#全国15年以上老旧电梯超110万台#【#2024年全国41起电梯事故致27死#】不久前，西安某小区电梯事 故引发关注，业主反映事故电梯使用超10年未更换，再次将电梯维保问题置于公众视野。随着我国电梯 保有量不断攀升，目前超千万台的设备登记量中，使用15年以上的老旧电梯已经超过110万台。作为重 要的特种设备，电梯超期服役容易出现机械部件磨损、电子元器件老化等问题，着实是一大公共安全隐 患。有数据显示，2024年全国共发生41起电梯事故，造成27人死亡，超三成特种设备事故都和电梯相 关。触目惊心的数据，给全社会敲响警钟。电梯安全"三分靠制造，七分靠保养"，而现实中后续维保难 题不少。首要一点就在钱上。众所周知，电梯使用年限越长，保养越要精细，花费自然水涨船高。一旦 涉及大修，要么得申请住宅专项维修资金，要么按照"谁受益谁付费"原则，向业主筹集资金。可具体到 实际动员，业主难免各有各的想法，有无必要修、什么时候修、哪个方案好……着急的想尽快办，不急 的想等等看，问题很容易就被搁置了。除此之外，维保过程中存在的以修代保、记录造假等问题也令业 主相当头疼。依照现行规定，电梯维保以半月、季度、半年、年度为周期，维保内 ...

Core Viewpoint - KONE Elevator announced a significant investment plan in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on establishing a southern headquarters, R&D center, and smart logistics and assembly center, targeting modernization and digital maintenance services [1] Industry Overview - The elevator industry in China faces challenges due to a slowdown in real estate demand, which has historically been the largest revenue source, leading to overall performance declines and price wars among companies [1][2] - In the first half of 2025, 10 out of 12 listed elevator companies in A-shares reported revenue declines, with Shanghai Mechanical and Guangri shares experiencing decreases of 6.41% and 3.05% respectively [2][3] - The total revenue of 12 A-share elevator companies in the first half of 2025 was 181.25 billion, marking a five-year low [3] Market Dynamics - The competition in the elevator market is intensifying, with foreign brands holding approximately 70% market share, while domestic brands have increased their new elevator order share to over 50% as of 2023 [3][4] - The demand for elevator maintenance and modernization is expected to grow, driven by a significant number of aging elevators, with over 1 million units exceeding 15 years of service [7][9] Technological Advancements - Domestic elevator brands are focusing on digitalization and smart technologies to enhance competitiveness, with companies like Kangli Elevator and Fast Elevator investing in IoT and AI solutions [5][6] - KONE and other foreign brands are also emphasizing technological innovations, including predictive maintenance and AI algorithms [6] Policy Support - The Chinese government is supporting the modernization of old elevators through special long-term bonds, with 62 billion allocated for updating over 41,000 residential elevators [8] - Major companies like Otis and Schindler have reported significant growth in their maintenance and modernization segments, benefiting from government policies [8] Strategic Focus - Companies are shifting their strategies from merely selling products to offering services, with a focus on maintenance and modernization as key growth areas [7][11] - KONE's investment in Shenzhen aims to leverage local technological resources to enhance digital maintenance and modernization services [9][10]