大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【宗馥莉辞去娃哈哈集团董事长等职务，此前宏胜系公司已准备用新品牌"娃小宗"】 10月10日晚，界面新闻自一位娃哈哈内部人士获悉，宗馥莉已于9月12日向娃哈哈集团有限公司辞去公司法人 代表、董事及董事长等相关职务并已通过集团股东会和董事会的相关程序。 对此，每日经济新闻记者向娃哈哈方面求证，娃哈哈方面表示属实。 另自两处信源获悉，娃哈哈集团的核心成员、宗馥莉"心腹"严学峰，已于10月5日被解除立案审查，目前已经 回到宏胜集团正常上班。 就此界面新闻向娃哈哈官方求证，暂未得到回应。 此前，一份《关于开展2026销售年度经销商沟通工作的通知》显示，自娃哈哈集团创始人离世后，公司一直努 力推进解决各项历史相关遗留问题，为维护"娃哈哈"品牌使用的合规性，公司决定从2026年新的销售年度起， 更换使用新品牌"娃小宗"。 上述通知也给出了更换品牌的深层原因，"因复杂的历史相关问题不能在近期得到有效地解决，导致公司经营 始终暴露在相关法律风险之下。因此，我们不得不做出以上的安排，在现行股权架构下，'娃哈哈'商标的使 用，须获得娃 ...

Core Insights - The aging population is rapidly increasing, leading to significant societal changes and challenges in understanding their needs and behaviors [2][4][9] - There is a growing disparity within the elderly demographic, influenced by various historical, social, and economic factors, resulting in a complex consumer market [15][16][22] Demographic Changes - The median age in developed economies has risen from 30 to 43 years over the past 50 years, with projections indicating it will reach 47 years by 2075 [4] - Global life expectancy has increased from 62 to 75 years in the last 50 years, with developed economies seeing an increase from 72 to 82 years [6] - By the end of 2024, China's elderly population (aged 60 and above) is expected to reach 310 million, accounting for 22% of the total population [9] Aging Characteristics - The transition from a "young majority" to an "aging majority" is occurring, with China experiencing this shift at a faster pace compared to other countries [9] - The elderly population in China is characterized by significant internal diversity, influenced by varying life experiences and socio-economic backgrounds [15][16] Consumer Behavior - The elderly population holds substantial wealth, with 60% of their savings indicating a high propensity for precautionary savings [23] - The consumption patterns of the elderly are not uniform; they vary significantly based on resources, capabilities, and life experiences [28][35] - A large portion of elderly consumers remains underserved, with many unable to participate in the mainstream consumer market due to financial constraints and digital barriers [55][58] Market Opportunities - The elderly consumer market is complex and multifaceted, presenting both opportunities and challenges for businesses targeting this demographic [27][60] - Understanding the diverse needs and preferences of the elderly can lead to more effective marketing strategies and product offerings [22][27] Digital Engagement - There is a notable digital divide among the elderly, with approximately 52% of this demographic being active internet users, while the rest remain disconnected [67][69] - The COVID-19 pandemic has accelerated digital adoption among the elderly, with many learning to use smartphones and online services for essential tasks [71][72]

Core Viewpoint - The prediction made by Jack Ma regarding the real estate market, stating that housing prices would become as cheap as scallions, is now being validated as the market experiences significant price declines, aligning with his forecast [1][3]. Group 1: Market Trends - Since the second half of 2021, the domestic real estate market has entered a long-term adjustment phase, with prices in second and third-tier cities like Zhengzhou, Wuhan, and Nanjing already declining [3]. - By 2023, first-tier cities such as Shanghai and Shenzhen have also shown noticeable price adjustments, with average housing prices dropping over 30% from their historical peaks [3]. - In some third and fourth-tier cities, housing prices have indeed fallen to levels comparable to Jack Ma's "scallion" prices, with properties available for just tens of thousands or hundreds of thousands [3]. Group 2: Demographic Signals - China has entered an aging society, with the number of individuals aged 60 and above surpassing 310 million by 2024, and projected to exceed 400 million by 2035, leading to a significant decrease in housing demand from younger populations [6]. - The population of young people is declining, with 175 million from the post-90s generation and 145 million from the post-00s generation, indicating that most elderly individuals already own homes and do not require new purchases [6]. Group 3: Supply and Demand Dynamics - The real estate market is experiencing a long-term trend of oversupply, with 600 million existing homes capable of accommodating 3 billion people, coupled with millions of new homes entering the market annually [8]. - The decline in housing prices has diminished the investment appeal, causing potential buyers to adopt a wait-and-see approach, further exacerbating the oversupply situation [8]. Group 4: Policy Implications - The government has announced plans to provide 6 million affordable housing units over the next five years, averaging 1.2 million units annually, aimed at meeting the housing needs of low-income urban residents [10]. - As affordable housing becomes more available, it is expected to significantly reduce the purchasing costs for low-income families, leading to a diversion of demand from the commercial housing market and increasing downward pressure on prices [10].

