昨天（1月9日）上午，"科技赋能·康养未来"苏州（上海）银发经济合作发展恳谈会在上海举行。 苏州市民政、残联、康养企业等组团"入沪"，和上海政府、企业、科研等的业内人士面对面，现场推介 苏州银发经济"千亿蓝海"，全力释放"招才引资"诚意信号。 诚意推介 "千亿蓝海"引才来 市民政局局长盛乐介绍，面对机遇与挑战，苏州以"风林山火"的战略思维统筹推进：抢抓国家政 策"风口"，构建产业链、创新链、资金链、人才链深度融合的"生态林"，布局"特色园区+专业楼宇+场 景街区"的"载体山"，点燃智慧康养、养老服务、老年文教、养老金融等"赛道火"。 在机制创新上，苏州建立了由市政府牵头、27个部门协同的高质量发展工作机制，出台专项政策， 设立总规模10亿元的市级康养产业基金，形成"市级统筹、部门联动、区县落实"的一体化推进格局。 在产业生态培育上，全市遴选近2万家银发经济重点企业，覆盖10条产业链，建设9家银发经济实验 室，打造"储备库+实验室+产业园"三维载体。苏州高新区、相城区、太仓市的三个特色园区已纳入省 级培育，形成差异化、集群化发展态势。 去年，苏州市银发经济工作组打响了"银龄18"特色品牌，在相关产业领域內激起千 ...

北京市西城区居民梁蓓的公婆已年近80岁，单元楼门口的台阶越来越成为老人出门的障碍，为此下楼频 次日渐减少。"出门少了，老人的生活失去很多乐趣。"梁蓓说。 和梁蓓面临的情况相似，家住北京市海淀区的石泉最焦虑的就是母亲独自在家的安全。2024年3月，石 泉决定改造已经陪伴了母亲40多年的老房子，为年近90岁的母亲重新打造一个舒适的家。 近年来，随着老年人口增多，既有居住环境不适老情况愈加突出。中国建筑设计研究院适老建筑实验室 主任王羽告诉记者，受生理机能退行性变化和疾病影响，老年人抵抗环境安全风险的能力下降。相关数 据显示，超过一半的老人反映日常生活有困难。"弯腰困难够不到、抬腿困难易绊倒、肢体受限起坐 难、视觉退化看不清等问题十分常见，老人特别需要环境提供行为支持。"王羽说。 截至2024年底，我国65周岁及以上老年人口已达2.2亿人，占总人口的15.6%，其中近90%的老人选择居 家养老。居家环境的适老化改造日益受到关注，越来越多家庭倾向于在老年人步入高龄前实施全屋适老 化改造。 数据显示，"十四五"以来，全国共完成224万户特殊困难老年人家庭适老化改造任务。2025年，居家适 老化改造被纳入消费品以旧换新支 ...

Group 1 - The core idea of the article highlights the implementation of elderly-friendly home modifications for economically disadvantaged elderly families, which significantly improves their living conditions and safety [3]. - The program includes providing free equipment such as nursing beds, sit-down toilets, shower chairs, and safety features like handrails and emergency call systems [2][3]. - In Chengdu's Xindu District, a total of 45 households have benefited from smart elderly-friendly modifications, with a subsidy cap of 3,000 yuan per household [3]. Group 2 - The provincial government has allocated 78 million yuan for elderly-friendly home modification projects, aiming to assist 26,000 economically disadvantaged elderly families across the province [3]. - The modifications are tailored to individual needs, ensuring a safe and convenient living environment for the elderly [3]. - The initiative is part of the 30 key livelihood projects for the province by 2025, focusing on enhancing the quality of life for elderly individuals [3].

Group 1 - The core viewpoint of the news is the implementation of a plan by multiple Chinese departments to enhance the supply-demand adaptability of consumer goods, specifically focusing on optimizing the supply of products for the elderly [1] - The plan continues to support the home modification for elderly individuals facing special difficulties, which has been a focus since the "14th Five-Year Plan" [1][10] - The home modification for the elderly is not just ordinary home renovation; it requires a comprehensive consideration of various factors including the physiological and psychological characteristics of the elderly, their habits, and living environments [3] Group 2 - Local civil affairs departments are implementing a "one household, one policy" approach to accurately address the modification needs of elderly individuals [3] - In Hebei province, specific cases illustrate the effectiveness of tailored home modification plans, such as the case of an elderly man who received a customized plan due to mobility issues [3] - Many regions have included home modifications for the elderly in the scope of consumer goods replacement subsidies, expanding the range of beneficiaries [5] Group 3 - To facilitate elderly individuals in experiencing home modifications, various locations have set up experience points in communities and nursing institutions, and some have opened specialized stores for elderly products in large shopping malls [7] - A specific example includes a large elderly product store in Beijing, which offers a wide range of products for elderly individuals to try out [7] - Since the "14th Five-Year Plan," China has completed home modifications for 2.24 million households of elderly individuals facing special difficulties, significantly improving their safety and convenience at home [10]

