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]

Core Viewpoint - Qingdao aims to establish "China Health Bay" with significant breakthroughs in health living, industry innovation, and quality enhancement by 2027, targeting a health industry scale of 100 billion yuan [1] Group 1: Health Living and Community Development - The plan includes the development of 10 industry-specific parks and 30 high-quality health communities, along with 100 integrated medical and health service facilities [1] - The initiative encourages the transformation of existing commercial buildings into high-end rehabilitation and health apartments, as well as the development of new elderly care institutions [2][3] Group 2: Health Service Innovation - The plan focuses on introducing high-end rehabilitation medical institutions and expanding rehabilitation services in community health centers [2] - It promotes the development of various health tourism services leveraging local resources, including hot springs and traditional Chinese medicine [2] Group 3: Health Consumption and Market Development - The initiative aims to promote new health check-up products and support the development of traditional Chinese medicine health products [3] - It includes plans for senior tourism and the development of health food products with marine characteristics [3] Group 4: Urban Health Quality Enhancement - The plan emphasizes the establishment of community embedded service facilities and the improvement of urban public service systems [3] - It aims to create an age-friendly environment and enhance the overall quality of urban health services [3] Group 5: Implementation and Governance - A leadership group will be established to oversee the implementation of the action plan, supported by a comprehensive policy toolkit and project lists [4] - The Qingdao Development and Reform Commission will lead the high-standard promotion of the plan, encouraging participation from market entities and social capital [4]

Core Viewpoint - The development of the silver economy in China is crucial for enhancing the quality of life for the elderly, emphasizing a human-centered approach rather than exploiting their financial resources [1][2][3] Group 1: Economic Context - 2025 is identified as a pivotal year for China's economic transformation, with a focus on domestic demand amid escalating US-China trade tensions and the "dual circulation" strategy [1] - The silver economy is seen as both an incremental market for industrial upgrades and a vital area for improving people's livelihoods [1] Group 2: Consumer Characteristics - The silver demographic has a strong risk-averse mentality rooted in their "poverty memory," leading to a preference for saving over spending [2] - Understanding the consumption habits of the elderly is essential for developing the silver economy, which should not rely on speculative marketing tactics [2] Group 3: Industry Development - The silver economy can benefit from a "leading enterprise + regional collaboration" model to create a national market, leveraging China's vast geographical diversity [3] - The elderly care industry in China is characterized by a lack of unified standards and regulation, necessitating the emergence of leading firms to enhance market penetration and service coverage [3] Group 4: Healthcare Integration - The development of a standardized, differentiated, and information-driven healthcare system is essential for the silver economy, with a focus on preventive care and health management for the elderly [4] - The integration of digital technologies in healthcare services can enhance the quality of care for the elderly, addressing their unique "longevity needs" [4]

Core Viewpoint - The introduction of the Salvador Dali exhibition in Hengqin aims to enhance the cultural tourism brand of the region and promote international cultural exchange in the Greater Bay Area, fulfilling the spiritual and cultural needs of residents in Guangdong, Hong Kong, and Macau [1] Group 1: Exhibition and Business Logic - The Dali exhibition is part of a strategy to integrate high-end art with health and wellness, catering to the evolving demands of high-net-worth clients seeking a holistic healing experience [2] - The exhibition aims to create a unique competitive advantage for the company by combining art and wellness, thus enhancing its positioning in the high-end wellness tourism sector [2] Group 2: Innovative Exhibition Formats - The exhibition features three themed galleries and a holographic imaging hall that utilizes 3D virtual space and mixed reality to create an immersive experience for visitors [3] - Interactive elements, including a mirror room that simulates Dali's dreamlike world, are designed to enhance emotional engagement and provide a unique atmosphere for the audience [3] Group 3: Future Plans and Goals - The company plans to focus on the health and wellness industry, aiming to attract high-end research resources and develop a unique wellness tourism brand [4] - Future initiatives include regular art exhibitions and collaborations with various artistic groups to provide platforms for young artists in the region [4] Group 4: Challenges and Support - Organizing a world-class art exhibition involves significant challenges, including project planning, execution, and resource allocation, which require substantial effort and expertise [6] - The Hengqin government provides financial support for cultural and artistic events, which has facilitated the planning and execution of the Dali exhibition [6] Group 5: Cultural Tourism Development - The cultural tourism industry in Macau and Hengqin has strong foundations, but there are challenges in attracting international tourists and fully utilizing the advantages of the Hengqin area [7] - Improved visa policies and better integration of tourism resources between Hong Kong, Macau, and Hengqin are essential for achieving true cultural tourism development [7]

Core Insights - The 2025 10th China Shandong (Qingdao) International Health and Elderly Care Industry Expo and Silver Consumption Festival successfully concluded from July 10 to 12, showcasing the integration of health and elderly care industries [1][6]. Group 1: Event Overview - The expo was organized by the Qingdao Elderly Service Association and supported by various industry associations, featuring over 330 well-known enterprises and covering an exhibition area of 20,000 square meters [5][6]. - The event attracted more than 28,000 visitors, setting a new record for attendance, with a satisfaction rate of 90% among attendees and over 97% among exhibitors [6]. Group 2: Themes and Exhibits - The expo focused on the theme "Filial Piety and Wisdom in Health," emphasizing the integration of health and elderly care, with three main exhibition halls dedicated to various aspects of the industry [5][6]. - International exhibitors from countries like Germany, Japan, and South Korea showcased over 30 products, alongside domestic brands such as Haier and Taikang [5][6]. Group 3: Forums and Discussions - The International Health and Elderly Care Industry High-Quality Development Forum featured discussions on policy implementation, operational management, and technological empowerment, attracting over 500 industry professionals [12][14]. - Key speakers included leaders from the China Social Welfare and Elderly Service Association and experts in health technology, providing insights into the future of the elderly care industry [12][14]. Group 4: Strategic Collaborations - The event facilitated multiple strategic cooperation agreements, including partnerships between the Qingdao Civil Affairs Bureau and major corporations like Haier and China Unicom, aimed at enhancing the development of the elderly care industry [45][46]. - The expo also included a supply-demand matching conference, promoting collaboration between government, educational institutions, and enterprises in the elderly care sector [35][40]. Group 5: Media Coverage and Future Events - The expo garnered extensive media coverage from over 40 media outlets, highlighting its significance in the health and elderly care industry [57]. - The next edition of the expo is scheduled for June 2026, promising to continue the momentum of industry development and innovation [92][93].