631 lines
33 KiB
HTML
631 lines
33 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>养老概念行业洞察报告</title>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4eaf5 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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.badge {
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display: inline-block;
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padding: 0.25rem 0.5rem;
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font-size: 0.75rem;
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font-weight: 600;
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border-radius: 0.25rem;
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}
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.table-container {
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@media (max-width: 768px) {
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.timeline-item:after {
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left: 3px;
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</style>
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</head>
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<body class="min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-6xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-3xl md:text-4xl font-bold gradient-text mb-4">养老概念行业洞察报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">深入分析养老产业的发展趋势、核心逻辑与投资机会</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700">概念事件时间轴</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<h3 class="font-semibold text-lg">2024年10月</h3>
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<p class="text-gray-700">国务院发布《关于发展银发经济增进老年人福祉的意见》，首次以政策文件定义银发经济，明确养老产业为"向老年人提供产品或服务及为老龄阶段做准备的经济活动总和"。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg">2024年12月</h3>
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<p class="text-gray-700">九部门联合印发《关于金融支持中国式养老事业 服务银发经济高质量发展的指导意见》，提出创设<strong>养老专项金融债券</strong>、支持养老REITs试点，险资加速布局养老社区（泰康、国寿等）。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg">2025年1月</h3>
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<p class="text-gray-700">国务院深化养老服务改革意见，提出"机器人+养老"模式，推动人形机器人、智能护理设备在居家/社区/机构场景应用。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg">2025年6月</h3>
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<p class="text-gray-700">工信部、民政部联合启动<strong>智能养老服务机器人试点</strong>（2025-2027年），要求居家场景完成200户家庭验证，社区/机构场景完成20个试点，直接催化养老机器人概念股（欧圣电气涨15%）。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-semibold text-lg">2025年7月</h3>
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<p class="text-gray-700">人社部宣布2025年养老金上调2%，叠加农村养老服务网络建设政策（2025年每县至少1所失能照护机构），强化支付端与需求端共振。</p>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white bg-opacity-20 rounded-lg p-4">
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<h3 class="font-semibold text-lg mb-2">阶段判断</h3>
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<p>养老概念已从政策驱动（2024年）进入<strong>"政策+技术+需求"三重共振</strong>的产业化初期，2025年6月机器人试点标志技术落地元年。</p>
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</div>
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<div class="bg-white bg-opacity-20 rounded-lg p-4">
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<h3 class="font-semibold text-lg mb-2">核心驱动力</h3>
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<p>老龄化加速（<strong>2025年60岁以上人口占比22%</strong>）+政策强制场景渗透（机器人试点）+险资千亿级资金入场（泰康之家等）。</p>
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</div>
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<div class="bg-white bg-opacity-20 rounded-lg p-4">
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<h3 class="font-semibold text-lg mb-2">未来潜力</h3>
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<p>银发经济规模预计从<strong>2023年7.1万亿增至2028年12.3万亿（CAGR 11.8%）</strong>，养老机器人、智慧康养、养老金融为三大高弹性赛道。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-600">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="border-l-4 border-indigo-500 pl-4 py-2">
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<h4 class="font-semibold">政策端</h4>
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<p class="text-gray-700">从"兜底保障"转向"产业扶持"，2024年以来政策密度创十年新高（<strong>21部门农村养老文件、工信部机器人试点</strong>）。</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4 py-2">
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<h4 class="font-semibold">技术端</h4>
