4 thoughts on “Analysis of the elderly real estate industry?”
Jack
Pension real estate is a integration terminal of various pension guarantee services. By infinging with the pension industry in terms of functional combinations and product forms, it can create greater living value and commercial value. The domestic pension model is mainly divided into three types: home pension, community pension and institutional pension. Since 2011, my country has been committed to establishing a home -based, community -based, institutional as the supplement, and medical care. service system. The reason is under the influence of the tradition of “raising children to prevent the old”. The elderly in our country are more inclined to receive their children at home; in addition, more importantly, the mismatch of our pension resources in my country is more serious, the elderly population assets are insufficient, and it is difficult to support the high -charged pension institutions. The cost of home care is relatively low. Essence Extension information:
The introduction of pension real estate is as follows:
The customers of pension real estate include the elderly after the age of 55, and the nursing home is more 75 years old The above elderly and the elderly who cannot take care of themselves. Pension real estate is actually a carrier that provides different categories of pension products and services. Consumers choose according to personal income and needs. In from the perspective of the industrial chain, the upstream mainly solves the problem of land and funds, and the downstream solves the problem of operation and provides services. The integration of various elderly care services is the most complicated job in operation, and it requires the accumulation of long -term resources and experience. Reference materials Source: People’s Daily-Aging Society Come to Pension Real Estate The reference materials Source: People’s Daily-Danglian encounters pension: Pension real estate in the dilemma
At present, there are three main operating models in domestic pension real estate: one is the continuous care of the retired community model (CCRC); the other is the full -age community model; the other is the pension apartment model. The continuous care of the retirement community (CCRC), which can provide one -stop and integrated living and living services for elderly consumers. At the same time, we continue to pay attention to changes in health status and self -care ability of elderly consumers, and continue to provide elderly consumers with the corresponding care service corresponding to the body and self -care. The full -age community is mostly developed by real estate developers, and subsequent operations are responsible for the pension operation company. The full -age community does not have a hard rule for residents. It is usually constructed based on the concept of combination of medical care, health and vacation, and the elderly also mainly live in “migratory birds”. The pension apartment mode is usually small, around 200 rooms. While satisfying the living function, the concept of curing is stronger, and various supporting facilities are relatively complete, which can meet the different needs of the elderly, disabled, and dementia, and provide professional services. Extension information: The pension real estate sales model Due to the different land attributes of the pension real estate, the current pension real estate charging model can be divided into two types: property rights sales and use of use service fee sales. model. According to the current situation, it can be roughly divided into three models: member fee service fee, deposit entry fee service fee and insurance fee service fee. membership fees service fees, that is, the user pays the membership fee according to different room types before check -in to obtain the right to stay in the pension apartment for a long time. After check -in, pay the service fee monthly according to different needs. Member rights can be transferred and inherited. At the same time, project operators will also establish a second -hand transfer mechanism to help members need members complete the transfer procedures. The deposit fee entry fee service fee, that is, the user pays an entry fee and a deposit according to the one -time one -time room type. The deposit can be returned all or partly when the user retreates. At the same time, pay the service fee monthly according to different needs. insurance fee service fee, that is, the user automatically obtains the right to stay in the pension apartment after purchasing insurance. At the same time, pay the service fee monthly according to different needs. Based on their own project characteristics and consumer preferences, each institution usually launch a variety of packages for consumers to choose from.
