近日，在普陀区章家巷居民区，中山物业工作人员循例走访了九旬独居的高积五老人家，进行用电安全 检测后，帮老人重新排了线路。老人说："物业做这个非常专业，我放心。"作为"物业+养老"服务，物 业工作人员不仅要走访高龄独居老人，还会提供用电安全保障等。 在上海"物业+养老"多个试点区域，基于物业与老人之间的信任关系，"物业+养老"通过即时响应，发挥 越来越大的作用；随着物业对养老服务的不断拓展，社区养老服务资源也正在得到更好的配置。 不过，当物业服务范围扩大，专业性的问题也浮出水面。怎样的"物业+养老"服务，才算专业？ 专业化怎样提升？ （来源：上观新闻） 记者调查发现，眼下老人认为专业的"物业+养老"服务主要还是集中在维修、保洁等物业老本行上。 位于徐汇区天钥桥路380弄的南溪公寓是20世纪90年代商品房，现有290户居民，小区仅纯老家庭老人就 有48人。目前小区试点的"物业+养老"服务中，维修板块涵盖水、电类基础维修，家政服务涵盖日常清 洁、家常烹饪等，护理服务则由专业机构上门开展健康管理、康复护理，照料服务则包括理发、扦脚、 协助洗浴、出行陪同等基础项目。 南溪公寓物业经理赵敏坦言，物业在养老服务培训方面还存 ...

"现金奶牛"+分红稳健，服务消费空间广阔 ——房地产行业（物业服务）2026年度投资策略 作者 分析师：何缅南 执业证书编号：S0930518060006 分析师：韦勇强 执业证书编号：S0930524070010 2025年11月27日 核心观点 1、政策友好：2025年以来，物业行业多次获得顶层政策大力支持，"十五五"规划建议明确提出建设安全舒适绿色智慧的"好房子"，实施房屋品质提 升工程和物业服务质量提升行动；中央城市工作会议要求大力发展生活性服务业；国务院多次发文鼓励社区生活服务消费，推行"社区+物业+养老服务"、 加快配齐购物、餐饮、家政、维修等社区居民服务网点等，物业服务行业政策面友好。 2、行业发展：物业行业迈入发展新阶段，行业呈现五大发展趋势：地产销售分化加剧，物管项目或"量缩价升"；独立发展能力提升，"服务消费"属 性日渐凸显；老龄化进程加快，"物业+养老"迎来发展黄金期；推进城中村改造，"物管进村"迎重要发展机遇；"十五五"好物业需求增加，"优质 优价"时代将至。同时，面对新形势，物业企业积极调整经营策略：撤场低盈利项目，保障利润率与现金流；降低地产关联敞口，提升抗周期波动能力； 社区增值 ...

Core Insights - The article emphasizes the strategic importance of addressing population aging in China, highlighting the government's commitment to developing the silver economy and improving elderly care services [1][4]. Policy and Market Trends - The Chinese government has proposed policies to enhance the coordination between elderly care and industry development, aiming for a diversified and multi-level approach to elderly services by 2025 [1]. - The elderly care industry is transitioning from a policy-driven phase to a market-oriented operation, indicating a shift towards more diverse service offerings [1]. Company Initiatives - China Construction Equation Investment Development Group (referred to as "the company") is actively exploring sustainable development paths and business models to support the silver economy, leveraging its unique advantages as a state-owned enterprise [1][4]. - The company has established a standardized management and service system in the elderly care sector, focusing on integrating various service forms such as institutional care, community care, and home care [1][4]. Project Highlights - The company has launched its first institutional elderly care demonstration project, the Jiangsu Nanjing Yanzhi Elderly Care Center, utilizing a "leasing + operation" model to reduce costs and activate idle government properties [2]. - The project combines nursing homes and care facilities, providing comprehensive services from basic care to chronic disease management [2][3]. Technological Integration - The company is implementing a "smart home care" model in Beijing, enhancing community facilities with digital platforms for various services, including medical consultations and home care [2][3]. - The integration of AI technology in community kitchens aims to improve meal preparation for elderly residents, ensuring nutritional quality and affordability [3]. Strategic Value of Elderly Care - The elderly care industry is seen as a critical component of the company's strategic transformation, providing both growth potential and stable cash flow due to increasing market demand and supportive policies [4][5]. - The company's approach of "leasing + operation" allows for lower initial investments while enhancing profit margins and integrating elderly care into urban renewal projects [5]. National Expansion Strategy - The company is forming a nationwide strategic layout, focusing on key regions such as Beijing-Tianjin-Hebei and the Yangtze River Delta, to leverage local resources and expand its elderly care services [6]. - The company aims to establish a "high-end market" positioning, offering quality services at affordable prices to meet the diverse needs of the elderly population [7]. Conclusion - The company's initiatives in the silver economy not only represent a business transformation but also reflect its commitment to social responsibility, positioning it as a leader in the elderly care sector [7].