
The Zhitong Finance App learned that on November 6, six departments including the Ministry of Civil Affairs issued a notice to issue “Certain Measures on Cultivating Diverse Scenarios to Promote Consumption of Age-appropriate Products”. Among them, it is mentioned to promote the application of smart age-appropriate products. Driven by major national science and technology projects, we will accelerate the application of cutting-edge technologies such as physical intelligence, big language models, brain-computer interfaces, and exoskeletons in the field of old-age care, and develop and upgrade smart devices such as disability care, rehabilitation care, and mental support for the elderly.
The “Measures” suggest supporting community pension service facilities that are in a position to do so to set up outlets to experience, rent and sell age-appropriate products, and encouraging pension institutions to take advantage of the concentration of elderly customers and carry out product trials, display, and rental sales. It is expected to provide a display and application environment closer to users for applicable brain-computer-related products, and promote cooperation between enterprises and pension service institutions. It is also proposed to promote “rent-for-sale” and “combination of rental and sale” to guide the development of rental services in categories such as rehabilitation aids and smart old-age care equipment. This helps reduce initial use costs, meet phased rehabilitation needs, and also helps enterprises expand supporting services around equipment use.
The brain-computer interface has been clearly incorporated into the technical application deployment in the field of old-age care, sending a positive signal for the industry to meet the rehabilitation and care needs of the elderly. Focusing on related needs, brain-computer rehabilitation, assistive communication and device interaction, and product solutions combining brain-computer interfaces with exoskeletons and rehabilitation robots are all expected to gain more application exploration opportunities. With the implementation of relevant measures, cooperation between brain-computer interface companies, pension operators and rehabilitation service agencies is expected to accelerate, driving the joint development of equipment research and development, product adaptation, and supporting services. As a result, the pension market is expected to become an important direction for expanding the scale of application of brain-computer interfaces and cultivating long-term demand.
The analysis points out that incorporating cutting-edge technologies such as brain-computer interfaces into the framework for cultivating consumption scenarios for age-appropriate products marks the implementation of brain-computer interfaces in the field of old-age care, and has moved from the stage of technological exploration to the stage of scenario docking and commercialization promotion.
At present, a number of mature technical routes have emerged in the industry: one is to achieve “thought control” through non-invasive devices, such as brain-controlled nursing beds and wheelchairs, to help disabled elderly people act independently; second, to provide early intervention for cognitive decline and use brain-computer interfaces to carry out cognitive training for neurodegenerative diseases such as Alzheimer's disease; and third, to promote active rehabilitation training and establish a closed loop system for smart health care. Compared to the high threshold of serious medical treatment, non-invasive brain-computer devices are opening up a new track for aging rehabilitation and care with the advantages of low cost and high safety, providing innovative solutions for nursing homes and community health centers.
Hongta Securities said that the smart pension industry is shifting from fragmented services to a full-scenario ecosystem. In the future, it will achieve personalized and accurate service transformation from one-sided for one person to one case, and become the core engine for the high-quality development of the Yinfa economy; with increasing technological maturity and business model innovation, smart pension will truly achieve a leap from technical verification to large-scale implementation.
Guojin Securities said that China is facing a significant trend of population aging, providing a huge potential audience for the Yinfa economy. Policy support, deepening online channel penetration, and supply-side innovation have jointly promoted the high-quality development of the silver hair market. The needs of the silver hair community showed diverse characteristics, spawning various segments such as smart nursing and scooters for the elderly. Overall, driven by aging trends and policies, the Yinfa economy has broad market prospects, and the industry is showing diversified development trends.
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