Regarding the supply of aged care services, Li Yongxin, deputy director of the Department of Aged Care Services of the Ministry of Civil Affairs, said at the meeting that from 20 12 to 20021year, the central government invested a total of 35.9 billion yuan to support the construction of aged care services. Up to now, community pension services basically cover urban communities and more than half of rural communities. By the first quarter of 2022, there were 360,000 institutions and facilities for the aged in China, with 8126,000 beds, nearly twice the number at the end of 20 12.
Pan Helin, co-director and researcher of Digital Economy and Financial Innovation Research Center of International Joint Business School of Zhejiang University, said in an interview with Securities Daily that, first of all, the problem of insufficient infrastructure supply in the pension industry is more prominent. On the one hand, the aging situation is gradually strengthening and there are more and more elderly people. On the other hand, the investment in old-age facilities is insufficient. In particular, the number of old-age service facilities per capita needs to be improved, and the increase in facilities supply cannot keep up with the increase in the aging population. In the future, in addition to increasing financial investment in infrastructure supply, we should also increase supply through the combination of social capital. Secondly, the awareness of providing for the aged needs to be changed. Pension is still the basic guarantee for the elderly, but it can't meet the differentiated needs of the elderly. In order to ensure the life of the elderly, it is necessary to carry out multi-channel and diversified wealth planning for the elderly, further improve the income level of the elderly with low pension income and ensure their quality of life. Finally, the pension industry should pay attention to the potential needs of the elderly. Explore the consumption potential of the elderly by discovering their needs, and launch differentiated old-age service products for different age groups.
In the past decade, listed companies with the concept of providing for the aged have also achieved rapid development. Straight flush data shows that as of September 20th, there were 92 listed companies in the pension concept sector. Among them, 80 companies' performance of 202 1 is comparable to that of 20 12. The total operating income in 20 12 years was 22,665,438+75 million yuan, and 202 1074364 million yuan, an increase of 3,774,340 yuan in ten years. 20151700 million yuan, 2021190,000 yuan, and the net profit attributable to the mother increased by 99.20% in ten years.
Regarding the development direction of the old-age care industry, Chen Xingwen, the founding partner of Kurosaki Capital, said that the future old-age care industry is not only nursing and nursed back to health, but also likely to move towards entertainment-oriented old-age care and tourism-oriented old-age care. Facing the aging, the old-age care industry is a sunrise industry in China, and the elderly in modern cities generally receive higher education, paying more attention to the quality and internal needs of old-age care.
On September 20th, the pension concept sector fluctuated strongly. At the close, the sector as a whole rose by 0.93%, outperforming the Shanghai Composite Index (up by 0.22%), and 66 stocks in the sector rose, accounting for over 70%.
Regarding the investment opportunities in the pension concept sector, Xu Shengxiong, manager of Paipai.com's wealth public offering product operation, told the Securities Daily reporter: Under the background of policy support, accelerated population aging, increased residents' wealth, improved life expectancy and improved quality of life requirements, considering that China's current pension industry needs to be improved, driven by the gap between supply and demand, the pension industry is expected to usher in rapid development, and the next decade will be the golden development period of the pension industry.
In an interview with Securities Daily, Yuan Huaming, general manager of Hua Hui Chuangfu Investment, said that under the background of accelerating population aging and policy support, there is huge room for service model innovation and industrial growth of the pension industry, and related enterprises are generally stable, such as rapid growth opportunities in digital construction and other sub-sectors. Therefore, providing for the aged is a long-term investment direction with staged theme opportunities. In the short term, there are more opportunities in the fields of digital construction and innovation, medical services, medical devices and medical rehabilitation related to old-age care. In the medium and long term, opportunities in insurance and pension real estate may also gradually emerge.