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技术、产品、服务多点发力 上市公司掘金养老产业新蓝海
Zheng Quan Ri Bao· 2025-06-12 16:37
Group 1: Market Overview - The aging economy is rapidly growing, with more listed companies targeting the trillion-yuan market through technology, products, and services [1] - By the end of 2024, the population aged 60 and above in China is expected to reach 310 million, accounting for 22% of the total population [1] - The consumption potential of the elderly population in China is projected to increase to approximately 40.6 trillion yuan by 2050 [1] Group 2: Industry Trends - The demand for elderly care is shifting from basic security to diversified, personalized, and quality services, covering various segments such as health care, nursing, and age-friendly renovations [1] - The "integration of medical and elderly care" service system is seen as a breakthrough for the elderly care industry, with companies like Guangyu Group collaborating with hospitals and international organizations to enhance service ecosystems [1] Group 3: Government Support and Market Potential - Local governments are actively supporting the integration of medical and elderly care through favorable land policies and financial support, creating a conducive environment for industry development [2] - The market for elderly facility construction, renovation, and decoration is expected to reach 775.5 billion yuan by 2025, with home modifications for the elderly projected to reach 117.4 billion yuan [2] Group 4: Company Innovations - Companies are leveraging new technologies such as AI and robotics to create innovative solutions in the elderly care sector, with firms like Guomai Technology focusing on home care and health management [3] - Guomai Technology plans to launch an AI smart assistant designed to provide efficient and personalized services for the elderly [3] - Other companies, such as Suzhou Mediston Medical Technology, are promoting care robots in various settings, collaborating with tech giants to develop intelligent elderly care solutions [3]