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<p class="text-gray-700">人形机器人成本曲线下降（特斯拉Optimus目标量产后降至2万美元/台），AI+传感器突破使养老机器人从"噱头"转向"刚需"（跌倒监测、药物管理）。</p>
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</div>
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<div class="border-l-4 border-pink-500 pl-4 py-2">
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<h4 class="font-semibold">需求端</h4>
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<p class="text-gray-700">失能老人达<strong>4000万</strong>（2023年），护理员缺口<strong>600万</strong>，机器人替代率每提升1%即释放<strong>40万台</strong>需求。</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-600">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gray-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2">新闻热度</h4>
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<p class="text-gray-700">2025年6月机器人试点后，养老机器人板块单日涨幅<strong>超10%</strong>（欧圣电气、信隆健康涨停）。</p>
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</div>
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<div class="bg-gray-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2">研报分歧</h4>
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<p class="text-gray-700">平安证券强调"险资重资产模式盈利周期长"，申万宏源则认为"轻资产智慧养老平台（如安康通）更快变现"。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-600">预期差</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-semibold mb-2">市场忽略点</h4>
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<p class="text-gray-700">政策要求机器人试点需<strong>6个月验证周期</strong>，2025年底才公布首批合格名单，当前炒作可能提前透支。</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-semibold mb-2">数据矛盾</h4>
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<p class="text-gray-700">研报预测养老床位利用率仅<strong>30.2%</strong>（2023年），但头部险企养老社区入住率达<strong>60%</strong>（泰康之家），显示<strong>高端与普惠市场分化</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-600">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-indigo-100 flex items-center justify-center mt-1">
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<span class="text-indigo-800 font-bold text-sm">1</span>
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</div>
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<div class="ml-3">
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<p class="text-gray-700"><strong>2025年Q4</strong>：首批机器人试点验收结果公布，合格企业将获得<strong>工信部采购订单</strong>（每省200台套指标）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-indigo-100 flex items-center justify-center mt-1">
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<span class="text-indigo-800 font-bold text-sm">2</span>
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</div>
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<div class="ml-3">
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<p class="text-gray-700"><strong>2025年12月</strong>：养老REITs试点落地（万科、保利已申报），盘活存量物业。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-indigo-100 flex items-center justify-center mt-1">
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<span class="text-indigo-800 font-bold text-sm">3</span>
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</div>
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<div class="ml-3">
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<p class="text-gray-700"><strong>2026年Q1</strong>：个人养老金税优额度或从1.2万/年上调至2.4万/年，刺激第三支柱资金流入。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-600">长期路径</h3>
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<div class="flex flex-col md:flex-row justify-between items-center">
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<div class="w-full md:w-1/3 mb-6 md:mb-0 text-center">
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<div class="bg-indigo-100 rounded-full h-24 w-24 flex items-center justify-center mx-auto mb-3">
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<span class="text-indigo-800 font-bold">2025-2027</span>
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</div>
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<h4 class="font-semibold">技术验证期</h4>
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<p class="text-gray-700 text-sm">机器人试点、智慧养老平台标准化</p>
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</div>
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<div class="w-full md:w-1/3 mb-6 md:mb-0 text-center">
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<div class="bg-purple-100 rounded-full h-24 w-24 flex items-center justify-center mx-auto mb-3">
