当前，智慧养老已成为应对人口老龄化的重要解决方案之一。年初至今，大连市、杭州市、广州市、北 京市、重庆市、上海市、西安市等多地均已加码布局智慧养老，赋能银发经济高质量发展。 2024年1月份，国务院办公厅发布的《关于发展银发经济增进老年人福祉的意见》提出，推进新一代信 息技术以及移动终端、可穿戴设备、服务机器人等智能设备在居家、社区、机构等养老场景集成应用。 受政策驱动，智慧养老产品与服务供给日益丰富。中国商业经济学会副会长宋向清向《证券日报》记者 表示，当前，智能轮椅、可穿戴设备、家用健康监测设备、中医体质辨识设备、养老机器人等不少产品 的科技含量较高，为老年人带来了更有品质、更有温度的生活体验。其中，养老机器人正加快走进现实 生活，为完善发展养老事业开拓了新思路。 值得关注的是，养老服务领域长期存在的供需错配问题，为智慧养老产品与服务从"试水"走向"普及"提 供了广阔的市场空间。 朱华雷分析称，智慧养老平台不是简单的数据平台，而是重新定义养老产业的基础设施，作为串联各方 资源、打通服务壁垒的核心枢纽，其正推动养老服务向数字化、精细化、普惠化发展。 业内人士普遍认为，当前，各地智慧养老平台正经历从量变到质变 ...

Core Insights - The academic conference organized by the Chinese Society of Gerontology and Geriatrics focused on aging policies, technological innovation, industry integration, and service practices to support high-quality development during the 14th Five-Year Plan period [1] - The conference aimed to gather insights from over 500 experts and industry professionals to promote collaborative innovation and resource sharing in addressing the challenges of an aging population [1][2] Group 1: Aging Population Statistics and Challenges - By the end of 2024, the elderly population aged 60 and above in China is projected to reach 310 million, accounting for 22.0% of the total population, while those aged 65 and above will reach 220 million, making up 15.6% [2] - The aging population is expected to increase by nearly 14 million annually during the 14th Five-Year Plan period, exacerbating challenges due to the dual pressures of an aging and declining birth rate [2] Group 2: Policy and Strategic Development - The Ministry of Civil Affairs outlined two strategic tasks for the development of the elderly care service system: to establish a suitable system by 2035 and ensure that all elderly individuals have access to basic services [2] - Experts emphasized the need for a localized approach to aging research, advocating for the integration of traditional Chinese values and community support systems in developing effective aging theories [2] Group 3: Silver Economy and Healthcare Innovations - The silver economy is anticipated to evolve, with a shift towards data-driven and intelligent services, moving away from labor-intensive models [3] - A multi-disciplinary approach is recommended to address health challenges faced by the elderly, including the establishment of integrated care teams and the development of smart elderly care products [4][5] Group 4: Integration of Traditional and Modern Medicine - The collaboration between traditional Chinese medicine and Western medicine is seen as crucial for creating a comprehensive elderly health service model [6] - The use of smart health and care robots is highlighted as a key strategy to meet the growing demands of the elderly population for assistance and rehabilitation [6][7]

Core Insights - The high costs of hardware and software development, along with safety concerns, pose significant challenges for the smart elderly care industry [1][6][7] - The demand for smart elderly care products is increasing, with a notable interest from the elderly population in home-based care solutions [2][3] - The government is enhancing policy support for smart elderly care, recognizing it as a national strategic infrastructure to address aging [8] Industry Overview - The 11th Beijing International Aging Industry Expo featured over 200 companies showcasing new products and technologies in smart elderly care, indicating a growing market [1] - The expo covered six key areas, including smart elderly care technology, medical services, and elderly financial services, with an exhibition area of 11,000 square meters [1] Market Demand - There is a significant gap in the supply of elderly care workers, with a reported shortfall of 5.5 million caregivers in China, while the elderly population aged 60 and above has reached 310 million [3] - The elderly population is expected to increase by over 10 million annually for the next decade, creating a vast market opportunity for elderly care robots [3] Company Strategies - Companies like Senlikang are targeting both B2B and B2C markets, collaborating with institutions and communities while developing products for the elderly [4] - Senlikang's products, such as the Xiaoli robot, are designed to understand the specific needs and dialects of elderly users, enhancing their daily lives [4] Cost Challenges - The high cost of smart elderly care robots, such as the Xiaoli robot priced over 20,000 yuan, poses a barrier to entry for many elderly consumers [5] - The development of advanced robotic features, like dexterous hands, significantly increases production costs, making them less accessible to the elderly [5][6] Policy Support - The government has recognized smart elderly care as a key area for innovation and has initiated pilot programs to support the development and application of smart elderly care robots [8] - The focus is on transforming cutting-edge technology into accessible elderly care services, ensuring that the needs of the elderly population are met [8]

