央视网消息：随着老龄化程度不断加深，如何提升老年人的生活品质，已成为社会关注的重点。在上海，当地通过适老化改造与 智能科技融合，推出了"适老化改造样板间"。 除了卫生间，厨房也藏着不少"适老巧思"。操作台整体降低了，橱柜里还配有自动升降架，轻轻一推，碗盘调料触手可及。 像这样的适老化改造，如今在上海正全面推开。今年，上海提高了居家适老化改造的补贴标准，每户的最高补贴额度由3000元提 升至5000元，全市设有超过58个适老化改造样板间，多数位于街镇综合为老服务中心或卖场内，方便老年人就近体验。 走进上海徐汇区的这家居家适老化改造样板间，这里就像是家的感觉。带大家看一下老年人咨询最多的卫生间，可以看到卫生间 扶手握上去很有安全感，同时这里有一个淋浴椅，老年人就可以坐着淋浴。 北京：适老化改造样板间舒适安心+科技陪伴 除了上海，北京的常住老年人也呈上升趋势。目前，北京市首批9个适老化改造多功能公共样板间在全市7个区落地，为老年人提 供了一系列安全、舒适、智能的居住解决方案。 在位于海淀区三里河社区的养老服务驿站，光线柔和的防眩光灯、轻巧便携的圆角桌椅、弧形防撞的墙体立柱，一系列针对于老 年人的适老化设计映入眼帘。 ...

Policy Developments - The National Health Commission issued a work plan for integrated medical and elderly care demonstration projects, encouraging the establishment of demonstration counties and institutions to enhance service supply [4] - The Ministry of Civil Affairs and the Ministry of Natural Resources jointly issued a notice to strengthen the planning of elderly care service facilities, aiming to optimize the layout and improve service efficiency [5][6] - Financial support for the silver economy is being injected through measures such as encouraging financial institutions to develop personal pension products and expanding tourism insurance for the elderly [7][8] - The Ministry of Civil Affairs and the Ministry of Finance announced subsidies for elderly individuals with moderate to severe disabilities to alleviate care costs [9] - A joint initiative by multiple departments aims to promote high-quality elderly products through six major actions, enhancing the elderly goods industry [10][11] Regional Policies - Yunnan Province announced an adjustment to the basic pension for retirees, effective January 1, 2025, with a uniform increase of 31.50 yuan for all retirees [13][14] - Shanghai issued implementation opinions to promote mediation in elderly care service disputes, aiming to protect the rights of elderly individuals and service providers [19][20] - Shanxi Province introduced subsidies for home modifications for the elderly, with a maximum subsidy of 18,000 yuan per person [22][23] - Henan Province announced subsidies for elderly individuals purchasing home modification products, with a maximum subsidy of 12,000 yuan per household [24][25] Industry Highlights - The Hong Kong government highlighted the vast market potential of the silver economy, emphasizing its ability to attract elderly tourists from various regions [27][28] - The AI+ Smart Elderly Health Platform was launched at the World Artificial Intelligence Conference, showcasing technological advancements in elderly care [29] - The 2025 Jilin (Changchun) Silver Economy Expo was held to promote the development of the silver economy and healthcare industry [30][31] - The 2025 Fourth China Intelligent Rehabilitation Academic and Industry Conference focused on AI's role in rehabilitation and elderly care [33] - Shandong Province is promoting elderly-friendly tourism, enhancing the quality of life for the elderly [36][38] Corporate Developments - Xingyuan Elderly Service Center collaborated with Huazhong University of Science and Technology to enhance smart elderly care services [40] - The Kexian Treatment Instrument was showcased at the Jilin Longchang Silver Economy Expo, highlighting its innovative health technology [41] - Yuanma Intelligent is creating a new paradigm for smart community elderly care, integrating AI technology [47] - Madi Technology is developing a smart elderly care platform focused on robotic applications for elderly care [48] - Hongsong launched the first AI podcast product for the elderly, featuring interactive listening experiences [49][50] - China Life is focusing on developing inclusive and pension finance in its second-half work plan [52][53] - Anhui Construction established a health industry company with a capital of 100 million yuan to expand remote health management services [54] - The "Silver Age Health" project in Pudong has restarted, providing 200,000 yuan in donations for elderly health care [55][56]

