Core Viewpoint - Qingdao aims to establish itself as a leading health and wellness destination by 2027, with a projected life and health industry scale exceeding 100 billion yuan, supported by a comprehensive action plan focusing on health-first development strategies [1][10]. Group 1: Action Plan Overview - The "Three-Year Action Plan (2025-2027)" outlines the goal of creating over 30 high-quality health communities and 100 embedded medical and wellness facilities across urban and rural areas [1][3]. - The plan emphasizes the integration of various sectors, including healthcare, wellness, tourism, and real estate, to create a multi-dimensional health ecosystem [3][9]. Group 2: Resource and Strategic Advantages - Qingdao's unique resources, including its status as a national pilot city for rehabilitation assistive devices and the presence of the only rehabilitation university in the country, provide a strong foundation for the health industry [2][4]. - The city boasts a robust marine biomedicine industry, with leading companies contributing to a projected output of over 30 billion yuan in 2024, enhancing the technological base for the wellness sector [2][4]. Group 3: Development Goals - The action plan sets ambitious targets, including the cultivation of over 10 specialized wellness industry parks and the establishment of a "health-friendly, multi-inclusive" ecosystem by 2027 [3][9]. - The plan aims to ensure that health services are accessible to all demographics through community-based embedded services and comprehensive health management [3][9]. Group 4: Implementation Strategies - The initiative focuses on six key tasks: creating a new health living ecosystem, developing new health service models, stimulating new industry dynamics, fostering new health consumption trends, enhancing urban health quality, and strengthening comprehensive support systems [4][5][6]. - Qingdao encourages collaboration between universities, research institutions, and enterprises to drive innovation in health technologies and services [4][6]. Group 5: Community and Consumer Engagement - The city plans to enhance health services by optimizing existing real estate and introducing new health-focused community designs that cater to all age groups [5][7]. - Qingdao aims to promote health consumption by developing specialized health products and services, including traditional Chinese medicine and wellness tourism experiences [7][8]. Group 6: Future Vision - By 2027, Qingdao envisions a transformed landscape of health and wellness, with a focus on creating a "comfortable, diverse, and internationally recognized" health environment, setting a benchmark for national health industry development [9][10].

【环球网财经综合报道】在百花森木间开启疗愈之旅，于碧水蓝天下品味养生药茶，"养身"与"养心"兼具的双重 体验，正让旅居康养成为健康消费与休闲娱乐的新风尚，为蓬勃发展的康养经济注入强劲的创新活力。业内专 家指出，在政策支持与市场需求的双重驱动下，中国规模近十万亿元的康养市场正加速迈入黄金发展期，而以 旅居为代表的创新产品，正推动行业形成多元并进的新格局。 导语：从产业结构来看，中医药康养、康养旅游和医疗康养已成为市场的三大支柱，市场份额占比分别为 19%、11%和10%。 市场数据印证了这一趋势的强劲。《中国康养产业消费趋势报告（2025）》显示，2023年我国康养市场规模已 达8万亿元，用户消费年均增长率保持在9%，预计2025年市场规模将保守达到9.5万亿元，到2030年更有望逼近 15万亿元大关。企业端的布局同样火热，天眼查数据显示，全国现存康养经济相关企业超过304万家，仅2025年 以来新增注册企业就达68万余家，同比增长近30%，彰显出市场对这一赛道的坚定信心。 从产业结构来看，中医药康养、康养旅游和医疗康养已成为市场的三大支柱，市场份额占比分别为19%、11%和 10%。国研新经济研究院创始院长朱 ...

Core Insights - Qingdao aims to establish itself as a leading health and wellness destination by 2027, with a projected life and health industry scale exceeding 100 billion yuan, alongside the development of 30 high-quality health communities and 100 embedded medical and wellness facilities [1][10] Group 1: Strategic Goals - The "Action Plan" outlines five key dimensions, including the cultivation of over 10 specialized wellness industry parks and the construction of a comprehensive ecosystem that is health-friendly and inclusive for all ages [3] - The plan emphasizes the integration of medical, wellness, cultural tourism, and real estate sectors to create a synergistic industry chain [3][9] Group 2: Resource Advantages - Qingdao's unique resources, such as its status as a national pilot city for rehabilitation assistive devices and the presence of the only rehabilitation university in the country, provide a strong foundation for the "China Wellness Bay" initiative [2] - The city boasts a robust marine biomedicine industry, with a projected output value of over 30 billion yuan in 2024, supporting the wellness sector with technological advancements [2] Group 3: Implementation Strategies - The "Action Plan" focuses on six key tasks, including creating a new health living ecosystem, developing new health service models, and enhancing urban health quality through systematic measures [4][6] - Qingdao encourages collaboration between universities, research institutions, and enterprises to foster innovation in rehabilitation technologies and wellness products [4][6] Group 4: Community and Consumer Engagement - The city plans to optimize existing real estate projects for elder-friendly modifications and develop large health communities that cater to multi-generational living [5][7] - Qingdao aims to stimulate new health consumption trends by promoting specialized health screenings and developing traditional Chinese medicine wellness products [7][9] Group 5: Urban Health Quality Enhancement - The city is enhancing urban health quality by constructing integrated medical and wellness community facilities and improving the overall rehabilitation service system [8][9] - Qingdao's initiatives are aligned with national health strategies, contributing to the broader goal of improving public health and wellness across the country [8][10]

