Group 1: New Energy - The new energy sector is experiencing significant growth, supported by government policies, with a recent investment of 250 billion aimed at energy storage, targeting an installed capacity of 180 million kilowatts by 2027, equivalent to half of the Three Gorges Dam [3] - The bidding volume for energy storage systems surged by 2158% year-on-year in August, indicating strong demand and expansion among leading companies like CATL and Sungrow [3] - Wind and solar power sectors are also advancing, with the Ministry of Industry and Information Technology promoting large-scale land-based and offshore wind projects, and component manufacturers seeing orders extending into next year [3] Group 2: Artificial Intelligence - The AI sector is transitioning from speculative hype to tangible investments, with a Gartner report predicting that by 2025, open-source GenAI models will dominate, allowing small and medium enterprises to adopt AI at lower costs [4] - The Ministry of Industry and Information Technology plans to introduce a "AI + Manufacturing" initiative, enhancing factory efficiency through self-repairing robots and parameter adjustments [4] - Institutional investors have been increasing their positions in AI and semiconductor sectors, indicating a strategic shift towards "hidden champions" in smart manufacturing rather than just high-flying computing stocks [4] Group 3: Consumer Upgrade - Experts predict that service consumption will be the biggest growth area over the next five years, with the new tea beverage market exceeding 200 billion, significantly benefiting local farmers [5] - High-end medical and elderly care services are gaining attention due to a growing population over 60 years old, with substantial policy support for community elderly care facilities and remote medical services [5] - The smart home sector is also on the rise, with penetration rates of smart appliances from companies like Haier and Midea surpassing 40%, reflecting a shift towards selling lifestyle solutions rather than just appliances [5] Group 4: Pharmaceutical and Biotechnology - The pharmaceutical sector has faced challenges, with a 14% decline in 2024 and a modest 5.2% increase in the first eight months of this year, leading to a near 15-year low in price-to-book ratios at 5% [6] - The sector is showing signs of recovery as negative factors have been exhausted, with improved performance in pharmaceutical companies and breakthroughs in innovative drug exports [6] - For conservative investors, high-dividend pharmaceutical leaders offer attractive returns, while risk-takers may find potential in cutting-edge fields like gene editing and cell therapy, which could yield significant returns [7]

Group 1 - The core viewpoint of the articles highlights the efforts made by companies and institutions in Qingdao, Shandong, to design high-quality, convenient, and safe products for the elderly, aiming to improve their quality of life [1] - Qingdao has implemented subsidy policies to promote the popularization and application of age-friendly products, addressing the needs for home modifications for the elderly [1][11] - There are 205 experience centers in Qingdao dedicated to age-friendly innovation products, allowing elderly individuals to conveniently experience these products near their homes [9] Group 2 - Innovative products such as smart beds and intelligent wheelchairs are gaining popularity among the elderly, featuring life-sign monitoring technology and emergency call functions [4][6] - The experience centers in Qingdao are divided into various areas including mobility, health, bathing, sleep, and rehabilitation, providing comprehensive solutions for elderly care [7] - The Qingdao government has selected 28 companies and 993 subsidized products covering various categories such as ground modifications, bedroom renovations, and smart assistive products to meet the diverse needs of the elderly [13] Group 3 - In Jinan, the establishment of courses at senior universities teaches elderly individuals how to use age-friendly home products effectively [16] - The modern life experience classroom in Jinan allows participants to experience various age-friendly home designs, showcasing products that enhance comfort and safety [20][18] - The national subsidy program supports the "silver economy" by including home modifications for the elderly in the consumption upgrade policy, with subsidies up to 30% for eligible products [22] Group 4 - Cities like Shanghai are actively promoting the renovation of public facilities to be more age-friendly, improving accessibility and comfort for the elderly [23] - Specific measures include the introduction of dedicated bus routes for the elderly, equipped with features like wheelchair spaces and emergency call buttons [26] - Shopping malls are also transforming into "elderly-friendly" spaces, offering services and activities tailored to the needs of older adults, fostering social engagement and enhancing their shopping experience [30]