Investment Rating - The report does not explicitly state an investment rating for the smart elderly care industry Core Insights - The smart elderly care industry in China is rapidly evolving through technological integration and innovative models to address the challenges posed by an aging population, which is expected to reach 30% by 2050, significantly higher than the global average [5][18] - The industry is focusing on creating a comprehensive health management ecosystem that covers the entire life cycle of elderly care, showcasing significant breakthroughs from technology application to system construction [5] Summary by Sections Overview of the Smart Elderly Care Industry - The aging population in China is accelerating, with the proportion of individuals aged 65 and above expected to reach 30% by 2050, indicating a severe challenge for social and economic development [18][20] - The report highlights the structural challenges in the current elderly care service supply system, including insufficient total supply, uneven resource distribution, and a shortage of professional caregivers [6] Demand Environment - The acceptance of smart products among the elderly is steadily increasing, with 43.08% of users spending 1-3 hours daily using these products [6][39] - The demand for personalized leisure and entertainment services is significantly higher among elderly individuals living with family compared to those living alone, indicating a strong expectation for functionality in multi-generational households [6] Supply Situation - Smart elderly care products are evolving from single-function devices to comprehensive solutions, with wearable devices forming a health management loop covering prevention, diagnosis, and rehabilitation [7] - The report emphasizes the need for a smart transformation in elderly care services to enhance sustainability and meet the growing demand [6] Policy Environment - The report outlines a systematic approach to policy development in the smart elderly care sector, emphasizing the integration of technology and the enhancement of service quality to improve the well-being of the elderly [33] Economic Environment - Investment strategies in the elderly care sector are shifting from quantity to quality, focusing on high-quality projects in areas such as artificial intelligence, robotics, and digital platforms [35] - The report notes significant investment activity in the elderly care robot sector, with a notable increase in funding for companies developing companion and rehabilitation robots [37] Technological Environment - The health IoT is driving the development of automated and intelligent health services, with technologies such as blockchain enhancing data security and sharing [45][47] - The integration of various technologies is crucial for creating a seamless health management ecosystem that meets the needs of the elderly [47] Industry Chain Analysis - The smart elderly care industry chain consists of upstream technology support, midstream product and service integration, and downstream application scenarios, forming a collaborative ecosystem [51][53] - The report highlights the importance of integrating resources from various sectors to create a comprehensive elderly care solution that includes home care, community support, and institutional care [52]

Group 1 - A delegation from Japan visited Beijing to explore topics related to elderly care and the silver economy, focusing on cooperation between China and Japan in these areas [1][4] - The delegation visited the Beijing Japan-China Innovation Cooperation Demonstration Zone and the Beijing Digital Economy Enterprises Going Global Innovation Service Base to understand the development of local enterprises and support for internationalization [1][3] - The delegation experienced a "one-click" smart health elderly care service platform at Beijing Jinweijie Technology Co., Ltd., discussing technical details and potential applications in Japan [2][4] Group 2 - The delegation leader expressed that China's advancements in AI, IoT, and robotics, along with its extensive healthcare and nursing facility network, present significant opportunities for collaboration [4] - Japanese representatives highlighted their experience in addressing challenges of an aging society, emphasizing detailed services and systematic elderly care operations as their strengths [4] - The discussions included topics such as building modifications for elderly accessibility and training of nursing talents, indicating a mutual interest in enhancing elderly care systems [2][5]