在这篇报告里，我们想离老年人更近一点，去看见大众对老年群体的系统性忽视，去解构老年统一叙事掩盖的内部分化，让大家对"老"的理解，不再停留 在"无依据"的想象中。（抱歉各位，报告标题用了谐音梗） 世界已经不再年轻 全球人口结构正在经历着深刻而持续的转变。在过去的50年里（自1975年以来），发达经济体的年龄中位数从30岁增加到43岁，新兴经济体从19岁增加到 30岁。在未来50年（到2075年），发达经济体的年龄中位数将达到47岁，新兴经济体的年龄中位数将达到40岁。 引言 衰老是一场无法逃避的时间游戏。当头发、记忆和存在感越来越少，当曾经渴望的时间和自由多到让人手足无措，当生命的节拍变得稀疏而平缓，当大规 模的人开始步入老年，老龄化就不再是遥远的统计命题。 一个群体正在快速膨胀，持续拷问我们的社会。而抛开现有的假设和刻板的印象，我们是否真正了解他们？ 有人恐惧，把衰老读作退场与隐身，他们说"老年人无欲无求，没有烦恼"；有人贪婪，把银发当作待开发的蓝海，他们说"老年人平均每天上网四小 时"，"几乎所有老年人都在用护肤品"。当现实充满了忽视和误解、数据充斥着偏差和虚假，当恐惧和贪婪交织成为普遍叙事，真相是被放大了 ...

Core Viewpoint - The article discusses the introduction of AI dolls developed by the South Korean startup Hyodol, aimed at providing companionship and health monitoring for elderly individuals living alone, addressing the growing issue of loneliness among seniors in South Korea [1][3][4]. Group 1: Product Overview - The AI doll, named Hyodol, is designed to engage in conversation, remind seniors to eat and take medication, and alert caregivers and family members in emergencies [3][8]. - Over 12,000 Hyodol dolls have been distributed to elderly individuals in South Korea, highlighting the increasing prevalence of this technology [6]. - The doll features a ChatGPT-based dialogue system, allowing it to communicate in a cheerful voice and provide emotional support [8]. Group 2: Health Monitoring and Support - Hyodol is equipped with sensors that monitor the elderly's activity; if no movement is detected for 24 hours, it automatically alerts the care team [9]. - The doll records responses to health-related questions, enabling caregivers to assess the emotional and physical well-being of seniors [9][11]. - The use of Hyodol has been praised by caregivers for its ability to facilitate communication, as seniors may share concerns with the doll that they would not disclose to human caregivers [11]. Group 3: Market Context and Financial Implications - The demand for elderly care solutions is increasing due to a significant shortage of caregivers in South Korea, projected to reach a gap of 155,000 by 2032 [11]. - The South Korean government has invested 200 million KRW (approximately 1.02 million RMB) in deploying Hyodol robots to address this shortage, with each unit costing 1.6 million KRW (approximately 8,160 RMB) [11]. Group 4: Global Trends and Comparisons - Other countries are also developing similar robotic solutions to address elderly care challenges, such as Japan's Paro and Singapore's Dexie [12][13][15]. - The global market for elderly care robots is expected to reach $7.7 billion by 2030, indicating a growing trend in the adoption of technology for senior care [18]. Group 5: Safety and Ethical Considerations - The use of AI dolls raises concerns about privacy and the potential for dependency among elderly users, as they may share personal thoughts and feelings with the robots [18][19]. - Instances of dangerous behavior prompted the company to remove certain phrases from Hyodol to enhance safety [20]. - The article questions whether virtual companionship can provide genuine safety and emotional support for seniors [21].