欣悦健康副总经理刘克宝表示，当前，全国有99%的老人选择居家养老，却普遍面临"房多房大不适 老、旧房设施不合理、看病住院难下楼、老年用品买不到、一家老小难兼顾、居家照护难家人、久病卧 床难医治、亲属保姆不懂医、烹饪饮食营养少、康复保健睡眠差"十大难题。欣悦健康整合医疗、康 复、辅具与数字化技术，系统性推出"适老环境改造、养老辅具到家、家庭医疗入户、医护照护上门"养 老四件套服务，真正实现从单一产品供应到全程生态服务的跨越。 在全球数字经济加速演进、国际经贸格局深刻重塑的背景下，数字贸易正以前所未有的速度成长，成为 推动全球经济增长与价值链重构的关键力量。9月12日，鼎韬产业研究院发布《数字贸易蓝皮书——全 球数字贸易规模测度与数据分析报告（2025）》，报告不仅填补了国际数字贸易统计和研究领域的重大 空白，今年再度以创新方法论与海量数据支撑，为政府决策、行业发展和国际合作提供重要参考。 鼎韬产业研究院相关负责人指出，人工智能已不仅是辅助工具，更是塑造未来全球贸易格局的核心变 量。报告显示，预计到2040年，人工智能将驱动全球数字化交付服务贸易增长高出基线18个百分点；人 工智能将有效降低国际贸易成本，提升服务 ...

作为四件套中的核心技术支撑，"万医生"系统不仅是一个智能硬件或平台，更是一套完整的健康管理生 态。北京商报记者了解到，"万医生"系统融合了多项医疗级监测设备，实现对128项健康指标的动态采 集与分析，并可与历史体检报告融合生成个人电子健康档案，提供"用药、营养、运动、睡眠、康复"等 八大处方管理。 北京商报讯(记者翟枫瑞)9月12日，在2025年服贸会省区市企业创新成果新闻发布会上，欣悦健康发布 万医生进万家暨居家养老四件套产品成果。北京商报记者了解到，作为健康养老领域的创新代表，欣悦 健康携核心产品"居家养老四件套"与"万医生"健康管理生态亮相展会。欣悦健康展区以"居家养老四件 套"为展示主线，通过实景体验、视频解说、设备互动等多种形式，全面呈现其针对中国老年人居家养 老难题的系统解决方案。 欣悦健康副总经理刘克宝表示，当前，全国有99%的老人选择居家养老，却普遍面临"房多房大不适 老、旧房设施不合理、看病住院难下楼、老年用品买不到、一家老小难兼顾、居家照护难家人、久病卧 床难医治、亲属保姆不懂医、烹饪饮食营养少、康复保健睡眠差"十大难题。欣悦健康整合医疗、康 复、辅具与数字化技术，系统性推出"适老环境改造 ...

作为四件套中的核心技术支撑，"万医生"系统不仅是一个智能硬件或平台，更是一套完整的健康管理生 态。北京商报记者了解到，"万医生"系统融合了多项医疗级监测设备，实现对128项健康指标的动态采 集与分析，并可与历史体检报告融合生成个人电子健康档案，提供"用药、营养、运动、睡眠、康复"等 八大处方管理。 北京商报讯（记者 翟枫瑞）9月12日，在2025年服贸会省区市企业创新成果新闻发布会上，欣悦健康发 布万医生进万家暨居家养老四件套产品成果。北京商报记者了解到，作为健康养老领域的创新代表，欣 悦健康携核心产品"居家养老四件套"与"万医生"健康管理生态亮相展会。欣悦健康展区以"居家养老四 件套"为展示主线，通过实景体验、视频解说、设备互动等多种形式，全面呈现其针对中国老年人居家 养老难题的系统解决方案。 欣悦健康副总经理刘克宝表示，当前，全国有99%的老人选择居家养老，却普遍面临"房多房大不适 老、旧房设施不合理、看病住院难下楼、老年用品买不到、一家老小难兼顾、居家照护难家人、久病卧 床难医治、亲属保姆不懂医、烹饪饮食营养少、康复保健睡眠差"十大难题。欣悦健康整合医疗、康 复、辅具与数字化技术，系统性推出"适老环境改 ...