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<span class="text-purple-800 font-bold">2028-2030</span>
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</div>
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<h4 class="font-semibold">规模化期</h4>
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<p class="text-gray-700 text-sm">机器人成本降至1万美元/台，居家渗透率超10%</p>
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</div>
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<div class="w-full md:w-1/3 text-center">
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<div class="bg-pink-100 rounded-full h-24 w-24 flex items-center justify-center mx-auto mb-3">
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<span class="text-pink-800 font-bold">2030年后</span>
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</div>
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<h4 class="font-semibold">生态成熟期</h4>
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<p class="text-gray-700 text-sm">"保险+机器人+服务"闭环，头部险企市占率超50%</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-600">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-indigo-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-indigo-700">上游</h4>
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<ul class="space-y-1">
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<li class="text-gray-700">传感器（<strong>昊志机电</strong>）</li>
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<li class="text-gray-700">减速器（<strong>绿的谐波</strong>）</li>
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<li class="text-gray-700">AI芯片（<strong>地平线</strong>）</li>
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||
</ul>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-purple-700">中游</h4>
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<ul class="space-y-1">
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<li class="text-gray-700">机器人本体（<strong>优必选</strong>）</li>
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<li class="text-gray-700">智慧养老平台（<strong>安康通-南京新百</strong>）</li>
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</ul>
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</div>
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<div class="bg-pink-50 rounded-lg p-4">
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||
<h4 class="font-semibold mb-2 text-pink-700">下游</h4>
|
||
<ul class="space-y-1">
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<li class="text-gray-700">险资养老社区（<strong>泰康之家</strong>）</li>
|
||
<li class="text-gray-700">康复器械（<strong>鱼跃医疗</strong>）</li>
|
||
<li class="text-gray-700">适老化家居（<strong>乐歌股份</strong>）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-xl font-semibold mb-4 text-purple-600">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务逻辑</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-3 whitespace-nowrap font-medium">泰康保险</td>
|
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<td class="px-4 py-3">"保险+养老社区"闭环，全国12城布局</td>
|
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<td class="px-4 py-3">资金成本低（长险负债），入住率60%+</td>
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<td class="px-4 py-3">重资产拖累ROE（<5%）</td>
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</tr>
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<tr>
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<td class="px-4 py-3 whitespace-nowrap font-medium">优必选</td>
|
||
<td class="px-4 py-3">人形机器人养老场景落地</td>
|
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<td class="px-4 py-3">与腾讯合作AI大模型，已获北京试点订单</td>
|
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<td class="px-4 py-3">量产能力未验证，2024年亏损扩大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">安康通</td>
|
||
<td class="px-4 py-3">智慧养老平台（2800万用户）</td>
|
||
<td class="px-4 py-3">政府订单占比高（200+区县覆盖）</td>
|
||
<td class="px-4 py-3">盈利模式依赖补贴，可持续性存疑</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">鱼跃医疗</td>
|
||
<td class="px-4 py-3">康复器械（制氧机、轮椅）</td>
|
||
<td class="px-4 py-3">产品入选工信部老年用品目录</td>
|
||
<td class="px-4 py-3">集采降价压力，毛利率下滑至45%</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-700">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-lg mb-2 text-red-700">技术风险</h3>
|
||
<p class="text-gray-700">六维力矩传感器精度不足，导致机器人跌倒事故（2025年3月日本案例）。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-lg mb-2 text-red-700">商业化风险</h3>
|
||