记者 舒抒 此外，店内还设有"未来冒险家俱乐部"，推出3D打印、航拍等各类社群和工作坊；"陪伴机器人"区 域展示多款精选产品，有汤姆猫AI大模型机器人、桌面手办级灵童机器人等，还有能用家乡话唠家常 的智能音箱、记录家族故事的智能相框等产品；"AI未来生活家"区域打造了一间完整的AI适老之家，包 含床椅机器人、助起沙发、纳米助浴、智能氧舱等，让黑科技无感融入长者生活。 创新开设的"AI+养老"体验店背后是前沿机制的支撑。记者获悉，徐汇区积极打造的"AI+养老"创 新应用促进平台已落地模速空间，借助后者在算力、算法、语料、金融等方面的要素供给，开展政策研 究、标准制定、资源整合、企业孵化、技术支持、场景落地六大领域攻坚，由上海交通大学人工智能学 院提供技术支持。 近年来，徐汇区积极探索人工智能在养老领域的应用，并多维度构建"AI+养老"服务应用的核心场 景，把"老有所养"拆解成多个可被技术照亮的细节：厨房里安全的灶台、餐桌上的营养搭配、深夜里的 跌倒监测、孤独时的方言聊天机器人……老年人生活中的每个痛点，都能找到适配的算法。 "漫游世界"体验区聚焦提升长者舒适度的户外产品，从智能穿戴到AI翻译，再到运动后的按摩放 ...

Core Insights - The integration of artificial intelligence (AI) into elderly care services is rapidly evolving, creating a comprehensive care system that addresses health monitoring, emotional recognition, risk warning, and intelligent scheduling [1] - The AI+Elderly Care sector is emerging as a significant growth opportunity, driven by the aging population and the need for industry upgrades [1][2] - The World Artificial Intelligence Conference (WAIC 2025) showcased over 800 companies and 3,000 cutting-edge technologies, highlighting the industry's focus on AI applications in elderly care [1] Industry Trends - By 2025, the elderly population in China will exceed 310 million, representing 22% of the total population, marking a significant demographic shift [2] - There are over 50 million elderly individuals with disabilities or semi-disabilities, accounting for 16% of the elderly population, indicating a growing demand for enhanced care services [3] - The CEO of a technology company identified three major gaps in current elderly care services: the connection between children and elderly, the efficiency of professional caregivers, and the fragmentation of care resources [3] Technological Advancements - AI+Elderly Care is transitioning from passive responses to proactive warnings, utilizing real-time monitoring of various data types to identify health risks [4] - The trend is shifting from isolated devices to integrated management of care scenarios, enhancing the overall efficiency of elderly care services [4] - AI is moving from experience-based services to data-driven approaches, allowing for personalized care solutions based on extensive data analysis [4] Company Overview - The technology company has developed the "AI Smart Elderly Health Platform" (aiAging), which integrates various care scenarios into a cohesive service model, addressing the needs of families, institutions, and governments [5] - The platform aims to alleviate the anxiety of family members unable to provide constant care and improve the efficiency of elderly care management [5] Market Potential - AI+Elderly Care is not merely an add-on but is becoming an essential infrastructure within the elderly care system, with long-term growth potential [6] - The company has established a robust platform architecture that integrates various care scenarios and supports multiple intelligent care robots, enhancing service capabilities [7][9] Data and Value Proposition - The platform collects high-density data on elderly health, care interactions, emotional states, and behavioral preferences, creating a natural barrier to entry for competitors [16] - The integration of AI technology allows for real-time risk prediction and continuous optimization of care services, leading to a feedback loop that enhances service intelligence [16] Investment Insights - The AI+Elderly Care sector is supported by government policies aimed at promoting technological advancements in elderly care, indicating a favorable investment environment [14] - The platform's ability to generate stable cash flow and its potential for data accumulation and model training present significant investment opportunities [12][21] - The company’s system architecture allows for modular replication across various care scenarios, facilitating growth and scalability [19]