Core Viewpoint - The recent implementation plan aims to enhance the supply-demand adaptability of consumer goods, particularly focusing on optimizing the supply of age-friendly products for elderly individuals, especially those in special difficulties [2][4]. Group 1: Policy and Implementation - The plan continues to support the home modification for elderly individuals since the "14th Five-Year Plan," with a focus on special difficulties [2]. - Local civil affairs departments are adopting tailored measures like "one household, one policy" to improve the adaptability of home modifications for elderly individuals [4][8]. - As of now, 2.24 million households have undergone home modifications for elderly individuals, enhancing their safety and convenience [4]. Group 2: Market Demand and Supply - There has been an increased demand for anti-slip mats due to seasonal changes, which are crucial for reducing fall risks among the elderly [2][4]. - Companies are adjusting their supply based on demand, with a focus on installing anti-slip mats in homes, especially in winter [4]. Group 3: Subsidy Programs - Various regions have included home modifications for the elderly in the consumer goods replacement subsidy program, expanding the subsidy recipients [10]. - In Jiangxi Province, a 30% subsidy is provided for elderly individuals over 60 years old for purchasing age-friendly modification products [10]. Group 4: Community Support and Accessibility - Community grid workers are visiting homes to assist elderly individuals in applying for subsidies, ensuring that the policy reaches those in need [10][14]. - In Shandong, local authorities have integrated home modification companies into a unified platform, simplifying the subsidy application process for elderly individuals [17]. Group 5: Consumer Experience and Challenges - Many elderly individuals express uncertainty about where to purchase age-friendly products, highlighting a gap in guidance and support [22]. - There is a growing need for physical experience stores where elderly individuals can try out products before purchasing, as many prefer in-person shopping over online options [25][27]. Group 6: Sales Growth and Market Trends - Sales of age-friendly products have seen significant growth, with some regions reporting over 50% increase due to government subsidies [19]. - The establishment of experience stores and community service stations is facilitating a one-stop service for elderly individuals, combining product experience, sales, and after-sales support [27][28].

Core Insights - The Chinese government has introduced a plan to enhance the supply-demand adaptability of consumer goods, particularly focusing on optimizing the supply of age-friendly products for elderly individuals [1] - The initiative aims to support the home modification of elderly households, especially those facing special difficulties, continuing the support direction established during the 14th Five-Year Plan [1] Group 1: Policy and Implementation - Various local civil affairs departments are implementing tailored solutions for elderly individuals through measures like "one household, one policy" to enhance the adaptability of home modifications [1] - Since the beginning of the 14th Five-Year Plan, 2.24 million elderly households have undergone home modifications to improve safety and convenience [1] - The policy has expanded to include subsidies for home modifications under the "old for new" consumption scheme, benefiting more elderly individuals [2] Group 2: Demand and Supply Dynamics - There has been an increased demand for anti-slip mats in Hebei due to seasonal weather changes, highlighting the importance of such products in home modifications for the elderly [1] - Companies are adjusting their supply based on demand, with a focus on providing essential products like anti-slip mats and handrails [2] - Sales of age-friendly products have seen significant growth, with some regions reporting over 100% increase in sales due to government subsidies [6] Group 3: Community Support and Accessibility - Community grid workers are actively assisting elderly individuals in applying for subsidies and understanding available products [4] - Local governments are establishing experience stores and service stations in communities to facilitate product trials and provide comprehensive services [9][11] - The integration of online and offline services is being emphasized, allowing elderly individuals to access product information and make purchases conveniently [6][11]

Core Insights - The forum focused on "technology empowering the assistive care industry," discussing innovations in smart rehabilitation devices, digital health services, and AI technology in the assistive care sector [1][2] - There is a growing demand for high-quality medical health products and services among the disabled population, with significant increases in search volumes for assistive devices since 2025 [1][2] - JD Health's assistive care supply now covers over 30,000 brands and thousands of subcategories, addressing the full spectrum of health needs for disabled individuals [2] Group 1 - The 17th Health China Forum, supported by JD Health, highlighted the importance of technology in enhancing the quality of life for disabled individuals [1] - JD Health's "Assistive Care Zone" launched in May, featuring three main sections: assistive devices, labor products for the disabled, and intelligent health services [2] - The company aims to solve the "last mile" care challenge by providing a comprehensive service loop that includes online consultations, home testing, and medication delivery [2] Group 2 - AI technology is a core competitive advantage for JD Health, leveraging its proprietary medical model and extensive user health data [2] - JD Health has established the largest medical device knowledge base in the industry, with over 1.5 billion user health records [2] - The company plans to deepen its "product + service + AI" innovation model and collaborate with more industry partners to create a smarter and more efficient assistive care ecosystem [3]

