本文来自微信公众号：新周刊 （ID：new-weekly），作者：陈茁，编辑：桃子酱，题图来自：AI生成 "没想到，日本的养老院竟这么落后。" 这是2013年川口彰俊初入养老行业时的第一印象。在那之前，他在一家制造业日企的厦门分公司上班，习惯了机械化、IT化的工作环境。如果不是应舅舅 的邀请回到日本，在富山县帮忙管理养老院，川口彰俊恐怕不会意识到，外界眼中堪称典范的日本养老模式，远没有想象中完美。 此后10年，川口彰俊以"社会福祉法人喜寿会"（以下简称"喜寿会"）常务理事兼特别养护养老院院长的身份，推动了养老院的"3A介护改革"（安全、安 心、安逸），见证了日本这个"超高龄社会"所面临的现实挑战——看似光鲜的养老体系之下，国家预算不足、护工严重短缺、科技化水平滞后等深层危机 正投下巨大阴影。 这些切身体验和深刻观察，最终被川口彰俊写进《高龄海啸》一书里。他在书中详细梳理了日本养老体系的发展历史、繁杂的介护保险制度，以及自己作 为养老院院长的一线经验。 日本是全球老龄化程度最高的国家，2024年，65岁及以上的老年人口达到3624.3万人，占总人口的29.3%。在川口彰俊生活的富山县，高龄化率超过 30%。偶尔 ...

Core Viewpoint - The company Jinling Health has been recognized as one of the "Most Influential Brands in Shandong 2025" due to its commitment to innovation and quality in the elderly care industry, contributing significantly to the development of the silver economy and health services in Shandong province [5][11]. Group 1: Brand Development and Standards - Jinling Health has established a strong brand in the elderly care sector by focusing on standardization and quality assurance, having developed 618 service standards and received multiple national and provincial honors for its service quality [6][10]. - The company integrates social responsibility into its brand identity, exemplified by its establishment of a "Public Welfare Zone" to prioritize care for low-income elderly individuals [7]. Group 2: Innovation in Elderly Care Services - The company has launched a "Cultural Tourism + Elderly Care" model, successfully attracting over 110,000 visitors through its travel and leisure projects since its establishment [8]. - Jinling Health is expanding its service offerings by creating a multi-brand matrix that includes community-based care and wellness products, enhancing the overall consumer experience for the elderly [9]. Group 3: Industry Chain Extension - The company is actively extending its elderly care industry chain, forming a "126+N" development system that emphasizes digital management and service diversification [10]. - Jinling Health has established partnerships with educational institutions to foster talent development in the elderly care sector, contributing to the training of professionals in this field [10]. Group 4: Regulatory and Market Context - The implementation of the national standard for brand value evaluation in the elderly care industry is expected to enhance service quality and brand building, aligning with Jinling Health's goals for future growth [11].

Group 1: Financial Performance and Projections - The company conducted impairment testing on assets as of December 31, 2024, and made provisions for potential impairment losses based on prudence [1] - The rise in housing prices is expected to positively impact the company's real estate business, leading to increased revenue performance [1][2] Group 2: Business Strategy and Focus Areas - The company is focusing on a new development model, emphasizing elderly care as the primary business and real estate as a supplementary one [4] - The company aims to leverage its experience in the real estate sector to enhance its elderly care services, promoting sustainable dual-driven development [4] Group 3: Product and Service Offerings - The company is selling exoskeleton machines and other elderly care aids, with ongoing efforts to improve market education and after-sales service [3] - The first integrated medical and elderly care center, Anno New Journey International Care Center, is located in the city center of Hangzhou, offering tailored services for different elderly needs [7][8] Group 4: Share Repurchase and Employee Incentives - The company’s share repurchase plan considers various factors, including business operations and the expansion of the elderly care industry, aiming to motivate core staff through employee stock ownership plans [5] Group 5: Land Reserves - As of the end of 2024, the company has a planned developable building area of 267,000 square meters [6]

Group 1: AI Intelligent Agents - The company plans to release three types of AI agents focused on home elderly care in Q2 2025, including support for engagement, daily living, and health management [2][3][4] - The AI agents will evolve from "information processors" to "service executors," integrating perception, decision-making, and execution [3][4] - The initial deployment of the AI agents will occur in the "Guomai University Elderly Care" community to validate product performance before broader promotion [4][5] Group 2: Market Potential - As of the end of 2024, the elderly population aged 60 and above in China reached 60 million, accounting for 22% of the total population, with a growth rate of approximately 3.1 million annually [4] - Home elderly care is the dominant choice, representing about 90% of the market, indicating a strong demand for related services [4] Group 3: Guomai University Elderly Care Project - The "Guomai University Elderly Care" project integrates IoB sensing technology and AI algorithms to create a precise health management solution for home care [4] - The project emphasizes lifelong learning and intergenerational exchange, aiming to enhance the quality of life for the elderly [4] - Since its launch, the project has gained significant media attention, with platform exposure exceeding one million [4] Group 4: Strategic Development - The company is pursuing a dual strategy of advancing both physical elderly care and AI intelligent agents, which will mutually enhance each other [5] - From 2018 to 2021, the company optimized its revenue structure by divesting low-margin businesses, leading to a significant improvement in financial quality and a return to growth [5] - In 2024, the company achieved its best historical performance with a net profit growth of 61% year-on-year, and in Q1 2025, net profit increased by 55% year-on-year and 345% quarter-on-quarter [5]