时令 发自 凹非寺 量子位 | 公众号 QbitAI 在韩国，独居老人身边多了个新伙伴—— 一款能够监测健康状况的AI玩偶。 这款由韩国初创公司 Hyodol 开发的智能娃娃，正被政府大规模分发给数万名独居老人。 它不仅能陪老人聊天，还可以提醒她们 准时吃饭、服药 ，并在紧急情况下第一时间通知护工和家人。 可在紧急情况发出警报 随着韩国步入"超级老龄化"社会，许多独居老人面临严重的孤独问题。 越来越多老年人患有抑郁症、痴呆症以及慢性疾病，这一群体的自杀率也在经济合作与发展组织（OECD）成员国中高居 首位 。 在这种背景下，一款能够提供24小时陪伴、监护和情感慰藉的AI娃娃，成了害怕孤独的老人们的最优选择。 它不仅可以缓解老人们的焦虑情绪，还可以时刻监测她们的健康状况。 在韩国首尔九龙区一间公寓里，81岁的老人Kim Jeong-ran独自居住。 她正坐在床上，亲切地对着膝盖上的一只布娃娃说道"Hyodol，我可爱的孙女，我真的太爱你了。" 这时，Hyodol轻声回应道："奶奶，我也爱您。" 除此之外，其胸部的麦克风还会记录老人对日常问题的回答，例如"您今天感觉如何？"或"您有疼痛吗？"，让护理团队能够及时了 ...

Economic Overview - The domestic economy shows a trend of "stability with improvement" entering 2025, with GDP growth of 5.3% year-on-year in the first half of the year [1] - The per capita disposable income for residents reached 21,840 yuan, also reflecting a 5.3% year-on-year increase [1] - Consumer prices (CPI) experienced a slight decline of 0.1% year-on-year in the first half of the year, indicating relatively stable overall prices [1] Real Estate Market - The real estate market continues to face significant challenges, with both sales volume and area showing a marked decline [2] - National average housing prices have dropped over 30%, with specific examples showing properties losing substantial value, such as a home in Haidian District dropping from 5 million to 3.5 million yuan [4] - Factors contributing to the decline in housing prices include an aging population, high housing price-to-income ratios in major cities, and a struggling real economy leading to decreased household incomes [4] Investment Risks - The low interest rates on bank deposits have led many individuals to invest in stocks, funds, and bank wealth management products, but these high-yield options come with increased risks [6] - In 2024, the average loss per A-share investor was 140,000 yuan, with losses in public funds ranging from 20% to 30% [6] - The decline in bank wealth management product yields and rising risks in the bond market further complicate the investment landscape [6] Employment Challenges - The job market remains challenging, with 12.22 million new graduates entering the workforce amid a contracting economy and layoffs [8] - New social security regulations have led small and medium enterprises to hire less expensive labor options, exacerbating employment difficulties [8] Demographic Trends - Birth rates continue to decline, with projections indicating that the number of births in the first half of 2025 may only reach around 4 million, potentially falling below 9 million for the entire year [11] - The number of marriage registrations has also decreased significantly, with a 49.8% drop in the first half of 2024 compared to the previous year [11] - Factors contributing to the reluctance of young people to marry and have children include high marriage costs, housing pressures, and rising costs of child-rearing [11] Recommendations for Households - Households are advised to avoid blind investments and consider keeping funds in banks for safety while waiting for better investment opportunities [12] - When purchasing homes, it is recommended that mortgage payments do not exceed 40% of total household income [12] - Individuals are encouraged to enhance their skills and consider side jobs to maintain financial stability during economic downturns [12]