Group 1 - The aging population in China is leading to increased pressure on pension systems, with a significant shortage of elderly care resources and a high demand for care workers [1] - The current pension replacement rate is low, resulting in a heavy economic burden on future elderly individuals due to rising medical and care costs [1] - There are several unmet pain points in the elderly care service sector, including a large gap in disability care, insufficient emotional companionship for solitary elderly individuals, and a lack of high-end elderly care facilities in lower-tier cities and rural areas [1] Group 2 - Smart elderly care robots are categorized into various types, including life assistance, health management, emotional companionship, and rehabilitation training, effectively addressing the pain points in elderly care [2] - The market for smart elderly care robots is projected to reach approximately 7.9 billion yuan in 2024, with rehabilitation robots holding the largest market share at around 45%, and emotional companionship robots experiencing the fastest growth rate of 120% annually [2] - The smart elderly care robot industry is expected to grow to 50 billion yuan by 2025, indicating a vast market potential [2] Group 3 - The smart elderly care robot industry is entering a period of technological integration and practical application, with expectations for accelerated deployment in the second half of the year [3] - Continuous advancements in artificial intelligence, the Internet of Things, and flexible machinery are expected to enhance the capabilities of elderly care robots, transitioning from single-function devices to multi-modal interactions and embodied intelligence [3] - Companies are encouraged to focus on the development and application of smart elderly care robots, which will provide more intelligent, efficient, and humanized care solutions for the elderly [3]

Group 1: Intelligent Robotics and Healthcare - The collaboration between Huawei, Zhiyuan Robotics, and Zhongjian Technology focuses on humanoid robots for healthcare, leveraging computing power, large model platforms, data collection, and application scenarios [2] - The aging population presents unprecedented opportunities for the intelligent healthcare robot industry, which is becoming a crucial force in implementing the Healthy China strategy [2] - According to Founder Securities, the healthcare robot industry is entering a period of technological integration and scene implementation, providing smarter and more efficient solutions for elderly care [2] Group 2: AI Agent Market Growth - Microsoft is developing a new service called "Tenant Copilot" to assist tenants in creating AI agents that can interact and work like humans, with an announcement expected at the upcoming developer conference [3] - The global AI Agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate (CAGR) of 44.8% [3] - Major companies like Microsoft, Google, Salesforce, and others are actively promoting the commercialization of AI agents, indicating a broad market potential [3] Group 3: Low-altitude Economy - The first customized low-altitude sightseeing route in Shanghai has been launched, showcasing the potential of the low-altitude economy [3] - The low-altitude economy is gaining traction with government policies and financial support, including special bonds and investment funds, facilitating its industrialization [4][5] - Technological advancements in eVTOL certification and AI drones are enabling breakthroughs in various applications, supporting the large-scale operation of the low-altitude economy [5] Group 4: Pet Economy - The pet economy is evolving towards high-quality development, with consumer demand shifting from basic food to premium services [6] - The urban pet consumption market is expected to exceed 404.2 billion yuan by 2027, with a CAGR of 12.6% from 2015 to 2027 [6] - The pet industry in China is experiencing significant growth, with a focus on professionalization and diversification, indicating a vast market potential [6]

Core Insights - The launch conference for embodied intelligent health and wellness robots will be held on May 21, highlighting the industry's potential in addressing the challenges posed by an aging population [1] - The aging population in China is leading to increased pressure on elderly care, with a significant shortage of caregiving resources and high costs associated with elderly care [1] - The intelligent health and wellness robot industry is positioned to alleviate these challenges by providing various types of robots that cater to different needs in elderly care [2] Industry Overview - The intelligent health and wellness robot market is expected to reach a scale of approximately 79 billion yuan in 2024, with rehabilitation robots accounting for the largest share at around 45% [3] - By 2025, the market for intelligent health and wellness robots is projected to grow to 500 billion yuan, driven by increasing penetration rates across various segments [3] - The penetration rate of intelligent elderly care robots is estimated to be around 8% by 2025, with health monitoring products having the highest penetration at approximately 15% [3] Technological Advancements - The industry is entering a phase of technological integration and practical application, with advancements in artificial intelligence, IoT, and flexible machinery enhancing the capabilities of health and wellness robots [4] - Future developments will focus on multi-modal interactions and embodied intelligence, leading to more precise health monitoring and improved interaction for companionship [4] Policy Support - National policies are increasingly supportive of the application of intelligent robots in elderly care, with initiatives aimed at promoting the development of caregiving, rehabilitation, and companionship robots [3] - Pilot zones and demonstration areas have been established in cities like Beijing, Shenzhen, and Hangzhou, providing financial incentives and support for companies in this sector [3]