Core Viewpoint - The article highlights the increasing focus on elderly care services in China, particularly through the integration of technology such as artificial intelligence and robotics, as the country faces a significant aging population, projected to reach 220 million people aged 65 and above by the end of 2024 [1]. Group 1: Smart Elderly Care Models - Shanghai is implementing a "smart" elderly care model, aiming to establish at least 100 smart nursing homes by the end of 2025, with over 70 already built [1][2]. - Smart nursing homes utilize intelligent devices, such as smart mattresses that transmit health data to caregivers, enhancing the efficiency of care services [3][4]. - The introduction of smart technology allows caregivers to focus on services that cannot be replaced by technology, improving overall care quality [3]. Group 2: Integration of Healthcare Services - Some nursing homes in Shanghai are exploring the "nursing home + internet hospital" model, connecting elderly residents with quality medical resources through online consultations and remote diagnostics [4][6]. - This model allows for online appointment scheduling, remote medical consultations, and prescription deliveries directly to nursing homes [6]. Group 3: Home-Based Elderly Care Innovations - In Shaoxing, Zhejiang Province, a "smart home care service system" provides 24-hour health monitoring and emergency services for elderly residents at home [7]. - The system utilizes big data to create visual health profiles and sends alerts to family members and healthcare providers in case of abnormalities [9]. Group 4: Smart Dining Solutions - In Lanzhou, Gansu Province, smart dining solutions are being implemented in elderly canteens, featuring facial recognition payment systems and AI nutritionists [10][12]. - The integration of smart technology in meal preparation and service enhances the dining experience for elderly individuals, ensuring nutritional balance and operational efficiency [12]. Group 5: Comprehensive Elderly Service Platforms - A new service platform in Lanzhou consolidates various services such as medication delivery, appointment scheduling, and maintenance requests, simplifying the process for elderly users [13]. - The platform has expanded to multiple cities in Gansu, with over 80,000 elderly individuals registered to benefit from its services [13].

Group 1: Elderly Care and Home Renovation Policies - Shanghai has optimized its home renovation policy for the elderly, providing a maximum government subsidy of 5,000 yuan per household, encouraging many elderly families to participate in the renovation process [1] - During the renovation, the living conditions of the elderly may be affected, prompting the Putuo District to match elderly care services with short-term care options to address practical challenges [1][5] - The short-term care model is viewed positively by service providers, as it offers a better approach for elderly home renovations [3] Group 2: Meal Delivery Services for the Elderly - In Pingxiang, Jiangxi, a "central kitchen + unified delivery" service system has been established to provide nutritious meals to elderly individuals who are high-risk, disabled, or have mobility issues [6] - The local community has organized volunteer delivery services to ensure that elderly residents receive hot meals at home, enhancing their quality of life [8] - A dietary committee has been formed to review meal menus weekly, ensuring balanced nutrition while keeping meal costs low, with elderly individuals only paying 5 yuan per meal [10] Group 3: Cross-Province Meal Services - A unique "cross-province canteen" in Quzhou, Zhejiang, allows elderly residents from both Zhejiang and Jiangxi provinces to enjoy affordable meals, with prices starting as low as 1 yuan [13][21] - The canteen initially served only local elderly residents but expanded its services to include those from neighboring Jiangxi after a cooperation agreement was reached [21] - This initiative not only addresses the dining needs of elderly individuals across provincial borders but also maximizes social benefits through resource sharing [25]

2024年，锦秋基金领投了星尘智能A轮融资。 锦秋基金，作为 12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术和创新 商业模式的通用人工智能初创企业。 2025年 6月6日，星尘智能与深圳首家市属公办护理型养老机构深圳市养老护理院达成深度战略合作， 双方基 于技术优势与场景深度协同，正式确立战略合作关系，聚焦 AI养老机器人研发、多模态数据训练及智慧照护 系统落地，共同探索具身智能技术在生活辅助、健康监测、情感陪伴等养老场景的创新应用，推动科技与人文 关怀的深度融合，共同探索智慧养老、科技养老新模式。 星尘智能与深圳市养老护理院达成深度战略合作 随着人口老龄化趋势加剧，科技赋能养老成为重要方向。然而，养老场景固有的高度复杂性，对智能技术的实 际应用提出了严峻挑战。具身智能机器人要在这一领域发挥实效，必须深度聚焦养老场景的真实需求，将 "能 力"建设紧密贴合具体实践。为真正实现"科技养老"，星尘智能与深圳 养老护理院规划在养老 领域的数字化、 智能化改造方面展开全面落地应用探索。 星尘智能 AI机器人Astribot S1将在 联合训练基地开展常态化驻场运行与真实场景测试， ...

