2011-2012年中国养老服务行业研究报告 >> 水清木华研究中心

　　按照居所的不同，养老服务可以分为居家养老和机构养老。受传统观念制约，居家养老一直是中国养老的主要模式，但随着居民收入和储蓄的显著增加，近年越来越多的老年人选择机构养老。不过养老机构和护理人员严重不足，远远不能适应市场需求。截至2010年底，中国共有各类老年福利机构39904个，床位314.9万张；收养老年人242.6万人，仅占中国60岁以上人口的0.6%左右。

　　中国养老产业刚刚兴起，国家在政策方面持支持和鼓励态度。2011年9月，国务院发布《中国老龄事业发展“十二五”规划》进一步明确了中国致力养老产业发展的方向。根据规划，“十二五”期间中国将大力发展社区照料服务，鼓励社会力量参与公办养老机构建设和运行，引导开发老年宜居住宅和代际亲情住宅，鼓励社会资本兴办具有长期医疗护理、康复促进、临终关怀等功能的养老机构。

　　虽然养老产业总体是微利行业，但养老地产具有地产行业的共性，盈利前景可观。因此，在巨大的市场需求及国家鼓励政策的驱动下，近年来社会资本纷纷涉足养老地产，如上海亲和源、“夕阳红”连锁老人公寓等民营养老企业开发的项目早已投入运营；房地产企业如万科集团、保利地产、富力地产，保险企业如泰康人寿、中国人寿，多元化企业如哈工大集团、复星国际、联想控股，境外企业如城堡投资、Emeritus Corp.等也纷纷涌入养老地产市场。

《2011-2012年中国养老服务行业研究报告》的内容主要包括以下内容：

中国养老服务行业政策环境、医疗卫生环境、养老保障体系、金融保障体系等；
中国养老服务市场需求情况、市场供给情况，世界发达国家养老模式等；
中国居家养老市场政策、居家养老面临的形式及存在的问题等；
中国公办及民办养老机构现状、存在的问题及拟在建项目等；
中国养老地产供需分析、竞争现状、经营方式及拟在建项目等；
中国2家房地产龙头企业开发养老地产进展，6家民营企业养老地产经营现状等。

In terms of the residence for the elderly people, aged care service consists of home-based care and institution-based care. The former has long been the major model of aged care service in China. In recent years, along with the significant growth in the income and savings of Chinese people, more and more senior citizens prefer the latter. However, the supply of aged care institutions and nursing staff is far from meeting the market demand. As of the end of 2010, China had a total of 39,904 aged care institutions with 3.149 million beds, accommodating 2.426 million seniors who only accounted for about 0.6% of the population aged over 60 in China.

As the aged care industry emerges in China recently, the government supports and encourages its development in policy. In September 2011, the State Council issued 12th Five-Year (2011-2015) Plan on Aging Industry Development in China which further clarified that China would devote itself to the development of the aged care industry. According to the Plan, China will strive to develop community-based care service, encourage social forces to participate in the construction and operation of public aged service institutions, guide the development of livable residence for the aged and intergenerational family residence and encourage social capital to establish the aged care institutions which will provide long-term medical care, rehabilitation promotion and hospice care during the 12th Five-Year Plan Period.

Although aged care is a low-profit industry, the aged care real estate industry is expected to make a reasonable profit. Driven by the huge market demand and the national incentive policies, social capital has flown into the aged care real estate industry. For instance, such projects as Shanghai Cherish-Yearn and Xiyanghong Chain Senior Apartment developed by private enterprises have been put into operation. Real estate companies including Vanke, Poly Real Estate and R & F Properties, insurance firms like Taikang Life and China Life Insurance, diversified enterprises such as Harbin Institute of Technology Group Inc., Fosun Group and Legend Holdings and foreign-funded corporations like Fortress Investment and Emeritus Corp. have also set foot in the aged care real estate market.

It is in the report that covers the followings:

Policy environment, medical & health environment, aged care security system and financial security system of Chinese aged care service industry;
Aged care service market demand and supply in China, aged care models in developed countries, etc.;
Policy, situation and problems concerning home-based aged care market in China;
Status quo, problems and projects under planning/construction of public and private aged care institutions in China;
Supply & demand, competition, operating model and projects under planning/construction of aged care real estate industry in China;
The development progress of aged care real estate of two leading real estate players and the aged care real estate operation of six private enterprises in China.