Pension Real Estate refers to a suitable elderly people who live in real estate development enterprises or related social institutions in the context of increasing population aging. Health provides good old residential products with good infrastructure guarantees. Such elderly residential products refer to the place where the elderly can obtain basic content such as economic offering, life care, and spiritual comfort. This has entered an elderly society In the data of the National Bureau of Statistics, the population over 60 years of age in 2019 reached 254 million, an increase of 1.65%year -on -year, accounting for 18.1%of the total population. According to the international standard of seniority: the proportion of population over 60 years of age reaches 10%or the population of the population over 65 years old has reached 7%, China has already entered an elderly society. If according to the “China Development Report 2020: The Development Trends and Policies of the Aging of Population in China” released by the China Development Foundation, there are about 180 million elderly people 65 and above in China in 2020, accounting for about 13 of the total population. % Minicization process will go through three stages, namely the stage of rapid age, accelerated age, and severe age. Among them The proportion is 25%. If elderly consumers’ purchasing power of pension real estate continues to increase The purchasing power is guaranteed by income. The economic income of the elderly is a key factor in determining the size and capacity of the elderly market. The main sources of economic income for the elderly are children or relatives, the elderly, retirement and labor income, and social insurance and relief. In 2010, the one of the pension alone increased to 838.3 billion yuan. By 2020, it would be 2814.5 billion yuan, and 7321.9 billion yuan in 2030. The purchase intention of buyers’ purchase of pension real estate In the preferences of residential ways, 59%of the elderly want to live with their children; 41%of the elderly choose to separate with their children. In the future The change of the concept of pension will rise. The transformation of consumer concept promotes purchase behavior. With the change of the concept of elderly care for the elderly in China, the concept of residential consumption of the elderly has also changed. From basic residential consumption to the quality of residential consumption, more and more elderly people realize that buying elderly apartments is an investment. It can be preserved and can be left for future generations as real estate. They are more and more willing to invest in elderly apartments. In the survey analysis, in the expectations of the expectations of the elderly in the middle and high -income elderly, I hope to purchase 51%of the total survey of real estate rights and 24%of the use rights of rental houses. , Other ways account for 9%. Curadental apartment supply is diversified With the development of society, the family structure of our country has gradually moved towards miniaturization, and the concept of residential consumption of the elderly has also changed. From basic residential consumption to improving residential consumption In terms of quality, the needs of the elderly show diversified characteristics. The elderly apartment markets have already targeted various products such as high -end elderly apartments, family -type elderly apartments, family -type elderly apartments, blessing agencies, and unique small apartment houses. The domestic pension real estate is mainly distributed in the Bohai Rim, Yangtze River Delta, and Pearl River Delta and other developed areas. If the development of the elderly market is immature At present, my country is still in a period of strategic opportunities for active response to population aging. Although the special market for the elderly has begun, the market’s demand for pension real estate is not large, plus the addition, plus The income level of the elderly people is generally not high and the concept of pension consumption is relatively backward (that is, the main dependence on children), which causes pension real estate to be in a period of development. The maturity of the pension market and the needs of enterprise development will also promote the government’s improvement of pension policies. Not only will we improve the pension social security system for guests to rest assured consumption, but it will also give support in land acquisition, finance, operation and other aspects to support enterprise development Provide a good external environment. In future demand scale forecast for pension real estate The prediction results of the United Nations, National Population and Family Planning Commission, National Aging Commission, and some scholars on the future aging development trend of my country. The population scale is about 255 million people; in 2026, the population size of 60 and over my country is about 300 million people. If according to the statistics of the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million pension beds in my country, an increase of 12.55%over the previous year, and 53 elderly people per 1,000 elderly people had 53 pension beds. It is estimated that by 2026, the number of beds in my country will reach nearly 10 million. -For more industry information, please pay attention to the “Analysis Report of the Development Prospects and Investment Opportunities of China’s Pension Real Estate Industry” released by the Institute of Foresight Industry Research Institute
