近日，国家卫生健康委、国家医保局、国家中医药局和国家疾控局四部门发布《老年护理服务能力提升行动方案》提出，具备条件的二级及以上医院应配备 老年护理力量，推动机构内老年护理服务向社区和居家延伸等。到2027年，老年护理资源有效扩容，覆盖机构、社区、居家的老年护理服务体系逐步完善， 从业人员服务能力不断提升。 数据显示，截至2024年底，我国60岁及以上人口数达3.1亿，占总人口的22%，老年人特别是失能老年人对医疗护理服务呈现迫切的刚性需求。 为防止褥疮，卧床老人需两小时一翻身；喂饭时，照护人员必须将饭菜仔细拌碎……郝青青将照护流程拆解成22项规范，每周雷打不动地进行全员培训。 连续十多个除夕，郝青青都守在院里，陪老人一起过春节。支撑她的，或许是那位被预言时日无多的卧床老人，在她和团队的照料下，有尊严地活了12年， 离开时身上没有破皮、褥疮。 在她看来，真正的尊严，是陪伴老人走好从入住到离世的每一程，让他们始终保有温暖与体面。 今天，我们走近六位养老服务一线工作者——有人在养老院日夜坚守，有人用创意温暖长辈，也有人日复一日跋涉在山间。从他们的日常中，感受那份温暖 与照亮生命的力量。 1 24小时不关的手机 在北 ...

（原标题：四部门联合发布！事关老年护理服务 重磅通知来了！） 【导读】四部门联合发布《老年护理服务能力提升行动方案》 事关老年护理服务，重磅通知来了！ 近日，国家卫健委官网显示，国家卫生健康委、国家医保局、国家中医药局、国家疾控局制定《老年护 理服务能力提升行动方案》（以下简称《行动方案》）。 据介绍，截至2024年底，我国60岁及以上人口数达3.1亿人，占总人口的22%，老年人特别是失能老年 人对医疗护理服务呈现迫切的刚性需求。 《行动方案》提出，通过开展老年护理服务能力提升行动，到2027年，老年护理资源有效扩容，覆盖机 构、社区、居家的老年护理服务体系逐步完善，从业人员服务能力不断提升，老年护理服务持续改善， 服务连续性、可及性、规范性持续提高，老年人获得感不断增强。 具体而言，《行动方案》部署了6项重点任务：一是扩大老年护理资源供给，二是加强老年护理服务体 系建设，三是拓展老年护理服务多样化模式，四是提高老年护理从业人员服务能力，五是保障老年护理 服务质量安全，六是改善老年医疗护理服务。 ●鼓励省会城市、副省级城市、计划单列市及常住人口超过300万且60岁及以上人口占比超过20%的地级 市至少有1所护 ...

【导读】四部门联合发布《老年护理服务能力提升行动方案》 中国基金报记者 晨曦 （原标题：四部门联合发布） 具体而言，《行动方案》部署了6项重点任务：一是扩大老年护理资源供给，二是加强老年护理服务体 系建设，三是拓展老年护理服务多样化模式，四是提高老年护理从业人员服务能力，五是保障老年护理 服务质量安全，六是改善老年医疗护理服务。 事关老年护理服务，重磅通知来了！ 近日，国家卫健委官网显示，国家卫生健康委、国家医保局、国家中医药局、国家疾控局制定《老年护 理服务能力提升行动方案》（以下简称《行动方案》）。 鼓励省会城市、副省级城市、计划单列市及常住人口超过300万且60岁及以上人口占比超过20%的地级 市至少有1所护理院或护理中心，鼓励有条件的县（市）设置护理院（中心）。基层医疗卫生机构要根 据实际和居民需要设置和增加提供老年护理服务的床位。 构建医联体内医疗机构之间以纵向为主的一体化老年护理联动模式，推动机构内老年护理服务向社区和 居家延伸。到2027年底，力争90%以上的社区卫生服务中心、乡镇卫生院均有二级及以上医院中高级职 称护士定期派驻。 扩大"互联网+护理服务"覆盖面，充分借助信息化技术，推动护士上门 ...

【导读】四部门联合发布《老年护理服务能力提升行动方案》 中国基金报记者 晨曦 事关老年护理服务，重磅通知来了！ 近日，国家卫健委官网显示，国家卫生健康委、国家医保局、国家中医药局、国家疾控局制 定《老年护理服务能力提升行动方案》（以下简称《行动方案》）。 据介绍，截至 2024 年底，我国 60 岁及以上人口数达 3.1 亿人，占总人口的 22% ，老年 人特别是失能老年人对医疗护理服务呈现迫切的刚性需求。 《行动方案》提出，通过开展老年护理服务能力提升行动，到 2027 年，老年护理资源有效 扩容，覆盖机构、社区、居家的老年护理服务体系逐步完善，从业人员服务能力不断提升， 老年护理服务持续改善，服务连续性、可及性、规范性持续提高，老年人获得感不断增强。 具体而言，《行动方案》部署了 6 项重点任务：一是扩大老年护理资源供给，二是加强老年 护理服务体系建设，三是拓展老年护理服务多样化模式，四是提高老年护理从业人员服务能 力，五是保障老年护理服务质量安全，六是改善老年医疗护理服务。 ● 鼓励省会城市、副省级城市、计划单列市及常住人口超过 300 万且 60 岁及以上人口占比 超过 20% 的地级市至少有 1 所 ...

