Core Viewpoint - The recent issuance of policies by the Ministry of Commerce and other departments aims to address bottlenecks in service consumption, promoting a shift towards service consumption as a dominant form of consumption in China [1] Group 1: Current State of Service Consumption - China's service consumption is characterized by multi-layered and diversified features, with a growing demand for quality in basic services such as education, healthcare, and elderly care [2] - There is a rapid increase in demand for improved services, with cultural, tourism, and sports services becoming key areas for consumption upgrades [2] - Emerging high-end services like premium healthcare and customized tourism are flourishing [2] Group 2: Challenges in Service Consumption - Service consumption faces challenges such as mismatched supply and demand, with a surplus of low-end services and a shortage of high-end services [2] - Quality standards in services are not well established, leading to high decision-making costs for consumers and inhibiting immediate consumption [2] - There is a notable shortfall in services for the elderly and childcare, alongside a lack of professional talent in critical areas like elderly care [2] Group 3: Solutions to Address Bottlenecks - Digital technology can play a crucial role in bridging gaps, with internet platforms efficiently matching supply and demand, and big data providing insights into consumer needs [3] - Standardization in service quality is essential, as services are inherently intangible and heterogeneous, necessitating a robust standard system to ensure quality [3] - Market-oriented reforms in the talent market are vital, focusing on innovative vocational education and the effective use of data as a new production factor [3] Group 4: Policy Recommendations - A differentiated approach is needed for various service categories, ensuring basic public services are equitable, while expanding supply for inclusive services through policy guidance [4] - For high-end personalized services, market vitality should be stimulated through deeper reforms, encouraging innovation and competitive differentiation [4] - Establishing a multi-layered and diversified service supply system is crucial to meet the growing needs of the population for a better quality of life [4]

苏超火热进行中，带动观赛经济 近日，商务部等9部门联合印发《关于扩大服务消费的若干政策措施》，从培育服务消费促进平台、丰富高品质服务供给等五大方向推出19条具体举措。这 些举措与今年3月中办、国办印发的《提振消费专项行动方案》精准衔接，清晰呈现出我国促消费政策"从整体提振到重点突破、从供给侧调整到需求侧挖 掘"的扩围脉络。一揽子增量政策和存量政策协同发力，为筑牢经济增长根基注入强劲动能。 当前，我国消费市场正从"物质型消费"向"服务型消费"转型升级。服务消费是连接经济发展与民生福祉的"双纽带"：一头连着产业升级的"增长极"，一头系 着群众生活的"幸福线"，这种双重属性，让扩大服务消费成为推动经济与民生协同发展的重要抓手。 相关数据显示，我国居民服务消费支出占人均消费支出比重已达46.1%，预计2030年占比将突破50%，迈入服务型消费社会。服务消费不仅覆盖餐饮、旅 游、家政等劳动密集型传统行业，更与数字经济、绿色经济等新经济形态深度融合。扩大服务消费，既能直接带动传统服务业复苏升级，又能催生智慧养 老、在线文娱、沉浸式旅游等新业态，为经济增长开辟新空间、培育新动能。 近年来，文旅消费的爆发式增长就是相关印证。 ...

日前，据媒体报道，广西壮族自治区民政厅等15个部门联合印发《关于进一步加强农村养老服务工 作的通知》，提出健全县乡村三级养老服务网络，为农村养老服务高质量发展贡献力量。此前印发的 《关于深化养老服务改革发展的意见》明确提出，加快补齐农村养老服务短板。 在乡村全面振兴战略与积极应对人口老龄化战略的双重驱动下，这些政策部署，是对农村养老服务 短板的精准发力，也标志着我国农村养老产业发展进入快车道。 近5年来，我国农村养老产业在供给端和消费端双向发力。养老产业规模呈现不断扩张态势，行业 从"设施建设+照护服务"向"康复辅具、适老改造、助餐配送、智慧养老"等综合场景延展，农村养老事 业的"规划蓝图"正逐步转变为"行动清单"。数据显示，全国共有养老机构和设施40.6万个，养老床位 799.3万张，其中农村敬老院达1.6万个，床位168.1万张，互助养老服务设施增至14.5万个；我国农村60 岁及以上老年人口已超1.2亿人，占农村总人口的23.81%。 各省市也精准聚焦农村养老服务网络建设、资源整合和服务升级，进一步加大农村养老改革指引， 推动形成良性发展态势。例如，江苏省出台《关于推动全省乡镇敬老院改革发展的指导意见》 ...