Core Viewpoint - The article discusses the strategic move of Kewei Medical to launch an H-share IPO on the Hong Kong Stock Exchange, aiming to enhance its international presence and capitalize on global market opportunities, particularly in the home medical device sector. Group 1: Motivations for the H-share Listing - The H-share issuance aims to build an international capital platform, accelerate global strategic layout, and enhance brand influence and cross-border merger efficiency [6][8][22]. - The company seeks to establish a global financing platform, leveraging the strong international financing capabilities of the Hong Kong market to support future overseas business and mergers [6][8]. - By enhancing international brand visibility, Kewei Medical intends to utilize the Hong Kong platform to promote its "home + community" medical devices, gradually building global brand recognition [7][22]. - The H-share issuance is also intended to reserve space for future mergers and acquisitions, as the company has already completed two acquisitions in 2025 to strengthen its overseas supply chain and retail presence [8][19]. Group 2: Company Background and Market Position - Kewei Medical is recognized as a leading domestic medical device company, specializing in home health monitoring and rehabilitation care, with a product matrix covering five major areas: health monitoring, rehabilitation aids, respiratory support, medical care, and traditional Chinese medicine therapy [9][17]. - The company has a strong sales presence in various categories, maintaining leading sales positions on platforms like Tmall and JD [11]. - As of 2024, Kewei Medical holds 252 medical device registration certificates and 161 product filings, indicating a broad product range across multiple usage scenarios [15]. Group 3: Internationalization Strategy - The company is currently in the "foundation building stage" of its internationalization efforts, with overseas revenue accounting for only 1.98% of total revenue as of 2024 [24]. - Kewei Medical has made significant investments in management, team configuration, and channel development to support its internationalization, but the challenge remains in converting these investments into revenue [24][29]. - The company has adopted a cautious approach to international expansion, focusing on resource-based acquisitions rather than entering high-tech, heavily regulated markets [20][22]. Group 4: Financial Performance and Challenges - Since its A-share listing, Kewei Medical has experienced significant fluctuations in performance, with net profit declining from 4.29 billion yuan in 2021 to 2.54 billion yuan in 2023, before a slight recovery to 3.12 billion yuan in 2024 [28]. - The company faces pressure on cash flow, with a reported decline in cash flow to 1.1 billion yuan in early 2025, alongside rising short-term borrowings [29]. - The high sales expenses, which reached 9.73 billion yuan in 2024, have impacted short-term profitability, primarily due to investments in brand promotion and expansion efforts [25][28]. Group 5: Future Outlook and Industry Context - The H-share listing is seen as a strategic move to address the dual pressures of internationalization and financial stability, with the company needing to enhance operational execution and localization capabilities to convert its existing layout into sustainable international revenue [31][32]. - The article emphasizes that the internationalization of medical device companies has evolved beyond mere sales, requiring comprehensive capabilities in product registration, channel management, supply chain coordination, and service systems [32].

Group 1 - The Chongqing government has launched a subsidy policy for home modifications aimed at elderly residents aged 60 and above, providing up to 3000 yuan in direct consumption subsidies [1] - The subsidy covers 20% of the purchase price of eligible products, with a maximum total subsidy of 3000 yuan per person [1] - Eligible elderly individuals can apply for the subsidy through the "Yukuaiban" mobile app, where they can obtain a "purchase code" after approval [1] Group 2 - The subsidy program focuses on five core needs: safety in toileting and bathing, convenience in indoor mobility, improvement of home environment, smart monitoring, and adaptation of assistive devices [2] - It includes 39 categories of home modification products across seven major areas, such as anti-slip flooring, nursing beds, bathroom aids, kitchen equipment, physical environment modifications, smart monitoring devices, and assistive tools [2]

Core Viewpoint - The event "Enjoy Life, Promote Elderly Care in Hainan" aims to stimulate the elderly care service consumption market in Hainan and tap into the spending potential of the "silver-haired" demographic in response to national policies promoting elderly care services [1] Group 1: Event Overview - The event was launched on July 31 and will run until December, featuring various activities such as "Silver Age Health Tour," "Silver Age Life Renewal Season," and a skills competition for elderly care professionals [1] - The event includes the release of a white list of provincial elderly care institutions and the awarding of flags to representatives from eight "community elderly care service teams" [1] Group 2: Activities and Features - The event features a special exhibition area for elderly care services and a hands-on experience area where seniors and their families can learn about products like smart mattresses and nursing beds [1] - Attendees can observe demonstrations of nursing skills and explore digital elderly care services, enhancing their understanding of modern elderly care quality and convenience [1] Group 3: Organizers and Support - The event is organized by multiple provincial departments including the Civil Affairs Department, Tourism and Culture Department, and Commerce Department, with support from local banks and healthcare management authorities [2]