The main listed companies in the industry: Vanke Real Estate (000002), Poly Real Estate (600048), China Resources Land (01109.HK), the first real estate (02868.HK), Greenland Holdings (600606) , Aging Population Forecast, Predictive Forecast of beds The elderly real estate requires large -scale funding support Ip pension real estate refers to the emphasis on aging design from the standard configuration of architectural design, garden planning to houses The development of architectural products related to the elderly, from nursing, medical, rehabilitation, health management, cultural and sports activities, catering services to daily living care more in line with the behavior habits of the elderly. Compared with the general real estate development model, pension real estate has certain characteristics: The country is constantly entering the aging society In the data of the National Bureau of Statistics, from 2014 to 2020, the ages in China in my country The population increased from 21 million to 264 million, with a compound annual growth rate of 3.72%; the population over the age of 60 in 2020 reached 264 million, an increase of 3.99%year -on -year, accounting for 18.70%of the total population. According to the international standard of seniority: the proportion of population over 60 years of age reaches 10%or the population of the population over 65 years old has reached 7%, China has already entered an elderly society. In data from the National Bureau of Statistics, the proportion of aging population in my country in recent years has not only increased. The proportion of aging population over 65 years of age has increased from 8.9%in 2010 to 13.5%in 2020, an increase of 4.6 percentage points. The number of beds at the current pension institution is close to 4.9 million pieces 2015-2020, and the number of beds in my country’s pension institutions increased year by year. According to data released by the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million beds in the country, an increase of 12.6%over 2019. The aging trend in my country will not change in a short time The problems with my country’s current marriage rate and low fertility rate and higher divorce rate, in the comprehensive United Nations, National Population and Family Planning Commission, National Aging Commission, and National Aging Commission, and the National Aging Commission and the National Aging Commission of the country and After some scholars’ predictions on the future aging development trends in my country, preliminary estimates that in 2026, the size of the population of 60 and over my country is about 300 million. The pension real estate will gradually increase with the deepening of aging . According to statistics from the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million pension beds in my country, an increase of 12.55%over the previous year. 53 pension beds. It is estimated that by 2026, the number of beds in my country will reach nearly 10 million. . On the whole, the continuous deepening of my country’s aging will inevitably increase the needs of pension real estate, thereby driving the development of the pension real estate industry. The above data comes from the “Analysis Report of the Development Prospects and Investment Opportunities of China’s Pension Real Estate Industry” of the Foresight Industry Research Institute
Pension real estate is a integration terminal of various pension guarantee services. By infinging with the pension industry in terms of functional combinations and product forms, it can create greater living value and commercial value.
The domestic pension model is mainly divided into three types: home pension, community pension and institutional pension. Since 2011, my country has been committed to establishing a home -based, community -based, institutional as the supplement, and medical care. service system. The reason is under the influence of the tradition of “raising children to prevent the old”.
The elderly in our country are more inclined to receive their children at home; in addition, more importantly, the mismatch of our pension resources in my country is more serious, the elderly population assets are insufficient, and it is difficult to support the high -charged pension institutions. The cost of home care is relatively low. Essence
Extension information:
The introduction of pension real estate is as follows:
The customers of pension real estate include the elderly after the age of 55, and the nursing home is more 75 years old The above elderly and the elderly who cannot take care of themselves. Pension real estate is actually a carrier that provides different categories of pension products and services. Consumers choose according to personal income and needs.
In from the perspective of the industrial chain, the upstream mainly solves the problem of land and funds, and the downstream solves the problem of operation and provides services. The integration of various elderly care services is the most complicated job in operation, and it requires the accumulation of long -term resources and experience.
Reference materials Source: People’s Daily-Aging Society Come to Pension Real Estate
The reference materials Source: People’s Daily-Danglian encounters pension: Pension real estate in the dilemma
At present, there are three main operating models in domestic pension real estate: one is the continuous care of the retired community model (CCRC); the other is the full -age community model; the other is the pension apartment model.
The continuous care of the retirement community (CCRC), which can provide one -stop and integrated living and living services for elderly consumers. At the same time, we continue to pay attention to changes in health status and self -care ability of elderly consumers, and continue to provide elderly consumers with the corresponding care service corresponding to the body and self -care.
The full -age community is mostly developed by real estate developers, and subsequent operations are responsible for the pension operation company. The full -age community does not have a hard rule for residents. It is usually constructed based on the concept of combination of medical care, health and vacation, and the elderly also mainly live in “migratory birds”.