| 一体化，为老年人提供更高效、更贴心的服务体验。与此 | | --- | | 同时，"国脉大学养老"为我司 AI 智能体提供了真实的应 | | 用场景和数据反馈，便于产品性能验证和优化，加速技术 | | 迭代升级，同时也为未来的规模化推广提供了示范样本。 | | 5、公司 AI 智能体的大模型合作厂商？ | | 答：公司目前与主流大模型均有合作，我们的 AI 智能体 | | 采用了独特的 TDMS 机制，这是一个基于任务驱动的模型选 | | 择机制，可以动态的根据用户的任务需求，调用最合适的 | | 大模型。具体合作信息以公司公告为准。 | | 6、公司的 AI 智能体后续将如何对外推广？ | | 答：公司开发的 智能体将首先运用在我司所构建的首 AI | | 个模拟居家养老的大型社区"国脉大学养老"中，为用户 | | 带来更高效、更贴心的养老服务体验。通过实际应用场景， | | 充分检验产品性能，确保产品能够以最佳的用户体验面向 | | 大众居家环境，为未来大规模推广奠定基础。同时，公司 | | 也将积极寻求政府部门、第三方机构合作，探索智慧养老 | | 的标准化和规模化应用，为应对人口老龄化挑战提供可复 ...

宏观日报 | 2025-06-06 关注美国新关税政策对上游价格的影响 中观事件总览 生产行业：关注后关税战对上游材料价格的影响。 1）美国将进口的钢铝以及其衍生品关税从25%提高到50%，政 策已经正式生效。对此，商务部发言人表示，中方敦促美方，尊重经济规律，摒弃零和思维，停止泛化和滥用国 家安全概念，与各方一道维护以规则为基础的多边贸易体制，通过平等对话解决各自关切，共同维护全球产业链 供应链稳定。2）据国家数据局，我国将在北京、浙江、安徽等地部署建设10个国家数据要素综合试验区，支持各 地在培育经营主体、繁荣壮大数据市场等方面开展先行先试，全面释放实体经济和数字经济融合效能。 服务行业：关注养老服务相关方案推进。 1）国际标准化组织近期正式发布由我国牵头制定的《老龄化社会老龄 化包容性数字经济通用要求与指南》国际标准，这也是首个人口老龄化视角下的数字经济国际标准。标准针对在 线购物、数字银行、数字医院、社交媒体等老年人参与数字经济的高频场景提出了具体建议。 数据来源：央视，iFind，华泰期货研究院 行业总览 上游：1）化工：纯碱价格回落较多。2）黑色：玻璃价格维持回落。 中游：1）化工：PX开工率持续 ...

近年来，云南省深入贯彻落实国家相关部署，聚焦老年人的急难愁盼，从政策支持、科技赋能、产业发 展、社会协同等多维度发力，大力发展银发经济，以更好的适老化产品和服务满足多元化养老需求，全 省银发经济实现稳步发展。 2024年，云南省出台发展银发经济增进老年人福祉的实施意见，从健全助老服务体系、提升产品供给质 量、大力培育潜力产业、拓展旅居服务业态等方面发力，促进银发经济规模化、标准化、集群化、品牌 化发展。 创新推进养老服务智慧化。围绕"5+13+N"全省公共数据资源体系，初步建成人口基础数据库，积极推 动云南数字老龄平台建设，利用大数据、大模型、人工智能与养老服务平台深度融合，推进老龄数据开 发利用和互换共享，探索打造养老服务人工智能(AI)应用场景。 深入推进多种场景、不同群体的适老化改造。2024年，全省共实施适老化无障碍改造小区563个，对1万 户分散供养特困人员范围的高龄、失能、残疾老年人家庭开展适老化改造。截至目前，已完成6.4万户 特殊困难老年人家庭适老化改造。 不断创新养老金融产品和服务，多维度满足市场需求。创新"安享存""养盈存"等专属养老金融产品，稳 妥推进"惠民保"城市定制型商业医疗保险业务 ...