Core Insights - The forum focused on the transition of smart elderly care from concept to daily practice, addressing the challenges faced by traditional elderly care models due to demographic changes [1][3] Industry Opportunities - The silver economy is experiencing three major opportunities: 1. Upgraded consumption concepts among the elderly, leading to increased demand for high-quality products like AI health management and portable nutrition monitoring [3] 2. The rise of regional health and wellness alliances that integrate medical resources through smart platforms, helping small elderly care institutions reduce costs [3] 3. Accelerated adoption of comprehensive smart health management platforms in cities, promoting data sharing and avoiding redundant testing [3] Industry Challenges and Recommendations - Companies are advised to focus on vertical sectors, adapt technology for the elderly, utilize B2B2C models to lower customer acquisition costs, and enhance cross-sector collaboration and policy alignment [3] Market Trends - The elderly population is becoming a significant growth driver in the consumer market, with 16.98% of the elderly demographic being "silver youth" who are financially stable and digitally engaged [5] - There is a lack of dedicated brands and products tailored for this demographic, indicating a gap in the market that companies can exploit [5] Government Initiatives - Local governments are actively developing the silver economy, with Chenghua District in Chengdu aiming to become a major rehabilitation and assistive device production base, housing 30 key medical institutions and enterprises [5] - Jin Tang County has set ambitious targets for the silver economy, aiming for a scale of 10 billion yuan by 2027 and over 20 billion yuan by 2030 [5] Technological Innovations - Companies like Tianyu Wisdom, Zhongke Source Code, and Ant Group showcased innovative practices in smart elderly care, highlighting the role of technology in enhancing the elderly care industry [6] Collaborative Efforts - The forum served as a platform for deep exchanges among government, industry, academia, and research, reaching consensus on technology development, industry implementation, policy coordination, and regional cooperation [6]

Core Insights - The forum on the silver economy held in Chengdu emphasized the importance of innovation in products and solutions for the elderly, capital empowerment, and collaborative efforts to enhance the quality of life for seniors [1][2]. Group 1: Industry Trends - The silver economy is seen as both a societal responsibility and a vast market opportunity, with a multi-layered and diversified elderly care service system rapidly developing across various regions [1]. - The integration of technology in elderly care is highlighted, with companies like Haier showcasing comprehensive solutions that cover health monitoring, sleep management, and mobility assistance, serving over 10 million users [5][6]. Group 2: Capital and Investment - Capital support is crucial for the deep integration of technology and elderly care, with Chengdu's Sci-Tech Investment Group focusing on hard tech sectors like biomedicine and AI to meet the demands of elderly healthcare [6]. - The silver economy is described as a comprehensive ecosystem involving healthcare, elderly care, and technology services, with capital playing a role in accelerating industry upgrades through innovation and policy guidance [6]. Group 3: Collaborative Efforts - The Chengdu Silver Economy Industry Alliance aims to create a service hub that covers various aspects of the silver economy, including elderly services, smart elderly care, and community development [7]. - Local governments are actively developing unique collaborative models for the silver economy, with initiatives focusing on wellness tourism and community-based elderly care solutions [8][9]. Group 4: Company Initiatives - Companies are exploring innovative approaches to elderly care, such as creating embedded micro-nursing facilities and community wellness spaces, as demonstrated by Chengdu Aite Intelligent Manufacturing [9]. - The importance of building a comprehensive elderly health service network is emphasized, with calls for collaboration across government, industry, and society to enhance elderly care services [9].