从东西方哲学体系对比的角度，朱岩分析认为，东方医学强调整体观，注重人体与宇宙的有机联系；西 方医学注重分解研究，通过实验验证推动医学进步。而可信数据空间能够融合东西方医学优势，通过大 规模数据采集和分析，实现更加精准、个性化的康养服务。 朱岩还介绍了我国《可信数据空间发展行动计划（2024—2028年）》。该计划提出以"3+5+5"工作体系 推进我国可信数据空间发展，即构建三大能力、培育推广五类空间、筑牢五项基础。发展目标是到2028 年，建成100个以上可信数据空间，形成一批数据空间解决方案和最佳实践，基本建成广泛互联、资源 集聚、生态繁荣、价值共创、治理有序的可信数据空间网络。 朱岩表示，当前正处"Science for AI"（为人工智能提供支撑的科学）与"AI for Science"（人工智能驱动 的科学研究）双向驱动的范式变革时代。他特别提到2024年诺贝尔物理学奖和化学奖的获奖成果，认为 这标志着人工智能正在深刻改变科学研究范式和产业发展路径。 同时，朱岩详细阐述了可信数据空间的概念及其对康养产业的重要意义。可信数据空间是基于共识规 则，联接多方主体，实现数据资源共享共用的一种数据流通利用基础设 ...

可信数据空间构建康养产业新基石 朱岩指出，当前正处在"Science for AI"（为人工智能提供支撑的科学）与"AI for Science"（人工智能驱动的科学研究）双向驱动的范式变革时代。他特别提 到2024年诺贝尔物理学奖和化学奖的获奖成果，认为这标志着人工智能正在深刻改变科学研究范式和产业发展路径。 9月14日，2025智慧康养前沿论坛在首钢园成功举办。本次论坛由北京商报社主办，以"银发经济新格局 全域康养生态圈"为主题，聚焦智慧康养与跨产业融 合，旨在探索符合中国国情的康养事业发展新路径、新模式与新机制。论坛汇聚了政府代表、专家学者、企业领袖等各界人士，共同探讨如何通过技术创新 和制度创新推动康养产业高质量发展。 清华大学互联网产业研究院院长、经济管理学院教授朱岩在论坛上发表了题为《基于可信数据空间的康养产业发展路径》的主题演讲，深入阐述了可信数据 空间如何为康养产业赋能，推动产业实现数字化转型与高质量发展。 技术创新与制度建设双轮驱动康养产业生态重构 在康养产业技术创新与制度建设层面，朱岩提出了具体的发展路径：要通过释放养老数据的价值摆脱传统康养产业的经济增长方式，通过构建康养产业的可 信数据 ...

Group 1 - The Fourth China Health and Wellness Conference will be held on October 30-31 at CITIC Guoan First City, focusing on summarizing achievements in the health and wellness industry during the 14th Five-Year Plan and planning for high-quality development in the 15th Five-Year Plan [1] - The conference will feature the release of the "2025 China Health and Wellness City Rankings Top 100" and the "2025 China Health and Wellness Brand Influence Index Top 100," which are considered authoritative evaluation systems for the industry [2] - The conference aims to provide a high-level platform for policy interpretation, results release, and industry connection, facilitating deep integration of production, education, research, and application [3] Group 2 - The conference will invite national and local government representatives and industry experts to discuss the effectiveness of the 14th Five-Year Plan policies and future directions for the 15th Five-Year Plan [3] - Multiple cooperation agreements have been signed to promote the establishment of health and wellness industry projects in the First City, including long-term partnerships with various organizations [4] - The conference has evolved into a significant authoritative platform for the health and wellness sector since its inception in 2019, gathering insights from government, enterprises, academia, and media [6]