第一章养老产业概述
1.1 定义及分类
1.2 基本特点
1.2.1 综合性
1.2.2 福利性
1.2.3 公益性
1.2.4 营利性

第二章中国养老服务市场环境分析
2.1 养老需求容量
2.1.1 老年人口结构
2.1.2 老年人健康状况
2.1.3 家庭结构趋向小型化
2.1.4 老年人口抚养比逐年上升
2.2 产业政策环境
2.2.1 “十二五”规划
2.2.2 其他政策法规
2.3 医疗卫生环境
2.3.1医疗机构数
2.3.2 医疗机构床位数
2.3.3 卫生技术人员数
2.3.4 病床使用情况
2.4 养老保障体系
2.4.1 养老生活保障
2.4.2 医疗保障体系
2.5 养老金融体系
2.5.1 主要内容
2.5.2 商业养老保险
2.5.3 护理保险

第三章中国养老服务市场现状
3.1 世界主要养老模式借鉴
3.1.1 欧美主要养老模式
3.1.2 亚洲主要养老模式
3.1.3 国外养老模式借鉴
3.2 中国养老市场供给分析
3.2.1市场供给量加大
3.2.2 民办养老院扩张迅速
3.2.3 中国养老市场存在的主要问题
3.3 中国公办养老机构拟在建项目
3.3.1 养老院、敬老院和社会福利院
3.3.2 老年大学和老年活动中心

第四章中国居家养老市场分析
4.1 概况
4.1.1 老年人养老方式选择
4.1.2 居家养老服务需求
4.2 居家养老政策
4.3 居家养老形式
4.4 居家养老市场存在的问题

第五章中国民办养老机构市场分析
5.1 养老机构市场概况
5.2 民办养老机构市场分析
5.2.1 民办养老机构东丰西瘠
5.2.2 民办养老机构入住人群年龄结构
5.2.3 影响老年人入住养老机构原因分析
5.3 养老地产市场分析
5.3.1 养老地产供需分析
5.3.2 养老地产竞争现状
5.3.3 养老地产经营方式
5.3.4 养老地产拟在建项目

第六章重点竞争企业分析
6.1 万科集团
6.1.1 企业概述
6.1.2 养老地产业务分析
6.2 保利地产
6.2.1 企业概述
6.2.2 养老地产业务分析
6.3 汇晨老年公寓
6.3.1 简介
6.3.2 运营情况
6.3.3 发展战略
6.4 上海亲和源股份有限公司
6.4.1 公司简介
6.4.2 经营管理情况
6.4.3 发展战略
6.5 天津鹤童老年福利协会
6.5.1 简介
6.5.2 经营管理情况
6.5.3 发展动态
6.6 夕阳红连锁老人公寓
6.6.1 背景介绍
6.6.2 运营方式
6.6.3 江苏江阴夕阳红老年康乐中心
6.7 恒晖医疗
6.7.1 简介
6.7.2 经营管理情况
6.8 河北廊坊燕达国际健康城
6.8.1 简介
6.8.2 重点项目分析
6.8.3 经营方式