Core Viewpoint - The aging population in China is driving significant changes in the consumption landscape, with a shift towards quality, experience, and emotional connection in the silver economy, leading to a rapid development of the smart elderly care industry [1][3]. Industry Overview - The smart elderly care market in China is projected to reach approximately 6.80 trillion yuan in 2024, with an expected growth to 7.21 trillion yuan by 2025, reflecting a compound annual growth rate of 12.34% [1]. - The silver economy market size has reached 8.3 trillion yuan in 2024, with expectations to exceed 20 trillion yuan by 2030, driven by diverse demands for quality and dignified living among the elderly [3]. Government Initiatives - The Chaoyang District in Beijing is developing a "three-level three-side" elderly care service system, which includes 19 regional elderly service centers, 83 elderly care institutions, and 166 community service stations, leading the city in service facilities and bed availability [3][4]. - The establishment of the first "Elderly-Friendly Smart Experience Center" in Beijing aims to bridge the gap between elderly individuals and care service providers, showcasing innovative solutions for home-based elderly care [6]. Technological Advancements - The smart elderly care device market is rapidly growing, with a projected market size of 156 billion yuan in 2024, marking a 20% increase from the previous year, and expected to reach 184.08 billion yuan by 2025 [7]. - Companies are developing advanced technologies, such as smart care robots that can recognize emotional changes in elderly users and provide proactive support [7][8]. Challenges and Opportunities - Despite the rapid growth, the industry faces challenges, including the need for products to adapt to diverse home environments and the current lack of comprehensive AI integration in elderly care solutions [7][9]. - The government is promoting the development of smart elderly care robots through pilot programs, requiring extensive application validation and deployment in community settings [8].

Core Insights - The potential of the silver economy in China is being increasingly recognized as the country enters a moderately aging society, with various regions beginning to develop the elderly care industry [1] - The market size of China's elderly care industry is projected to reach 12 trillion yuan in 2023, with expectations to grow to approximately 30 trillion yuan by 2035 [1] Group 1: Industry Development - The "Luohu District Smart Elderly Care Industry High-Quality Development Work Plan" was officially released, outlining a strategic approach to developing the smart elderly care sector [1] - Luohu District is characterized by a large elderly population and diverse needs, providing a conducive environment for the growth of the smart elderly care industry [1] Group 2: Infrastructure and Projects - The smart elderly care industry plan includes three levels of industrial space, five application scenarios, three consumption scenarios, and 16 specific projects [1] - A silver technology incubation acceleration center will be established in Huangbei Street to attract startup companies [2] - Two themed buildings will be developed in the Sungang and Qingshuihe areas to support growth-oriented enterprises and facilitate the transformation of research into production [1][2] Group 3: Application Scenarios - Five practical application scenarios have been proposed to provide large-scale testing grounds for enterprises, focusing on smart management systems and advanced technology in elderly care [3] - Collaboration with Hong Kong universities and research institutions aims to explore innovative channels for smart elderly care [3] - Clinical trial platforms will be established in local medical institutions to support innovative products for elderly care [3] Group 4: Consumer Engagement - A three-tiered offline sales network will be constructed, including a silver technology product exhibition center for enterprises to showcase cutting-edge products [4] - Smart elderly care flagship stores will be opened in key commercial areas to integrate display and sales [4] - An online market platform will be developed to promote smart elderly care products, utilizing live streaming and offline experiences to enhance consumer engagement [4]

Core Insights - The article highlights the increasing elderly population in China, projected to reach 310 million by the end of 2024, emphasizing the importance of elder care services as a significant social issue [1] - Technological advancements, particularly AI, are playing a crucial role in enhancing the quality of life for the elderly, enabling them to engage in learning and health recovery [2][4] Group 1: Elderly Population and Care Services - By the end of 2024, the elderly population (aged 60 and above) in China is expected to reach 310 million [1] - The government has implemented multiple policies to create a more elder-friendly society, ensuring better care and enjoyment for the elderly [1] Group 2: Technological Integration in Elderly Care - AI technology is being utilized to improve elderly education and health, allowing seniors to engage in activities like recitation and recovery training [2][4] - As of the end of 2024, there are 68,000 grassroots elderly education learning points established across urban and rural communities, facilitated by AI [5] Group 3: Smart Elderly Care Platforms - During the 14th Five-Year Plan period, China is enhancing its three-tier elderly care service system through smart platforms that integrate institutional, community, and home care services [8] - In Dalian, a smart elderly care platform connects over 400 nursing homes and home care service providers, allowing seniors to access various services via mobile apps [8][10] Group 4: Personalized Services and Support - The smart elderly care system in Changzhou utilizes big data and cloud technology to match elderly needs with available services, creating a more intelligent care ecosystem [11] - The system includes features like emergency calls and remote monitoring, ensuring a 24-hour responsive "smart housekeeper" service for the elderly [11] - It also connects seniors with local dining options and personalized services, addressing individual needs such as medical appointments [13][14]