Core Viewpoint - The report by Ernst & Young highlights the emerging trend of cross-border elderly care in the Greater Bay Area, emphasizing the collaboration among Guangdong, Hong Kong, and Macau to establish an interconnected elderly care ecosystem [1] Group 1: Demographic Trends and Challenges - The aging population in the Greater Bay Area is becoming a focal point for policymakers, with projections indicating a continued rise in the number of long-term care recipients over the next 15 years, particularly in Hong Kong, which may have one of the highest aging populations globally by 2050 [1] - The demand for healthcare and elderly services is expected to increase due to the growing pressure on medical care and elderly care services [1][2] Group 2: Cross-Border Cooperation - Since the release of the "Outline Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area" in 2019, tangible progress has been made in building a cross-border elderly care system, particularly in healthcare integration and elderly care [1] - The "Guangdong Residential Care Service Program" allows eligible Hong Kong seniors to receive subsidized accommodation, care services, and basic medical expenses in mainland elderly care institutions, with the number of participating institutions increasing to 15 across six cities in the Greater Bay Area [2] Group 3: Resource Complementarity - There is a resource complementarity between mainland China and Hong Kong/Macau in elderly services, where Hong Kong offers advanced medical resources and high-quality elderly care, while mainland China provides ample space and lower labor costs but lacks high-end medical resources [2] Group 4: Recommendations for Improvement - The report suggests that the governments of Guangdong, Hong Kong, and Macau should enhance policy coordination to build a cross-border elderly care security system, promoting mutual recognition of pensions and medical insurance [3] - In the financial sector, it recommends providing financial support for cross-border elderly care through tax incentives for pension financial products and encouraging financial institutions to develop suitable products [3]

Core Viewpoint - The People's Bank of China has introduced a new policy tool, the Service Consumption and Elderly Re-lending, with a total quota of 500 billion yuan to enhance financial support for key service consumption sectors and the elderly care industry [2][3]. Group 1: Policy Overview - The new re-lending tool has a low interest rate of 1.5% and a maximum term of 3 years, aimed at stimulating service consumption and supporting the elderly care market [2][3]. - The policy is expected to enhance domestic service consumption potential and support the development of the elderly care industry, thereby releasing consumer potential in the long term [3][21]. Group 2: Application and Support Areas - The policy supports 26 financial institutions, including major state-owned and policy banks, which can issue loans to eligible enterprises in the service consumption and elderly care sectors [6][8]. - Key areas of support include accommodation and catering, cultural and entertainment services, education, and elderly care services such as facility construction and smart elderly care technology [6][8]. Group 3: Application Conditions and Process - Loans must be specifically used for projects in the supported sectors, and institutions must ensure compliance with government standards [8][9]. - The application process involves enterprises submitting loan requests to the participating banks, which will independently assess the risks and conditions for loan issuance [12][14]. Group 4: Policy Impact and Strategic Opportunities - The low-cost funding mechanism is expected to significantly lower financing costs for enterprises, encouraging credit expansion [17][18]. - The policy's execution until the end of 2027 aims to provide medium to long-term financial support, potentially attracting over one trillion yuan in social capital [21][22]. - Local governments and urban investment companies are encouraged to innovate financing models and develop projects that integrate elderly care with other sectors, creating a "Elderly + Ecosystem" [22][25].

Core Viewpoint - The implementation of the national standard "Brand Value Evaluation for the Elderly Care Service Industry" marks the first of its kind in China, aimed at enhancing the brand strength and service quality in the elderly care sector [1] Group 1: Standard Overview - The standard evaluates brand strength in the elderly care industry through 46 indicators categorized into five aspects: tangible elements, quality elements, innovation elements, service elements, and intangible elements [1] - It provides a model, methods, and processes for conducting brand value evaluations in the elderly care sector, offering guidance for scientific and standardized assessments [1] Group 2: Industry Impact - The implementation of this standard is expected to lead elderly care institutions to continuously improve service quality and cultivate service brands [1] - It aims to better meet the growing multi-level and high-quality elderly care demands of the aging population in China [1]