The pension apartment mode is usually small, around 200 rooms. While satisfying the living function, the concept of curing is stronger, and various supporting facilities are relatively complete, which can meet the different needs of the elderly, disabled, and dementia, and provide professional services.
Extension information:
The pension real estate sales model
Due to the different land attributes of the pension real estate, the current pension real estate charging model can be divided into two types: property rights sales and use of use service fee sales. model. According to the current situation, it can be roughly divided into three models: member fee service fee, deposit entry fee service fee and insurance fee service fee.
membership fees service fees, that is, the user pays the membership fee according to different room types before check -in to obtain the right to stay in the pension apartment for a long time. After check -in, pay the service fee monthly according to different needs. Member rights can be transferred and inherited. At the same time, project operators will also establish a second -hand transfer mechanism to help members need members complete the transfer procedures.
The deposit fee entry fee service fee, that is, the user pays an entry fee and a deposit according to the one -time one -time room type. The deposit can be returned all or partly when the user retreates. At the same time, pay the service fee monthly according to different needs.
insurance fee service fee, that is, the user automatically obtains the right to stay in the pension apartment after purchasing insurance. At the same time, pay the service fee monthly according to different needs. Based on their own project characteristics and consumer preferences, each institution usually launch a variety of packages for consumers to choose from.
Pension Real Estate refers to a suitable elderly people who live in real estate development enterprises or related social institutions in the context of increasing population aging. Health provides good old residential products with good infrastructure guarantees. Such elderly residential products refer to the place where the elderly can obtain basic content such as economic offering, life care, and spiritual comfort.
This has entered an elderly society
In the data of the National Bureau of Statistics, the population over 60 years of age in 2019 reached 254 million, an increase of 1.65%year -on -year, accounting for 18.1%of the total population. According to the international standard of seniority: the proportion of population over 60 years of age reaches 10%or the population of the population over 65 years old has reached 7%, China has already entered an elderly society.
If according to the “China Development Report 2020: The Development Trends and Policies of the Aging of Population in China” released by the China Development Foundation, there are about 180 million elderly people 65 and above in China in 2020, accounting for about 13 of the total population. %
Minicization process will go through three stages, namely the stage of rapid age, accelerated age, and severe age. Among them The proportion is 25%.
If elderly consumers’ purchasing power of pension real estate continues to increase
The purchasing power is guaranteed by income. The economic income of the elderly is a key factor in determining the size and capacity of the elderly market. The main sources of economic income for the elderly are children or relatives, the elderly, retirement and labor income, and social insurance and relief. In 2010, the one of the pension alone increased to 838.3 billion yuan. By 2020, it would be 2814.5 billion yuan, and 7321.9 billion yuan in 2030.
The purchase intention of buyers’ purchase of pension real estate
In the preferences of residential ways, 59%of the elderly want to live with their children; 41%of the elderly choose to separate with their children. In the future The change of the concept of pension will rise.
The transformation of consumer concept promotes purchase behavior. With the change of the concept of elderly care for the elderly in China, the concept of residential consumption of the elderly has also changed. From basic residential consumption to the quality of residential consumption, more and more elderly people realize that buying elderly apartments is an investment. It can be preserved and can be left for future generations as real estate. They are more and more willing to invest in elderly apartments.
In the survey analysis, in the expectations of the expectations of the elderly in the middle and high -income elderly, I hope to purchase 51%of the total survey of real estate rights and 24%of the use rights of rental houses. , Other ways account for 9%.
Curadental apartment supply is diversified
With the development of society, the family structure of our country has gradually moved towards miniaturization, and the concept of residential consumption of the elderly has also changed. From basic residential consumption to improving residential consumption In terms of quality, the needs of the elderly show diversified characteristics. The elderly apartment markets have already targeted various products such as high -end elderly apartments, family -type elderly apartments, family -type elderly apartments, blessing agencies, and unique small apartment houses.