Core Insights - The demand for high-end nursing and smart elderly care services in Guangdong is significantly outpacing supply, leading to a substantial shortage of nursing care personnel [2][9] - The service industry in Guangdong is projected to contribute 8.14 trillion yuan to the province's GDP in 2024, accounting for 10.6% of the national total and maintaining a 57.5% share of the province's GDP [6][7] Group 1 - The current supply of specialized services such as high-end nursing and smart elderly care is insufficient, resulting in a large gap in nursing care personnel [9][10] - There is a growing demand for new consumption trends such as smart health care, customized tourism, and the silver economy, driven by increasing resident incomes [10][11] - Regulatory, policy, and environmental factors are constraining the growth of these new consumption demands [11] Group 2 - Recommendations from the research group include upgrading the living service industry towards higher quality and diversity [12] - Support for cities like Guangzhou to create national-level high-standard silver economy industrial parks is encouraged [13] - The proposal includes utilizing existing special funds to support key projects in the silver economy and seeking additional funding sources for infrastructure development [14][15]

截至2025年8月13日收盘，正元智慧股价报18.43元，较前一交易日下跌1.39%。当日成交额1.22亿元， 换手率4.75%。 正元智慧属于互联网服务板块，业务涵盖智慧校园、智慧园区及智慧养老等领域。公司近年来持续推进 智能化改造项目，包括养老院智能化建设及AI养老系统开发。 资金方面，8月13日主力资金净流出2515.09万元，近五日累计净流出5510.77万元。 风险提示：市场有风险，投资需谨慎。 公司在投资者互动平台表示，已推进杭州、温州、宁波等地养老院智能化改造，并与日本骏府葵会合作 AI养老项目，完成智慧养老二期系统开发。未来将继续加大智慧养老领域的投入。 ...

Core Points - The draft regulation aims to clarify the responsibilities of government, market, society, and families in elderly care services, exploring market-oriented and social solutions to address the challenges of elderly care in a mega city [1][2] - The draft consists of nine chapters and 68 articles, covering various aspects such as planning, community-based services, institutional care, integrated medical and elderly care, industry promotion, and smart services [1] Group 1 - The regulation proposes a comprehensive elderly care service system that emphasizes family responsibility while enhancing the service framework through market participation and social engagement [1] - It aims to establish a three-tier elderly care service network at district, town (street), and village (community) levels [1] Group 2 - The draft emphasizes the need to strengthen the elderly care industry and technological empowerment by optimizing the business environment and stimulating market entities [2] - It also highlights the importance of policy, standards, projects, and talent coordination to support the development of the elderly care industry and promote service extension to surrounding areas [2]

Core Viewpoint - The company has signed a strategic cooperation agreement with China Pacific Life Insurance Co., Ltd. Hebei Branch to develop smart elderly care, smart healthcare, and smart medical insurance in Langfang City [1] Group 1: Strategic Cooperation - The partnership aims to create pilot projects in smart elderly care, smart healthcare, and smart medical insurance [1] - The collaboration will provide experience and references for the entire province [1] Group 2: Goals and Objectives - The cooperation focuses on optimizing the insurance system platform, expanding its functions, and enhancing data empowerment [1] - Both parties will explore collaboration in home care and nursing, community institutional care and nursing, integrated medical and elderly care, chronic disease management, and training services for caregivers [1]