1. Overview of Aged Care Industry
1.1 Definition and Classification
1.2 Features
1.2.1 Comprehensiveness
1.2.2 Welfare
1.2.3 Public Benefit
1.2.4 Profitability
2. Aged Care Service Market Environment in China
2.1 Demand
2.1.1 Aged Population Structure
2.1.2 Health Condition of Aged People
2.1.3 Family Structure Tending to be Small-sized
2.1.4 Old-age Dependency Rate Rising Year on Year
2.2 Industry Policy Environment
2.2.1 The 12th Five-Year Plan
2.2.2 Other Policies and Regulations
2.3 Medical and Health Environment
2.3.1 Quantity of Medical Establishment
2.3.2 Bed Quantity of Medical Establishment
2.3.3 Health Workers
2.3.4 Hospital Bed Occupancy
2.4 Aged Care Security System
2.4.1 Aged Care Living Security
2.4.2 Medical Insurance System
2.5 Financial System of Aged Care
2.5.1 Content
2.5.2 Commercial Endowment Insurance
2.5.3 Care Insurance
3. Status Quo of China Aged Care Market
3.1 Major Aged Care Models Worldwide for Reference
3.1.1 Major Aged Care Models in Europe and America
3.1.2 Major Aged Care Models in Asia
3.1.3 Major Aged Care Models Abroad for Reference
3.2 Supply
3.2.1 Growing Supply
3.2.2 Fast Expansion of Private Aged Care Institutions
3.2.3 Key Problems in China Aged Care Market
3.3 Projects of Chinese Public Aged Care Institutions
3.3.1 Old People’s Home, Social Welfare Institute and Home Care Center for the Senior
3.3.2 Colleges and Centers for the Senior
4. Home-Based Aged Care Market in China
4.1 Overview
4.1.1 Senior’s Choice of Aged Care Models
4.1.2 Demand for Home-Based Aged Care Service
4.2 Policy of Home-Based Aged Care
4.3 Form of Home-Based Aged Care
4.4 Problems in Home-Based Aged Care Market
5. Private Aged Care Institution Market in China
5.1 Overview
5.2 Private Aged Care Institution Market
5.2.1 Large Quantities of Aged Care Institutions in East China while Small Quantities in West China
5.2.2 Age Structure of People Living in Private Aged Care Institutions
5.2.3 Reasons for the Senior to Check in Aged Care Institutions
5.3 Market of Aged Care Real Estate
5.3.1 Supply and Demand
5.3.2 Current Competition
5.3.3 Operating Model
5.3.4 Projects
6. Key Enterprises
6.1 China Vanke Co., Ltd
6.1.1 Profile
6.1.2 Aged Care Real Estate
6.2 Poly Real Estate Group Co., Ltd
6.2.1 Profile
6.2.2 Aged Care Real Estate
6.3 Huichen Senior Apartment
6.3.1 Profile
6.3.2 Operation
6.3.3 Development Strategy
6.4 Shanghai Qinheyuan
6.4.1 Profile
6.4.2 Operation and Management
6.4.3 Development Strategy
6.5 Tianjin Hetong Elderly Welfare Association
6.5.1 Profile
6.5.2 Operation and Management
6.5.3 Development Dynamic
6.6 Sunset Glow Chain Seniors’ Apartment
6.6.1 Background
6.6.2 Operation
6.6.3 Jiangyin Sunset Glow Seniors’ Recreation Center
6.7 Shanghai Henghui Medical Treatment Technique Progress
6.7.1 Profile
6.7.2 Operation and Management
6.8 Yanda International Health City
6.8.1 Profile
6.8.2 Key Projects
6.8.3 Operating Model

图：养老产业相关产业链
图：2006-2020中国总人口数及老龄人口占比
图：2008年中国城市老年人健康状况比较
图：1953-2010年中国平均家庭户规模
图：2004-2009年中国老年人口抚养比
表：“十二五”期间中国老龄事业发展重点任务
表：2001-2011年中国养老服务行业主要政策
表：2010年中国医疗机构数
表：2010年中国医疗机构床位数
表：2010年中国卫生技术人员数
表：2010年中国医疗服务工作效率
图：2005-2010年中国参加城镇职工基本养老保险人数
图：2005-2010年中国城镇基本养老保险基金收支情况
图：2005-2010年中国参加农村养老保险及领取养老金人数
图：2005-2010年中国农村养老金支付及养老保险基金结存
图：2006-2010年中国城市居民最低生活保障人数
图：2006-2010年中国城市居民最低生活保障标准及支出水平
图：2007-2010年中国农村居民最低生活保障人数
图：2007-2010年中国农村居民最低生活保障标准及支出水平
图：2007-2010年中国农村五保供养人数
图：2007-2010年中国农村五保供养平均标准
图：2005-2010年中国城镇基本医疗保险人数及增长率
图：2005-2010年中国城镇职工基本医疗保险人数
图：2010年中国城镇职工、居民基本医疗保险人数占比
表：2011-2012年中国老年医疗机构拟在建项目
表：中国主要的专门养老保险机构
表：中国人保健康长期护理保险的主要内容及利益
表：国外几种养老模式（社区）的比较
表：2008-2010年中国养老机构、床位数及收养人员数
表：2011-2012年中国养老院、敬老院和社会福利院拟在建项目
表：2011-2012年中国老年大学和老年活动中心拟在建项目
表：2008年中国城市居家养老服务需求率与满足率比较
图：中国民办养老机构入住人群年龄占比情况
图：影响中国老年人入住养老院的原因占比
图：中国老年人选择养老院的影响因素占比
表：2010-2012年中国开发养老地产的主要企业及运作项目
表：中国持有经营式养老地产项目案例及经营特点
表：中国出租+出售式养老地产项目案例及经营特点
表：中国出售式养老地产项目案例及经营特点
表：2011-2012年中国养老地产拟在建项目
图：2008-2011年万科主营业务收入和净利润
图：2008-2011年保利地产主营业务收入和净利润
表：汇晨老年公寓经营方式相关内容
表：汇晨公寓床位供给情况
表：上海亲和源会员卡类别及其费用和权益
表：鹤童老人五级护理评定等级界定标准及护理费用（单位：元/人/天）
表：“夕阳工程”内容
表：2009年江阴市夕阳红爱心护理院收费标准（单位：元/月）
表：2009年上海徐汇区日月星养老院收费标准（单位：元/月）
表：燕达国际健康城五大板块介绍