Core Viewpoint - The event marks a significant step in the integration of elderly care services between Beijing and Hebei, aiming to enhance cooperation and resource sharing in the elderly care sector [1][2]. Group 1: National Strategy and Regional Collaboration - The event aims to implement the "National Medium and Long-term Plan for Actively Responding to Population Aging" and the "Beijing-Tianjin-Hebei Coordinated Development Plan," promoting a collaborative industrial structure of "Beijing R&D + Hebei Implementation" and "Beijing Medical + Hebei Health Care" [2]. - The agreement focuses on addressing the supply-demand imbalance in elderly care services through policy coordination, resource sharing, and standardization [2]. Group 2: Market Activation and Demand Matching - The agreement establishes three cooperative platforms: an information sharing platform for resource integration, a standard collaboration platform for mutual recognition of service standards, and a talent cultivation platform for training professionals in elderly care [3]. - The initiative aims to create a "Beijing Service + Hebei Scene" model for new elderly care formats, enhancing project cooperation and resource complementarity among enterprises [3]. Group 3: High-Quality Development and Best Practices - The event included a field study of various representative elderly care institutions in Beijing, focusing on smart elderly care, medical integration, and age-friendly renovations [4]. - A closed-door seminar was held to discuss brand building and investment experiences in elderly care, emphasizing the need for a combination of top-level design and grassroots innovation to address population aging [4]. - The next steps include forming a "Beijing-Hebei Elderly Care Cooperation Working Group" to refine cooperation details and establish regular communication channels for high-quality development in the elderly care industry [4].

Core Insights - China has entered an era of longevity, and while high returns in the health and wellness sector should not be expected, the overall revenue situation aligns with future development trends [3] Group 1: Investment Strategy - Fosun Health has developed five core capabilities: hardware, services, technology innovation, talent, and the Fosun ecosystem [2] - The company employs a self-funded investment approach, leveraging insurance capital for project investments and revitalizing non-performing assets held by banks, AMCs, and brokerages [2] - Fosun Health aims to expand its asset management scale by increasing the number of beds, projects, and cities [2] Group 2: Revenue Model - In addition to traditional income sources like bed fees, nursing fees, and catering fees, Fosun Health has introduced asset management fees, custody fees, and exit revenues [2] - The company has established a multi-strategy fund in collaboration with insurance companies, which can invest in one heavy asset project and three to four light asset projects, potentially generating over 80 million yuan in revenue [2] Group 3: Market Positioning - Fosun Health focuses on rehabilitation institutions, urban CCRC (Continuing Care Retirement Communities), and community-based nursing stations, with the first two being priorities [2] - The company adopts a "big network, small network" model, targeting cities with populations over 20 million for large networks and deepening efforts in listed cities for small networks [2] Group 4: Partnerships - Fosun Health collaborates with banks, AMCs, and real estate developers to revitalize non-performing assets that meet health and wellness standards and to construct health and wellness complexes alongside residential developments [3]

Group 1 - The relationship between real estate and health care is characterized by a counter-cyclical and hedging nature [1][2] - The health care industry in China is entering a new cycle marked by demand explosion, policy empowerment, model innovation, and investment layout [2] - By 2035, the scale of China's health care industry is projected to reach 30 trillion [1] Group 2 - The government is placing unprecedented emphasis on the development of the health care industry at the policy level [2] - The characteristics of the aging population in China include a large scale, rapid growth, a significant proportion of elderly individuals, and strong consumption capacity [2] - The current downturn in the real estate market presents opportunities and space for investment in health care real estate [2]

Group 1 - The core viewpoint highlights that state-owned enterprises in the healthcare and elderly care sector are leveraging unique advantages to stimulate new momentum in the development of the medical and healthcare industry, thereby laying a solid foundation for the high-quality development of the silver economy [1] - The report indicates that the financing market in the healthcare sector is becoming more active, with cumulative financing amounts in several sub-sectors exceeding 10 billion, and the number of A-round financing events approaching 20, while B-round events exceed 15, signifying a capital influx driving the entire industry chain upgrade from technology research and development to service implementation [1] - The industry has not yet formed a mature tier of listed companies, with most enterprises still in the growth phase, indicating that the overall industry is rapidly developing but not fully matured [1] Group 2 - In terms of specific sectors, the internet healthcare and medical device fields show high numbers of financing events and amounts, with internet healthcare aligning well with the online and convenient elderly care service demands [2] - The elderly care robotics sector stands out with significant financing advantages, accounting for over 43% of the total financing in the industry, with a high number of events as well [2] - Other sectors such as elderly care consumer products and smart monitoring for the elderly have relatively smaller financing scales but indicate growing capital interest in the nuanced demands of elderly consumption, signaling a shift in the healthcare industry from "medical necessities" to "quality consumption" [2]