Core Viewpoint - The "Blue Book on Aging Development" focuses on the integration of medical care and health services for the elderly, aiming to enhance the quality of elderly health care in China [3]. Group 1: Key Findings from the Blue Book - As of the end of 2024, the elderly population aged 60 and above in China is projected to reach 310 million, accounting for 22% of the total population [3]. - There are 35 million disabled elderly individuals, with 80% reporting chronic illnesses [3]. - The Blue Book emphasizes the importance of integrating medical resources with elderly care services to provide comprehensive support, including medical care, rehabilitation, daily living assistance, and emotional support [3]. Group 2: Research Institutions and Talent Development - The establishment of the Jiangsu Provincial Institute of Aging Health and Industry and the Nanjing University of Chinese Medicine Ruihua Institute of Aging Services and Management aims to create a high-end platform for policy research and academic exchange in aging health [6]. - Nanjing University of Chinese Medicine has developed a complete talent training system for elderly care, including undergraduate, master's, and doctoral programs, to meet the diverse needs of the elderly population [4]. - The Ruihua Institute will conduct academic lectures and talent exchange programs to disseminate cutting-edge knowledge in the industry [8].

2025.09. 12 本文字数：3132，阅读时长大约5分钟 作者 | 第一财 经 安卓 "我不想走我母亲的老路，98岁高龄还不能入住公立的安老院，人都会变老，我不要老了以后成为年 轻人的负担。"78岁的高叔在谈及为何北上养老时说。 根据香港特别行政区立法会2025年发布的《数据透视》显示，截至2024年，有近10万名65岁或以 上香港老人，选择定居广东省，比过去10年间激增了40.5%。 香港老人北上养老的背后，一方面是香港深度老龄化背后养老资源供给与需求之间的巨大缺口，另一 方面则是内地养老资源越来越高的性价比。 "此前，香港长者对内地养老存在'三不'误解，即不了解、不信任、不方便，如今内地、香港都在合 力推动化解'三不'，港人北上养老的数量会越来越多。"中国太平·木棉人家总经理刘行对记者说。 横跨两代人的养老探索 高叔在探访了香港和广东的几家养老机构之后，最终选择了位于广州的中国太平·木棉人家。"我身 边很多朋友都在大湾区寻找合适的安老院。"他说。 香港的安老资源正面对供不应求的挑战，公立安老院资源紧张、审核门槛高、等待时间长；私立安老 院则价格昂贵、性价比低。高叔说，早年，他98岁高龄的母亲申请入住 ...

中华遗嘱库项目部主任、北京传家律师事务所家办部创始人万培婷在致辞中表示，在家庭结构小型化、 人口流动常态化的当下，老年人对自主安排晚年生活和财产传承的需求日益强烈。 然而，面对复杂的法律程序、多样的服务选择，许多老年人陷入"想规划却无门"的困境：失能后谁来担 任监护人？财产如何分配才能避免家庭矛盾？签订的协议如何确保有效执行？ 2025年9月12日，中华遗嘱库服务升级发布会在中华遗嘱库广州荔湾分库隆重举办，发布会以"安心传护 幸福晚年"为主题，中华遗嘱库联合北京阳光老年健康基金会、北京传家律师事务所、广州市和谐继承 服务中心、上海长宁区和谐社区为老服务中心等共14家专业机构面向社会推出"安心传护"综合性保障服 务方案。 从"生存"到"安心" 多元协作成破局养老关键 当前我国老龄化进程持续加快，60岁及以上人口已超过3.1亿，占总人口比重超22%。空巢、孤寡老人 比例显著上升，晚年生活的"不确定性"成为许多老年人及其家庭的隐忧。 过去，养老的核心是解决老年人的衣食住行等基础生活问题；而如今，老年人的需求更加多元，他们不 仅希望"老有所养"，更渴望"老有所护"—在失能失智时有人妥善照料，在财产传承上能按自己的意愿 ...