Group 1 - The delegation from the China Real Estate Association conducted an in-depth investigation into the travel and health care projects in Rizhao, discussing cooperation matters [1][5] - The delegation visited multiple projects, gaining insights into Rizhao's planning and layout in the travel and health care sector, as well as the operational models and unique services of each project [3][6] - The Vice President of the China Real Estate Association praised Rizhao's natural environment and health care facilities, recognizing its potential for developing a high-quality health care industry [3][6] Group 2 - The China Real Estate Association emphasized the golden development period for the health care industry due to an aging society and consumption upgrades, suggesting Rizhao enhance resource integration and develop local health care brands [5][6] - The General Manager of Huazhu Group's City Home Research Institute indicated a strong alignment between Rizhao's travel health care projects and Huazhu's business layout, exploring future cooperation in travel apartments, health care services, and smart management [6] - The visit by the China Real Estate Association provided valuable suggestions for the development of Rizhao's real estate and industry, laying a solid foundation for future cooperation [6]

他们曾因"月入十万"引发热议，但事实上，大多数人还没有因此赚到第一桶金。我们跟他们聊了聊方兴未艾的养老行业里，在这一新兴职业上蹒跚的探 索。 7月22日，人力资源和社会保障部正式发布17个新职业，其中便包括"养老服务师"。按照联合国的标准，中国已经步入了65岁老人 超过14%的中度老龄化 社会。 在这一趋势之下，养老行业成为了炙手可热的"朝阳产业"。近两年，社交媒体上出现了一批专注"养老咨询"、提供养老顾问服务的"养老经纪人"。所谓经 纪人，就是借助信息差，帮苦于寻找养老院的人推荐一家合适的养老机构。 一条对话了3位养老经纪人，有一毕业就入行的00后，帮阿尔兹海默症老人找到不再走失的住处；从房地产转行做养老的事业女性，三年里，测评了江浙 沪70多家养老院；还有人去日本学养老经验， 参观家博会，做养老科普。 我是01年出生的，两年前大学毕业的时候，就选择进入了养老行业，做一名养老规划师。 平时我主要的工作就是根据长辈的家庭和身体情况，帮他们选择适合自己的养老生活环境。 21岁入行养老，少走40年弯路 星星 24岁 北京 养老规划师 星星的生活照 有位奶奶，当时因为海马体萎缩导致阿尔兹海默症4年了，家里保姆已经是 ...

Core Viewpoint - The aging population in China, combined with rapid advancements in artificial intelligence and robotics, will lead to a future where robots play a significant role in both the workforce and elder care [2][5][12] Population Dynamics - In 1989, China's birth rate was 24.32 million, while projections for 2024 indicate only 9.54 million newborns, suggesting that by the time the CEO of Mech-Mind reaches 60, the number of young people will be less than half of his generation [4][5] - The significant decrease in the young workforce will necessitate a shift in production and economic growth strategies [5] Robotics in Industry - Mech-Mind provides general-purpose robots equipped with "3D vision + AI brain + dexterous hands," serving various industries including automotive, home appliances, logistics, and food and beverage [5][6] - As the aging population increases, there will be a greater need for robots to fill labor shortages in tedious and physically demanding jobs [5][8] Comparison with Japan - Japan, having faced similar demographic challenges, has integrated robots into its workforce, with a notable example being an Amazon distribution center where robots outnumber human workers [6][7] - In Japan, many elderly individuals continue to work due to insufficient pensions, and companies like Amazon have adapted their systems to accommodate older workers [7] Future of Robotics in Elder Care - The potential for robots to assist in elder care is significant, with advancements allowing for more complex tasks and interactions [10][11] - Current robots can provide basic interaction and companionship, but there is still a long way to go before they can fully assist elderly individuals in their homes [10][12] Market Potential and Challenges - The home robotics market presents a vast opportunity, but challenges such as safety, cost, and skill requirements must be addressed before widespread adoption can occur [12] - The evolution of robots could lead to them taking over more menial tasks, allowing human labor to shift towards elder care services [12][13] Historical Context - The development of robotics has historically raised concerns about job displacement, yet it has also led to increased labor efficiency and the creation of new job categories [13][14]