The domestic pension real estate is mainly distributed in the Bohai Rim, Yangtze River Delta, and Pearl River Delta and other developed areas.
If the development of the elderly market is immature
At present, my country is still in a period of strategic opportunities for active response to population aging. Although the special market for the elderly has begun, the market’s demand for pension real estate is not large, plus the addition, plus The income level of the elderly people is generally not high and the concept of pension consumption is relatively backward (that is, the main dependence on children), which causes pension real estate to be in a period of development.
The maturity of the pension market and the needs of enterprise development will also promote the government’s improvement of pension policies. Not only will we improve the pension social security system for guests to rest assured consumption, but it will also give support in land acquisition, finance, operation and other aspects to support enterprise development Provide a good external environment.
In future demand scale forecast for pension real estate
The prediction results of the United Nations, National Population and Family Planning Commission, National Aging Commission, and some scholars on the future aging development trend of my country. The population scale is about 255 million people; in 2026, the population size of 60 and over my country is about 300 million people.
If according to the statistics of the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million pension beds in my country, an increase of 12.55%over the previous year, and 53 elderly people per 1,000 elderly people had 53 pension beds. It is estimated that by 2026, the number of beds in my country will reach nearly 10 million.
-For more industry information, please pay attention to the “Analysis Report of the Development Prospects and Investment Opportunities of China’s Pension Real Estate Industry” released by the Institute of Foresight Industry Research Institute
The main listed companies in the industry: Vanke Real Estate (000002), Poly Real Estate (600048), China Resources Land (01109.HK), the first real estate (02868.HK), Greenland Holdings (600606)
, Aging Population Forecast, Predictive Forecast of beds
The elderly real estate requires large -scale funding support
Ip pension real estate refers to the emphasis on aging design from the standard configuration of architectural design, garden planning to houses The development of architectural products related to the elderly, from nursing, medical, rehabilitation, health management, cultural and sports activities, catering services to daily living care more in line with the behavior habits of the elderly.
Compared with the general real estate development model, pension real estate has certain characteristics:
The country is constantly entering the aging society
In the data of the National Bureau of Statistics, from 2014 to 2020, the ages in China in my country The population increased from 21 million to 264 million, with a compound annual growth rate of 3.72%; the population over the age of 60 in 2020 reached 264 million, an increase of 3.99%year -on -year, accounting for 18.70%of the total population. According to the international standard of seniority: the proportion of population over 60 years of age reaches 10%or the population of the population over 65 years old has reached 7%, China has already entered an elderly society.
In data from the National Bureau of Statistics, the proportion of aging population in my country in recent years has not only increased. The proportion of aging population over 65 years of age has increased from 8.9%in 2010 to 13.5%in 2020, an increase of 4.6 percentage points.
The number of beds at the current pension institution is close to 4.9 million pieces
2015-2020, and the number of beds in my country’s pension institutions increased year by year. According to data released by the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million beds in the country, an increase of 12.6%over 2019.
The aging trend in my country will not change in a short time
The problems with my country’s current marriage rate and low fertility rate and higher divorce rate, in the comprehensive United Nations, National Population and Family Planning Commission, National Aging Commission, and National Aging Commission, and the National Aging Commission and the National Aging Commission of the country and After some scholars’ predictions on the future aging development trends in my country, preliminary estimates that in 2026, the size of the population of 60 and over my country is about 300 million.
The pension real estate will gradually increase with the deepening of aging
. According to statistics from the Ministry of Civil Affairs, as of the end of 2020, there were 4.831 million pension beds in my country, an increase of 12.55%over the previous year. 53 pension beds. It is estimated that by 2026, the number of beds in my country will reach nearly 10 million.
. On the whole, the continuous deepening of my country’s aging will inevitably increase the needs of pension real estate, thereby driving the development of the pension real estate industry.
The above data comes from the “Analysis Report of the Development Prospects and Investment Opportunities of China’s Pension Real Estate Industry” of the Foresight Industry Research Institute