 2024, reaching a market size of 156.4 billion yuan by 2024 [33][36]. - The industry is supported by strong government policies aimed at promoting smart elderly care solutions, enhancing the overall market environment [11][36]. Summary by Sections Industry Definition - Smart elderly care devices utilize technologies such as AI, IoT, and big data to provide health management, safety monitoring, and daily assistance to the elderly, enhancing their quality of life [4][19]. Industry Characteristics - The industry is experiencing rapid growth, with a significant increase in the number of new elderly care products, reflecting a robust demand driven by an aging population [10][11]. - The industry exhibits a multi-polar regional development pattern, with eastern regions leading in enterprise concentration [12]. Market Dynamics - The market for smart elderly care devices is expanding rapidly, with a notable increase in product registrations and a growing elderly population, particularly those aged 60 and above [10][35]. - The report highlights a strong policy framework supporting the industry, including financial incentives and subsidies for smart elderly care products [11][36]. Development History - The industry has evolved through three phases: the nascent phase (2007-2017), the initiation phase (2017-2020), and the rapid development phase (2021-present), with increasing integration of technology and services [13][17]. Industry Chain Analysis - The industry chain consists of upstream technology suppliers, midstream manufacturers of smart devices, and downstream application scenarios, with a focus on enhancing user experience and product functionality [18][27]. Competitive Landscape - The competitive landscape is characterized by a diverse range of players, from large tech companies to smaller startups, with varying degrees of market share and technological capabilities [44][45]. - The report identifies three tiers of competition, with major tech firms leading the market, followed by mid-sized companies and smaller startups focusing on niche markets [44]. Market Size and Growth Forecast - The smart elderly care device market is projected to grow significantly, with estimates suggesting a market size of over 600 billion yuan by 2024, driven by demographic trends and technological advancements [33][37]. - The report anticipates continued growth in the sector, with a focus on improving product quality and expanding market reach through innovation and collaboration [38].