On December 9, the State Information Office held a press conference on opinions on strengthening the work of aging in the new era. Li Banghua, head of the elderly care service department of the Ministry of civil affairs, said that according to the relevant deployment of the central government, the Ministry of civil affairs is working with relevant departments to study and formulate a policy document on improving the basic elderly care service system. At present, the document is in the process of formulation. Hao Fuqing, head of the social development department of the national development and Reform Commission, said that he would actively work with relevant departments to study and prepare relevant special plans and strengthen systematic planning in the fields of elderly care service system, health support system, elderly products industry, scientific and technological intelligent upgrading and so on; Increase the R & D and manufacturing of elderly products, actively develop intelligent products suitable for the elderly, and guide the development of elderly industrial clusters. Wang Ke, deputy director of the Department of building energy conservation and science and technology of the Ministry of housing and urban rural development, said that he would vigorously promote the construction of a livable environment for the elderly and accelerate the construction of an age-friendly society in combination with urban renewal and the transformation of old urban communities.
Western Securities Co.Ltd(002673) pointed out that on November 24, the CPC Central Committee and the State Council issued the opinions on strengthening the work on aging in the new era, which put forward programmatic requirements for the elderly care service system, the construction of an elderly friendly society and the development of industries suitable for the elderly. We understand it as the further refinement and extension of the “national strategy for population aging” in the 14th five year plan, which can be roughly summarized into four levels: the elderly care service system, the elderly health support system, the construction of an age-friendly society and the development of industries suitable for the elderly. From the perspective of international experience, Japan, the United States and South Korea are mature and worthy of reference. Development opportunities of China’s pension industry: 1) pension real estate / institutional industry direction: a high combination of marketization and government support; 2) Direction of elderly care industry: medical devices, nursing facilities and intelligent elderly care; 3) Direction of education and entertainment industry for the elderly: online education and travel sports with social attributes.
Among the relevant listed companies, Hengfeng Information Technology Co.Ltd(300605) recently said on the interactive platform that as of September 30, 2021, the company operated 25 community home-based elderly care service centers and 66 community home-based elderly care service stations, serving nearly 50000 people and nearly 900000 person times a year. The radiation range reaches five cities, ten counties and districts in Fujian and Zhejiang provinces.
Yihua Healthcare Co.Ltd(000150) 2020 annual report shows that the company carries out the investment and operation business of elderly care community based on the affinity source of a wholly-owned subsidiary. It is mainly engaged in the investment and operation of membership elderly care community and providing elderly care services to residents. At present, it operates multiple elderly care communities, covering cities such as Shanghai, Hangzhou, Jiaxing, Qingdao and Sanya. It has nearly 2000 medium and high-end pension apartments.
Dima Holdings Co.Ltd(600565) 2020 annual report shows that its health care industry brand “evergreen society” focuses on key areas such as Sichuan and Chongqing, Beijing and Shanghai, and arranges medium and high-end institutional elderly care and community home-based elderly care projects. During the reporting period, Chengdu Changqing society Xinhong LeYang community, Chengdu Changqing society academy medical care center, Dima Changqing society · kelcixi elderly apartment and other projects have been successfully built, with a bed scale of more than 1400.
(Securities Times)