通知提出各地要因地制宜开展老年护理从业人员服务能力培训。到2027年，辖区内老年护理专业护士参 加培训占比达到95%以上；2027年底力争90%以上的社区卫生服务中心、乡镇卫生院均有二级及以上医 院中高级职称护士定期派驻。 针对我国老年人大多选择居家养老或依托社区支持养老的特点，通知明确，推动机构内老年护理服务向 社区和居家延伸，健全覆盖老年人群疾病急性期诊疗、慢性期康复、稳定期照护、终末期安宁疗护的护 理服务体系。扩大"互联网+护理服务"覆盖面，充分借助信息化技术，推动护士上门为失能失智、高 龄、残疾等行动不便的居家老年患者提供专业护理服务。鼓励人工智能等技术在老年护理、健康管理等 领域的应用。 数据显示，截至2024年底，我国60岁及以上人口数达3.1亿，占总人口的22%，老年人特别是失能老年 人对医疗护理服务需求迫切。 新华社北京12月12日电（记者 徐鹏航）根据国家卫生健康委12日公布的通知，到2027年我国覆盖机 构、社区、居家的老年护理服务体系逐步完善，从业人员服务能力不断提升。 这份《关于印发老年护理服务能力提升行动方案的通知》要求，具备条件的二级及以上综合医院、中医 医院应当按照有关要求，规范 ...

Overview - The elderly care service market in China is rapidly growing, with a projected market size of 476.6 billion yuan in 2024, representing a year-on-year growth of 15.40% [1][11] - Home elderly care services account for approximately 56% of the market, community elderly care services for about 10%, and institutional elderly care services for around 34% [1][11] - The service offerings have expanded from basic daily care to include health management, rehabilitation care, and psychological comfort, catering to diverse needs of the elderly [1][11] Development History - The first nursing home in China was established in 1956, and by the end of 1958, there were 150,000 nursing homes across the country [4] - The establishment of the National Aging Work Committee in 1982 marked the beginning of a structured approach to elderly care [4] - Key policies and frameworks have been developed over the years, including the 2000 decision to strengthen community-based elderly care and the 2013 guidelines to accelerate the development of the elderly care service industry [4][5] Market Policies - A series of policies have been issued to enhance elderly health services, including the "14th Five-Year Plan" for aging services and the "Action Plan for Improving Nursing Services (2023-2025)" [7] - These policies aim to improve the quality of elderly care services and encourage social participation in the industry [7] Industry Chain - The upstream of the elderly care service industry includes sectors such as elderly real estate, medical devices, rehabilitation aids, and health management software [8] - The midstream consists of the elderly care service providers, while the downstream includes the elderly individuals and their families who receive these services [8] Current Market Situation - The aging population in China is increasing, with 22.023 million people aged 65 and above projected for 2024, accounting for 15.6% of the total population [9][10] - The rising income levels and health awareness among the elderly are driving demand for higher quality care services [9] Competitive Landscape - The elderly care service market is characterized by intense competition, with a predominance of small to medium-sized enterprises [11][12] - Over 60% of registered elderly care service companies have a registered capital of less than 2 million yuan, while only about 6% have over 50 million yuan [12] Key Players - **Taikang Home**: A subsidiary of Taikang Insurance Group, it focuses on integrated elderly care services and has established a presence in 37 major cities [12] - **Chunxuanmao Elderly Care Management Co.**: A high-quality health elderly care brand under the Ocean Group, operating nearly 30 facilities across 11 cities [15] Future Trends - The elderly population is expected to seek more self-reliance and cultural engagement, leading to a shift towards "active aging" [17] - The integration of elderly care services with healthcare, insurance, and technology sectors is anticipated to deepen, fostering new business models such as travel and educational elderly care [17]