<p class="text-gray-700">居家机器人定价<strong>3-5万元/台</strong>，超出多数老年人支付意愿（月收入中位数<strong>3000元</strong>）。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-lg mb-2 text-red-700">政策风险</h3>
|
||
<p class="text-gray-700">若2026年机器人试点验收不及预期，补贴可能退坡。</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-lg mb-2 text-red-700">信息矛盾</h3>
|
||
<p class="text-gray-700">研报称养老床位利用率30%，但头部机构入住率60%，反映<strong>结构性过剩</strong>（高端饱和 vs 普惠短缺）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="mb-4">养老概念处于<strong>"主题投资向基本面过渡"</strong>阶段，机器人、智慧养老为短期热点，养老金融（REITs、保险）为长期主线。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">高价值方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="h-6 w-6 rounded-full bg-white bg-opacity-30 flex items-center justify-center">
|
||
<span class="text-sm font-bold">1</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-semibold">机器人硬件</h4>
|
||
<p>传感器（<strong>昊志机电</strong>）、轻量化关节（<strong>绿的谐波</strong>）——技术壁垒高，订单弹性大。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="h-6 w-6 rounded-full bg-white bg-opacity-30 flex items-center justify-center">
|
||
<span class="text-sm font-bold">2</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-3">
|
||
<h4 class="font-semibold">轻资产服务</h4>
|
||
<p>智慧养老平台（<strong>安康通</strong>）——政策订单驱动，现金流优于重资产。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-white mr-2">•</span>
|
||
<span><strong>机器人试点验收通过率</strong>（2025年Q4）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-white mr-2">•</span>
|
||
<span><strong>养老REITs发行规模</strong>（2025年目标100亿）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-white mr-2">•</span>
|
||
<span><strong>险资养老社区单床IRR</strong>（需>6%才能规模化）</span>
|
||
</li>
|
||
</ul>
|
||
<p class="mt-4 text-yellow-200 font-semibold">风险提示：警惕2025年底试点验收不及预期导致的估值回调，优先选择<strong>技术验证通过+订单落地</strong>的标的。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-700">关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">相关原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">天茂集团</td>
|
||
<td class="px-4 py-3">保险/金融</td>
|
||
<td class="px-4 py-3">高端康养服务品牌</td>
|
||
<td class="px-4 py-3">养老社区</td>
|
||
<td class="px-4 py-3">保险+养老</td>
|
||
<td class="px-4 py-3">国华人寿旗下高端康养服务品牌推出的首个城市型高品质养老社区</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">凤凰股份</td>
|
||
<td class="px-4 py-3">房地产/养老产业</td>
|
||
<td class="px-4 py-3">康复医疗中心</td>
|
||
<td class="px-4 py-3">康复护理</td>
|
||
<td class="px-4 py-3">房地产+医疗</td>
|
||
<td class="px-4 py-3">与南京爱乐思健康合作康复医疗中心、护理院、养老院、社区机构服务项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">悦心健康</td>
|
||
<td class="px-4 py-3">医疗健康</td>
|
||
<td class="px-4 py-3">医养结合</td>
|
||
<td class="px-4 py-3">养老照护</td>
|
||
<td class="px-4 py-3">医疗+养老</td>
|
||
<td class="px-4 py-3">以医养结合为核心，提供养老照护一体化服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">瑞贝卡</td>
|
||
<td class="px-4 py-3">假发制造</td>
|
||
<td class="px-4 py-3">出口业务</td>
|
||
<td class="px-4 py-3">龙头企业</td>
|
||
<td class="px-4 py-3">假发生产与出口</td>
|
||
<td class="px-4 py-3">公司出口占比较高，发假发龙头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">信隆健康</td>
|
||
<td class="px-4 py-3">医疗器械</td>
|
||
<td class="px-4 py-3">康复器材</td>
|
||
<td class="px-4 py-3">自行车配件/运动器材</td>
|
||
<td class="px-4 py-3">康复设备制造</td>
|
||
<td class="px-4 py-3">主营业务涵盖自行车配件、运动健身器材和养老康复器材</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">融捷健康</td>
|
||
<td class="px-4 py-3">医疗器械</td>
|
||
<td class="px-4 py-3">老年健康设备</td>
|
||
<td class="px-4 py-3">养老机构采购</td>
|
||
<td class="px-4 py-3">健康设备制造</td>
|
||
<td class="px-4 py-3">产品多为老年人使用，部分养老机构批量采购</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">开能健康</td>
|
||
<td class="px-4 py-3">环保/健康设备</td>
|
||
<td class="px-4 py-3">健康综合体</td>
|
||
<td class="px-4 py-3">养老服务配套</td>
|
||
<td class="px-4 py-3">健康设备+养老服务</td>
|
||
<td class="px-4 py-3">逐步形成集生命医学研究、养生养老四大功能于一体的健康产业综合体</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">德展健康</td>
|
||
<td class="px-4 py-3">医疗健康</td>
|
||
<td class="px-4 py-3">海南澄迈项目</td>
|
||
<td class="px-4 py-3">二级康复医院/旅居医养中心</td>
|
||
<td class="px-4 py-3">医疗+养老</td>
|
||
<td class="px-4 py-3">海南澄迈项目以二级康复医院、旅居医养中心为核心</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">广脉科技</td>
|
||
<td class="px-4 py-3">信息技术</td>
|
||
<td class="px-4 py-3">独居老人服务平台</td>
|
||
<td class="px-4 py-3">智慧养老</td>
|
||
<td class="px-4 py-3">科技+养老</td>
|
||
<td class="px-4 py-3">研发独居老人在线服务平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">志晟信息</td>
|
||
<td class="px-4 py-3">信息技术</td>
|
||
<td class="px-4 py-3">智慧养老</td>
|
||
<td class="px-4 py-3">民生领域</td>
|
||