Aged Care-related Industry Chain
Total Population of China and Proportion of the Aged, 2006-2020
Health Condition of the Aged in Chinese Cities, 2008
Average Size of Chinese Families, 1953-2010
Dependency Ratio of the Aged Population in China, 2004-2009
Key Tasks of Chinese Aged Industry in the 12th Five-Year
Aged Care Industry Policies, 2001-2011
Quantity of Medical Establishment in China, 2010
Bed Quantity of Medical Establishment in China, 2010
Health Workers in China, 2010
Work Efficiency of China's Medical Services, 2010
Number of Urban Employees Involved in Basic Endowment Insurance in China, 2005-2010
Income and Expenses of Basic Endowment Insurance Fund in Urban Regions of China, 2005-2010
Number of People in Rural Regions Participating in and Enjoying Endowment Insurance, 2005-2010
Pension Payment and Balance of Endowment Insurance Fund in Rural Regions of China, 2005-2010
Number of People Enjoying Subsistence Allowances for the Urban Poor in China, 2006-2010
Standard & Expenditure Level of Subsistence Allowances for the Urban Poor in China, 2006-2010
Number of People Enjoying Subsistence Allowances for the Rural Poor in China, 2007-2010
Standard & Expenditure Level of Subsistence Allowances for the Rural Poor in China, 2007-2010
Number of People Enjoying the Five Guarantees in Rural Areas of China, 2007-2010
Average Standard for the Five Guarantees in Rural Areas of China, 2007-2010
Number of People Enjoying Basic Medical Insurance in Urban Regions of China and Growth Rate, 2005-2010
Number of Employees Enjoying Basic Medical Insurance in Urban Regions of China, 2005-2010
Proportion of Employees and Citizens Enjoying Basic Medical Insurance in Urban Regions of China, 2010
Projects of Medical Establishment for the Aged in China, 2011-2012
Main Specialized Endowment Insurance Institutions of China
Main Contents and Benefits of Long-Term Care Insurance of PICC
Comparison of Aged Care Models (Communities) Overseas
Quantity of Aged Care Institution, Bed and Recipient in China, 2008-2010
Projects of Old People’s Home, Social Welfare Institute & Home Care Center for the Senior in China, 2011-2012
Projects of Colleges and Centers for the Senior in China, 2011-2012
Demand Ratio and Satisfaction Rate of Home-Based Aged Care Service in Urban Regions of China, 2008
Age Structure of People Living in Private Aged Care Institutions in China
Proportion of Reasons for the Senior to Check in Aged Care Institutions
Proportion of Factors for the Senior to Choose Aged Care Institutions
Major Enterprises and Operating Projects Setting Foot in Aged Care Real Estate Sector in China, 2010-2012
Cases and Operational Characteristics of Hold-run Aged Care Real Estate in China
Cases and Operational Characteristics of Rent + Sale Type Aged Care Real Estate in China
Cases and Operational Characteristics of Sale Type Aged Care Real Estate in China
Projects of Aged Care Real Estate in China, 2011-2012
Operating Revenue and Net Income of Vanke, 2008-2011
Operating Revenue and Net Income of Poly Real Estate, 2008-2011
Operation of Huichen Senior Apartment
Bed Supply of Huichen Senior Apartment
Membership Card Category, Expense, Rights & Interests of Shanghai Qinheyuan
Five-Grade Nursing Rating Definition & Nursing Fee of Hetong Senior Citizen’s Home
Content of Sunset Project
Charging Standard of Sunset Glow Love Nursing Home in Jiangyin, 2009
Charging Standard of Riyuexing Nursing Home in Xuhui, Shanghai, 2009
Five Sectors of Yanda International Health City