Core Insights - The article emphasizes the importance of a technology-driven "smart economy" in supporting China's economic development and facilitating its economic transformation [1][4]. Group 1: Economic Growth Drivers - Government policies aimed at supporting the "smart economy," including investments in artificial intelligence, semiconductors, and advanced manufacturing, have led to significant growth in the information technology and business services sectors since early 2024 [1]. - The proportion of industrial robots installed in China has been increasing, with over half of the world's industrial robots installed in the country over the past three years [4]. - The retail sector has benefited from targeted government policies, such as the trade-in policy implemented at the end of 2024, which has spurred growth in household appliances, furniture, and communication equipment [4]. Group 2: Consumer Trends - A shift in consumer preferences, particularly among millennials and Generation Z, is driving demand for new domestic products and services that combine tradition with modernity and leverage artificial intelligence and digital technologies [4][6]. - Emerging products and services, such as the sales of Pop Mart's Labubu dolls and the popularity of themed tea shops like "Bawang Chaji," highlight the potential for new consumption trends to break existing categories [4]. Group 3: Aging Population and New Business Opportunities - The aging population in China is creating new business opportunities in areas such as smart home technology, elderly care services, financial pension plans, and specialized healthcare products [6]. Group 4: Long-term Economic Transition - The transition to a sustainable consumption-driven economy in China is expected to be a long and complex process, but investments in advanced industries, innovation in products and services, and flexible policy-making can lay a solid foundation for this shift [6].

Core Insights - The aging economy in Japan is experiencing explosive growth despite overall economic challenges, highlighting a significant opportunity in the elder care sector [1][3][5] - The demand for various elder care services and products is increasing, with a notable rise in the need for professional caregivers and elder apartments, indicating a shift in consumer spending towards elder care [3][5][6] Industry Trends - Various elder care service institutions are emerging rapidly, and sales of elder-related products are consistently rising, showcasing a robust market despite economic downturns [3][5] - Families are increasingly allocating a significant portion of their income towards enhancing the quality of elder care, reflecting a societal shift in spending priorities [3][5] Company Focus - The "Colorful Sixty" retirement happiness club is gaining traction and showing growth in a challenging economic environment by focusing on the essence of elder care rather than luxury facilities [5][6][7] - The club emphasizes personalized services tailored to individual needs, contrasting with competitors that prioritize extravagant amenities, thus enhancing the quality of life for the elderly [6][7] Service Philosophy - The club's approach is centered on understanding the actual needs of the elderly, providing targeted activities and services that genuinely improve their well-being, rather than merely increasing the quantity of offerings [6][7] - The focus on quality service and meeting specific needs is positioned as a more effective strategy in the elder care market, especially in a time of economic uncertainty [7]

Financial Data and Key Metrics Changes - Revenue from services increased to $1,161 million, up 15% from the prior corresponding period [17] - Underlying EBITDA rose to $125.8 million, a 17% increase [17] - Underlying net profit after tax reached $53.4 million, up 37% [17] - Net operating cash flow improved to $306.1 million, a 21% increase [17] - The company ended the year with a net cash position of $192.5 million, a 197% increase from the prior year [26] Business Line Data and Key Metrics Changes - Average occupancy in mature homes increased to 95.6%, up from 94.1% in the prior period [18] - Total average care minutes per resident per day increased from 210.5 minutes to 226.7 minutes [18] - Staff costs increased by $113 million or 15%, primarily due to additional direct care hours and wage increases [23] Market Data and Key Metrics Changes - 26.5% of Australians aged 85 and over accessed residential aged care during FY24 [6] - An estimated 9,300 net new beds are needed each year for the next 20 years to meet demand [6] - Only 6,546 net new beds were added across the four years to FY24, well below the required growth [6] Company Strategy and Development Direction - The company aims to reach a target of 10,000 residential aged care beds by FY28, up from approximately 7,600 beds [46] - The strategy includes disciplined acquisitions, greenfield and brownfield developments, and refurbishment of existing homes [41] - The company plans to open two to three greenfield developments per year over the medium term [7] Management Comments on Operating Environment and Future Outlook - The management highlighted the importance of the New Aged Care Act, expected to commence on 01/2025, which aims to improve funding and care standards [13] - The company is well-positioned to meet the increasing demand for aged care services due to demographic trends and government support [57] - Management expressed confidence in the value of current service packages and the ability to transition to new funding models [60] Other Important Information - The company completed the acquisition of four premium homes from Rockpool, adding 600 beds to its portfolio [3] - The average incoming room price increased by over 12% during the year, reflecting adjustments to the new maximum rates [31] - The company has a robust governance structure with a majority independent board and established liquidity management policies [15] Q&A Session Summary Question: Transition to health from extra services - Management expressed confidence in the value of current packages and plans to transition most services into bundles while ensuring the value exceeds the price [60] Question: Expectations for RAD prices - Management noted that the recent increase in RAD prices was a correction due to the lifting of the soft cap and indicated potential for further increases, estimating mid to high single-digit growth in the next year [62][66] Question: Occupancy expectations for FY26 - Management indicated that while they aim for occupancy above 95%, achieving 100% is not feasible due to operational constraints [69] Question: Staff expenses as a percentage of revenue - Management expects staff expenses to increase slightly in FY26, influenced by government funding decisions [71] Question: CapEx expectations for FY26 - Management projected CapEx around $100 million for FY26, reflecting ongoing investments in greenfield developments and refurbishments [72] Question: Resident profile and RAD penetration - Management anticipates stability in the resident profile, with the Rockpool acquisition expected to increase the number of RAD-paying residents [80]