Xinhua News Agency reported on February 21 that in order to implement the national strategy of actively responding to population aging, the State Council recently issued the national plan for the development of aging undertakings and elderly care service system in the 14th five year plan, which defined the overall requirements during the 14th Five Year Plan period, focusing on promoting the coordinated development of aging undertakings and industries and promoting the high-quality development of elderly care service system Main objectives and tasks.
The plan has deployed nine specific tasks, including strengthening the social security and comprehensive elderly care service network, expanding the coverage of inclusive elderly care services, strengthening the ability of home-based community elderly care services, improving the elderly health support system, vigorously developing the silver economy, practicing the positive concept of aging, creating an elderly friendly social environment, and enhancing the support system of development factors, Safeguard the legitimate rights and interests of the elderly. At the same time, the plan has set up columns such as actions to improve public elderly care institutions, special actions to improve the combination of medical care and elderly care, actions to help the elderly with wisdom and actions to build talent teams, so as to promote the implementation of major strategic deployment.
CCID Consulting believes that China’s health and elderly care industry is undergoing a rapid development stage and will continue to develop in a large-scale, standardized and comprehensive direction in the future. Affected by the improvement of policies, the acceleration of population aging, the change of consumption concept of the elderly and other factors, it is estimated that the overall scale of China’s health and elderly care industry will reach 9.81 trillion yuan in 2022. In the future, the health and elderly care industry will attract more cross cutting entrants; Pension products will be innovated with the enrichment of pension needs; Smart products will enable the development of elderly care communities.
Citic Securities Company Limited(600030) pointed out that aging has become China’s basic national conditions for some time to come. The adjustment of fertility policy is difficult to improve the population structure in the short and medium term, so it needs to take the initiative to adapt at the following three levels. In terms of public service system, or improve the pension insurance system, promote the coordinated development of pension undertakings and pension industry, build a pension service system combining medical care and health care, and promote the aging transformation of public facilities. In terms of social system, we may gradually delay the legal retirement age, actively develop human resources for the elderly and develop the silver economy. In terms of the financial system, we may develop a multi pillar pension insurance system and promote the implementation of the policy of individual pension investment in public funds as soon as possible. Under the active promotion of policies, opportunities in the fields of pension services, pension medical care, elderly entertainment, pension finance and so on deserve attention.
Jinling Pharmaceutical Company Limited(000919) (000919) the company’s main business is drug manufacturing and medical care services. Among them, medical and health care services mainly refer to professional medical services provided by Suqian hospital (acquired in 2003), Yizheng hospital (acquired in 2012) and anqing hospital (acquired in 2014), as well as health care services provided by welfare companies (acquired in 2018).
Shandong Hiking International Co.Ltd(600735) (600735) the company mainly carries out the operation of large-scale health and elderly care business focusing on asset light operation. The main business contents include consigned nutrition and elderly care service institutions, export management consulting for elderly care service institutions, train elderly care talents, and engage in the sales of elderly care medical rehabilitation equipment. At present, the pension business income accounts for a small proportion of the company’s overall business income. In the future, the company will timely adjust the pension business layout according to the overall development of the pension industry.
Wonders Information Co.Ltd(300168) (300168) in order to actively respond to the trend of population aging and help the elderly with science and technology, Wonders Information Co.Ltd(300168) Manniu health has launched a “digital health elderly care platform” – Manniu Xiaojing. At present, the company is actively implementing the national sales channel layout, constantly expanding new sales channels and reaching purchase intention.
