11月22日，华信医养完成对安努智能的股权投资，在安努智能总部（成都）正式签署战略合作协议，并 宣布将联合成立合资公司，共同开发老年医养机器人等智能服务设备，为智慧养老产业注入创新动能。 此次合作标志着华信医养在智慧养老领域的战略布局迈出关键一步，双方将携手推动适老化科技与医养 服务的深度融合。双方将以此次合作为起点，未来计划逐步打通"社区-居家-机构"等全场景养老闭环。 据悉，华信医养作为综合医养服务领域的领军企业，始终致力于通过"健康管理+康复管理+医养结 合"三步走规划提升老年人生活品质。公司依托大数据、人工智能等前沿技术，已成功搭建健康管理与 服务平台，旨在全国范围内推动医养结合理念。此次与安努智能的合作，将进一步深化其"科技+服 务"的战略方向。 成都安努智能技术有限公司致力于成为基于神经网络的人工智能通用机器人应用场景量产解决方案的全 球领先供应商。是由上海智元机器人、富临精工、巨星新材料等产业领导者和人形机器人商业化落地模 型供应商共同创建。擅长以真实场景数据+仿真数据驱动机器人本体优化与算法迭代。以"用数据定义 本体和算法"为核心理念，致力于突破"实验室技术到产业落地"的难题，推动具身智能机器 ...

在人口老龄化与数字化转型的历史交汇期，中国智慧养老产业正经历从"局部试点"到"全域渗透"、从"技术叠加"到"生态融合"的质变。 截至2024年，中国60岁以上人口突破3.1亿，占总人口比重攀升至22.0%。传统家庭养老功能弱化、机构养老供给不足、社区服务碎片化等问题日益凸显， 倒逼养老服务向智能化、精准化、普惠化转型。在此背景下，智慧养老依托物联网、人工智能、大数据等新一代信息技术，逐步构建起覆盖居家、社区、 机构的全场景服务网络：智能床垫实时监测心率呼吸、跌倒检测雷达守护老人安全、远程问诊平台打破医疗资源时空限制；"15分钟智慧养老圈"整合助 餐、助洁、康复护理等服务资源，AI算法精准匹配需求与供给；智能护理机器人提升照护效率，电子围栏防范走失风险，数据中台实现多维度健康画 像......智慧养老正重塑养老服务的全生命周期价值。 本报告以"技术破局与人文关怀并重"为核心视角，基于艾瑞对政策脉络、技术应用、市场需求及企业实践的深度洞察，系统梳理行业从"碎片化服 务"向"全场景生态"跃迁的核心逻辑，研判需求侧从"生存型养老"向"品质型养老"跃迁的趋势，预判供给侧从"单一技术应用"向"全周期服务生态"演进的路 径 ...

智慧养老行业 丨研究报告 序言： 在人口老龄化与数字化转型的历史交汇期，中国智慧养老产业正经历从"局部试点"到"全域渗透"、从"技术叠加"到"生态融合"的质变。 截至2024年，中国60岁以上人口突破3.1亿，占总人口比重攀升至22.0%。传统家庭养老功能弱化、机构养老供给不足、社区服务碎片化等问题日益凸显，倒逼养 老服务向智能化、精准化、普惠化转型。在此背景下，智慧养老依托物联网、人工智能、大数据等新一代信息技术，逐步构建起覆盖居家、社区、机构的全场景服务 网络：智能床垫实时监测心率呼吸、跌倒检测雷达守护老人安全、远程问诊平台打破医疗资源时空限制；"15分钟智慧养老圈"整合助餐、助洁、康复护理等服务资 源，AI算法精准匹配需求与供给；智能护理机器人提升照护效率，电子围栏防范走失风险，数据中台实现多维度健康画像......智慧养老正重塑养老服务的全生命周期 价值。 本报告以"技术破局与人文关怀并重"为核心视角，基于艾瑞对政策脉络、技术应用、市场需求及企业实践的深度洞察，系统梳理行业从"碎片化服务"向"全场景生 态"跃迁的核心逻辑，研判需求侧从"生存型养老"向"品质型养老"跃迁的趋势，预判供给侧从"单一技术应用 ...

82岁的张书旺端坐在床前，双手扶着助步器，门口的工作人员，正在为他打饭，刚住院回来不久的他， 正在恢复期，餐厅为他准备了软烂的小菜和粥。住进这座运营不久的社区养老院，他正在渐渐习惯这里 的生活。 日前，北京市民政局组织优质养老机构开展开放体验活动，邀请市民走进养老机构，参观体验。记者跟 随体验多家养老机构，实地探访养老院里，老人们真实的生活场景和生活状态。 释疑1 养老院是集体宿舍吗？ 在养老院养老，是一种怎样的体验？随着老龄化的加剧，养老需求不断增长，但许多人对养老院的认知 仍然不足。 "我们犹豫了很久，才决定试住一下。"11月15日，在北京朝阳区来广营，一家刚运营不久的养老院中， 恰好来探望母亲的郭艳刚对记者说。郭艳刚的母亲孙淑清今年91岁，处于半失能状态，而孩子们也都快 70岁了，在过去居家养老的日子里，自身也渐渐变老的孩子们，越来越力不从心。前不久，孙淑清摔了 一跤，胯骨骨裂，就医后，孩子们决定让她住进养老机构进行康复。 "以前有想过，让母亲住进养老院，但我们觉得养老院像集体宿舍，住宿条件有限、按点打卡一样的就 餐、活动方式等，对老人来说并不友好。"郭艳刚说。 但在来广营这家新建的社区嵌入式养老院中， ...

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]