Core Viewpoint - The Shandong provincial government is committed to enhancing elderly care services and boosting the silver economy by improving the supply of elderly care services and optimizing the consumption market for the elderly [1] Group 1: Optimization of Elderly Care Service Supply - The focus is on meeting urgent elderly care needs such as medical assistance, cleaning, mobility support, and emergency help, by supporting community-based elderly care centers and specialized institutions [3] - There is an emphasis on improving care for special elderly groups, including those with disabilities or cognitive impairments, by establishing specialized care institutions and enhancing the structure of care facility beds [3] - The initiative includes the establishment of community service points for elderly products and rehabilitation aids, aiming to create a chain of large-scale, branded elderly care institutions [3] Group 2: Expansion of Elderly Care Consumption Scenarios - The government supports the integration of elderly care services with various sectors such as property management, healthcare, tourism, sports, and education to create new consumption forms [3] - There is an exploration of pilot programs combining traditional Chinese medicine, rehabilitation, and elderly care services, along with the promotion of a comprehensive health and elderly care service system [3] - The initiative encourages the development of smart elderly care facilities and virtual elderly care services to provide online and offline support for elderly individuals [3] Group 3: Strengthening Elderly Rights Protection - Protecting the rights of the elderly is highlighted as a key issue, with measures to combat fraud against elderly consumers and improve complaint channels for elderly care services [4] - The establishment of an evaluation mechanism for elderly products and services is proposed, which will influence government purchasing decisions and promote a trustworthy consumption environment [4]

齐鲁晚报·齐鲁壹点 王君 聚焦优供给，全力办好民生实事项目。聚焦失能失智刚需服务，促进养老服务消费实质性增长。2025年，济南市民政局将打造养老机构 认知症照护专区30个、社区筛查康复试点25个、新增认知症照护床位800张，重点解决失智老年人照护问题。加强失智方面政策支持，对 新建或改造床位分别补助15000元、8000元。对收住失智老人的机构每人每月补助900元。通过不断加大财政投入，持续优化养老服务供 给。 聚焦提质效，拓展养老消费新渠道。济南市民政局联合大众报业集团建设"银龄大平台"，线上展示推介全市各类养老资源和服务项目。 联合济南电视台设置"泉心为老"专题栏目，为老年人提供"线上+线下"咨询。今年全市还将建设"智慧养老院"3家、社区"虚拟养老院"3 家，为居家老年人提供"线上+线下"多元化养老服务等。 5月9日上午，山东省政府新闻办举行新闻发布会，介绍山东提振养老服务消费，助力银发经济发展情况。济南市民政局党组书记、局长 苏楠介绍，为进一步加强养老服务供需对接，促进养老服务消费，根据国家和省有关工作部署，济南市民政局围绕促消费、优供给、提 质效等三个方面持续发力，努力满足老年各方面消费需求。 苏楠表 ...

Group 1: Core Insights - The city is focusing on reform and innovation in social services, particularly in elderly care and geographic naming, to enhance the quality of life and support high-quality economic development by 2025 [1] - The municipal civil affairs bureau is implementing a "people-centered" approach to address community needs and improve overall social governance [1] Group 2: Elderly Care Services - The city is promoting "medical-nursing integration" and encouraging medical institutions to transition into integrated care facilities, with a focus on resource sharing and service continuity [2] - A project in Chiping District is set to provide 304 elderly care beds by transforming an existing hospital to better serve the elderly population [2] - The occupancy rate of the Dong'a Shuguang Hospital, operated by Shandong Minkan Elderly Care Co., has reached 90%, indicating strong demand for integrated services [2] Group 3: Community Services - There are currently 441 "Happiness Canteens" in the city, serving 5.28 million elderly individuals, with plans to enhance service quality through performance evaluations [3] - A pilot program for meal delivery services for elderly individuals with mobility issues is set to launch in Linqing, aiming to create a replicable model [3] - Cultural elements related to local geography are being integrated into the canteen experience to enhance community engagement [3] Group 4: Home-Based Elderly Care - Plans are in place to extend professional elderly care services into communities and homes, encouraging families to participate in creating home care environments [4] - The Shandong Health Group is providing home-based services, including rehabilitation and medical assistance, with over 320 service instances recorded [4] - The integration of domestic services with elderly care is being promoted to enhance service offerings and community support [4] Group 5: Geographic Naming Initiatives - The city aims to name 17,000 rural roads and collect information on 5,000 geographic names by the end of 2025 to improve navigation accuracy in rural areas [5] - A pilot program for "one code access" will be implemented, adding 200 smart signs to enhance geographic information services [5] - Cultural resources related to "red names" and "canal names" will be explored to develop tourism-related content and promote the "Liao·Geographic Name" brand nationally [5]