宏观日报 | 2025-09-12 服务行业： 1）美国8月消费者价格指数同比增长2.9%，预估为2.9%，前值为2.7%；环比增长0.4%，预期增长0.3%， 前值0.2%。美国上周初请失业金人数为26.3万人，预估23.5万人，前值23.7万人。美国短期利率期货在CPI数据公 布后上涨，交易员对美联储降息的押注更加坚定，认为到2025年底美联储至少会降息两次。2）工业和信息化部办 公厅、民政部办公厅公布智能养老服务机器人结对攻关与场景应用试点项目名单。根据名单，此次试点围绕情感 陪护、康复支持、生活照料、移乘转运、辅助行走等10类应用场景，共包含32个智能养老服务机器人项目，譬如： 智能陪护机器人研发与应用、智能康养外骨骼机器人结对攻关与场景应用。每个项目设有1个牵头单位和若干参与 单位 数据来源：iFind，华泰期货研究院 行业总览 上游：1）化工：PTA、尿素价格回落。2）农业：鸡蛋价格连续回升。 中游：1）化工：聚酯开工率上行。2）能源：电厂耗煤量提高。 关注服务业下游养老机器人试点 中观事件总览 生产行业： 1）第26届中国国际光电博览会（以下简称"光博会"）于9月10日—12日在深圳国际会展中心 ...

Core Viewpoint - Zhengzhou aims to implement the spirit of the Central Urban Work Conference by enhancing urban resilience, improving citizen happiness, promoting historical and cultural heritage, stimulating innovation and entrepreneurship, increasing openness, and refining smart governance systems, contributing to China's modernization efforts [1][2]. Group 1: Urban Resilience - Zhengzhou is committed to enhancing urban safety by learning from past disasters, such as the "7·20" heavy rain, and is advancing infrastructure projects to improve disaster response capabilities [3]. - The city is focusing on a comprehensive public safety network and strict law enforcement to maintain social stability and safety [3]. Group 2: Citizen Happiness - The city prioritizes public services in education, healthcare, and elderly care, aiming for equitable distribution and improved service quality [4]. - Initiatives include the establishment of a 100 billion yuan youth innovation and entrepreneurship fund and a plan to retain one million university graduates over five years [5]. Group 3: Cultural Heritage - Zhengzhou, as one of China's ancient capitals, is enhancing its cultural heritage through the development of a comprehensive museum and archaeological park system [6]. - The city aims to creatively transform and develop traditional culture, ensuring historical resources are preserved and integrated into modern life [6]. Group 4: Innovation and Entrepreneurship - The city is focusing on innovation-driven development, with significant growth in high-tech industries and a robust research and development ecosystem [7]. - Zhengzhou plans to deepen the integration of education, technology, and talent to foster a conducive environment for innovation [7]. Group 5: Openness - Zhengzhou is positioned as a major transportation hub, with significant achievements in international trade and logistics, including a high ranking in cargo throughput at its airport [8]. - The city is enhancing its cross-border e-commerce capabilities and aims to become a national innovation demonstration zone [8]. Group 6: Smart Governance - The city is implementing a "党建+网格+大数据" governance model to improve efficiency and responsiveness in public service delivery [9][10]. - Since the introduction of a unified platform for governance, over 7.2 million events have been processed, enhancing public satisfaction and trust in local governance [10]. Group 7: Regional Development - Zhengzhou is leveraging its role as a central city to drive regional development through integrated urban planning and collaboration with surrounding areas [11].