Core Viewpoint - The recent release of the "Standardization Development Plan for the Elderly Industry (2025-2030)" by the China Aging Industry Association highlights the importance of standardization in elderly products, but raises concerns about the practical usability of these products for the elderly [1][2]. Group 1: Importance of Standardization - Standardization is crucial to ensure safety in elderly products, as the absence of unified safety standards can lead to dangerous situations, such as with electric wheelchairs [1]. - There is a risk that some companies may misuse standardization as a marketing tool, labeling ordinary household appliances as "elderly-specific" without meaningful modifications [1][2]. Group 2: Effective Standards - True elderly standards should be based on scientific considerations of physiological functions and detailed observations of living scenarios, as exemplified by Japan's requirement for a minimum color contrast of 30% between floors and walls in nursing homes [2]. - Standards should not only focus on technical parameters but also consider the practical usability for the elderly, such as the complexity of elevator buttons that may deter elderly users from using them independently [2]. Group 3: User Experience and Feedback - The essence of the silver economy is rooted in familial care, which cannot be standardized; thus, establishing a system for "elderly experience officers" could enhance service quality [3]. - Real-life feedback from elderly users is essential for improving standards, as demonstrated by a nursing home in Hangzhou that allows residents to rate caregivers [3]. Group 4: Market Demand and Product Development - The silver economy requires a deeper understanding of elderly needs, suggesting that product development should focus on user-friendly designs rather than merely meeting compliance standards [3]. - The industry should prioritize practical usability over mere adherence to national standards, emphasizing the importance of ensuring that products are genuinely usable by the elderly [3].

国脉科技股份有限公司 投资者关系活动记录表 编号：2025-010 |  | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 东北证券数字经济高级分析师吴源恒、专精特新首席唐凯、 | | | 福州营业部李劼、林晓燕、周榕 | | | 国脉科技董事长陈维先生 | | | 国脉科技董事会秘书张文斌先生 | | 时间 | 年 月 日（星期四） 2025 6 5 | | 地点 | 公司会客室 | | 形式 | 线下交流 | | 交流内容及具体 | 本文中所涉及的未来计划、发展战略等前瞻性描述不 构成公司对投资者的实质承诺，敬请投资者注意投资风险。 1、国脉币与稳定币的异同？ 答：国脉币是一个连接国脉 | | 问答记录 | 智能体和实体服务的激励 | | | AI | | | 机制与服务兑换中介，其具备了稳定币的部分功能，但核 | | | 心目的是为了引导用户多参与对自己身心有益的活动。当 | | | 用户完成相应的活 ...

2024年，我国60岁及以上老年人口达31031万人，占全国人口22%。老龄化加速到来，养老服务产业迎 来更多发展机遇。 《中共中央 国务院关于深化养老服务改革发展的意见》（以下简称《意见》）提出，优化居家为基 础、社区为依托、机构为专业支撑、医养相结合的养老服务供给格局。近年来，有保险业背景的养老服 务机构通过保险与养老组合的天然优势持续扩大规模。地方政府主导建设的浙江省康养集团、武汉康 养、台州康养、扬州康养等国资养老企业纷纷组建。同时，有房地产企业背景的养老服务企业，民营企 业，外资企业等都纷纷进入养老赛道，行业竞争日趋积累。 目前，机构养老专业支撑作用正在不断优化，一些养老企业通过提升服务深度、拓宽服务内容，品牌影 响力日益增强。远洋集团旗下养老服务品牌椿萱茂，已经开展养老服务十余年，并针对不同类型的老年 人开设了位于城市核心区的照护型老年公寓、位于城市近郊的活力型长者社区以及以医养结合为特点的 护理院三类养老服务机构。椿萱茂养老运营管理有限公司副总经理陈思告诉记者，专业技术支撑为椿萱 茂赢得了市场竞争力。目前，椿萱茂已经在8个城市开设19家老年公寓，在4个城市开设4家长者社区， 并在苏州开设两家医养 ...

宏观日报 | 2025-06-05 关注绿色基建试点开展进程 中观事件总览 生产行业：关注绿色基建试点开展进程。 1）国家能源局组织开展新型电力系统建设第一批试点工作。重点在国 家枢纽节点和青海、新疆、黑龙江等能源资源条件好的非枢纽节点地区，在科学整合源荷储资源的基础上，统筹 地区存量及增量数据中心绿电需求和新能源资源条件，协同规划布局算力与电力项目。通过探索新能源就近供电、 聚合交易、就地消纳的"绿电聚合供应"模式，提高数据中心绿电占比。 服务行业：关注养老服务相关方案推进。 1）国际标准化组织近期正式发布由我国牵头制定的《老龄化社会老龄 化包容性数字经济通用要求与指南》国际标准，这也是首个人口老龄化视角下的数字经济国际标准。标准针对在 线购物、数字银行、数字医院、社交媒体等老年人参与数字经济的高频场景提出了具体建议。 数据来源：央视，iFind，华泰期货研究院 行业总览 上游：1）黑色：煤炭库存近期处三年高位。 中游：1）化工：PX开工率持续回升，尿素开工率持稳且处三年高位。2）基建：沥青开工率近期持续回升。3）农 业：生猪制品加工开工率上行 下游：1）地产：一、二线城市商品房销售季节性回升，但仍处近三年 ...