<td class="px-4 py-3">智慧养老解决方案</td>
|
||
<td class="px-4 py-3">聚焦智慧养老是民生领域主研方向，2020年已布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">塞力医疗</td>
|
||
<td class="px-4 py-3">医疗健康</td>
|
||
<td class="px-4 py-3">智慧养老大健康赛道</td>
|
||
<td class="px-4 py-3">人工智能布局</td>
|
||
<td class="px-4 py-3">医疗+AI+养老</td>
|
||
<td class="px-4 py-3">天津医保局人工智能布局养老大健康赛道，响应国家战略</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">漱玉平民</td>
|
||
<td class="px-4 py-3">医药零售</td>
|
||
<td class="px-4 py-3">居家护理</td>
|
||
<td class="px-4 py-3">养老服务</td>
|
||
<td class="px-4 py-3">医药+养老护理</td>
|
||
<td class="px-4 py-3">子公司仁医医疗提供居家护理照料等服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">尚荣医疗</td>
|
||
<td class="px-4 py-3">医疗建设</td>
|
||
<td class="px-4 py-3">综合医院/专科医院</td>
|
||
<td class="px-4 py-3">老年人常见病服务</td>
|
||
<td class="px-4 py-3">医疗设施建设+运营</td>
|
||
<td class="px-4 py-3">服务客户为综合医院及专科医院，覆盖老年人常见病领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">乐心医疗</td>
|
||
<td class="px-4 py-3">医疗器械</td>
|
||
<td class="px-4 py-3">智慧健康养老</td>
|
||
<td class="px-4 py-3">远程健康管理</td>
|
||
<td class="px-4 py-3">医疗器械+互联网</td>
|
||
<td class="px-4 py-3">智慧医疗、智慧养老业务为远程健康管理的重要方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">康泰医学</td>
|
||
<td class="px-4 py-3">医疗器械</td>
|
||
<td class="px-4 py-3">慢性病管理</td>
|
||
<td class="px-4 py-3">居家健康养老</td>
|
||
<td class="px-4 py-3">医疗器械制造</td>
|
||
<td class="px-4 py-3">产品广泛应用于慢性病管理、居家健康养老等场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">盈康生命</td>
|
||
<td class="px-4 py-3">医疗健康</td>
|
||
<td class="px-4 py-3">非公立康养护理机构</td>
|
||
<td class="px-4 py-3">智慧健康养老</td>
|
||
<td class="px-4 py-3">医疗+养老</td>
|
||
<td class="px-4 py-3">徐泾护理院提供集医疗、养老、护理、康复、安宁、心理关怀于一体的非公立康养护理机构</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">新大正</td>
|
||
<td class="px-4 py-3">物业服务</td>
|
||
<td class="px-4 py-3">医养结合</td>
|
||
<td class="px-4 py-3">养老机构服务</td>
|
||
<td class="px-4 py-3">物业+养老</td>
|
||
<td class="px-4 py-3">致力于提供医养结合的医疗保障服务，为医院、养老服务机构提供基础服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">可靠股份</td>
|
||
<td class="px-4 py-3">生活用品</td>
|
||
<td class="px-4 py-3">成人护理产品</td>
|
||
<td class="px-4 py-3">养老相关产品</td>
|
||
<td class="px-4 py-3">成人护理用品制造</td>
|
||
<td class="px-4 py-3">产品涵盖成人纸尿裤、成人护理垫等养老相关产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">金明精机</td>
|
||
<td class="px-4 py-3">机械制造</td>
|
||
<td class="px-4 py-3">养老康复服务</td>
|
||
<td class="px-4 py-3">增资布局</td>
|
||
<td class="px-4 py-3">机械制造+养老</td>
|
||
<td class="px-4 py-3">2017年增资上海仁馨健康管理公司，切入养老康复服务领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">恒锋信息</td>
|
||
<td class="px-4 py-3">信息技术</td>
|
||
<td class="px-4 py-3">社区居家养老服务</td>
|
||
<td class="px-4 py-3">智慧养老</td>
|
||
<td class="px-4 py-3">信息技术+养老</td>
|
||
<td class="px-4 py-3">子公司福建微尚为老年人提供社区居家养老服务、社区嵌入式微机构运营</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">科锐国际</td>
|
||
<td class="px-4 py-3">人力资源</td>
|
||
<td class="px-4 py-3">人力资源解决方案</td>
|
||
<td class="px-4 py-3">领先服务商</td>
|
||
<td class="px-4 py-3">人力资源+养老</td>
|
||
<td class="px-4 py-3">国内领先的人力资源整体解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">外服控股</td>
|
||
<td class="px-4 py-3">人力资源</td>
|
||
<td class="px-4 py-3">人力资源服务</td>
|
||
<td class="px-4 py-3">龙头企业</td>
|
||
<td class="px-4 py-3">人力资源+养老</td>
|
||
<td class="px-4 py-3">国内人力资源服务龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">北京人力</td>
|
||
<td class="px-4 py-3">人力资源</td>
|
||
<td class="px-4 py-3">商业零售</td>
|
||
<td class="px-4 py-3">城乡服务</td>
|
||
<td class="px-4 py-3">人力资源+零售</td>
|
||
<td class="px-4 py-3">二十多年商业零售经验，北京城乡中国商业名牌企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">新华锦</td>
|
||
<td class="px-4 py-3">纺织品制造</td>
|
||
<td class="px-4 py-3">发制品生产</td>
|
||
<td class="px-4 py-3">养老相关产品</td>
|
||
<td class="px-4 py-3">纺织品+养老</td>
|
||
<td class="px-4 py-3">主营发制品系列产品的生产及销售，产品包括男发块、女装假发等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">倍加洁</td>
|
||
<td class="px-4 py-3">日化用品</td>
|
||
<td class="px-4 py-3">口腔护理</td>
|
||
<td class="px-4 py-3">假牙清洁</td>
|
||
<td class="px-4 py-3">日化用品制造</td>
|
||
<td class="px-4 py-3">产品涵盖牙膏、牙刷、牙线签、假牙清洁片等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium">博士眼镜</td>
|
||
<td class="px-4 py-3">眼镜零售</td>
|
||
<td class="px-4 py-3">老花镜产品</td>
|
||
<td class="px-4 py-3">养老相关产品</td>
|
||
<td class="px-4 py-3">眼镜制造+零售</td>
|
||
<td class="px-4 py-3">公司产品有老花镜</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |